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.

If you meet the same people weekly (a BNI chapter, a mastermind, a board), build a Circle once and stop retyping names.

1. Create a circle, give it a name, and optionally set its meeting place.
2. Build the roster — start typing to pick an existing contact, or add someone brand new.
3. Tap Start meeting. Everyone on the roster shows up pre-filled, in your order.
4. Each week the only thing you fill in is "Looking for this week" — who or what each person is asking for. It saves as you type.
5. Last week's ask shows faded above the field so you can see if someone's been chasing the same thing for a while.

Tap Ask history next to any member to see all their weekly asks down a single column. Use the ▲▼ arrows to reorder the roster to match how your meeting runs.

Building a big roster one name at a time is slow. On any circle page, tap ⬆ Upload a list of members.

• Paste straight from a spreadsheet, or choose a .csv file.
• Columns: Name, Company, Email, Phone — only Name is required. A header row is optional.
• People already in your contacts are matched by name instead of duplicated; everyone else is created as a new contact.
• You'll see a count of what was added, matched, and skipped.

While typing a name in a session, matching contacts show a History button. Once a row is linked you'll see Met N× before · View history. Either one opens a popup with their past meetings, notes, and touchpoints — no tab switching.

After pasting a Zoom/Teams chat log, you get a review screen. Every field — name, company, emails, phones, socials, notes — is editable right there, and edits save to that contact automatically.

Missing key info (name, company, email, phone) is highlighted with a ⚠️ Missing chip and a summary banner. It's a heads-up, not a block — you can always export anyway.

Each person is one contact with many meetings, so meeting someone again just adds to their timeline. If two records slip through, use Contacts → Duplicates to merge them — notes, meetings, and tags all move to the surviving contact.

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 however makes sense for you — industry, relationship type, priority, or what someone does. There's no right number.
• 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.