Add Participants Manually

Create participant records one at a time for invited participants, returning participants, or records you want ready before applications open.

Article guidance

The participant directory is the reusable record of people or businesses your organisation works with. A participant can later be attached to events, applications, documents, payments, site plans, and communications.

How to add a participant

Open the directory: Use Participants or the terminology your organisation has chosen.
Choose Add participant: Open the manual record form.
Enter the core details: Name and email are required. Add phone, business name, participant type, and notes where useful.
Save the record: The participant is added to the directory and can be attached to events later.

What to add now

Add the details your team will search by later: name, business name, email, and phone where available.
Choose the closest participant type if the record will be used for event setup, pricing, or compliance.
Add factual notes only when they help future staff understand a decision, access need, or known arrangement.

When manual records are useful

Invite-only events where staff add known participants directly.
Returning participants who should be ready before applications open.
Records imported from conversations, sales work, or partner lists that still need manual checking.
Participants who should not fill in a public form but still need a record for documents, payments, logistics, or check-in.