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Adding and Managing Members in the People Block

Updated

The People Block helps you manage who’s attending an event and their status. You can add members, update their status, and even send RSVP requests to confirm availability. Here’s how to set it up and start managing your event’s attendees.

Step 1: Adding a People Block

To start using the People Block for your event:

  1. On the Event Details page, click the "+" button or the "Add to Event" link in the left-hand column.
  2. Select "People" from the list.
  3. The People Block will be added to your event, and the "Adding Members to People" form will open automatically.
Note: If you want to reuse an existing People Block from another event, you can import it. See the Importing People from Another Event article for details.

Step 2: Adding Members to the People Block

TM_Event-People_AddMembers.png

In the "Adding Members to People" form, you can start adding members:

  1. Use the "Add Member(s)" field to start typing a name or use the dropdown menu to:
    • Select an individual member.
    • Select a member category to add all members in that group.
  2. After populating the name field, you can:
    • Remove any members you don’t need by clicking the "X" next to their name.
    • Manually add more members by typing their names or selecting them from the dropdown.
  3. Use the Status dropdown to set the status for the selected members:
    • Attending: The member is confirmed to join the event.
    • Maybe Attending: The member’s attendance is tentative.
    • Send RSVP: Sends an email to the member requesting their availability. You’ll receive their response via email, and their status will update accordingly.
    • Not Attending: The member is not available for the event.
  4. Click the "Add Members" button to add the members to the list.
  5. When you’re done adding members, click "Finish Editing" at the bottom of the form to return to the Event Details page.
Note: Changes are saved automatically at every step. RSVP emails are sent immediately when you give a member the "Send RSVP" status and click "Add Members."

Managing Members

After adding members, you can manage their details using the "Actions" button next to each name:

  • More Info: View a log of the member’s status updates for the event.

    TM_Event-People_MoreInfo.png

  • Edit Status: Update the member’s status to one of the following:
    • Attending: Confirm the member is attending.
    • Maybe Attending: Mark the member’s attendance as tentative.
    • Not Attending: Confirm the member is not available.
    • For Pending RSVPs:
      • Cancel RSVP and set the status to Attending, Maybe Attending, or Not Attending.
      • Resend the RSVP request.
  • Delete: Remove the member from the event. A confirmation popup will appear before the member is deleted.

Tips for Using the People Block

Keep your People Block organized and effective with these tips:

  • Use Categories: Adding entire member categories is a quick way to populate the block. You can refine the list by removing unneeded members afterward.
  • Follow Up on RSVPs: Regularly check pending RSVPs and resend requests if necessary to ensure you have up-to-date attendance info.
  • Keep Status Accurate: Update member statuses as changes occur to keep the team informed.

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