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Edit participants

Update participant details / information or bulk update participant statuses

Martin Moen avatar
Written by Martin Moen
Updated over 2 years ago

You must manually edit each participant to update their information.

It is possible to bulk edit/update participants' statuses, participant custom fields or bulk assign a program.

ℹ️ You are not able to import an updated list of already imported participants. Doing so may create duplicates.

Edit participant details

Edit booker details (Forms only)

EDIT A PARTICIPANT'S DETAILS

Click on the first name to edit a participant's details: 

EDIT BOOKER DETAILS

Bookers are participants connected to a form booking. They cannot be deleted or edited from Participants. To do this you must enter the booking, by clicking the booking reference:

In a booking, click edit booking:

BULK UPDATE PARTICIPANTS

Participant statuses

If you need to update several participants' statuses in one go, you can do this by using the bulk edit option.

To bulk update:

  1. Select the participants

  2. Click bulk edit

  3. Select status in the "Choose fields to update" dropdown

  4. Select the required status from the dropdown (attending, potential or not attending)

  5. Click confirm

All selected participants will have had their status updated.

Bulk edit participant custom fields

  1. Select the participants

  2. Click bulk edit

  3. Select the participant custom field you want to update from the "Choose fields to update" dropdown

  4. Select the required answer from the dropdown

  5. Click confirm

💡Use bulk edit to Group participants together, useful for table assignment, grouping for buses, activities and so on.

Bulk assign programs

To bulk assign:

  1. Select the participants you want to assign the program to.

  2. Then hit 'bulk edit'

  3. Select Program in the "Choose fields to update" dropdown

  4. Select the program you want to assign the participants to

  5. Click confirm

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