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. We recommend you import attendees 2-3 weeks before your event so you have plenty of time to set up badges.

⭐️ 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. 🧠

Screenshot of the Attendees page in an Onsite event.

Attendee Types

Attendee types are added to Socio Onsite in one of three ways.

  1. Tickets pulled from a linked Socio Registration event are added to Socio Onsite as Attendee Types

  2. Via attendee import into Onsite

  3. 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.

Screenshot of the Attendees page. The New Attendee button is highlighted.

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.

Screenshot of the New Attendee modal.

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.

Screenshot of the Attendees page. The Settings menu for an attendee is expanded.

Import new attendees

Export the template

Click the Import button.

Screenshot of the Attendees page. The Import button is highlighted.

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. 🧠

Screenshot of the Import modal. The Download button is indicated.

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.

Screenshot of the Import modal. The

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.

Two screenshots showing the

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!

Screenshot of an error notification.

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.

Manage Attendees

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.

Export attendees

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.

Screenshot of the Attendees page. All attendees are selected, and the 3-dot icon is expanded.

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.

Screenshot of an

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.

Screenshot of the Attendee Detail section of an Attendee page. The settings menu is expanded.

In the modal that appears, you can view and edit the following:

Screenshot of the Edit Attendee Registration Info modal.
  • First Name

  • Last Name

  • Email

  • Title

  • Company

  • Location

  • Attendee Type

  • Mobile Phone

  • 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 support@socio.events

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