Hey Check-In Champ, let's learn about linked attendees!
We know it's important for each attendee to have an individual account because it is how they will participate in your event!
However, we also understand the need to link accounts; where one account is considered primary.
Linked Account Features:
- When accounts are linked, the pair of attendee carts will combine in the platform.
- Linked attendees can bid on items, make purchases, and add donations, all to a single cart.
- During checkout, either of the linked attendees is able to pay for the combined cart.
- If the accounts need to be unlinked at any point, all bids, items, and donations will divide into individual carts. Cart items divide based on who initially added the item.
Please note that accounts are linked per event. If you host multiple events, attendees must be linked for each individual event.
To Link as an Event Organizer
To link attendees in the manager portal, navigate to the 'Supporters' tab and enter one of the attendees' names in the search bar.
You will first click "Choose Columns" and then check the box to the left of "Attending With."
Next, once you are viewing the attendee's ticket, click on the blue "Select" button underneath the "Linked To" header.
The following pop-up window will appear. Now you can select a member of their party, or "Search/Create" to find the attendee you want to link.
Type in the phone number or email address of the user you are looking to link with this attendee. If the system recognizes their account, their name will appear and you can click the "Submit" button to confirm linking.
You will now see the attendee you chose to link listed under the "Attending With" column.
To unlink attendees, you can select their name on the check in tab to open their profile. From there you will see the following option to unlink attendees:
Continue to the next lesson to learn about how to update Table Numbers!
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