Reviewing and approving entries

Deciding who gets on the guestlist, and what happens next.

Approvals shows only the entries waiting on a decision. Entries shows everything, with a status filter.

Each row shows the guest's name, email, phone, source, who they're related to, pass type, sub-type, status, payment and when they submitted. Search by name, email or related to, and filter by source or related to.

Approving an entry

1. Open the entry's menu and choose Review & Approve.

2. Check their details and any notes they left.

3. Choose the Pass Type, then the Guestlist Sub-Type.

4. Add notes if you like.

5. Click Approve.

What happens next depends on the sub-type:

• Complimentary: the entry is approved and the guest is emailed their pass, with a QR code and an Add to Apple Wallet button.

• Paid or Discounted: the entry moves to Payment Pending and the guest is emailed a payment link. Their pass is issued once they've paid.

Guests without an email address get a pass for desk collection instead.

Rejecting an entry

Choose Reject from the menu or the review window, with an optional reason. The guest isn't emailed.

Statuses

• Pending: waiting for a decision.

• Approved: complimentary and approved.

• Payment Pending: approved on a paid sub-type, waiting for payment.

• Paid: payment received and pass issued.

• Rejected: declined.

Changing an approved entry

Open View / Edit to change the pass type or sub-type. If the guest has already paid, you're warned first and told whether the change means an extra payment or a refund.

From the menu you can also Re-send Payment Link to someone who hasn't paid, or Re-send Ticket to someone who's lost their email.

Activity log

Every entry keeps a log of what's happened to it: submission, approval, pass type and sub-type changes, payment links, payments, emails sent and any that failed.

Tidying up Related To

People write the same name in different ways. Click the Related To value on any form or manual entry to correct it, set its type and source.

To fix many at once, click Standardise label, pick the label to replace and type the one to use instead. Every matching entry is updated.