Question 1

Trouble Logging In?

Accepted Answer

Troubleshooting Login Issues

Q: How Do I Edit My Event Widgets?

How to Edit Your Event Widgets To edit your event widgets , simply click the (+) in the menu bar of your event board. Here, you'll be able to see all of Guestboard's event tools (and which ones are currently active on your event). Use the toggles on the right to either activate or deactivate whichever widgets you and your guests may want. Note: If you choose to deactivate the Guest List widget, it will hide the public list from all guest views. However, the 'Guest List' widget will ALWAYS visible to event administrators.

Why is there no password?

As of October 2019, Guestboard now uses passwordless authentication for both registration and logging in. This is growing security trend and widely considered even more secure than traditional passwords. Here is a good explanation on the benefits and growing popularity of passwordless authentication.

If you created an account prior to 10/19, and wish to continue using a pre-existing password, you can click the text link that says Have an Existing Password? to reveal a password field and enter it there. Of course, you may also choose to send yourself a magic login link if you wish.

Requesting a Magic Link

If you have already registered and are trying to log in on a new device or browser, you'll see the login screen asking for the email address that is registered with your account. After entering your email, simply click Send Me a Login Link.

This will quickly trigger a Magic Authentication Link email to be sent to that address, securely confirming your credentials.

Secure Magic Link Login Email

After clicking the secure link in the email, you will be instantly redirected successfully to your Guestboard, and _will not need to re-authenticate in the near future on that devic

Question 2

How Do I Edit My Event Widgets?

Accepted Answer

How to Edit Your Event Widgets

To edit your event widgets, simply click the (+) in the menu bar of your event board.

Here, you'll be able to see all of Guestboard's event tools (and which ones are currently active on your event). Use the toggles on the right to either activate or deactivate whichever widgets you and your guests may want.

Activate/Deactivate Widgets

Note: If you choose to deactivate the Guest List widget, it will hide the public list from all guest views. However, the 'Guest List' widget will ALWAYS visible to event administrators.

Deactivating Guest List will display a

Question 3

How Do I Grant Admin Rights to a Guest?

Accepted Answer

Making a Guest an Admin

Planning a big event often requires more hands on deck. Event admins have the following privileges:

Invite/remove guests
Edit event details
Moderate Board Threads & Comments
Add/Delete Shared Resources
Add/Edit Schedule Items

To make someone an admin, they must already be a guest of the event. Then under Guest List, you'll find the "•••" icon at the far right of each row.

Here, you can select Make Admin. When that user refreshes their page or opens up their Guestboard in the future, they will now see the admin controls and can begin contributing.

Assigning Admin Roles

Question 4

What is Guestboard and How Do I Use It?

Accepted Answer

Welcome to Guestboard!

Guestboard is an intuitive and modular platform for managing group events! 🎉 Our mission is to make events easier for organizers to plan and communicate with their attendees, as well as creating an engaging space for guests to stay connected and informed.

Is Guestboard right for my event?

Guestboard is a flexible and scalable platform, and can be used to streamline a wide range of both personal and professional events. It's best-suited for events that require a little more than "just showing up".

_What does that mean? _

Well, for certain events like a simple birthday party, backyard BBQ, or happy hour, your guests probably only need the date/time/place. (And Guestboard's clear and legible invitation emails certainly show those).

But where Guestboard shines is for events that involve collaboration, communication, and other moving parts. If you're spending time sending email announcements, sharing ad-hoc links and documents, or manually answering the same repeated questions from attendees.. we can help. Multi-day event with lots of schedule items? Oh yea, that's all us.

That's why some of our most common event types are:

• Bachelor/bachelorette parties • Small/medium conferences • Festivals (film, music, etc.) • Retreats (wellness, yoga, corporate, etc.) • Summits • Group Travel • Weddings

Using Guestboard for Team Planning

Maybe you don't need to save time sending invitations or communicating with your guests

Question 5

How do I upload a CSV of my guest list?

Accepted Answer

Uploading a CSV

The CSV upload function is currently only available on desktop browsers (i.e. not available on mobile browsers). You'll find an Import from CSV button in the general invitation module.

Navigating to the CSV upload modal

From here, you can select and upload your guest list CSV.

|| Note: If you are receiving an error message when attempting to upload, please verify that your CSV is formatted correctly, and matches the column layout as provided in the example. First Name and Last Name are optional and may be left blank, but email address is required 🙂

After a successful upload, click Upload CSV, and you'll find your contacts loaded into your invitation queue. If you don't need to add any additional guests, simply click Send Invitations, and your event will be under way!

Question 6

Creating a Schedule

Accepted Answer

Creating A Schedule

To create your schedule, you must first activate the 'Schedule' widget (See here to learn how to add/edit your event widgets). Once enabled, you will be able add as many schedule items as you'd like by clicking Add Schedule Item.

From here, you'll find all of the needed fields for a schedule event, like Title, Date, Time, and more. If you choose to add a location (helpful if your attendees need to move from place to place), you can also choose to display an embedded map by selecting Display Map.

You can also use the Location field for simple, identifiable locations that everyone would be familiar with, such as "John's House", "Hotel Ballroom", or "Conference Room A".

Adding a Schedule Item

Schedule Labels

In addition to the location, you can create and assign custom tags or Labels to your individual schedule items. This is particularly handy if you have many agenda items, as guests can easily Filter by Label in their Schedule view.

Creating and Adding a Label

To save your schedule item, click Add to Schedule, and you're done!

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