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

Creating Your First Event

Accepted Answer

Creating Your First Event

Let's do it! Whether you're a newly registered user or already a guest of an existing event, you can click Create An Event in the bottom of the left menu to start building your own.

Step 1: Choose your Event Type

Your first step will be to select your event type. Your event type will determine a few factors later on, such as the splash image gallery (next step), as well as which Deals display for your board. (Wedding events will have different partner deals compared to a Conference event, for example).

Choose Your Event Type

Step 2: Select Your Splash Background

This background image will be used as your main invitation image, as well as your splash overlay screen (you can see this by clicking your event title in the top of your Guestboard).

We've selected a handful of beautiful photos that match your chosen event type, but if none of these are speaking to you, you can always Upload Your Own image, or paste the URL of an external image found on the web.

Choose your Background Photo

Step 3: Enter Event Details

The final step is adding your important event details like the Title, Date, Time, etc. If your event spans

Question 4

Sharing Your Direct Invitation Link

Accepted Answer

Locating your Direct Invitation Link

There are a few different ways to access your event's shareable Direct invitation Link.

First, is by clicking the first shortcut button in the upper right hand corner of your event board which will bring you to a pop-up window where you will see Share a Direct Invitation Link in the lower half of the window.

Select

Your Sharable Invitation Link is located at the bottom of the Invitation menu.

Second, is through the “Guest List” widget where you can click on the Invite Guests button, which will direct you to the same window as above.

Once you are here, all you need to do is click Copy Link and paste it to any other medium you’d like to promote your new Guestboard event. Most of our users will share this link directly on their website's homepage, their Facebook groups or event, eventbrite ticket purchase confirmation emails, etc.

|| Note: Anyone with this direct invitation link will be able to RSVP to, and join, your Guestboard event. So share it wisely!

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

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

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