How to import participants into a reservation

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How to import participants into a reservation

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Introduction

Imagine you have a reservation and you’ve received a CSV or excel list with the names of the participants which you would have to link to this reservation. Our system offers the option to import this list to help save some time. Follow the steps below to import a list of participants into a reservation.

Steps

  1. Open the reservation
  2. Go to ‘people’ tab
  3. Click on the import icon to open the import screen
  4. You can enter the names of the participants manually or click on the ‘folder’ icon to locate the excel/csv file. Make sure you have the file on the local computer in a directory e.g ‘Documents’ where you can locate it easily.
  5. Double click on the file to load the names into the file.
  6. Click ok to save.

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