Adding Guests

Guests are individuals who participate in your organization's activities but aren't registered members. This guide explains how to add them.

When to Create a Guest

Create a guest when someone:

• Attends an event without being a member
• Makes a donation without joining
• Participates in activities before signing up
• Pays fees on behalf of someone else

If the person will be logging in and accessing member features, invite them as a member instead.

Adding a New Guest

Step 1: Navigate to Guests

Go to your organization's dashboard

Click Guests in the Finance section of the sidebar

Step 2: Click Add Guest

Click the Add Guest button in the top right

A dialog will appear to enter guest details

Step 3: Fill in Guest Information

Enter the following details:

Field	Required	Description
Name	Yes	The guest's full name
Email	No	Contact email address
Phone	No	Contact phone number
Notes	No	Any additional information

Step 4: Save

Click Add Guest to save the guest to your organization's guest list.

Adding Guests When Recording Payments

You can also create guests directly from the Record Payment dialog:

Open Record Payment from the Payments page or guest list

In the Guest field, start typing a name

If no match exists, click Create new guest

Fill in the guest details and save

The new guest is automatically selected for the payment

Tips for Managing Guests

• Use descriptive notes - Add details like "Attended Spring 2025 event" or "Parent of member John"
• Include email when possible - Makes it easier to find guests later
• Check for duplicates - Search before creating to avoid duplicate records
• Consider merging later - If a guest becomes a member, you can merge their records

What's Next?

After adding guests, you may want to:

• Record payments for guests
• Manage guest details on the detail page
• Understand guest states like merged and deleted