Attendee management

Registration detail

Click any row in Attendees to open the registration in the inspector panel, where you can review every ticket, edit attendee data, and manage refunds, transfers, and notes.

Click any row in Attendees and the registration opens in the inspector panel, a resizable column beside the table rather than an overlay. The table stays visible and clickable behind it, so you can walk from one registrant to the next without losing your place. Opening the panel collapses the sidebar; the two are mutually exclusive.

Most fields inside are editable inline. Click a value, type, and press Enter or click away to save.

Header and actions menu

The panel header shows only the registrant's name and, beneath it, their email address. Status is not shown here: it moved into the Details tab as the first row of Overview, since it's a fact about the order rather than a badge on the registrant.

The three-dot actions menu sits at the right of the Details / Tickets / Notes tab row, not in the header. It holds one action: Cancel registration, disabled when the registration is already cancelled or refunded. Cancelling marks every attached ticket cancelled; it does not trigger a Stripe refund on its own.

The three tabs

The panel always shows three tabs: Details, Tickets, and Notes. All three are present regardless of the registration's state.

Details tab

The Details tab is the registration-level view, grouped into four sections.

  • Identity: first name, last name, and email of the purchaser. All editable inline.
  • Overview: the status pill, total ticket count (with an unclaimed count if any are outstanding), and the confirmation email's sent timestamp, or "Not sent."
  • Preferences: an email opt-in toggle and a Revoke marketing consent action.
  • Order: order ID, when it was placed, subtotal, discount (with code if one was applied), tax, total, payment status, and the Stripe Payment Intent ID for paid orders.

Tickets tab

If the event has registration paths, the registration's path appears at the top of this tab, editable inline. Below it, every ticket in the registration is listed as a card. Each card shows:

  • Ticket code and status: Cancelled, Transferred, Transfer pending, Claimed, or Unclaimed.
  • Attendee name, editable via a popover for first name, last name, and email.
  • Ticket type and price tier (when the event uses price tiers), editable via a reclassify popover.
  • Price paid.
  • Claimed and checked-in timestamps, when applicable, and a badge-printed indicator when the badge has been printed at the kiosk.

When a transfer is pending, the card shows the recipient's name and email, and who sent the transfer and when the claim link expires.

Click a ticket card to open its detail below the tab body. The selected card is highlighted so you can see at a glance which ticket the detail refers to. Click the card again, or the close button in the detail's header, to collapse it.

Per-ticket actions

Each ticket card has its own three-dot menu. Which options are enabled depends on the ticket's current state.

When no transfer is pending:

  • Transfer ticket: sends the recipient an email with a one-tap claim link. Disabled if the ticket is already cancelled or checked in.
  • Claim on behalf: marks the ticket claimed under an attendee identity you provide, without sending an email. Disabled if the ticket is cancelled.
  • Refund…: fires an immediate Stripe refund, pre-filled with the price paid; lower the amount for a partial refund. Only enabled when the ticket has a price paid greater than zero, including on already-cancelled tickets, so you can still send money back after cancelling.
  • Cancel ticket: marks this ticket cancelled without touching the rest of the registration. Does not trigger a Stripe refund on its own.

When a transfer is pending, the menu shows only:

  • Cancel transfer: voids the pending transfer. The recipient's claim link stops working and the ticket stays with its prior attendee.

Ticket detail

Selecting a ticket card opens a detail panel below the Tickets tab body, with five sections:

  • Identity: first name, last name, email, all editable inline. Locked for cancelled tickets.
  • Overview: ticket type, status, price paid, claimed timestamp, checked-in timestamp, and created date.
  • Pending transfer: appears only when a transfer is pending. Shows the recipient email, who initiated the transfer, and when the claim link expires.
  • Questions: custom per-ticket question answers, each editable via a popover.
  • Documents: files the attendee uploaded as part of intake, with filename, label, size, and submission date.

Notes tab

The Internal notes field lives here, at the top of the Notes tab: a free-text area, editable inline, visible only to your team and never shown to the registrant. Use it for anything a colleague should see at a glance, such as special accommodations or follow-up items.

Below the notes, a read-only table shows Approval reason, Cancellation reason, and Cancelled at, whenever the registration has any of those values set.

Editing inline fields

Click a value to edit it in place. Press Enter or click away to save; press Escape to discard. If nothing changed, clicking away doesn't trigger a save.

Some fields open a popover instead, such as ticket type or tier reclassification and per-ticket question answers. Make your changes and click Save to commit; the button stays disabled until something has changed.

Fields on cancelled tickets are locked.

Updated