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Contacts

📲 Groups and Contacts

Contacts make it easier to manage people by adding or importing people and organizing them into groups. Grouping contacts simplifies the process of inviting them to your sessions: with a few clicks you can add an entire group of contacts to your online gatherings.

To access Contacts, go to Home (bottom left corner) → Contacts (hover over the buttons to confirm their names).

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➕ Add a new contact

  1. Go to your profile (upper left corner).
  2. Click on Contacts. 
  3. Click on New contact (upper right corner).
  4. Fill in the requested information: name & email address. Optional: add their company name and job title. 
  5. Click Add contact.
  6. They will appear in your list of contacts now.

If you want to group your contacts, follow these steps:

  1. Insert your contact(s) - see above.
  2. Check the box next to the contacts you want to group.
  3. Click on Add to existing group or Create group.

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*Should you want to add a new contact to an existing group, select that group instead of All contacts. The following steps are the same.

🏗️ Edit a contact

  1. Go to your profile → Contacts. 
  2. Find the contact you want to edit. 
  3. Click on More actions (⋮). 
  4. Select Edit contact.
  5. Make the necessary changes.
  6. Click Update contact.

⭐ Favorite contacts

  1. Find the contact you want to promote to Favorite. 
  2. Click the star ⭐ corresponding to their name.
  3. Your favorite contacts are now marked with a golden star. You’ll find them all under Favorites.

🤲 Sync contacts

Add multiple contacts at once by importing them from external sources.

There are two ways to do that:

A. Sync Google Contacts or Office 365 contacts

B. Import contacts from a .csv file

A. Sync Google Contacts or Office 365 contacts

  1. Go to your profile → Contacts.
  2. Click on the More options (⋮) button (right upper corner, next to New contact).
  3. Click on Sync contacts.
  4. Select Google Contacts or Office 365.
  5. Click Sync.
  6. Choose the account you want to sync contacts with.
  7. Allow permissions.
  8. A banner will inform you that the sync was successful. 
  9. The contacts will appear under All contacts.

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Note: You can sync multiple Google or Office 365 accounts.
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Note 2: You can not edit contacts and groups imported from Google or Office 365.   

Should you want to unsync accounts, select More options (⋮) → Sync contacts → Active contacts connections → Disconnect.

B. Import contacts from a .csv file

  1. Go to your profile → Contacts.
  2. Click on the More options (⋮) button (right upper corner, next to New contact).
  3. Click on Import contacts (.csv).
  4. Drag and drop your file or upload it from your computer by clicking on browse files.
  5. A confirmation modal appears with the total number of contacts that you imported.

🚀 Export contacts

Should you want to export contacts from Sessions, follow these steps:

  1. Go to your profile → Contacts.
  2. Click on the More options (⋮) button (right upper corner, next to New contact).
  3. Click on Export all contacts.

❌ Delete a contact

  1. Find the contact you want to erase. 
  2. Tick the box corresponding to the contact.
  3. The option to Delete contact will appear at the top of your list of contacts.

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*Should you want to delete more contacts at once, check their boxes and click Delete. 

🧱 Bulk actions

To save time, you can apply an action to multiple contacts at once. Here are the bulk actions you can complete:

  • Add to an existing group (option becomes available above the list of contacts after checking their boxes).
  • Create a group with the selected contacts in the new group (option becomes available above the list of contacts after checking their boxes).
  • Delete contacts (option becomes available above the list of contacts after checking their boxes).
  • Export contacts: click More options (Next to New contact → More options → Export all contacts).

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