How to manage orders on the attendee table 2.0 (2023 Version)

In this knowledge base article, you’ll discover how to view the attendee table including: seeing and editing all attendees information. How to delete/reinstate an attendee, how to email attendees and how to download the attendee table.

This information is for Admins ONLY!

You can either watch the video below for a step-by-step walkthrough or scroll down to follow the written instructions. 

Skip to:

View attendee table

View attendee information

Edit attendee information

Delete / reinstate attendee

Email Attendees

Download information as a CSV file

How to change the name of a ticket holder

Payment Statuses Meaning


How to View the Attendee Table

From your main dashboard, go to the left-hand column and click on Registration and then click Registrations.

This table will show you details for every attendee that has a ticket to your event.

It also includes the following information:

  • Whether they have paid or not
  • When they registered
  • If they have completed a form
  • How many tickets they have bought and what type of ticket
  • If they have purchased any add-ons


View Attendee Information

To search for a particular attendee you can use the Search Attendee Table search box at the top left of the table.

To view all information about a particular attendee, you click on their row, and the following screen will bring up all the information they have inputted. 

For example:

  •  The tickets they’ve purchased
  •  The cost of the tickets including Tax breakdown 
  •  Questions they have answered from the form 
  •  Their contact details


How to edit Attendee Information

You can also edit these responses if necessary. 

For example,  you have been in touch with an attendee to confirm their dietary requirements, and they missed something off the form. 

You can go into the box and add the missing information by clicking on the pencil to the right of the box.

When complete - click Save at the bottom of the screen.


Delete Attendees / Restore Deleted Attendees

If you need to delete an Attendee, then click on their row from the table.

On the next screen click on the red bin at the top right of the screen.

A box will appear asking you to confirm you want to delete the attendee, click Yes delete Attendee.

Your attendee will now be removed.

If you wish to reinstate your attendee, from the dashboard click on the Settings button (cog wheel) at the top right of the page, and select View Deleted.

The next screen will show you all those that have been deleted.

Tick the box next to the attendee name you wish to restore and click the Restore selected button at the top-left of the screen.

Your attendee has now been restored and added back to the attendee list.


Email Attendees

To email attendees, from the dashboard tick the boxes next to the names of attendees you wish to contact. 

Then click on the Email Button (envelope) on the top-right of the table.

On the next screen, you can check you have included all the attendees you wish to contact  - search and add any you missed with the search bar and click Create New Email.

From this screen, you can create your email and include:

  • Merge fields
  • Subject line
  • Email body
  • Add signature and attachments.

When you have finished creating your email you click on Send Email button at the bottom left of the screen.


Download data as a CSV file

From the dashboard click on the download arrow button at the top right of the table, to download all the information from the attendee table.

NB: Change the name of a ticket holder

 

If a ticket has been purchased on behalf of someone else but the name of the ticket holder needs to change, then the person that has the ticket will need to create an Oxford Abstract account, and the name will automatically change on the ticket which will be visible on the attendee table.


Payment Statuses Meaning

Paid: order is fully paid.
Partially paid: order amended and awaiting payment from attendee.
Pending payment: attendee has been invoiced and hasn't paid yet.
Or the attendee has abandoned cart. For such order, there will be no payment type.
Pending refund: order amended and awaiting refund.
Refunded: order has been fully refunded.