Overview of Managing Guests With Joy

Joy’s guest list management system gives you more control over how you communicate with guests and provides an easy way to send out save the dates, invites, and reminder emails. You can even preview emails and send out test emails to check, double-check, and triple-check everything before you send it out. And even if you’re sending out paper invites, you have the ability to add guests who RSVP the old fashioned way to your list. You can also easily check your guest count and RSVP rate at a glance. To start taking advantage of all these features, just follow our guide below.

How to add a new guest

To get started, first navigate to your Guest List from your admin dashboard.

A guest can be manually added by clicking on the Add Guest button at the top of your guest list page.

Then type in the guest’s first name, last name, and (optionally) email. Once you have finished entering their information, click Add to add them to your list. You can add multiple guests in a row—just keep entering information and clicking Add.

How to add labels to your guests

To add labels to your guests, simply select the guest (or guests) that you want to assign labels for, and then click on the “Assign Label” icon on the guest list toolbar on the top of the guest list page. Once the sidebar opens on the right, you can click on the labels that you want to assign to those selected guests. To add or edit labels, you can click on the “Add / Edit Guest Labels” option on the bottom of that box:

Those selected guests will then be tagged with the specified labels on your guest list!

How to import your guest list from a spreadsheet

To import a guest list from a spreadsheet, click the blue “Add Guest” in the upper right hand corner of the screen

Then at the top, you’ll see the option to “Import Guest List

Next, choose the file you wish to import. If you are having issues, you can view the Invite Guests With a .csv File help document here.

How to export guest information to a spreadsheet

To export your guest list or a section of your guest list, first select the guest(s) you want to export. Once you’ve selected the right guests, go to the Guest List Toolbar and click “Export Selected.” OR if you want to export the entire guest list, you don’t need to select any guests, and you can just click the “Export All Guests” icon on the toolbar. Your file will download directly to your computer.

How to create parties/plus ones

You can also include plus-ones, couples and families. On your guest list, you’ll see the columns at the top. One is labeled PLUS ONES. Click on the zero and you can choose how many guests or family members you would like to add. You can then fill out the information for the additional guests or leave it for the guests to fill out themselves. If you fill in the +1’s name the invite will be addressed to everyone in the party. If you leave it blank it will be addressed to your guests’ name “and guest.”

If you want to give your guests the ability to add their own plus ones without restriction, go to your Settings page from your admin dashboard.

From there, you can click on the “Security & Settings” tab at the top and navigate down to the “RSVP Access” section. ​​You can toggle the button for “Allow guests to add their own +1s” on (purple), or off (gray), depending on your preferences.

​When you have this setting turned on, you do not need to assign plus ones to your guests in advance. This allows your guest list to be more open, so please keep that in mind when turning this setting on.

When your guests RSVP and you have this setting turned on, then they will be asked to indicate the number of guests in their party, as seen below:

After increasing their party size, they can click on any of their guests (or themselves) to respond on the next page. They can also click on “Add Another Guest” or “Edit Party Size” in case they need to add or remove any guests.

How to send a save the date, invite, or reminder

E-cards are email messages you can customize with your own message. First, select the guest or guests you wish to send an E-card to. If you want to send it to everyone, click the checkbox at the top of your guest list to select all. Click the “Send Invites and Messages” button at the top of the page, select which type of e-card you would like to send. You can edit the subject line and the information you would like to include in the e-card. You can also choose to send a test email (to your own email account), preview the email, or send it by choosing the appropriate button at the bottom of the popup. View our detailed article on sending e-cards. 

How to delete a guest

Select the guest(s) you wish to delete and then click “Delete Guest” on the Guest List Toolbar at the top of the screen.

How to merge duplicate guests

Select the two guests you wish to merge, you must FIRST select the guest whose information you want to be kept to take priority. Once selected click the merge guest(s) button in the guest list toolbar.

Guest Profile

You can see a profile for each guest by clicking on the icon to the left of their name. The profile gives you the guest’s details, including their RSVP responses and your email communication history with them.

guest profile

How to invite an admin

To invite an admin to help manage your site, you should head to your Settings page, and click on the ‘Admins’ tab at the top. Check out our detailed post on making someone an admin.

Restrict RSVPs to the guest list

From your Settings page you can also choose to restrict RSVPs to people whose names you have already entered in your guest list. When a guest submits their RSVP, the guest list manager will check the name they enter against the names on your list. Note: the name the guest enters must be exactly the same as the name in your guest list.  Click here to learn more about exact name matching.

Still have some questions?

Ask us directly! Click on the black and white chat bubble in the bottom-right corner of this page to ask us your questions, or you can email us at support@withjoy.com. You’ll get a friendly response from someone on our team! 🙂

Updated on February 23, 2021

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