Edit or remove an attendee on an invite

Edit or remove an attendee on an invite

Correct the details of someone on an invite, or remove them from it, without cancelling the whole invite.

Before you start

  • You need permission to update invites. Editing an attendee also needs permission to update attendees, and removing one needs permission to delete attendees.
  • You can change an invite only while it is still upcoming. Invites that have expired or been cancelled are read-only, and the Save button is hidden.
  • Invites that a visitor created for themselves (self-invites) cannot have their attendees changed.
  • You can edit the title, description and attendee details. The purpose and host are normally read-only once chosen, and the date and recurrence cannot be edited after the invite is created.

Edit an attendee

  1. Sign in to the Vizmo portal, select the location and open Visitors > Invites.
  2. Select the invite, or its edit icon, to open Invite Details. Then open the Attendees tab.
  3. On the attendee's row, click the edit (pencil) icon. The Edit Visitor or Edit Employee dialog opens.

    Invite Details, Attendees tab row actions

  4. Update the details. For a visitor, click Edit Other Details (or View Other Details) to open the Attendee Details drawer with more fields.

    Edit Visitor dialog with Edit Other Details

  5. Click Save in the dialog.
  6. Click Save on the invite.

Note: Save for the invite appears only on the Attendees tab (and the Approvals tab), not on Details or Activity. If you changed the title or description on Details, switch to the Attendees tab to find Save.

Remove an attendee

  1. On the Attendees tab, click the delete (bin) icon on the attendee's row. To remove several people, tick their rows, click Delete and confirm Delete Attendees.
  2. Click Save on the invite.

Result: you see "The invite details have been saved successfully." and the attendee list shows your changes. Edits and removals on the Attendees tab are held until you save the invite, so leaving without saving discards them. Attendees are notified of changes only if notifications are turned on and any required approvals are complete.

Note: when you remove several people, Vizmo shows "The attendees have been deleted successfully." as soon as you confirm. The people are taken off the invite only after you click Save on the invite.

Removing an attendee is not cancelling the invite

To stop the whole invite, click the Cancel icon on its row in the Invites list, or at the top of Invite Details. For a repeating invite you choose Keep Invite, Cancel This Event or Cancel This and Following. To remove the invite entirely, click Delete on its row, or the Delete icon at the top of Invite Details, and confirm.

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