How to add guests to an event

1. Click Events in the left side menu.
2. Select your Event from the calendar or list views. The following steps will differ slightly depending on whether you assigned a set number of guests.

Option 1: The number of guests was set when creating the event

1. Click Guests in the top menu. Here you will see a list with the same number of empty slots as the number of guests defined when creating the event.
2. Click Select under Client Name.
3. Select one of the names from the dropdown menu. You can also start typing the name to filter the results.
4. Optionally, you can add a role.
5. Keep adding as many guests as needed.
6. If you’d like to add a new Guest, click the Add New Guest button at the top right corner of the screen.
7. Fill in the mandatory fields and any other relevant information. You can add more details after saving the Guest.
8. Finally, click Save and Continue to save your guest.

Option 2: The number of guests was not defined when creating the event.

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1. Click Guests in the top menu. You will see two buttons: Add Existing Guest and Register New Guest.
2. Click Add Existing Guest to add a guest from your Guest Directory.
3. Select one or more guests from the dropdown menu. You can also start typing the name to filter the results.
4. Click the Add to Event button.
5. If you’d like to add a new guest, click the Register New Guest button.
6. Fill in the mandatory fields and any other relevant information. You can add more details after saving the Guest.
7. Finally, click Save and Continue to save your guest.

Updated on: 01/04/2026