Learn how to add participants and sponsors and classify them according to their attendance and ticket types or remove them from groups.

To be covered
Adding Members to a Group
After creating a custom group, you can add members and categorize them according to their attendance and ticket types.
You can add members from two places:
- From the People tab - if your event registration is with the public join link OR
- From the Invites tab - if your event registration is with the Invite-only (unique join link)
β‘οΈ Method 1: Through the GROUPS tab
You can also add members to a group manually through the Group card. This flow applies to both default and custom groups.
- Navigate to the Admin Panel - People tab and click Groups.
- If you need to add new participants to a new group, you will see a prompt to +Add members.
- π If the group already has some members, you will have the +Add member button on the right side.
- π If the group already has some members, you will have the +Add member button on the right side.
- Click +Add members.
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Inside the Add members drawer, the list of all attendees will be loaded. You can select multiple attendees at a time, search by attendee name. There is also a switch to show only Sponsor representatives for a quick selection.
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Make your selections and save the changes.
Method 2: through the INVITES tab
When creating an Invite, you will need to select a Group, so this new invite (unique join code) is assigned to the appointed Group. This way, you add new members to a Group through Invites. Let's see the steps:
π To add a NEW PARTICIPANT OR SPONSOR to a group, you need to:
- Navigate to the Admin Panel - People tab - Invites.
- Click on New invite button.
- Once you have the Invite open, you can choose a Group name, Email, Seats. These are mandatory columns to fill in, and the others are optional.
- Once you have completed filling in the details, the invite is created and is now waiting to be redeemed.

Method 2.1: through the INVITES tab (CSV file)
You can add multiple new members to a Group by importing their details and creating a new unique join code for each.
To do so, follow the instructions in this article.
Removing Members from a Group
It's possible to remove one, multiple, or all participants of a group by clicking the checkboxes to the left of their names. Once at least one item in the table is selected, the table header will have a Remove button.
βRemoved members are moved to a default group - Attendees / Attendees (Virtual), or if the members were a sponsor representative, to Sponsors / Sponsors (Virtual).
π Removing an Attendee from a Group
- Navigate to the Admin Panel - People tab - Groups.
- Select the attendee profiles you want to remove.
- Once you are done with your selections, click on Remove.
π Removing a Sponsor Representative from a Group
- Go to Sponsor tab.
- Select the Sponsor profile you want to edit.
- Click on Remove.
- When you remove a Sponsor Representative from the last booth, they're assigned to, AND they're not a member of a custom group. So the rep will be moved to the Attendees (Virtual) Group.
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MESSAGE: βAre you sure you want to remove these members?
- If that person was in Sponsors (Virtual), the attendee will be moved to Attendees (Virtual). (Image above)
- If the person was in Sponsors (In-Person) or Sponsors (Hybrid), the attendee will be moved to the corresponding Attendees group (Attendees or Attendees - Virtual). (Image below)

Last updated - July 2022.
Written by Natasha Santiago.
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