The directory becomes more useful as it grows, but only if your team can find the right record quickly. Use search and filters before creating a new record so you do not accidentally duplicate someone.
Useful filters
- Search by participant name, business name, or email address.
- Filter by participant type.
- Show flagged records only.
- Clear filters to return to the full list.
- Use compliance badges as a quick signal before opening the detailed record.
Good search habits
- Search by email when possible because names and business names often change between events.
- Use partial searches for businesses that may include legal suffixes, trading names, or shortened stall names.
- Check flagged and compliance states before inviting or approving returning participants.
When to open the full record
- You need event history, notes, flags, or document context.
- You are deciding whether a participant should be invited, approved, merged, or erased.
- You need to check whether the person is already linked to a live event.
Search before adding. Duplicate records are fixable, but avoiding them keeps event history, documents, notes, and payment context easier to trust.
Trader management
Keeping trader records tidy across events?
SmartGig connects trader applications, participant records, documents, payments, approvals and arrival state so your team is not rebuilding the same list every event.
Related articles
Create Categories and Participant Types
Set up the reusable participant structure used by applications, pricing, compliance, filters, portals, reports, and site plans.
Add Participants Manually
Create participant records one at a time for invited participants, returning participants, or records you want ready before applications open.
Import Participants from CSV
Bring an existing spreadsheet or exported list into the participant directory with preview and validation.
