Manage Event Participants

Manage the participants registered for your event.

Note: You cannot manage participants if your event is in draft mode or pending approval.

To export a spreadsheet of your participants, use the Participation Summary.

Use Select Your Occurrence or Select Your Shift to focus on an event occurrence or shift.

Tip: To send daily event updates to event creators when participant changes occur, enable the Event Update Summary (V027) email notification. For more information, see Volunteer Email Settings.

Manage Participants

1. From Manage Event, select Manage Participants.

2. In the Participants tab, locate the desired participant.

   • Use the Status and Participant Type filters to narrow your list. You can also sort by Most Recent Signup and alphabetically by last name (A-Z).

3. Select the View Participation for the desired participant

4. Select Check in to check them in for this shift.

   • If the participant is checked in, you can select Checked in to remove the check-in for this shift.

5. Select the hours for a shift to edit their hours. This field may be locked by the shift's settings.

6. Select X to remove their participation for a shift.

Manage Participants in Bulk

1. From Manage Event, select Manage Participants.

2. In the Participants tab, select the checkboxes for the desired participants. The bulk actions appear when you select two or more participants.

3. Select Check in to check them in.

4. Select Remove Participation to remove their participations.

Manage Waitlist

You can view waitlisted participants and manually add them to a shift.

1. From Manage Event, select Manage Participants.

2. In the Waitlist tab, locate the desired participant and select View Participation.

3. Select Add to Event to add them as full participants. This will take them off the waitlist.

4. Select X to remove them from the waitlist without adding them to the event.

5. To manage waitlisted participants in bulk, select the checkboxes for the desired participants. The bulk actions appear when you select two or more participants.

   • Select Add to add them as full participants.

   • Select Remove to remove them from the waitlist without adding them to the event.

Message Participants

Send an email message to your event participants. You can view an example of this email (V001) in the Email Library.

1. From Manage Event, select Manage Participants.

2. Select the Message Participants tab.

3. Select whether to send your message to Participants, Waitlist, or Both.

4. Enter a Subject.

5. Enter a Body. 2,000 characters maximum.

6. Select Send. The message will appear under Message History.