How to use whodidimeet

Sessions — perfect for live events like speed-networking. Create a session, tap New Contact for each person, jot a note, mark Yes / Maybe / No. Done.

Contacts — your long-term hub. Every contact from every session lives here, plus anyone you quick-add or import from a spreadsheet.

1. Go to Sessions and tap New Session.
2. Give it a name (e.g. "BNI Tuesday — June 12").
3. For each person you meet, tap + New Contact, type their name, business, and a quick note.
4. Tap Yes, Maybe, or No for follow-up.
5. If your event had an online chat (Zoom, Teams, Google Meet, etc.), copy and paste the chat log into Import Chat to auto-fill emails, phones, websites, and socials for everyone who shared them.
6. You can also tap + Add contact info on any contact to type in email, phone, website, or LinkedIn yourself — and tap the toggle again to hide those fields once you're done.
7. Export to CSV or Excel when you're ready to follow up.

Open Contacts to see everyone you've ever met across every session.

• Search by name, company, email, or notes.
• Filter by follow-up status, tag, or due reminders.
• Reach out? card at the top resurfaces people you said you'd follow up with but haven't touched in 60+ days.
• Quick-add (+ button) for someone you met outside a session — coffee, intro, etc.

Tap any contact to open their card. You can:

• Edit their info (email, phone, website, LinkedIn, notes).
• Set where you met — pick a place you've used before, or type a new one. Great for "I visited a different BNI chapter" or "met at the airport".
• Add tags like client, referral-partner, real-estate. As you type, existing tags suggest themselves so you stay consistent.
• Log a touchpoint (called, emailed, coffee, etc.) to keep a timeline of every interaction.
• Set a reminder ("remind me in 2 weeks") so they bubble back up when it's time.

Both tags and meeting places are reusable labels. Use the Manage tags and Manage places pages to:

• Rename — fixes typos everywhere at once.
• Merge — combine #bni and #BNI into one.
• Delete — remove a tag or place you don't use anymore.

Tip: keep tags broad and reusable (industry, relationship type) — that's what makes filtering useful.

Inside a session you can pick a Where you're meeting people place at the top. Every new contact you add gets tagged with it automatically — perfect when you visit a guest BNI chapter or an industry mixer.

Have years of contacts in a notebook or spreadsheet? Go to Contacts → Import.

1. Download the sample CSV on the import page to see the expected columns.
2. Upload your .csv or .xlsx — we auto-detect the columns.
3. Confirm the column mapping (Name is the only required field).
4. Choose one big list or split by event/date to create one session per event.

Any unmapped columns get tucked into the contact's notes, so nothing is lost.

• Yes — definitely follow up. Shows up in your export and resurfacing card.
• Maybe — interesting, not urgent. Also exports.
• No — keep the record, skip the follow-up.

You stay logged in until you explicitly sign out. No need to log in for every session.

• Don't overthink notes — one sentence is enough. The point is to remember why they mattered.
• Use tags consistently — pick 3-5 you'll actually reuse.
• Log a touchpoint right after the call/email. It takes 5 seconds and saves the timeline.
• Check the "Reach out?" card weekly — it's your nudge, not a nag.