Manage contacts and consent

The Contacts page lists the people connected to your calls, messages, and appointments. Contacts are created automatically from phone interactions and are updated as new activity happens.

Contact list

Each row can show:

• Contact name or unknown contact.
• Phone number and email if available.
• Activity counts for calls and messages.
• Appointment count.
• Last interaction time.
• Blocked status.

Use search to filter by name, phone number, or email.

Contact detail

Open a contact to view:

| Tab | What it shows | | --- | --- | | Activity | Calls, SMS messages, and appointment activity in chronological order. | | Appointments | Service, date and time, status, channel, and calendar sync state. | | Details | Contact info, blocking state, SMS consent, and system metadata. |

Blocking contacts

Blocking a contact stops new SMS replies and causes new inbound calls from that contact to hang up immediately. You can unblock the contact later from the same menu.

SMS consent

The contact detail page shows whether the contact is subscribed or opted out of SMS, when the consent state changed, and the source of that change when available.

Deleting contacts

Contacts with linked conversations or appointments stay in place so activity history remains complete. Contacts without linked records can be deleted from the contact detail page.

Contact deletion is permanent. Linked conversations and appointments stay protected so your activity history remains intact.