Create a Guest
There are a number of ways to add guests into the platform to suite your needs. Please watch the following video to show you how. Alternatively, keep reading for a step by step instruction.
To begin, use the ‘Create New Guest’ button (see below)
You will then be presented with the following form to complete:
Please fill out the details as indicated on the left hand side.
If you are struggling with the fields, please see the information below in order to help you:
Guest first name (Can be placeholder)
Guest last name (Can be placeholder)
Guest email address - The email address will be used to send out invitations
Add the brand your guest will be assigned to for the event - (Event Brands are created prior to guests)
Select the guests language they would like to view the app in
Telephone number of guest
Select the Guests Country - This will set their currency within the mobile app
A note on where the guest has come from e.g. web booking, direct sale, etc.
To be used if the guest is experiencing your event via a 3rd party reseller - Reseller’s will need creating prior to creating these guests.
Once you have completed the form click the 'Create' button to complete creating the guest.
Create Multiple Guests – Bulk Action
Unlike the ‘Create New Guest’ function described previously, you are creating a volume of “default” guests to add to your event.
You can then decide whether to keep the details as default to anonymise your event or as guest’s sign up to your event you edit the guest details one by one to the new details. What the bulk action does is save time keying data and you can quickly create the volume of expected guests within the system to then work from.
Click the Action button and select "Create Multiple Guests"
Complete the following form, with the Quantity being the number of guests you wish to create.
As you can see by the example, we are creating 100 Canadians with English as their language in the Guestia Event Brand that are not part of any resellers. Once created these will appear in the portal as "Guest Name 1" through to "Guest Name 100" each with a dummy email address.
Create Multiple Guests – Import
If you already have a list of guests stored electronically elsewhere you are able to import these guests into Guestia pain free.
Click the Action button and select “Import from File”
From this screen you will be able to download the template for the first time - The download file will have an example row included for you, please delete this row before uploading your list. You will then need to ensure your data matches up to the format provided and save as a .csv file.
Once the file is saved go back to the screen above and browse to that file and click the “Import Guests” button.
You will then be told on screen if the import has been successful.