The Contacts and Organizations section in your account dashboard serves as a central hub for managing your guest data across multiple events. It’s designed to help you organize, segment, and quickly access your contacts at the workspace level - making event setup and management easier, especially for recurring or large-scale events.
1. Locating Your Contacts
You can find your Contacts and Organizations area in the left-hand sidebar of your account dashboard.
From here, you can toggle between two views:
Contacts – A list of all individual contacts saved to your workspace
Organizations – A list of companies or groups that your contacts belong to
2. How Contacts Work
When you create a contact list, these contacts are saved at the workspace level - not just within a single event.
This means:
You can reuse your existing contacts across multiple events without needing to re-import lists.
You can easily add guests directly from your contact database to any event’s guest list.
Think of this section as your master contact hub, storing all relevant contact data that may be used across various events.
(For a step-by-step guide on importing guests from a contacts list, see: How to add guest to the guest list)
3. Organizing by Company or Group
If you work with multiple clients, departments, or partner companies, you can organize your contacts under Organizations for easier filtering and management.
To add a new organization:
Click the Contacts and Organizations icon in your sidebar.
Select Organizations from the dropdown.
Click Add Organization in the upper-right corner.
Enter the organization’s details (name, phone number, address, etc.).
Use the Add Contacts option to link existing contacts to this organization.
This setup helps you easily filter, manage, and invite guests based on their organization or affiliation.
By keeping your contact data centralized, you’ll streamline your event setup process and maintain consistency across all of your events.