Contacts, Lists, Tags, and Group Invitations

Open People to see your contacts. Use the Contacts, Lists, and Tags navigation beneath the heading to switch sections. Organization workspaces also show Followers here. On Contacts, choose Add contact or open More to import or export contacts. More → Import existing signups can recover contacts from earlier signups.

Every signup automatically becomes a contact under Peoplein the event's 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.

Search and tag filters cover the entire current workspace. You can combine them, and the count and page controls reflect only matching contacts. Clear search keeps the selected tag; Clear tag keeps your search. Changing filters or pages clears your selection. The header checkbox selects the current page. Then choose Select all matching contacts to include every result across pages, respecting both search and tag filters.

More → Export all contacts exports the workspace's full contact book, regardless of the current search or tag filter.

In People → Contacts, select people by tapping their row or checkbox, then choose Send message (shown as Message on phones). Add a subject and message for a general update, such as office hours or preparation instructions. You do not need an event. This is available on Free and Organization, within your existing sending limits.

Choose Review message to check the recipients before sending. Each email address receives one copy. Invalid, unsubscribed, and unavailable addresses are excluded. Only message contacts who expect to hear from you; being in Contacts does not subscribe someone to follower announcements.

With contacts selected, choose Add to list to use an existing list or create a new one. Open More for Add tag or Delete. Choose Clear to deselect everyone. Deleting still asks for confirmation.

For an event invitation, use Invite to event instead. This action appears when your workspace has published events. Open Messages to check what was sent and its status.

When composing a contact message in an organization, open Saved messages to use wording your team saved earlier. To add wording to the library, open a message in history and choose Save message. See Saved and reusable messages.

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.

Search your lists by name or notes, then open a list to search its contacts by name or email. Large lists are paginated. Removing someone from a list keeps their contact record; deleting a list also keeps its contacts.

Choose Invite to event: publish your next event, write the invitation, and review the recipients before sending. The review explains duplicates, unavailable addresses, and people skipped by your audience settings. Track the result in the event's message history.

Choose Send message on a list for a general update without an event. Messages include the entire list, even while searching or viewing one page. Review the recipients before sending; existing sending limits and unsubscribe checks apply. General messages appear in Messages, while the list's Invitation history shows its event invitations.

Invitations use the entire list, even while you are searching or viewing one page. Choose Not yet invited to skip previously invited people, or Everyone to include them. The final review checks eligibility and shows the actual recipient count.

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, then filter Contacts by a tag to select people for a message, invitation, or list.

On Contacts, choose a tag under Filter by tag, select some or all matching contacts, then choose Send message, Invite to event, or Add to list. You can message people without creating a list. On Tags, tap a tag's contact count to open those people in Contacts. The Tags page also offers a shortcut: Create list from tag includes everyone currently carrying the tag, across all pages and regardless of search. The new list is a snapshot: later tag changes do not add or remove list members automatically. Deleting a tag removes the label, not the contacts.

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.

Following does not automatically create a contact. On People → Followers, use View contact for an existing match or Add to contacts to save a confirmed follower.

Adding someone to Contacts or a list does not change their follower email preference. General organization contact messages skip followers who chose events only, have not confirmed, or unsubscribed. Messages about events they signed up for remain separate. Learn about follower updates.