Your contact book

Contacts is your organization's address book. It sits above individual events, so the people you invited to last year's summer party are still there when you plan the next one — no re-uploading, no hunting through old spreadsheets.

What a contact is

A contact is an email address with an optional name, some tags, and a note. That's deliberately small. It is a place to keep the people you work with, not a customer database — the detailed answers a person gives live on their registration for a specific event.

Email is the identity: one contact per address, per organization. Import the same list twice and you update the same people rather than doubling them.

Tags are the useful part

Tags are free text — VIP, Sponsor, Choir, Press. A contact can carry as many as you like, and you can filter the table by one or several.

Tags are what turn the address book into an invitation shortcut. In Participants → Invitations → Import & invite, instead of uploading a file you can pick Use existing contacts and choose tags. Everyone carrying those tags comes through as the guest list.

Two habits make this work well:

• Tag on the way in. When you import a guest list, add a tag for it there and then — the event's name, the year, the group. It costs nothing at import time and saves you rebuilding the list later.
• Keep tags broad enough to reuse. Sponsor will still be useful next year. Sponsor table 4, Saturday will not.

Adding people

• One at a time — Add contact, for the person who just emailed you.
• From a file — Import contacts takes a .csv or .xlsx, and walks you through matching its columns to name, email, tags and note. The same importer the invitation flow uses, so it handles semicolon-separated exports from European versions of Excel as well as comma-separated ones.
• Automatically, when you invite someone — anyone you invite to an event is added to your contacts by default, tagged with that event's name. You can turn this off per import if you would rather keep the list curated by hand.

Re-importing a corrected file is safe. Names are updated where the new file has them, tags are added to what is already there rather than replacing it, and a note you have already saved is not duplicated.

Editing and removing

Click any cell to edit it in place, the same way the participants table works. Select several rows to delete them together.

Deleting a contact does not cancel any invitation they have already received, and does not remove them from an event they have registered for. The two are deliberately separate: the address book is who you know, the participant list is who is coming. If you want to withdraw someone from an event, do that from Participants.

Who can see it

Contacts belong to the organization, and follow your existing roles: anyone with viewer access can read them, editors can add and change them. They are never visible to attendees.