Tenant User Guides
Public operator guides for EventSuite tenants. Choose a module to see configuration steps, day-to-day usage, and pro tips.
Tenant User Guides
Published operator guides for tenant teams. Select a module to see full step-by-step usage instructions.
Available Guides
RSVP — How To Use
Operate guest registration, queue states, and check-in execution.
Purpose
Use this guide to run RSVP operations from event selection through invitation, guest lifecycle management, and attendance reconciliation.
Who Should Use This Guide
- • RSVP operators managing invitations and guest states
- • Entry teams handling check-in execution
- • Admins reviewing registration outcomes and settings
Features (What + How + Pro Tips)
Feature list
How To Do It (UI Steps)
- • In Dashboard, click RSVP and use the event selector at the top to choose the correct event.
- • Optionally use RSVP New Feature Shortcuts to jump to the right workspace quickly (Invitations, Guest List, Waitlist, Whitelist, Check-In, Settings).
- • Open Growth > Invitations, choose recipients, and click Compose Invitation.
- • Select an existing template or open the fullscreen builder to create/edit the invitation template, then save and return to compose.
- • Run a preview and small internal test send before production invitation batches.
- • Send the invitation batch and confirm recipient count and queued/sent state in campaign history.
- • Open Operations > Guest List to update pending, confirmed, and waitlist/whitelist records as needed.
- • Open Operations > Check-In during live entry and verify successful scans appear in History.
Daily Checklist
- • Confirm selected event and registration totals at shift start.
- • Clear invitation and guest exceptions during the day.
- • Validate whitelist/waitlist state before capacity changes.
- • Verify check-in history and assign unresolved queue items before handoff.
Event selector + overview baseline
Where: RSVP → Event selector / Overview
What it’s used for
Ensuring all RSVP actions apply to the correct event and you can see registration baseline totals.
Configure
- • Select the correct event using the event selector.
Use day-to-day
- • Confirm totals and capacity assumptions at shift start.
- • Re-check selected event before sending invitations or changing settings.
Pro tips
- • Most RSVP mistakes are context mistakes — always confirm the selected event first.
Invitations (compose, template selection, send)
Where: RSVP → Growth → Invitations
What it’s used for
Sending invitation batches to the right recipients with traceability.
Configure
- • Choose recipients.
- • Select an existing template or open the builder to create/edit one.
- • Send the batch and confirm queued/sent status.
Use day-to-day
- • Monitor campaign history for failures and exceptions.
Pro tips
- • Preview templates before sending; token errors and missing fields are the top failure source.
RSVP invitation template builder (detailed workflow)
Where: RSVP → Growth → Invitations → Compose Invitation → Open Builder (fullscreen)
What it’s used for
Creating and refining RSVP invitation templates with the shared full-screen builder while preserving RSVP workflow context.
Configure
- • From RSVP → Growth → Invitations, start Compose Invitation and open the builder from template actions.
- • Set template name, category, and invitation subject before editing layout blocks.
- • Use safe mode for copy/text edits; use advanced mode for structural changes (section layout, wraps, and move actions).
- • Insert RSVP-relevant tokens from the picker and validate placeholders in preview.
- • Save and return to the invitation flow, then confirm the selected template in compose.
Use day-to-day
- • Use New Feature Shortcuts in RSVP to jump directly to Invitations and related operations when triaging quickly.
- • Use deep links (`rsvpTab`, `rsvpSubTab`) in handoff notes to direct operators to the exact RSVP area.
- • After a template edit, send a limited internal test batch before broad recipient sends.
Pro tips
- • Treat invitation templates as operational assets: version with clear names (e.g., RSVP Invite v1, RSVP Reminder v2).
- • If a builder return path behaves unexpectedly, navigate back to RSVP → Growth → Invitations and reselect the saved template.
Guest List (state management: pending/confirmed/etc.)
Where: RSVP → Operations → Guest List
What it’s used for
Managing guest lifecycle states and resolving exceptions during the registration period.
Configure
No configuration required.
Use day-to-day
- • Update guest states as needed (pending, confirmed, declined, etc.).
- • Resolve edge cases before event day to reduce entry friction.
Pro tips
- • Keep the guest list clean before doors open; day-of should focus on check-in only.
Waitlist / Whitelist controls (policy + overflow)
Where: RSVP → Operations → Waitlist / Whitelist
What it’s used for
Applying access policy and managing overflow capacity in a controlled, auditable way.
Configure
No configuration required.
Use day-to-day
- • Move high-intent guests between queues based on capacity and policy.
- • Confirm changes reflect in totals and guest list.
Pro tips
- • Document your policy (who can be whitelisted and when) to avoid inconsistent decisions across operators.
Check-in + history (entry operations)
Where: RSVP → Operations → Check-In / History
What it’s used for
Running entry operations and reconciling attendance outcomes after the event.
Configure
- • Validate scanner readiness (device/operator) before entry opens.
Use day-to-day
- • Check guests in during entry.
- • Review History for scan anomalies and mismatches.
Pro tips
- • If check-in fails, re-validate event context and scanner pairing before re-scanning.
Happy Path Runbook
Step 1 — Select event and baseline
- • Open RSVP module and choose event context.
- • Review capacity and registration baseline in Overview.
Exit condition: Correct event is selected with baseline understood.
Step 2 — Run invitation campaign
- • Compose invitation recipients and messaging with event context reconfirmed.
- • Use the shared fullscreen template builder for invitation authoring (safe mode for content edits, advanced mode for layout changes).
- • Preview and perform a small internal test send before full audience execution.
Exit condition: Invitations are sent or queued with traceability.
Step 3 — Manage guest lifecycle
- • Update guest records in Guest List.
- • Use Whitelist/Waitlist flows for policy and overflow handling.
Exit condition: Guest states and queue controls match event intent.
Step 4 — Execute check-in and reconcile
- • Run scanner/check-in process and monitor scan quality.
- • Validate history, analytics, and settings alignment post-event.
Exit condition: Attendance is auditable and RSVP outcomes reconciled.
Troubleshooting
- • If links route unexpectedly, confirm canonical admin route is module=rsvp.
- • If invitation builder is missing, use shared email-template fullscreen route.
- • If template tokens render as raw placeholders, re-open preview and reinsert the token from picker instead of manual typing.
- • If builder return/back does not restore expected context, return to RSVP → Growth → Invitations and re-open compose with the saved template.
- • If counts mismatch, reconcile Guest List transitions against History entries.
Where to go next
Use these public hubs to connect tenant setup guidance to the broader EventSuite platform, workflow, and buyer-education pages.
Event Operations Platform
Start with the architecture overview that connects planning, staffing, accreditation, and reporting.
Explore pageEvent Management Software
Review the core module that keeps plans, budgets, tasks, and operations inside one event workspace.
Explore pageEvent Management Tools
Compare the tooling categories buyers evaluate when replacing fragmented event stacks.
Explore pageEvent Operations Guides
Move from tenant how-to steps into operational playbooks and buyer-stage evaluation content.
Explore page