Collecting Guest Information before your event

• When setting up your Edit Event>Checkout Options you can configure exactly what information you collect from each guest. See the Guest Information article for more details.  

• Once they submit their purchase, they will be redirected to a confirmation page. They can either click on "Edit Guest" to enter the details themselves or click on "Ticket" to email individual tickets to each guest so they can fill in their own information. Note: The first ticket is pre-filled with the purchaser's information, but it can be updated on this page.

• They also receive an email with a link to this page so that they can update it anytime.

• Registrants don't always have their full guest list at the time of purchase — that's completely normal. They can return to the confirmation page at any time to add or update guest information.
• BetterUnite's Guest Info Request email is a powerful tool for following up with ticket purchasers who haven't yet provided their guest details. Go to Edit Event>Communications>Guest Info Request or Dashboard>Communications>Email Communications>Guest Info Request

• This email only goes to those purchasers of tickets that have not filled in all their guest names. You can schedule as many of these to go out as you need. That email is shown below. You can customize the message each scheduled email. 

• If purchasers give you their guest information, you can input it for them several ways.
  • From with Check-In by going to Dashboard>Check-In Guests

• • Search the purchaser's name, click on their name under Purchases.  

• • Select an Open Guest Slot.

• • Input the first guest's details into the fields. Select New Contact if they are not in your system yet and enter their details or select the person from your existing contacts within your BetterUnite CRM.

• You can also enter their guest names into their tables within Dashboard>Table Management.

• • Search for the Purchaser Name in the search field.

• • Expand the table to show all the guest slots.

• • Begin entering the guest name and add a new contact exactly as shown above or select the person from your existing contacts within your BetterUnite CRM. 

• If guest information hasn't been collected before the event — which is common — you can enter it at the door in real time using the Dashboard > Check-In Guests route described above.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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