Event Attendee Management

Accessing the main menu through the "Dashboard" tab, you can consult all the sections related to the management of the event. At the top, you will find a quick summary of the numbers of the event.


In the general menu of the "Dashboard",  the options displayed in boxes are the same as some of those found in the left sidebar menu:


Here is a quick run of the menu options: 

  • Dashboard (you are here)
  • Configuration: Edit the name of the event, dates and password for all attendees. Activate the automatic sending of confirmation email.
  • Third party client: Section where we introduce the necessary credentials to connect the platform with an app
  • Event attendees: List of attendees assigned to the specific event. This tab allows you to consult and manage the data of each attendee. The number of results shown in the page can be adapted using the option located at the bottom left of the page, and the data of the attendees can be downloaded in an excel file by clicking the "Download" button at the bottom right corner.


Within the  “Event Attendees”, the options shown in red/green colors in the different columns refer to the following options:

Invited

It will appear by default on the platform when the attendee has not received any invitation-type email.

It will appear when an invitation-type email has been sent to the attendee.

Confirmed :
It will appear by default unless the confirmation is manually done either when doing a single attendee creation or import, or later on in this same page.  If you have a registration form activated, the status will remain unchanged until the attendee completes the form and thus confirms their own assistance. 

The exact date / time of the attendance confirmation will appear regardless of how it is confirmed. 


Confirm. sent:

Option shown by default when no automatic / manual confirmation email of the event has been sent to the attendee. Generally, these confirmations are designed to provide the user with ther login credentials for the event's app, or provide them with a QR code, confirming their attendance to the event. See section “Templates and Communications"

Option that appears when the attendee has been sent a confirmation email automatically or manually.


Rejected: 

Default when attendance has not been rejected. 

Attendee has rejected the invitation, therefore will not attend the event. 

Accessed:

The attendee has not had their QR code read the event´s main reading point.
 

The attendee has accesed the event-  Their  QR code has been checked at the main reading point of the event. .
There are two options to manage the status and information of each attendee within this section:
  1.  You can click on the three points located on the right side of each assistant's information to access the drop-down menu. This will have effect only on the attendee you click on. 

  1. If you check the box next to the name of any or multiple attendees, all of these options will show at the top of the page. Then you may choose to manage multiple attendess at once. 



On the sidebar menu you will also find the following:
  • Access control: Configuration of QR reading points and consultation of data related to the check-in of the event.
  • Email templates: Creation and classification of different types of communications (mailings) intended for communication with attendees. See section “Templates and Communications”.
  • Registration form: Here you may create a registration form for your event. You may choose your prefered settings and play around with its visuals and the information required for users to submit.  You may also consult all submissions. 
  • Reports: A section where you can download reports about each section of the navigation menu: Event attendees - Registration form - Access control (checkpoints) - Email templates
  • Events: Event list.
  • Tags: List of created tags for all of our events.
  • Contacts: List of any given user created on the platform, regardless of event assigned.