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Overview

Contacts is each sub account’s own address book. It holds the people your client’s voice assistants talk to and book — captured automatically from calls and appointments, importable from GoHighLevel, and editable by hand. Contacts are scoped to a single sub account and isolated between clients, the same way pricing and call data are (see Understanding Sub Accounts). When you manage more than one client, use the sub account selector to choose whose contacts you’re viewing.
Contacts live in the sidebar, just below Calendar — the two work together: an appointment booked through Calendar creates or updates the matching contact automatically.

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How contacts get created

You rarely start from an empty list. A contact can arrive four ways:
Because calls and bookings populate contacts on their own, the list grows as your client’s assistants work — no manual data entry required. Add contacts by hand only when you want a record ahead of the first interaction.

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The contacts list

Open Contacts in the sidebar to see every contact for the selected sub account. Contacts page
  • Columns: Name, Phone, Email, Company, Source, Created, and row actions.
  • Search: filter by name, email, or phone.
  • Sub account filter: agency users can narrow the list to one client’s contacts.
  • Add Contact: create a contact by hand (see below).
  • Row actions: edit or delete any contact.
  • Export CSV: download the current contacts as a spreadsheet (contacts-export-<date>.csv), including every field — company, website, address, tags, custom fields, notes, and source.

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Add a contact manually

Click Add Contact and fill in the details. A contact needs at least an email or a phone number; everything else is optional: Add a contact manually
  • Name (first, last), email, phone
  • Company, website
  • Address, city, state, country
  • Notes and tags
  • Custom fields
Duplicate emails or phone numbers within the same sub account are rejected, so the same person doesn’t get two records.

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The contact detail page

Click a contact to open its detail page, which has two tabs: Contact detail page
  • Details — the full record: contact info, company, address, tags, notes, and custom fields.
  • Appointments — every booking linked to this contact. Open one to see the appointment, or cancel it from here. This is the same booking data managed in Calendar.