Setting Up Your Guest Allocation Profile
When an admin allocates guest slots to you, you receive an email with a link to your Profile page. From there, you can see your allocations, build guest list forms, and send them to contacts who will fill in the guest details.
Your Profile Page
The Profile page is your central dashboard for managing guest list allocations. It displays:
Event details - the event name and date
Remaining allocations - coloured boxes showing how many slots you have left per tag, with icons indicating the tag type
Draft forms - forms you've started but not yet sent
Sent forms - forms you've sent to contacts, showing whether each has been submitted
If you visit your Profile page before creating any forms, you're automatically redirected to the Allocation page to create your first one.
Creating a Guest List Form
The Allocation page is where you build the guest list form that a contact will fill in.
Click Create / Send Another Form on your Profile page (or follow the link from your allocation email).
Add guest rows by selecting a tag and specifying the number of slots for that tag on this form.
Enter the contact's name, company, and email address in the Send To section.
Write a message to the contact explaining what you need.
Click Preview to review the form.
You can optionally add the contact as a named guest on the guest list itself by checking the option to include them.
Previewing Your Form
The preview popup shows exactly what will be sent. It includes:
Event details - name and date
Slot summary - coloured tag boxes showing allocated, created, and remaining counts
Your message - the text the contact will see
Recipient details - the contact's name and email
From the preview, you have two options:
Save as Draft - saves the form without sending it, so you can return and edit later
Send Form Now - sends the guest list request email to the contact immediately
Important: The preview requires at least one guest row, a recipient name, an email address, and a message. Fill in all fields before previewing.
Managing Drafts
Draft forms appear on your Profile page in the drafts section. You can edit or delete them at any time.
Go to your Profile page.
Find the draft form you want to edit.
Click View/Edit Draft.
Make your changes on the Allocation page.
Preview and save or send the form.
Deleting a draft frees up the slots it reserved, making them available for other forms.
Managing Sent Forms
Sent forms appear on your Profile page with a status badge:
Sent (blue badge) - the contact has received the form but hasn't submitted it yet
Submitted (green badge) - the contact has submitted the guest list and attendees have been created
Resending a Form
You can resend a form to the same or a different contact. The resend popup lets you edit the recipient's name, company, and email address before resending.
Important: Resending a submitted form revokes all attendees created from the original submission. Each affected guest receives a revocation email. The contact will need to submit the form again.
Deleting a Sent Form
Deleting a sent form removes it from your profile and frees up the allocated slots. If the form was submitted, all attendees created from it are deleted and revocation emails are sent to the affected guests.
Sending Multiple Forms
You can split your allocation across multiple contacts. For example, if you have 20 VIP slots, you could send one form with 12 VIP slots to one contact and another form with 8 VIP slots to a different contact. The Profile page tracks remaining slots across all your forms in real time.
Viewing a Submitted Guest List
Once a contact has submitted their guest list, a View Guest List link appears on the sent form card. Click it to open the submitted guest list in a new tab, showing all the names and details the contact provided.