Uploading Guests with a Badge Template
When you upload a guest list, you can assign a badge template to every guest in that list at the same time. This saves you from having to manually assign templates to each guest individually.
When to use this feature
| Scenario | Why it's useful |
|---|---|
Different badge designs for different groups | VIPs get one badge design, speakers get another, sponsors get a third |
Multi-day events | Assign different badge templates for Day 1 vs. Day 2 |
Large guest lists | Avoid manually updating hundreds of guests one by one |
Guests with long names or long company names | Create a separate badge template with a font size 2–4 pixels smaller than your standard template, and assign it to those specific guests |
How to assign a badge template during upload
For a complete walkthrough of uploading guests, see the Uploading guests article. The only additional step is to add a Badge Template column to your Excel or CSV file.
Column name requirement: The column must be spelled exactly as Badge Template.
In your Excel or CSV file:
| First Name | Last Name | Badge Template | |
|---|---|---|---|
John | Smith | VIP Badge | |
Sarah | Lee | Speaker Badge | |
Michael | Chen | VIP Badge |
Important: The badge template name must match exactly (case-sensitive) with the template name in your account. "VIP Badge" and "vip badge" are different.
What if a template name doesn't match?
If the badge template name in your file does not match an existing template:
- The guest will receive the default badge template instead.
- No error message appears – the upload simply uses the default.
To avoid this, double-check template names before uploading.
Changing a badge template after upload
If you need to change a guest's badge template after uploading, you have the following options:
| Method | How to do it |
|---|---|
Individual guest | Open guest profile → select badge template from dropdown |
Delete and re-upload | Delete the affected guests and upload a corrected Excel or CSV file with the updated Badge Template column |
Note: Excel or CSV re-upload does not update existing guests. You must delete the guests first, then re-upload with the corrected data.
Coming soon – bulk edit
Coming soon: You will be able to select multiple guests and assign a badge template in bulk directly from the guest list, without deleting or re-uploading.
Important notes
- The badge template must already exist in your account before you upload. Create your templates first, then upload your guest list.
- If you leave the Badge Template column empty, the guest will use the default badge template.
Example scenario
You have: A conference with VIPs and Speakers. Each group needs a different badge design.
What you do:
- Create two badge templates: "VIP Badge" and "Speaker Badge."
- Prepare your Excel file with a column named exactly
Badge Template. - Enter "VIP Badge" for VIP guests and "Speaker Badge" for speakers.
- Upload the file.
Result: Every guest is automatically assigned the correct badge template. No manual work needed.
Related Articles
- Uploading guests
- Editing and creating badge templates
- Printing badges in the Check-in App
- Changing a badge template in the Check-in App