Guests & contacts

What is the contact book and how do I use it?

By Nimanto 1 min read

In short

Your contact book, under Contact book in the dashboard, holds everyone you have added to any invitation. Add or import contacts there, give them tags, and add them to a new invitation with From contacts on its Guests tab.

Most people invite the same family and friends to every celebration. The contact book means you type that list once.

How it fills up

Every guest you add to any invitation, by hand, by import or by replying through your shared link, is saved to your contact book, matched by e-mail first and then by phone. A guest's group is added to the contact's tags.

Open and manage it

  1. Open your dashboard and choose Contact book.
  2. Search with Search contacts….
  3. Choose Add contact to add someone: Name (required), E-mail, Phone (pick the country, then type the number without the country code), Tags (comma separated, such as "Family, Bride's side") and Notes.
  4. Choose Import contacts to load a CSV or Excel file with the same columns as a guest import. Existing contacts are matched on e-mail or phone and updated.

Each contact shows how many invitations they are a guest on.

Add contacts to an invitation

  1. Open the invitation and choose Guests & RSVPs.
  2. Choose From contacts. The picker lists only contacts not yet on this invitation.
  3. Search, tick the people you want, or choose Select all.
  4. On a published invitation, tick E-mail the invitation now if you want.
  5. Choose Add N to event.

Each added guest gets the default number of passes and the contact's first tag as their group.

Rules worth knowing

  • Within one account an e-mail or a phone can belong to only one contact. A second contact with the same e-mail or phone is refused.
  • Deleting a contact removes them from the book only. Guests already added to invitations are kept.
  • A guest who changes their e-mail or phone when replying updates their guest row, not their contact.
  • The same e-mail checks as in Add guest apply: a domain that cannot receive mail is refused, and a likely typo gets a "did you mean" hint.

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