How to Manage your Guest List

Learn about the different ways that you can manage your guest list within zkipster

Petya Filipova avatar
Written by Petya Filipova
Updated this week

Once a guest list is imported into zkipster, you can manage it through the guest list dashboard. A few examples are:

  • Customize the order and display of the guest fields

  • Switch between different guest lists

  • Filter guests by their RSVP status, Floorplan or Session

  • Perform actions for one or multiple guests

Watch our tutorial video for a quick overview:

How to View the Guest Fields

You can choose which guest fields that you would like to display and in what order by clicking on the three-bar icon on the top left of your guest list.

  • To reorder the guest fields, drag and drop each guest field to move it up or down

  • To show or hide a guest field, tick or untick the box next to it

Please Note: the changes you make here only apply to the browser version of zkipster. To adjust the guest fields for the app version, please refer to 'How to Arrange and Hide Guest Fields on the zkipster App'.

On top of the default and custom guest fields, users can also add the below columns to the guest list view:

  • Last Activity

  • Changed by

  • Creation Source

  • Covid Cert Status (applies for EU region users)

  • Attachments

  • Relationships

By sorting through these fields, users can easily see any status change from their last logged-in activity in zkipster, check how guests were added to the guest list, view the user that last updated a guest record, see guests that have attachments or view if the guest is related to other guests part of the same event.

How to View the Different Guest List and All Guests

In the guests view drop-down menu, you can switch between the different guest lists or see guests altogether.

Filter by Session

From the session menu, you can filter your guest list by session and see all guests who have registered for the specific session. To learn more on how to create and manage event sessions with zkipster, refer to the following articles.

Filter by Floorplan

If you have multiple floorplans in your event, you can easily filter your guests by floorplan via the 'Floorplan' filter and see all guests that are seated on the selected floorplan or guests that are not seated in any floorplan by selecting 'None'.

If the same guest is seated in more than one floorplan, hovering your mouse on top of the 'Seating' field will display the seating information for that guest on all floorplans the guest is seated:

Filter by Guest Status

From the filter menu, you can filter guests by status. If you are using invitations, you can see all unconfirmed guests for your event. You can then send reminder email to follow up with them about your event invitation.

How to Use the Action Dropdown Menu

The Action Dropdown menu gives you the option to make changes to your guest list by selecting one or multiple guests at once. Based on your subscription plan, you can:

Searching For Guests

The most efficient way to search big lists is by using the search bar on the top of the guest list.

Pro Tip: We advise to use the 3 letter rule: type in the first 3 letters of a name to be as efficient as possible.

Please note that all fields are searchable. It's possible to search for any information in the Guest's Details, which means when searching for "vegetarian", all guests with the same data will pull up immediately.

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