Managing Guests

This guide covers viewing guest details, editing information, and other management tasks.

The Guest List

Access your guests by clicking Guests in the Finance section of the sidebar. The list shows:

• Name with avatar
• Email if provided
• Phone if provided
• Actions menu for each guest

Searching Guests

Use the search bar to find guests by:

• Name
• Email address
• Phone number

Search updates as you type with a short delay for smoother performance.

Pagination

For organizations with many guests, the list is paginated. Use the Previous and Next buttons to navigate.

Guest Detail Page

Click on any guest row to open their detail page. This shows:

Header

• Guest name and avatar
• Email address
• Guest badge (purple)
• Merged badge if linked to a member (blue)
• Action buttons: Record Payment and menu

Payment Statistics

Three cards showing payment summary:

Card	Shows
Verified	Total amount and count of approved payments
Pending	Amount awaiting verification
Rejected	Count of declined payments

Guest Information

• Email address
• Phone number
• Notes
• Created date
• If merged, shows linked member information

Payment History

Full list of payments made by this guest with:

• Date
• Fee name
• Amount
• Status (Verified, Pending, Rejected)

Editing a Guest

From the Guest List

Click the three dots menu (⋮) on the guest row

Select Edit Guest

Update the information

Click Save Changes

From the Detail Page

Open the guest detail page

Click the three dots menu (⋮) in the header

Select Edit Guest

Update the information

Click Save Changes

Editable Fields

Field	Notes
Name	Required, cannot be empty
Email	Must be unique per organization
Phone	Any format accepted
Notes	Free-form text for any details

Deleting a Guest

How to Delete

Open the guest detail page or find them in the list

Click the three dots menu (⋮)

Select Delete Guest

Confirm the deletion

What Happens

• Guest is removed from the guest list
• Guest record is "soft deleted" (preserved in database)
• Payment history is maintained for financial records
• Deletion cannot be undone through the interface

When to Delete

• Guest was created by mistake
• Duplicate record exists
• Guest is no longer relevant

Note: Don't delete guests just to "clean up" if they have payment history - deleting doesn't remove their payments, it just hides them from the guest list.

Available Actions

From the guest detail page menu:

Action	Description
Edit Guest	Update guest information
Merge with Member	Link to a member account (if not merged)
Delete Guest	Remove from guest list

From the guest list row menu:

Action	Description
Record Payment	Add a payment for this guest
Edit Guest	Update guest information
Delete Guest	Remove from guest list

Best Practices

• Keep information current - Update email/phone when you learn new details
• Use notes effectively - Record how you know the guest, event attended, etc.
• Don't delete unnecessarily - Soft delete preserves records, but hidden guests can't easily be found
• Merge when appropriate - Link guests to members to consolidate history

Related Topics

• Adding Guests - Create new guests
• Recording Payments - Track guest payments
• Merging Guests - Link to member accounts
• Guest Status - Understand guest states