Guest Check-In
Setting up your guest list
Create your data fields and customize your list.
Choosing your guest details
The first step is deciding what guest information you want to see on your check-in dashboard. By default, the system includes first name, last name, and company. To track anything else, click Add Custom Field and add your own.
You can add as many as you like, but we recommend keeping it to just a few so your dashboard stays easy to read.
Uploading your guest list
Once you've set your guest details, download our template and fill it in with your guests' information.
Each guest needs either a first name or a last name — at least one of the two must be filled in for every row, or the list won't upload.
Once your file is ready, click Upload Guest List to open the import window, then click the upload icon and choose your file. You'll have two options:
- Add to existing: Adds these guests to the ones you've already uploaded.
- Replace all: Removes everyone you uploaded before and replaces them with your new file.
This won't matter for your first upload, but keep it in mind any time you upload guests again.