Timer Contacts is your central hub for everyone you've ever met through the platform. Every guest who books a meeting is automatically added here, creating a complete history of your professional relationships.
Pro Tip
Contacts are automatically created when guests book meetings. You can also import contacts from CSV or add them manually.
Key Features
Auto-Capture
Contacts created automatically from bookings
Meeting History
Full timeline of all meetings with each contact
CSV Import
Bulk import contacts from spreadsheets
Contact Rating
Rate and prioritize your most valuable contacts
Two Ways to View Contacts
Choose the view that works best for you. Switch between views using the toggle in the dynamic island.
Cards View
Visual grid with contact photos, company info, and quick stats. Great for browsing and recognition.
List View
Compact rows with all details visible. Best for quick scanning and bulk actions.
There are three ways to add contacts to Timer:
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1
Automatic from Bookings
When someone books a meeting through your Timer page, they're automatically added as a contact with all the information they provided.
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2
Manual Entry
Click "Add Contact" to create a new contact. Enter their name, email, phone, company, job title, and any notes.
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3
CSV Import
Click "Import" to upload a CSV file with multiple contacts at once. Download our template to see the required format.
Click any contact to open the details panel where you can:
- View and edit contact information
- See their complete meeting history
- View notes and add new ones
- Rate the contact (1-5 stars)
- See which meeting types they've booked
- Send them a message
- Convert to a lead for pipeline tracking
- Delete the contact
Sorting & Filtering
Quickly find the contacts you need with powerful search, sort, and filter options:
Search
Find by name, email, company, or notes
Sort Options
Name, Recently Met, Most Meetings, Highest Rated
Filter By
All, Returning Only, New This Month, Highly Rated
Returning Contacts
See who's booked with you multiple times
Bulk Actions
Select multiple contacts to perform actions on them at once:
Message
Send an email to multiple contacts at once.
Add Tags
Categorize contacts with custom tags for easy filtering.
Delete
Remove multiple contacts at once.
Importing from CSV
Bulk import your existing contacts using a CSV file:
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1
Download Template
Click "Import" then "Download CSV Template" to get a properly formatted file with the right column headers.
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2
Fill In Your Data
Required: Name, Email. Optional: Phone, Company, Title, Notes. The first row should be column headers.
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3
Upload & Preview
Drag and drop your CSV or click to browse. You'll see a preview before importing.
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4
Confirm Import
Review the preview and click Import to add all contacts to Timer.
Contact Stats
The hero section shows quick stats about your contacts:
New This Month
Contacts added in the last 30 days
Returning
Contacts who've booked multiple meetings
Total Meetings
Combined meetings across all contacts
Best Practices
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1
Add Notes After Meetings
Document key discussion points and follow-up items while they're fresh in your mind.
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2
Rate Your Contacts
Use the star rating to quickly identify your most valuable contacts when you need to prioritize.
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3
Convert High-Value Contacts to Leads
When a contact becomes a potential client, convert them to a Lead to track them through your sales pipeline.
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4
Use Tags for Organization
Create tags like "VIP", "Partner", "Investor" to quickly filter and find contacts.
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5
Review Returning Contacts
Regularly check the "Returning Only" filter to nurture your most engaged relationships.
Frequently Asked Questions
Are contacts added automatically from bookings?
Yes! When someone books a meeting through your Timer page, they're automatically added as a contact with all the information they provided in the booking form.
What's the difference between Contacts and Leads?
Contacts is a record of everyone you've met. Leads is a sales pipeline for tracking potential clients. You can convert a contact to a lead when they become a sales opportunity.
Can I export my contacts?
Export functionality is coming soon. For now, you can view all contact details in the list view.
What happens if I delete a contact?
Deleting a contact removes their information from your contacts list. Their booking history is preserved in your calendar.
Can the same person be both a Contact and a Lead?
Yes, when you convert a contact to a lead, they exist in both places. The contact record keeps meeting history, while the lead tracks them in your sales pipeline.