PRODUCT GUIDE

Scheduling contacts and meeting history

Review relationship context and upcoming or completed meetings.

Short answer: Review relationship context and upcoming or completed meetings. Begin with “Search by the participant's stable email address.” and verify the result through the public participant path.

A contact is the person behind repeat bookings, identified by a stable email, with their meeting history. It is a documented requirement on the contacts page. Keep notes short and purposeful; the privacy policy explains retention.

Before you start

  • The participant's email address.
  • A reason for any note you add.
  • The right event type for the next invitation.

How to complete this task

  1. Search by the participant's stable email address.
  2. Review future and past meetings before adding context.
  3. Record only useful, appropriate notes with a clear retention purpose.
  4. Use the correct event type when inviting the contact again.

Finish by opening the public link in a signed-out browser: a saved setting is not proof that the guest path works.

Troubleshooting

The problems people report most often with this task, and the cause behind each one.

The same person appears twice.

Match on a stable email address. A personal address and a work address are two records unless you merge them deliberately.

Meeting history is missing.

History follows the address used at booking. If someone booked with a different address, the earlier meetings live on that record.

What should not be stored in a note?

Anything you would not show the contact. Keep notes to scheduling-relevant facts with a stated retention purpose.

Related Meetin.gs help

Return to the Meetin.gs Help Center for the adjacent configuration guide, or send the exact event code and expected result when the documented checks do not explain the behavior.

RELATED CAPABILITY

Scheduling contacts

See the people you meet, their upcoming and past events, and the context needed for the next conversation. This page explains scheduling contacts requirements. Confirm production availability before depending on this capability.

Review scope

Frequently asked questions

Short answers to what organizers ask most about this task.

What is a scheduling contact?

The person behind repeat bookings, identified by a stable email address, together with their meeting history and any notes you record.

Why does the same person appear twice?

They booked with two addresses. Match on a stable address and merge deliberately rather than by name, which is unreliable.

What should a contact note contain?

Scheduling-relevant facts only — preferred times, access needs, agreed follow-up. Write nothing you would not be comfortable showing the contact.

How long should meeting history be kept?

Keep it as long as it serves a stated purpose, then delete it. Retention without a purpose is a liability, not an asset.