How to Create Guest Profiles

Planning -> Guest Profiles

Step 1

From the side menu

> Click on Planning

> Click on Guest Profiles

Here you will see any existing profiles with the option to create a new one

Step 2
> Click on 'Create New Guest Profile' in the top right corner

Here you can begin to create a guest profile by inputting relevant information

Or

To bulk create/add guest profiles, choose 'Download import template' which is an Excel spreadsheet that can be filled out then imported back into the platform. Check out the 'Importing Guest Profile' article for more information

Step 3

Once all information has been added

> Click on Create Guest Profile located in the bottom right corner to complete the profile. 

You have successfully created a Guest Profile! 

Please note: When filling out custom fields, any required ones will be highlighted in red and must be completed before finalizing the profile. Standard required fields include First Name, Last Name, and Email Address.