Guest List Management

Edited

Adding Guests

Users have two options for adding guests to their event:

  1. From the Event Details page: Navigate to the specific event and locate the guest list section.

  2. From a Person's profile: Go to the Person's profile and find the Events Tab.

Adding Multiple Guests

Users can add guests from any existing list or search for specific individuals.

Note for Mobile Users: Due to screen size limitations on mobile devices, the "Invited" list will be hidden to ensure ease of use on the go.

Managing Guest Statuses

Once a guest list is created, users can update the status of each guest. Available statuses include:

  • Attending

  • Maybe

  • No

  • No Show

Updating Guest Statuses

  1. Select the record(s) to be updated by clicking on them.

  2. Use the sub-action menu to change the status.

  3. Multiple records can be selected and updated simultaneously.

Tracking Additional Guests

To maintain an accurate guest count, users should utilize the "+1" column:

  1. Locate the "+1" column in the guest list.

  2. Click in the appropriate cell for the guest bringing additional attendees.

  3. Enter the number of additional guests.

  4. The information will be saved automatically when the user clicks away from that row.

Downloading Guest List Data

Users can export their guest list data for offline use or analysis:

  1. Look for the "Download" option on the guest list page.

  2. Click Download to generate an Excel file.

  3. The file will contain all visible data from the guest list page.

This feature allows for easy reporting and data manipulation outside of the Campaign Deputy platform.