如何管理您的宾客名单
RSVP 仪表板中的 Guests（宾客）选项卡是您添加、管理并跟踪所有活动出席者的地方。无论您是逐个添加宾客，还是从电子表格导入数百位宾客，Fotify 都能让您轻松保持宾客名单井然有序。
访问宾客名单
- 前往您的活动仪表板：dashboard.fotify.app
- 选择您的活动，并在侧边栏点击 "RSVP"
- 点击 "Guests" 选项卡
如果您尚未创建 RSVP 邀请，请先查看 如何创建您的 RSVP 邀请。
您将看到完整的宾客名单，其中包含回复状态与操作按钮。
Understanding the Guest List
Filtering Guests
All filtering lives in one filter bar at the top of the Guests tab. Every filter combines (AND), so you can stack them to answer precise questions like "VIPs who haven't answered and have a phone number."
Status is a set of chips, and it's multi-select — click as many as you like:
| Chip | Shows |
|---|---|
| All | Every guest on your list (clears the status filter) |
| Accepted | Guests who confirmed they're attending |
| Declined | Guests who can't attend |
| Not Answered | Guests who haven't responded yet |
| Attended | Guests who checked in at the event (when QR attendance is enabled) |
Because status is multi-select, you can show Accepted + Attended together (everyone who's coming) or Not Answered + Declined together (everyone still to chase). Each chip shows a live count.
More filters (the slider button) opens extra dimensions:
- Source — Added by me (you added them) vs Self-registered (they signed up through a registration link)
- Party size — Solo (just the one person) vs Group (2+ people with plus-ones)
- Has email / Has phone — only guests you can actually email or message, handy right before a send
Every active filter shows as a removable chip on a summary row, with a Clear all button and a live "X of Y matching" count, so you always know exactly what slice you're looking at.
Guest Information Columns
The table displays key information for each guest:
- Name - Guest's full name
- Email - Email address (if provided)
- Cellphone - Phone number for SMS/WhatsApp
- Guests - Number of people in their party (including plus-ones)
- Confirmed - How many people they confirmed are attending
- Status - Their RSVP response (Accepted, Declined, Not Answered)
- Tags - Colored chips showing the guest tags applied to this guest. Click the + Add tag button on the row to attach or remove tags inline
- Registered - When the guest was added or self-registered
- Actions - Quick action buttons
Sorting and Searching
- Search - Use the search bar to find guests by name, email, phone, or — when Collect Guest Names is on — a plus-one's name. If a plus-one matches, that invitation auto-expands and the matched name is highlighted
- Sort - Click any column header to sort the list (e.g., by name, status)
Viewing Plus-One Names (when Guest Names is on)
When you've enabled Collect Guest Names (or Table Management, which includes it), parties of 2 or more show a chevron next to the main name. Click it to expand the row and reveal each plus-one as an indented sub-row beneath the main invitation:
- Every named guest shows with a "+1" badge (or "Main guest" for the primary)
- A pencil icon on each sub-row jumps straight to editing that specific name
- If a party has fewer names than its declared size, you'll see a "N names not provided yet" placeholder with an Add names link
- During search, rows containing a matching plus-one auto-expand so the match is visible at a glance — you can still collapse manually and your choice is remembered until you clear the search
Filtering & Tagging Guests
Fotify's tag system lets you label guests (e.g., "Family", "VIP", "Work") and filter on them. Full details live in the Guest Tags article; here's how tags show up in the guest list.
The tag filter row
The filter bar includes a Tags row. It contains:
- A chip for every tag you've created (click to toggle it on/off as a filter)
- A dashed "+ New tag" chip that opens the tag manager so you can create one inline
- A "Manage tags" button on the right (rename colors, edit, or delete existing tags)
- When two or more tag chips are active, an Any / All segmented toggle controls whether the filter matches guests with any of the selected tags or all of them
When a tag filter is active, the guest list only shows matching guests. Click the same chip again to remove that one tag, or use Clear all to reset every filter at once. Tag filters stack with the status chips, search, and the More filters dimensions.
Tagging guests inline
On any guest row (desktop table or mobile card), click the + Add tag button in the Tags column. A dropdown appears with every tag for the event; click to toggle, then Save. Existing tags on the guest show as colored chips next to the button.
Bulk-tagging selected guests
To tag (or untag) many guests at once:
- Select guests using the checkboxes on the left of each row
- In the selection toolbar that appears, click "Apply tags"
- Pick a mode — Add, Remove, or Replace
- Tick the tags you want, then click the green Save button
- Add attaches the selected tags to every guest, on top of their existing ones
- Remove strips the selected tags from every guest
- Replace wipes their current tags and sets exactly the selected list
逐个添加宾客
如需添加单个宾客：
- 点击 "Add Guest" 按钮
- 填写宾客信息：
- Name - 宾客名字（必填）
- Last Name - 宾客姓氏
- Email - 用于发送电子邀请的邮箱
- Cellphone - 带 + 的国际格式手机号（例如 +14155551234）
- Number of Guests - 同行人数（默认：1）
- SMS Language - 覆盖该宾客短信的默认语言
- 点击 "Add Guest"
电话号码格式
为确保 SMS 和 WhatsApp 功能正常，手机号必须采用国际 E.164 格式：
- 以 + 开头，后接国家/地区代码
- 不要包含空格、短横线或括号
- 示例：+14155551234（美国）、+34612345678（西班牙）、+4915112345678（德国）
批量导入多位宾客（CSV 上传）
对于较大的宾客名单，您可以使用 CSV 文件一次性全部导入。
如何导入
- 点击 "Upload Guest List"
- 按照所需格式准备您的 CSV 文件（见下方）
- 将文件拖放到此处，或点击选择文件
- 点击 "Upload Guest List"
CSV 格式
您的 CSV 文件必须包含以下列：
| 列名 | 必填 | 说明 |
|---|---|---|
| Name | 是 | 宾客名字（名） |
| LastName | 否 | 宾客姓氏（可留空） |
| 否 | 电子邮箱地址（可留空） | |
| Phone | 否 | 电话号码，使用带 + 和国家代码的 E.164 格式 |
| Guests | 否 | 同行人数（默认：1） |
| Locale | 否 | 用于短信和邮件的语言代码（en, es, fr, de, it, pt 等）。为兼容旧版本，仍接受 SmsLocale 和 MessagingLocale |
| Tags | 否 | 要应用到该宾客的标签名称，使用 |（竖线）分隔。缺失的标签将自动创建 |
| DisplayAlias | 否 | 在消息中用于显示的名称，用于替代 Name + LastName（例如 "Adam & Susan"、"The Smith Family"）。适用于情侣、家庭和团体 |
| IsPlural | 否 | 当邀请对象为多人时，设置为 true（或 yes / 1），以便在支持的语言中使用复数形式（瑞典语、西班牙语、法语、意大利语、葡萄牙语、荷兰语、波兰语、阿拉伯语、希伯来语、丹麦语）。默认值为 false |
CSV 示例
Name,LastName,Email,Phone,Guests,Locale,Tags,DisplayAlias,IsPlural
John,Doe,john@example.com,+14155551234,2,en,Family|VIP,,
Adam,Smith,adam@example.com,+34612345678,2,sv,Family,Adam & Susan,true
Maria,Garcia,maria@example.com,+34612345678,3,es,Family,The Garcia Family,true
Hans,Mueller,,+4915112345678,1,de,Colleagues,,
Yuki,Tanaka,yuki@example.com,,2,ja,,,
Erik,Andersson,erik@example.com,+46701234567,2,sv,Family,,
CSV 导入提示
- 点击 "Download Example" 获取模板文件
- 邮箱和电话为可选项——如无可用信息可留空
- 支持的消息语言：en, es, fr, de, it, pt, nl, pl, ru, tr, ar, he, hi, ja, ko, zh, da, sv
- 如果 Locale 为空，宾客将以您的活动默认语言接收短信和邮件
- Tags 列：使用
|分隔多个标签（例如Family|VIP）。任何在活动中尚不存在的标签名称都会自动创建并分配默认颜色——您之后可以在 Manage tags 中更改颜色 - DisplayAlias：设置后，此名称将用于短信、邮件以及 RSVP 页面显示（也会替换自定义消息模板中的
{{FIRSTNAME}}、{{LASTNAME}}和{{FULLNAME}}）。留空则使用常规的Name + LastName - IsPlural：仅在第二人称区分单复数的语言中才有影响——例如瑞典语 "du är inbjuden"（单数）会变为 "ni är inbjudna"（复数）。对于英语、德语、俄语以及其他不区分该差异的语言，此字段会被忽略
Guest Action Buttons
Each guest row has action buttons for quick management:
| Icon | Action | Description |
|---|---|---|
| Pencil | Edit | Modify guest details (name, email, phone, guests, status) |
| Eye | View | See all guest information without making changes |
| Copy | Copy Message | Copy the personalized invitation message (guest's name + unique RSVP link, from your template) |
| Link | Copy Invite Link | Copy just the guest's RSVP link — no message text — ready to paste anywhere |
| Envelope | Open email client with pre-filled invitation (if email provided) | |
| Open WhatsApp Web with pre-filled message (if phone provided) | ||
| People | Manage Names | Add or edit plus-one names (shown when Guest Names or Table Management is on) |
| Trash | Delete | Remove guest from list (requires confirmation) |
Copy Message vs. Copy Invite Link: Copy gives you the full personalized message (greeting + link + any template text), ideal for pasting into a chat. The Link icon copies only the bare URL, perfect for a calendar invite, an Instagram story, or anywhere a full message would be too much.
Mobile View
On mobile devices, action buttons are accessible through a menu (three dots) at the bottom right of each guest card.
Sending Invitations to Guests
After adding guests, you need to send them their personalized RSVP links.
Option 1: Copy and Paste
- Click the Copy icon for a guest
- The personalized message (with their name and unique link) is copied
- Paste into email, text message, or messaging app of your choice
Option 1b: Copy Just the Link
- Click the Link icon for a guest
- Only the bare RSVP link is copied — no message text
- Paste it into a calendar invite, an Instagram story, a group chat, or anywhere a full message would be overkill
Option 2: WhatsApp Direct
- Click the WhatsApp icon (only visible for guests with phone numbers)
- WhatsApp Web opens with a pre-filled invitation message
- Send the message directly
WhatsApp Tracking
- Guests you've messaged on WhatsApp will have a subtle green background
- This helps you track who has received their invitation
- Use "Reset All Sent" to clear this tracking history and start fresh
导出宾客名单
点击 Guests 选项卡工具栏中的 "Download"，然后选择一种格式：Excel (.xlsx) 便于排序和编辑，CSV (.csv) 便于导入其他工具，或 PDF (.pdf) 用于直接打印的文档。
导出内容会遵循您当前的筛选条件和排序方式。 宾客表格当前显示的内容会原样导出到文件中——行与顺序完全一致——因此您可以只下载 已接受的 VIP 或 没有电话号码的自行报名宾客。想要导出完整名单？请先点击 Clear all。
文件名会包含您的活动名称与导出日期（例如 my-wedding-guests-2026-07-09.xlsx），因此多次下载不会互相覆盖。
下载为 Excel（推荐用于电子表格）
- 点击 "Download" → Excel (.xlsx)
- Guests 工作表包含所有宾客信息、回复情况、您的报名表中的每个自定义字段（例如角色、单位、饮食需求，各自独立成列），以及一个 Tags 列——表头行已固定，并已启用列筛选器，方便您立即按任意条件排序和筛选
- 第二个 Summary 工作表一目了然地展示您的回复统计：总邀请数、已接受、已拒绝、未回复、已出席，以及已确认宾客人数
- 无论您电脑的区域设置如何，在 Excel、Google 表格和 Numbers 中都能正确打开
下载为 CSV
- 点击 "Download" → CSV (.csv)
- 该文件包含所有宾客信息、回复情况、自定义字段值，以及一个 Tags 列（用竖线分隔的标签名称——与导入时接受的格式相同，因此可以往返导入导出）
- 当 收集宾客姓名 功能开启时，CSV 还会在 Guests 列之后新增一个 Plus Ones 列——用竖线分隔列出每位非主宾客（例如
John Doe | Jane Doe | Kid Smith）。当姓名收集功能关闭时，此列会被省略，以确保未使用该功能的活动的 CSV 结构保持一致。Excel 导出中也包含相同的列 - 如果在 Excel 中打开 CSV 时所有内容都挤在一列，请改用 Excel (.xlsx) 格式——它不受区域列表分隔符设置的影响
下载为 PDF
- 点击 "Download" → PDF (.pdf)
- 系统会生成一份格式化的 PDF，包含您的活动名称、日期以及回复统计摘要
- PDF 以清晰的表格形式展示所有宾客详情，并包含一个 Tags 列，以逗号分隔的文本显示每位宾客的标签名称
注意： 自定义报名字段（例如角色、单位）不包含在 PDF 的固定版式中——如需这些列，请下载 Excel 或 CSV 格式。
当 收集宾客姓名 功能开启时，PDF 还会包含：
- 每位携带嘉宾在主邀请信息下方以缩进子行的形式显示，并列出其个人姓名
当同时启用 桌位管理 时，每个子行还会在新增的 Table 列中显示该人员被分配的桌位。
这使得 PDF 非常适合用于：
- 为场地或门口工作人员打印宾客名单
- 与不使用电子表格的供应商（餐饮公司、活动策划方）共享
- 在活动现场保留一份纸质备份
- 一目了然地核对桌位安排
Managing Guest Responses
Editing a Response
If a guest contacts you to change their RSVP:
- Click the Edit (pencil) icon for that guest
- Update their status (Accepted, Declined)
- Adjust the number of confirmed guests if needed
- Save changes
Viewing Response Details
Click the View (eye) icon to see:
- Full guest information
- Their RSVP response
- Any comments they submitted
- Custom field responses
Deleting Guests
To remove a guest:
- Click the Delete (trash) icon
- Confirm the deletion
To delete multiple guests:
- Select guests using the checkboxes
- Click "Delete all (X)" to remove selected guests
Acting on a filtered list across pages? When more guests match your filters than fit on the current page, the selection toolbar shows a "Select all N matching" button. It selects every matching guest across all pages, so bulk Apply tags or delete acts on the whole filtered set, not just the page you can see.
宾客名单管理建议
活动开始前
- 建议在发送邀请前先添加所有宾客
- 仔细检查手机号是否为国际格式
- 宾客数量较多时使用 CSV 导入可节省时间
- 为国际宾客设置合适的 SMS 语言
追踪回复
- 定期查看 Not Answered 筛选，以便及时跟进
- 使用 WhatsApp 追踪查看哪些宾客已收到邀请
- 定期导出名单以追踪整体进度
跟进提醒
- 对尚未回复的宾客，使用 Copy 或 WhatsApp 按钮发送提醒
- 如需批量提醒，可考虑使用 SMS 功能
Frequently Asked Questions
Q: Is there a limit to how many guests I can add? A: Guest limits depend on your Fotify plan. Check your plan details for specific limits.
Q: Can I add guests after sending invitations? A: Yes! You can add new guests at any time. Just remember to send them their invitation link.
Q: What happens if I delete a guest who already responded? A: Their response is permanently removed. If they try to use their old RSVP link, it will no longer work.
Q: Can I change a guest's RSVP status manually? A: Yes, use the Edit button to manually update any guest's status, such as when they call to confirm instead of using the online form.
Q: Why can't I see the WhatsApp button for some guests? A: The WhatsApp button only appears for guests who have a phone number saved. Add their phone number to enable this feature.
Q: What's the difference between "Guests" and "Confirmed" columns? A: "Guests" is how many people you invited in that party. "Confirmed" is how many the guest said are actually attending when they responded.
Q: Can I import guests from Google Contacts or another app? A: Export your contacts as a CSV file from your contact app, then format it to match Fotify's CSV requirements and import it.
Q: What's the difference between the CSV and PDF export? A: CSV is best for spreadsheet work — editing, filtering, and importing into other tools. PDF is a formatted, printable document with your event header and summary stats, ideal for sharing with vendors or printing for door staff at the event.
Q: Does the PDF include table assignments and plus-one names? A: Plus-one names appear as indented sub-rows beneath the main invitation whenever Collect Guest Names is enabled. When Table Management is also on, the PDF adds a Table column showing each person's individual seat assignment.
Q: Can I search by a plus-one's name? A: Yes — when Collect Guest Names is on, the search bar matches plus-one names too. The matching invitation auto-expands so you can see which party member matched, with that name highlighted. This is handy when a guest contacts you and you only remember the name of who's coming with them, not the main invitee.
Q: Does the CSV export include plus-one names? A: When Collect Guest Names is enabled, the CSV adds a Plus Ones column right after Guests, listing each non-main party member pipe-separated. When name capture is off, the column is omitted so the CSV shape stays consistent.
Q: How do I know which guests I've already sent invitations to? A: Guests contacted via WhatsApp show a green background. For other methods, consider using the SMS Language or a notes system to track.
Q: Can guests RSVP without being added to the list first? A: For personalized invitations, guests must be added to your list first to receive their unique RSVP link. However, if you enable the Registration Form feature, guests can self-register using a public link - they'll be automatically added to your guest list when they complete the form.
Q: What happens if I upload a CSV with duplicate guests? A: The system will notify you of duplicates. You can choose to skip them or update existing entries.
Q: Can I import guests with tags already applied?
A: Yes. Add a Tags column to your CSV with pipe-separated tag names (e.g., Family|VIP). Any tag that doesn't already exist for the event is created automatically with a default color. Full workflow: see the Guest Tags article.
Q: Are tags included when I export guests? A: Yes — both the CSV export (pipe-separated names) and the PDF export (comma-separated list in a Tags column) include every tag applied to the guest. You can re-import the CSV to restore tags.
Q: How do I tag many guests at once? A: Use the checkboxes to select the guests you want, then click "Apply tags" in the selection toolbar. You can Add, Remove, or Replace tags across all selected guests in one click.
Q: Can I filter by more than one status at once? A: Yes. The status filter is multi-select — click as many chips as you want. For example, select Accepted + Attended to see everyone who's coming, or Not Answered + Declined to see everyone still to chase. Status combines with tags, search, and the More filters dimensions.
Q: How do I copy just a guest's link without the whole message? A: Click the Link icon in the Actions column. It copies only the bare RSVP URL — no greeting or template text — so you can paste it into a calendar invite, story, or chat. The regular Copy icon still copies the full personalized message.
Q: Can I filter by whether a guest has an email or phone? A: Yes. Open More filters and toggle Has email or Has phone. This is handy right before an email or WhatsApp send, so you only look at guests you can actually reach.
Q: Can I tell self-registered guests apart from ones I added? A: Yes. In More filters, set Source to Self-registered (signed up through a registration link) or Added by me.
Q: Does the CSV/PDF export only include the guests I've filtered to? A: Yes — exports respect your active filters, so the file contains exactly what the list is showing. Click Clear all first if you want to export everyone.
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