CRM

CRM lets organizers manage all entities (participants, volunteers, waitlisters, etc.) across events where they have Full Admin access. To access this tool, head over to the ORGANIZER DASHBOARD.

With this tool, you can:

• Create and view saved audiences among participants

• Initiate transfers

• Change sub-events

• Issue refunds

• Resend confirmation emails

• Add participants manually

• Manage transfers, waitlists, and invitations

• Export participants as a CSV and saved audiences as a CSV or Google Sheet

• And more!

Filters

Audiences

Audiences are saved options of people filtered by entity types, sub-events, created date, etc in the CRM.

Entity Types

Entity Types are the various kinds of people associated with an event including: registered and removed participants, waitlisters, volunteers, and more.

Events

Organizers can filter the CRM through theirEvents where they have Admin access. After filtering, selected entity types associated with the events will appear.

Event Specific Filters

After filtering by Events, organizers can drill down the entities even further by options like Sub-Event, Teams, Discounts, Custom Questions, and more.

Entity Actions

From the CRM, organizers can manage entities with Entity Actions.

Learn more about the following Entity Actions:

• Transfer Participant

• Check-In

• Resend Confirmation Email

• Export Signed Waiver

• Refund

Table Settings

Table Settings allow organizers to customize how they see their CRM from what columns are shown to their order.

Contexts

The Context setting in Table Settings configure the table for specific use cases, such as Check-In or Timer. Each context determines which data fields, actions, editing options, and metadata are displayed and available.