Download the Pro Template and edit the file to add your guest list, then on the next page, upload the file and help our system to identify where your data.

Learn more about how to work with our Pro Guest List Template here.

Enterprise clients go here to learn how to instantly get a guest list with your company directory.

1 | Import Guest List

On the Events Dashboard, drag your guest list onto the dashboard

2 | Import Summary

Cross-check the summary to make sure the system read your file correctly. If there are errors, go back and edit the file then try again.

3 | Attendee Status

Choose an option to reflect current status of your attendees.

If the guests have registered or confirmed their attendance, choose Right Away and Roger will begin researching flights once the event has been finalized.

If the guests have not yet registered and you need them too, select Only after the register. Roger will only begin researching flights for them once they have confirmed or registered. Confirmation method will be handled on the next step.

4 | Confirmed Guest List

Follow the onscreen questions (see step 10 under Answer Questions guide) to finalize your Event.

4 | Unconfirmed Guest List

Choose a registration confirmation method for your guests so that they are added to your event and Roger can help them to plan their travels to your event.

Guest List Registration Methods

Manually in spreadsheet

You can re-upload the same guest list file but have the Registration column marked Yes for those that have registered.

Through external event registration

Choose your platform and once the Event has been finalized, head to the Preference sections and then Integrations to get the integration documentation and URL required.

Go here to read set-up guides and watch tutorials specific to the platforms.

By Forwarding Emails to Roger

An email dedicated to your event will be created once the event has been finalized. Go to Preferences and then Email Forwarding to see the email address.

5 | Pre-Select Flights

If you would like to pre-select a flight for your guests, select Yes Please! Otherwise, Roger will communicate directly with your guests to help them arrange travel to your event.

6 | Payments

This page will only show if the host is the payee.

Credit card - select a card from the drop-down or add a new card.

Purchase order - an email will be sent with instructions once the event has been finalized.

Please note: receipts are sent to the payee.

7 | Finalize your Event

You can save your Event as a draft and deploy Roger later if you're not ready.

1 | Create New Event

On the Events Dashboard click Create New Event.

2 | Default Currency

Select a currency that you want to primarily use for this Event.

3 | Choose a Method

Choose to either create an Event using by answering a few questions or by uploading a guest list.

Scroll down to step 7 to see steps on how to Use our template or Use your own file.

5 | Event Method

Select Pro

6 | Attendee Status

Choose an option to reflect current status of your attendees.

If the guests have registered or confirmed their attendance, choose Right Away. Roger will begin researching flights once the event has been finalized.

If the guests have not yet registered and you need them too, select Only after the register. Roger will only begin researching flights for them once they have confirmed or registered. Confirmation method will be handled on the next step.

7 | Confirmed Guest List

Download the Pro Template and edit the file to add your guest list, then on the next page, upload the file and help our system to identify where your data.

Learn more about how to work with our Pro Guest List Template here.

Enterprise clients go here to learn how to instantly get a guest list with your company directory.

7 | Unconfirmed Guest List

Choose a registration confirmation method for your guests so that they are added to your event and Roger can help them to plan their travels to your event.

8 | Guest List Registration Methods

Manually in spreadsheet

Refer to step 7

Through external event registration

Choose your platform and once the Event has been finalized, head to the Preference sections and then Integrations to get the integration documentation and URL required.

Go here to read set-up guides and watch tutorials specific to the platforms.

By Forwarding Emails to Roger

An email dedicated to your event will be created once the event has been finalized. Go to Preferences and then Email Forwarding to see the email address.

9 | Flight Details

If attendees are all required to arrive before or after the Event, enter the details on this page or skip.

10 | Pre-Select Flights

If you would like to pre-select a flight for your guests, select Yes Please! Otherwise, Roger will communicate directly with your guests to help them arrange travel to your event.

11 | Cost Limit

You can insert a maximum cost limit for flight bookings, and if a guest chooses a flight that exceeds the limit, Roger will automatically trigger an approval request for you.

12 | Payments

Select who will be paying for the flights. If guests are paying then Roger will ask for their payment card details once they confirm a flight. If the host is paying, then you will need to choose a method on the following page.

Please note: receipts are sent to the payee

13 | Finalize

You can save your Event as a draft and deploy Roger later if you're not ready.

14 | Guest List

If you chose to use an external platform or email forwarding methods to add guests to your event, head to the Preferences section to find the information