Configuring Participant Module for the Event App

Overview

The Participants Module in the Event App allows organisers to control how participant profiles appear and function within the app. From configuring visibility, layout, and filters to customising tab settings and menu placement, this module ensures that participants can be managed and displayed effectively.

Step-by-Step Approach

1. Activate or Deactivate the Participants Module

• Open the Event App Configuration dashboard.
• Locate the Participants Module in the list of available modules.
• Use the toggle switch to turn the module ON or OFF:
• ON — The Participants Module becomes visible in the Event App menu for participants.
• OFF — The Participants Module will not appear in the Event App.

2. Edit the Module Name and Icon

• Click the Edit icon next to the Participants Module.
• Update the Module Name to align with your event theme or communication goals (e.g. "Networking" or "Event Attendees").
• Choose or upload a suitable Module Icon that represents the Participants feature.
• Click Save to apply your changes.
• When you click the Edit (pencil) icon next to the Participant List module a settings drawer will open on the right side of the screen displaying all the configuration options for the Participant List. The drawer contains the following options:
• Set Participant Filters — From the Filter Participants dropdown, choose Use Category to enable filtering based on predefined participant categories or select All Participants to display all participants.
• Select Category Field — Choose the Category Select Field from the available options in the panel to determine how participants are grouped.
• Stage — From the Stage dropdown, select the appropriate stage to associate with the participant display. For example select Registered and Arrived to show only participants who are registered and have arrived.
• Set Tab Count — Enter or edit the tab count — the number of tabs to display — ensuring it is less than or equal to 5.
• Configure List View Fields — Search and select the desired fields from the Select List View Fields dropdown to display in the List View of participant profiles.
• First Name and Last Name are static fields and will always appear in the List View by default and cannot be removed.
• Additional fields such as Email can be added from the dropdown as required.
• Use the drag-and-drop handle on the right side of each field to rearrange the order or click the delete icon to remove any non-static fields.
• Configure Detail View Fields — Search and select the desired fields from the Select Detail View Fields dropdown to display in the Detail View of participant profiles.
• First Name and Last Name are static fields and will always appear in the Detail View by default and cannot be removed.
• Additional fields such as Email and Status can be added from the dropdown as required.
• Use the drag-and-drop handle on the right side of each field to rearrange the order or click the delete icon to remove any non-static fields.
• Show in Tab or Menu — Use the checkbox to select or unselect "Show in Tab not in Menu", controlling where the module appears within the app navigation.
• Edit Tab Name — Enter or modify the tab name to help participants easily identify each section.
• Select Stage — From the Stage dropdown, select the appropriate stage to associate with the participant display.
• Select Field Value — Choose the relevant Select Field Value from the dropdown to match your event setup preferences.
• Click Save to apply all the configured settings.

3. Drag and Drop the Module Placement

• Go to the Menu Layout section.
• Drag and drop the Participants Module to position it within the Event App menu.
• You can place the module in either:
• Top Menu
• Bottom Menu