You may remember the energy of a great evening long after the names begin to blur. Who was the designer with the workshop idea? Which friend introduced you? And who said they would help next time?
Events in Dextr give those memories a place to live. Keep the occasion, location, people, and useful conversation notes together, then return to them when you want to reconnect.
In this walkthrough, we’ll use a Community Design Evening at Austin Central Library: 11 people first met there, 12 familiar attendees, and a few specific next steps.
1. Start an event from Home
On iPhone, tap Home in the bottom menu. In Add New, tap the Event quick-action button.
Use an event for a shared occasion: a conference, birthday party, volunteer shift, dinner, or virtual meetup. Give it a name you will recognize later, such as “Community Design Evening,” rather than a vague label like “Meeting.”
2. Add the date, place, and occasion notes
Enter the event name, then set Starts to the date and time of the gathering. If you are recording something that already happened, change the date before saving. Use Add End Date when an end time is helpful.
Choose In-Person and select the venue. Search for the correct location and check its address. An in-person event needs a place before you can save it. Reuse an existing Place when it represents the same venue; our Places guide explains how that keeps people and occasions connected.
For an online gathering, choose Virtual and select the conferencing platform instead.
Use the event’s notes for details about the whole occasion: the room, purpose, agenda, or something distinctive that will help you recognize it later. For example:
Community room on the second floor. Discuss accessible design and plan the October workshop. Materials and refreshments provided.
You can add people in the form now or save the event first and add them afterward. Tap the checkmark in the upper-right corner to save.
3. Add the people who attended
Open the saved event and tap Add Attendees. Search for a person by name and select the correct contact. Repeat for the other people you want to include.
If someone is not in your contacts yet, enter their name and choose Add followed by the name. Dextr can create the new contact as part of recording the first meeting. Fill in their phone number, email, and other useful details when you have them.
Adding an attendee records their connection to the occasion. It does not send an invitation.
Distinguish a first meeting from seeing someone again
Dextr separates People Met from Other Attendees:
- People Met are people whose first meeting with you is associated with this event.
- Other Attendees are people who attended but whose first meeting belongs elsewhere.
When adding a contact and the Met At Event control is available, select it only if this really was your first meeting. Creating a new person in this flow treats the event as their first meeting.
In the example, Theo is marked Met At Event, while Maya is someone you already know. Both can attend the same evening without turning your later conversation with Maya into a new first meeting.
Check existing First Met details when you are recording an older event. An earlier occasion can affect which meeting Dextr treats as the first.
Add a short note beneath each new attendee, then tap the upper-right checkmark to save the additions. Back on the event, review the two groups and their counts.
4. Keep the conversation with the right person
The event’s general notes describe the gathering. Attendee notes describe what mattered about a particular person or conversation.
For someone first met at the event, capture why you wanted to stay connected. For someone you already knew, add what you discussed this time. For example:
Discussed an accessible workshop format. Send the October outline.
Notes for an existing contact added as an attendee can become a Journal Entry linked to the event. This keeps the shared occasion and the individual conversation connected. Journal Entries are part of Dextr Pro.
On the event page, swipe right on an Other Attendees row to reveal Journal when it has no entry, or Edit when an entry already exists. Add or revise the note, then save with the checkmark.
You can find the saved history again on the person’s Events & Journal tab. See How to Use Journal Entries in Dextr for the full note-taking workflow.
If someone made an introduction, also record them in the contact’s Introduced By field. A note that says “Maya introduced us” is useful context; the Introduced By feature saves that person as a connection you can open later.
When you learn how two attendees know each other, connect their contact profiles. Record a colleague, friend, or family connection separately from their attendance at the same event.
5. Give a good conversation a next step
While adding an attendee, tap the bell beside their name to prepare a follow-up reminder. Choose a suggested date or custom, then give the reminder a specific title.
For Theo, “Send Theo the workshop invitation” is more useful than “Follow up.” Include the promised resource or topic in the notes, check the date, and tap the checkmark. Finish saving the attendee form as well.
Use a dated reminder for a promise tied to a particular day. For an ongoing habit of reconnecting, follow the Stay in Touch reminders guide.
Keep new connections in sight with the Recently Met Home Screen widget. During a current event, it can show the event and people you first met there, with short notes to help you choose whom to contact next.
6. Follow up with the event’s attendees
On the event page, tap Text Blast beside Add Attendees. Dextr uses the event’s eligible attendees from both groups to prepare personalized, separate messages.
Check the recipient count and event name before choosing a template. In this example, the blast includes 23 People from Community Design Evening.
An event template can use First Name and Event Title. For example:
Hey {{First Name}}, thanks for coming to {{Event Title}}! I enjoyed hearing your ideas. Would you like the details for our October workshop?
Review the individual message previews before confirming a send. The recipient count can be lower than the event’s total when someone does not have a suitable messaging number.
Text Blast requires Dextr Pro and the Dextr Text Blast 3.0 Shortcut. Follow the Text Blast walkthrough for setup, message editing, review, and sending.
7. Find the event again
Tap Calendar in the bottom menu to return to your recorded occasions. Open the event you need; use the Calendar filter to show Events when you want to narrow the list.
You can also return through the associated Place’s Events tab or a contact’s Events & Journal history. A current or upcoming event may appear on Home.
Open the event and use the pencil in the upper-right corner when the gathering’s details need correcting. First Met records linked to an event use its date and place, so check those shared details carefully.
Review suggested events before saving
When newly imported contacts trigger a Dextr AI suggestion, Dextr may offer a recent event as their meeting context. Review the proposed association and choose the occasion you actually remember. A suggestion is a starting point; it does not establish where you met.
Our Dextr AI guide walks through reviewing suggestions and adding First Met details.
Start with one occasion you still remember clearly. Add the people, one useful detail about each conversation, and a next step where it belongs. The next time you reach out, you will have more than a name to go on.
