If you linked your Onsite event to an existing Socio Registration event, all the attendees will automatically appear on the Attendees page, and edits must be made in your registration event. If you're not using Socio Registration, you can add, import, and manage attendees from the Attendees tab.
⭐️ Keep in mind, at least one attendee must be added to your Onsite event before it can be published. This can be a test attendee you can use to test badge printing without checking any real attendees in. 🧠
Attendee types are added to Socio Onsite in one of three ways.
Tickets pulled from a linked Socio Registration event are added to Socio Onsite as Attendee Types
Via attendee import into Onsite
During the Add Attendee process
Custom Attendee Types aren't required for badge printing, though they can be helpful for printing different badges for different groups of people. For more on how Attendee Types can be used to customize badges, check this out.
Add an Attendee
⭐️ Keep in mind, this option is only available if your Onsite event isn't linked to Socio Registration.
Click the New Attendee button. In the modal that appears, select an existing Attendee Type, or click Create New Attendee Type to make a new one. Attendee types help you create badges and set visibility rules that apply to only certain people.
Now, fill in the attendee's information. If you need to note the attendee's Ticket Number or External ID from another platform, be sure to enter those numbers exactly. Otherwise, leave those fields blank.
Click Save changes when you're done.
The new attendee appears in the list, and you can view their profile or edit them by clicking the Settings (⚙️) icon.
Import new attendees
Export the template
Click the Import button.
In the modal that appears, click the Download button to download the attendee import template.
⭐️ Keep in mind, we recommend that you include a test attendee you can use to test badge printing without checking any real attendees in. 🧠
Open the file in your preferred spreadsheet program, and follow the instructions on the first sheet in the file to add attendee data.
⭐️ Keep in mind, the values imported into the External ID column are used to generate QR codes. This means you can still print QR codes on badges if you purchase Onsite without purchasing Socio Registration.
Import an attendee file
When you're done editing your file, save it, and use the Upload your file step in the Import modal to import your attendees.
You'll see a notification that the upload is processing. While the file is processing, you can continue to work on other aspects of the event. Once the file has finished importing, you'll either see the "It's Done!" message, or the "Oops!" message.
If there were errors during the import, click the View Error Report button to see a detailed description of what went wrong and the exact cell(s) that caused the error, when relevant. Once you've fixed any errors, simply try the import again!
If you missed seeing a pop-up, check if there's a red dot on the bell icon next to the Help tab at the top right corner of the screen. Click the bell to see all your past notifications.
If you need to edit attendee information, and you linked Socio Registration, you must make any needed changes in the Attendees tab of your Registration Event.
If you'd like to export existing attendees so you can do mass edits, check the box at the top of the Attendees page, click the 3-dot icon, and click Export.
After a few moments, you'll see a message saying the export was successful. Click the Click here to download link to download the file, and make any edits in your preferred spreadsheet program.
Refer to the instructions above to re-import the file after making changes.
Edit an attendee
If you imported attendee data, you can click on an attendee's name to open their profile. Click the Settings (⚙️) icon, and then Edit.
In the modal that appears, you can view and edit the following:
Custom Information - There could be any number of custom fields you imported with attendees. They all appear at the bottom of the edit modal.
Click Save Changes when you're done.
Now let's take a look at configuring the Onsite App.
Questions? Chat Us or Email [email protected]