Managing Attendees, Waitlists & Transfers

Everything you need to manage your event's attendees from purchase to check-in.

Attendee List

Access your attendee list in the Attendees tab of Event Customization.

Viewing Attendees

The Registered Attendees view shows:

• Customer name and email
• Ticket type purchased
• Order date
• Check-in status
• Custom question responses

Searching & Filtering

• Search: Find by name, email, or order number
• Filter by ticket type: View specific ticket holders
• Filter by status: Checked in, not checked in
• Sort: By name, date, or ticket type

Exporting Attendee Data

1. Click Export
2. Choose format (CSV or Excel)
3. Select which fields to include
4. Download file

Use exports for:

• Name badges
• Seating arrangements
• Marketing follow-ups
• Event day checklists

Waitlist Management

When tickets sell out, enable a waitlist to capture interested buyers.

Enabling Waitlist

1. Go to Event Settings or Ticket Types
2. Toggle Enable Waitlist to ON
3. Configure options:
   • Maximum waitlist size
   • Auto-notify when tickets available

How It Works

1. Event sells out
2. Customers join waitlist (free)
3. When tickets become available (cancellations, added inventory):
   • Waitlist members notified by email
   • First-come, first-served purchasing
   • 24-48 hour claim window

Managing the Waitlist

In the Attendees > Waitlist section:

• See all waitlisted customers
• Manually release tickets to specific people
• Remove people from waitlist
• Export waitlist data

Ticket Transfers

Allow customers to transfer tickets to others.

Enabling Transfers

1. Go to Event Settings
2. Find Ticket Transfers section
3. Configure:
   • Allow transfers: Yes/No
   • Transfer deadline: How close to event
   • Transfer fee: Optional fee to transfer

Transfer Process (Customer View)

1. Customer logs into their account
2. Goes to "My Tickets"
3. Clicks "Transfer Ticket"
4. Enters recipient's email
5. Recipient receives email to accept

Transfer Policies

| Policy Type | Recommended For | |-------------|-----------------| | Free transfers | Most events | | Paid transfers ($5-10) | High-demand events | | No transfers | VIP/named tickets |

Invite-Only Events

Create exclusive events with controlled access.

Setting Up Invite List

1. Go to Attendees > Invite List
2. Click Add Invitees
3. Options:
   • Manual entry: Add emails one by one
   • CSV import: Bulk upload

How Invites Work

1. Create event as "invite only" in settings
2. Add people to invite list
3. Send invitation emails
4. Only invited emails can purchase

Managing Invitations

• Track who has purchased
• Resend invitations
• Revoke invitations
• Add late additions

Communication

Bulk Emails

Send updates to all attendees:

1. Go to Attendees > Registered
2. Click Send Email
3. Compose your message
4. Select recipients (all or filtered)
5. Send

Common Uses:

• Event updates/changes
• Venue directions
• Schedule announcements
• Post-event thank you

Individual Communication

Click any attendee to:

• View their order details
• Send personal email
• Add notes to their record
• Process refund if needed

Refund Requests

Viewing Requests

1. Go to Attendees > Refund Requests
2. See pending refund requests
3. View reason and order details

Processing Refunds

1. Click on a refund request
2. Review the reason
3. Choose:
   • Approve (full or partial)
   • Deny (with explanation)
4. Customer is notified automatically

Refund Policies

Set your policy in Event Settings:

• Full refunds until X days before
• Partial refunds after that
• No refunds within X days
• Transfer-only option

Check-In Preparation

Before your event:

1. Export attendee list for backup
2. Set up TicketFloLIVE for scanning
3. Brief your team on check-in process
4. Test QR scanning with sample tickets
5. Prepare for manual check-in backup

Need help managing attendees? Contact support.