Prefilled Information

When you define the Attendee's information, it prefills during Checkout.

Update the Event Settings' Page Layout

Before an Attendee can update their pre-filled information, the Event Settings’ Allow Edits to Attendee fields field must be added to the page layout and checked.

1. Click the Gear icon.
2. Click Setup.
3. Click the Object Manager tab.
4. In the Quick Find box, enter and click “Event Settings”.
5. Click the Page Layouts tab.
6. Click Event Settings Layout.
7. Drag and drop the Allow Edits to Attendee fields field onto the page layout.
8. Click Save.
9. Open the relevant Event Settings record.
10. Click the Pencil icon in the Allow Edits to Attendee fields field.
11. Set Allow Edits to Attendee fields = “True” (checked).
12. Click Save.

Editing the Attendee Form

The Attendee can now update any fields on the Attendee Form except the Name and Email fields. This will not update the related Contact or Lead record.

Mapping Custom Questions

When an Attendee clicks on their AttendeeLink, custom questions (Forms and Form Elements) will be pre-filled with the Attendee’s data from their Contact, Lead, Account, or Attendee record(s).

If the Attendee makes any changes via their AttendeeLink, the information will be updated automatically in the org. This functionality works for any standard/custom field on the Account, Contact, Lead, or Attendee records.