Applications & Portals 10 July 20266 min read

Review Prospect Application Submissions

Approve or reject general intake submissions and turn suitable applicants into reusable participant profiles.

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Prospect submissions are reviewed separately from event applications. Approval creates or updates a participant directory profile, so future event teams can consider the applicant without digging through old form exports.

Review a submission

1

Open Prospect Applications

Choose the form you want to review.

2

Open Submissions

Use the list of pending, approved, and rejected submissions.

3

Open a submission

Check contact details, accepted type, answers, and uploaded files.

4

Look for an existing participant

Approval can update an existing directory profile when the email matches.

5

Approve or reject

Use a rejection reason when rejecting. Approvals can notify the applicant and update the directory.

What approval does

  • Moves the submission to Approved.
  • Creates a new participant or updates an existing participant with the same email address.
  • Moves clean uploaded documents into the participant compliance area where appropriate.
  • Keeps the review decision attached to the submission history.

When to reject or hold

  • Reject when the applicant is clearly not suitable for your organisation or the form was submitted by mistake.
  • Hold the submission when you need a follow-up answer, a safer file upload, or internal agreement before adding them to the directory.
  • Use the rejection reason to explain the decision in plain language if the applicant will see it.

Submissions with uploads still scanning or marked unsafe cannot be approved until the file issue is resolved.

Managing trader applications for a market or festival?

Collect trader, stallholder, food vendor, exhibitor and trade stand applications, then review documents, track payments, approve applicants and check them in from the same event.

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