Contacts, Lists, and Tags

Every signup automatically becomes a contact in your Tools workspace, with their name, email, phone if collected, and a history of the events they joined. Run three events and you have a real community roster without entering a single row by hand. You can also add contacts manually or import a CSV, or export a CSV of the current workspace.

Personal accounts hold up to 1,000 contacts. Search covers names and emails, and each contact's page shows their tags and event history.

A list is a named group of contacts: "Fall volunteers", "Room 12 families", "Band boosters". Build lists by hand, from a CSV import, from selected event attendees, or from everyone carrying a tag. Lists can be duplicated.

The payoff is send event link to list: publish your next event and email the signup link to the whole group in one step. This is how repeat events fill up on day one.

Tags are colored labels you attach to contacts: roles, seasons, neighborhoods, whatever slices your community. Tag people individually, tag attendees in bulk right from an event, and create a list from a tag whenever you need to act on that group.

Contacts, lists, and tags are scoped to a workspace. Your free Personal address book stays private. If you belong to an organization, a second shared workspace holds the team's contacts and lists, with higher limits (10,000 contacts). The two never mix: flipping the switch only changes what you are looking at.

When you have more than one workspace, the dashboard header switcher chooses which book you are looking at, and which events list you see. Choose Personal for your own roster, or the org name for the shared one. New events start in that same workspace (you can still override on the create event screen), so signups land in the matching contact book. Saving attendees to a list or tagging them from an event follows that event's workspace, even if the header is still pointing at Personal.