Add & Manage Attendees or Site Members

Overview

Attendees can be added to a site through the registration process, added manually by a site administrator, or added from an external source through an API integration. Attendees/members are managed in administration, in the "Add & Manage" menu item underneath "Attendees".

In this article:

1. Locate Add & Manage
2. Edit an existing attendee or member
3. Add a new attendee or member

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Step-by-Step Walkthrough

Step 1 - Locate "Add & Manage" 

From the dashboard, select "Members or Attendees” from the left-hand side menu, and click “Add & Manage”.

Step 2 - Edit an existing attendee or member

Manage an existing attendee or member by clicking the name of the individual.

Step 3 - Add a new attendee or member

To add a new attendee or member, click “+ Add New” and select “Individual Attendee/Member”

Note:  You can add multiple new attendees or members by select Member/Attendees Upload" uploading a .csv or Excel file.

Enter the required and optional information, and select the attendee or member type from the "Types & Groups" tab.

Step 4 - Save

To send a welcome email to the new attendee or member, select the box next to “Send welcome email” and press "Save", otherwise press "Save".