Managing an Event: Manage Your Attendees

Effectively managing attendees is key to hosting a successful event. This guide covers the essentials: enrolling people, removing attendees, managing the waitlist, and bulk-importing completions.

Enrolling Attendees

1. In the Thrive menu, go to Learn > Events.
   

2. In the Upcoming Events tab, click your event to go to the event screen.
   

3. In the event page, click Enrol Team. This option only appears once manager enrolment is turned on in the event's registration settings.
   

4. In the Enrol Team modal, search for users or audiences, then select the checkbox next to each one you want to enrol. You can select individual users and whole audiences in the same action.

5. Click Enrol to confirm.

Once confirmed, a message appears in the modal reading "Selected users and audiences have been enrolled."

Note:

Anyone already registered for the occurrence appears with an Already attending tag instead of a checkbox, so you can see at a glance who's already enrolled while you search.

Removing Attendees

To see who's registered, go to your event's Activity screen and select the People tab. Use Viewing occurrence to confirm you're looking at the right occurrence, and the search box to find a specific attendee.

To remove someone, click ... next to their name and choose the option to remove them from the event. You can also add someone directly from this screen using Search for available user.

Managing the Waitlist

When an occurrence reaches capacity, learners can join a waitlist instead of registering directly. To view or manage it, go to your event's Activity screen and click the Waitlist tab.

To add someone to the waitlist manually, use Search for available user to find them, then select them from the results.

Note:

Users who are already registered for the event can’t be added to the waitlist.

Bulk-Adding Completions via CSV

If you need to mark a large number of learners as complete without recording live attendance, use the Upload CSV tab on your event's Activity screen.

1. Click Download a template CSV and fill in the required details.

2. Drag your completed file into the upload area, or select Upload CSV to browse for it.

Before you upload:

• CSV files can't be larger than 1,000 rows.

• If a row includes both a ref and an email for the same user, Thrive uses the email.

• Enter completion dates in the international format: yyyy-mm-dd.

• Completions can't be removed once imported, so check your data carefully before uploading.

See More

For information on marking attendance for completed events, see: Marking Attendance for an Event.