Lists group attendees under a common name so you can track who brought whom and break check-in counts down by source. A list can stand for a promoter, sponsor, company, vendor, affiliate, or staff member — how you segment is up to you.
There are two kinds:
- Permanent lists are account-wide and reusable. Set up a permanent list once, then add it to as many events as you want. Use these for sources you work with repeatedly — a recurring sponsor, a regular promoter, or a company whose guests you track across every event.
- One-off lists belong to a single event. Create them on the event itself when a source only matters for that one event.
Both kinds appear together on an event’s Lists screen, and both feed per-list check-in counts.
Requirements: A Guest Manager account. At least one event to add lists to.
Create a permanent list
-
Open Permanent lists from the left-hand menu.
-
Click Add List.
-
Enter a Name for the list.
-
To give a team member sign-in access to this list, add their email and, optionally, a phone number under the list-manager details. This is optional — leave it blank for a list that only tracks a source.
-
To have this list added to your events automatically, check the Recurring option. Leave it unchecked to add the list to each event manually.
-
Click Save.
The permanent list is created and available to add to any event.
Add a one-off list to an event
-
Open the event and go to its Lists screen.
-
In the add-lists field, type one list name per line. You can add several lists at once — each line becomes its own list.
-
Click Save.
Each name becomes a one-off list on that event only.
Add a permanent list to an event
-
Open the event and go to its Lists screen.
-
Choose one or more existing permanent lists to add to the event.
-
Save.
The permanent lists now appear on the event alongside any one-off lists.
Assign attendees to a list
- At import: add a column named List to your import file. If the name matches an existing permanent list, attendees are attached to it. If it doesn’t match any permanent list, a one-off list is created for that event under that name. To track attendees to a permanent list, set the permanent list up first and match its name exactly.
- One attendee at a time: set or change the list on an attendee directly when adding or editing them.
Related articles
- Create an event — set up the event you’ll add lists to.
- Check-in tallies — see per-list counts of who was checked in.
FAQ
What’s the difference between a list and a permanent list?
A permanent list lives at the account level and can be reused across events. A one-off list exists only on the event you create it on. Use a permanent list for a source you track across many events; use a one-off list when the source matters for a single event.
Adding a list to one event — does it appear on my other events?
No. A one-off list is scoped to the event you add it on. A permanent list is reusable, but it isn’t on an event until you add it there.
My import created a new one-off list instead of using my permanent list. Why?
The name in the List column didn’t match an existing permanent list. Matching is by name, so set the permanent list up before importing and make sure the column value matches its name exactly.
Can a permanent list person sign in to manage their own guests?
Yes — if you added an email (and optionally a phone number) when creating the permanent list, that person can be given sign-in access to the list.
