Participant Invitation Edit & Preview

The participants invitation email 'preview' does not reflect the information that is displayed/input in the 'edit' view of for this email. 

Or do guests first claim a spot, and then get an additional email or screen where they fill in this mandatory information? This is not clear to me.

Also for this email we should try to get the same information as we do for the head booker.

The goal of this email is, in the scenario that the header booker opts for everyone to fill in their own information, collect all mandatory information from the invited guest and have these added to their profile (or automatically make a new profile + add information) / our CRM system.

information like but not exclusively;
- First name (?)
- Last name (?)
- Emergency contact
- etc

Mail can look something like;
- Hi First Name (or dear guest if we do not have their name yet?), etc
- Booking details theyve been invited to
- First name (?)
- Last name (?)
- Emergency contact
- Forms(?)

  • - Date of birth
    - Etc, etc

  • Screenshot 2026-08-31 at 17.05.29.png
    Screenshot 2026-08-31 at 17.05.14.png

  • -

    As i write this i see a different challenge here:
    If the headbooker handles all paperwork, emergency contacts, etc. How do the additional guests of the party fill in the medical information and liability waivers digitally? 

    One option is to keep the option to do this physically in the shop possible.

    We should at least let them submit the guest first name, last name, and email so that we can make a profile for them?

    We need to think about this one separately.

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Status

Completed

Board
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Feature Request or Bug Report

Date

21 days ago

Author

Jeroen Scheper

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