Go to Manage → Contacts and click Create Contact. Enter the contact's name, email, and (optional) mobile number, optionally assign them to a contact group, and save. The contact then becomes available to add as a recipient on any reminder. Contacts receive notifications — they don't log in.

Before you start

  • You need Administrator or Editor access.
  • Contacts count against your plan's contact limit (e.g. "Using 35/50"), which can be raised with add-ons.
  • Decide whether the person should be a Contact (receives reminders) or a User (logs in and manages). The same person can be both, as separate records. See Contacts vs Users.

Steps

  1. Go to Manage → Contacts.
  2. Click Create Contact.
  3. Enter the contact's:
    • First name and Last name
    • Email address (required for email reminders)
    • Mobile number with country code (required for SMS or WhatsApp reminders)
  4. (Optional) Assign the contact to a Contact Group — or leave them in the Default Group.
  5. Save.

What happens next

  • The contact appears in the Contacts list with an Items count of 0 (they aren't yet attached to any reminder).
  • They become available to add as a recipient on any reminder.
  • They do not receive a login invite — that's a User, not a Contact.

Edge cases & gotchas

  • Email and mobile are channel-specific. A contact without an email won't receive email reminders; without a mobile number, no SMS or WhatsApp. Fill in both if you might use multiple channels.
  • Default Recipients are a one-click suggestion, not an automatic assignment — adding a contact doesn't put them on every reminder.
  • A contact flagged as blacklisted won't receive reminders until support whitelists them. See Contact blacklist warning.
  • Contacts can't span companies. To use the same contact in another company, export and re-import there.
  • Don't add a teammate as a contact if they need to log in — add them as a User instead. (You can add them as both if they also need to receive reminders.)

Related questions

  • How do I add a contact? Manage → Contacts → Create Contact, fill in name, email, mobile, save.
  • Is a contact the same as a user? No — contacts receive reminders; users log in and manage.
  • Why does the new contact show 0 items? They're not yet attached to any reminder.
  • Why aren't reminders going to my contact? They might be missing from the reminder's recipient list, missing a number/email for that channel, or flagged on a blacklist.

Related articles

Contacts vs Users · Import contacts · Contact groups · Contact blacklist warning