Participant Options

Use participant options to collect custom details for each event, such as t-shirt sizes, meal preferences, or seating requests. Participant options give you flexibility because you can gather different information for the same option across events. For example, you can create meal preference options with different food choices for each dinner event.

Note: Participant options are similar to custom fields, but they’re not the same. Custom fields use the same field and values across events. Participant options let you add new fields and values for each event. In a future release, you’ll be able to copy an event and reuse its options. For more information, see Custom Fields.

From an event's record, under Participant options, add and manage the fields and their values. For each option, you can also view how many participants responded to each value. To view who selected a value, such as to distribute t-shirts, select the number of responses under the option’s name.

Add a participant option for an event

From the event record, select Add option under Participant options.
For Option name, enter text that describes the information to collect.
For Input type, choose how participants provide the information.
If you choose List, enter the values to include. Next, drag and drop the values to set their order for online registration forms. Select Multi-select to allow multiple selections for a participant’s record.

Tip: Don't see Online registration forms? No need to worry. Expect its wider release in a future update.
Select Save.

Copy participant options from another event

From the event record, select Copy options from another event under Participant options.
Search for an event to copy.
Select Copy.

Edit participant options

You can change the name of a participant option, or update the names and values of an option, from an event record under Participant options.
From the option’s menu, select Edit.
Edit the information as necessary.
Select Save.

Note: You can only remove the values for options if the values aren’t associated with participants.

Delete participant options

If an option isn’t associated with participants, you can remove it from the event. From an event record, under Participant options, select Delete from the option’s menu.

After you set the options, add them to the online registration form, then manage responses from participant records.

Add participant options to an online registration form

From an event record, under Online registration forms, add or edit a form.
Under Form, Form designer, select Registrant details from Build.
Choose the options to include and set whether they're required. For more information, see Registrant Details.
Select Save. After participants complete the form, the options and the values they select appear on their records under Participant options.

Tip: Don't see Online registration forms? No need to worry. Expect its wider release in a future update.

Add participant options from a participant record

From the participant list, select Manage participant options from the menu for a participant or guest, select the options and their values, then select Save.
From a participant or guest's record, under Participant options, select Add option, select the options and their values, and select Save.
To manage participant options for members of a party, open a record for any of the participants or guests. Under Party information, select Manage participant options from the menu next to the participant. Next, select the options and their values, and select Save.

Edit participant options

You can change the response to a participant option from a participant’s record under Participant options. From the option’s menu, select Edit, adjust the information as necessary, and select Save.

Delete participant options

You can remove the response to a participant option. From the participant’s record, under Participant options, select Delete from the option’s menu.

Note: Participant options are only available in the web view.