guide

📚 LinkRSVP User Guide

Everything you need to create events, send invitations, collect RSVPs, manage staff, and run real-time operations — all in one place.

☰ Guide Menu
🚀

1. Getting Started

1

Create your free account

Go to the Sign Up page, choose Guest or Organizer, and continue with Yeap ID. Your event page, share link and RSVPs are free, with no credit card needed. Sending invitations by email or text needs credits or a plan.

2

Continue after Yeap ID

After Yeap ID authentication, organizers continue to the Create Event flow and guests return to their intended RSVP/ticket page, Attending dashboard, or Event Directory based on their activity.

3

Connect Stripe to receive payments (optional)

If you plan to sell tickets, go to My Events → Edit Profile and connect your Stripe account via Stripe Connect. Payouts are sent directly to your bank — the platform never holds your money.

Ready to begin?Create your free account — no credit card required.

✨ Create Free Account

📅

2. Creating an Event

The Event Wizard walks you through 6 steps. You can save a draft at any point and come back later.

1

Basic Details

Enter the event title (or use AI suggestions), choose an event type and category, and upload a cover banner image. Optionally add a Banner Slogan Title (up to 20 characters) and Banner Slogan Description (up to 37 characters) — these appear as overlay text on your cover. Finally, set visibility: Public (listed in the directory), Invitation Only (accessible via link only), or Private (guests must be on the invite list).

2

Date & Time

Set start and end date/time and timezone. Toggle Recurring Event to schedule daily, weekly, monthly, or yearly repeats — the platform generates all occurrences automatically.

3

Location

Toggle Online Event to provide a stream URL, or enter a physical venue. The address field has live autocomplete powered by OpenStreetMap — start typing and select a suggestion to auto-fill City, State / Province, Country, and ZIP. These fields are also manually editable. Latitude and longitude are stored automatically and the map preview updates in real time.

4

Invitations

Set a guest limit and RSVP deadline, allow +1 guests, and choose approval mode: Auto (RSVPs accepted immediately) or Manual (you approve each one).

5

Packages

Choose Free, Paid, or Mixed ticket types. If your event directory is enabled, toggle Featured Event to pin it at the top of the directory with a star badge.

6

Review & Publish

Add a description, review the AI quality score, and click Publish Event. Your event is live instantly and guests can be invited right away.

💡 Tip: The wizard auto-saves your progress at every step, so you won't lose work if you close the tab.

Create your first event nowThe wizard takes under 5 minutes.

📅 Start Event Wizard

✉

3. Sending Invitations

The Audience & Invites workspace brings contact imports, reusable groups, audience segments, recipient review, and invitation sending into one place. Build your event audience once, filter it quickly, then send by email, SMS, or both.

1

Import or Add Contacts

Add contacts manually, import from your phone, connect Google Contacts, or upload CSV / vCard files. The Import into group field lets you place imported contacts into any existing organizer-created group or create a new group during import.

2

Organize Reusable Groups

Use real contact groups such as Event Guests, Event Audience, Family, Invitation, Ticket Order, plus any groups you create. These groups are reusable and editable, so you can keep a clean contact book across events.

3

Filter Audience Segments

The contacts filter includes virtual audience segments for fast targeting: Past Attendees, Declined Last, Opened, No RSVP, and Bounced. These are filters only, not editable contact groups.

4

Review and Send

Select a group or segment, review the recipient list, remove duplicates, and choose Email Only, SMS Only, or Email & SMS. The system shows recipient counts and delivery eligibility before sending.

5

Track Live Progress

Watch real-time progress with a visual progress bar and live statistics: Total, Sent, Failed, and Skipped. Sending continues even if you refresh the page because progress is tracked in the background.

💡 Tip: Select a group in the contacts filter to show everyone in that group automatically. Then use the tag filter to narrow the list based on the selected group.
🔒 Privacy: Every invitation contains a one-click unsubscribe link. Bounced addresses are automatically added to the global suppression list and excluded from all future sends. Duplicates are automatically removed to prevent sending to the same person twice.

✅

4. Managing RSVPs & Guests

1

View RSVP status

In the Guest Manager, each guest row shows their RSVP status: Pending, Accepted, Declined, or Awaiting Approval (if you chose Manual mode).

2

Approve or decline manually

If your event uses Manual Approval, use the Approve / Decline buttons next to each pending RSVP. Approved guests receive a confirmation email automatically.

3

QR Check-In on the day

Each guest can receive a unique QR code (add-on). Scan codes at the door with any QR scanner — the system marks the guest as checked in instantly.

4

Export guest list

Click Export CSV in the Guest Manager to download a spreadsheet of all guests including RSVP status, open counts, check-in status, and any +1 details.


💰

5. Pricing & Packages

LinkRSVP uses a per-invitee pricing model: you pay for the invitations you send by email or text. Your event page, share link and RSVPs are free, and tests to your own email are always free.

Guest Range Rate (One-Time) Example Cost
1 – 250 guests$0.90 / guest100 guests = $90.00
251 – 500 guests$0.70 / guest300 guests = $210.00
501 – 1,000 guests$0.45 / guest750 guests = $337.50
1,001 – 5,000 guests$0.25 / guest2,000 guests = $500.00
5,001 – 10,000 guests$0.22 / guest7,500 guests = $1,650.00
10,001+ guests$0.15 / guest15,000 guests = $2,250.00
📅 Subscriptions: Monthly and yearly plans are available. Monthly = one-time rate × 1.5 (run unlimited events that month). Yearly plans offer even greater savings. Use the Package Builder to see live pricing for your exact guest count.

Available Add-Ons

Add-OnWhat it does
QR Check-InUnique QR code per guest for touchless door check-in
Premium TemplatesUnlock premium invitation card designs
SMS InvitationsChoose how many SMS deliveries to add, then send text message invitations alongside email
Branding RemovalRemove the "Powered by LinkRSVP" footer from cards

Build your packageConfigure guest count, billing type, and add-ons — see the price update live.

🎲 Build Your Package

👤

Attendee Dashboards

LinkRSVP includes separate frontend pages for regular attendees and guests. These pages are separate from the organizer dashboard and are added by placing shortcodes on WordPress pages.

1

My Wishlist

Create a page containing [yeap_my_wishlist]. Logged-in users can view saved events, create wishlists, rename or delete wishlists, set a default wishlist, remove saved events, and move events between wishlists.

2

My RSVPs

Create a page containing [yeap_my_rsvps]. Logged-in users can view responses across Attending, Maybe, Declined, Pending, and Waitlisted tabs, change their RSVP status, view events, get directions, and contact organizers.

3

My Tickets

Create a page containing [yeap_my_tickets]. Logged-in users can view upcoming and past ticket-style cards with ticket status, QR code or PDF links when available, directions, calendar actions, and event links.

Admin setup: After creating these pages, assign them under Yeap Events → Settings → General. Menu placement is manual through WordPress menus.

📊

6. Analytics & Reports

1

Event Analytics Dashboard

Open any event from My Events and click Analytics. You'll see total invites sent, open rate, RSVP acceptance rate, revenue, and a daily activity chart.

2

Organizer Wallet

The Organizer Dashboard → Wallet tab shows your lifetime earnings, pending payouts, platform fees, and refunds — recalculated live from the full transaction ledger.

3

Event Quota

The Report tab shows your current plan (one-time / monthly / yearly), events used vs. your limit, extra slots purchased, and a Buy More Slots button if you need additional capacity.

⚠ Note: Analytics data is updated in real time. If you do not see recent data, clear your browser cache and reload.

👷

7. Staff Management & Check-In Portal

Assign a crew to your event, manage check-in operations, and run real-time entry scanning — all from the dedicated Staff Management (Check-In Portal) page.

📋 How to access: The staff management interface lives on the Staff Management page created with the [yeap_checkin_portal] shortcode. Log in to your account, visit that page, select your event, and you will see the full portal including the Staff, Entrances, Stats, and Scan tabs.
1

Open the Check-In Portal and select your event

Visit the Staff Management page (ask your admin for the URL if unsure). Log in with your organizer account. You will see a list of your events — click the one you want to manage. You are taken directly into the portal dashboard.

2

Create event areas

Under Event Areas, define zones like Main Stage, VIP Lounge, or Entrance A. Assign required roles and a minimum staff count per area. The system will alert you if an area becomes understaffed during the event.

3

Assign supervisors

Promote a staff member to Supervisor for an area. Supervisors can view and message their own team, see the area roster, and receive escalated alerts — without seeing the full event staff list.

4

Send staff messages

Go to Staff Messaging to send a broadcast to all staff, a specific area, a role group, or an individual. Choose priority: General, Urgent, or Emergency. Staff receive messages in their portal notification tab in real time.

5

Track clock-ins & attendance

Staff clock in and out via their portal. The Staff Analytics dashboard shows live counts of clocked-in staff, no-shows, late arrivals, overtime, and a breakdown by role and area. Automatic shift alerts fire when thresholds are crossed.

6

Issue wristband / NFC credentials (optional)

From Credentials, generate unique wristband or NFC codes per staff member. Codes are hashed at rest — the plaintext is only shown once at issuance. Validate any credential at the door via the check-in portal without internet access (offline sync queues automatically).

📋 Staff login: Each staff member you add receives an email invitation. They accept it, log in with the matching LinkRSVP account, and see only the check-in interface scoped to their permissions. They can also install it as a PWA on their phone for offline access.

📱

8. Real-Time Operations & Mobile

For large or complex events, the platform provides live situational awareness tools that work even with a poor internet connection.

1

Install the mobile app (PWA)

Open the Staff Portal or any event page in Chrome or Safari on your phone. Tap the browser menu and select Add to Home Screen (iOS) or Install App (Android). The app works offline and syncs automatically when reconnected.

2

Live attendance feed

The real-time dashboard updates guest check-in counts, staff clock-in status, and area occupancy without requiring a page refresh. Data is streamed via a secure server-sent events connection.

3

Broadcast emergency alerts

From Emergency Ops, send a platform-wide alert to all staff for situations like evacuation, lockdown, or medical emergency. Alerts appear as a fullscreen overlay on every staff device immediately. Tap Acknowledge to confirm receipt.

4

Report & track incidents

Staff can report incidents (security, medical, technical, etc.) directly from their portal. Each report captures type, severity, description, and location. You can escalate, assign, and resolve incidents from the Incidents dashboard — with a full audit trail.

5

Offline sync

Actions taken while offline (check-ins, clock-ins, incident reports, alert acknowledgements) are queued locally in the app and replayed automatically when connectivity is restored. The sync queue status bar shows pending items and lets you trigger a manual sync.

6

AI Operational Assistant

During your event, tap AI Assistant (supervisors and organizers only) to get a live briefing: staffing gaps, areas at risk, recent incidents, and suggested actions. The AI never modifies assignments automatically — all suggestions require your confirmation.

⚠ Venue setup: Define your venue layout (areas and entrances) before the event day under Venue Profiles. Apply a saved venue to any future event with one click to skip re-entering the same layout.

❓

9. Frequently Asked Questions

► Are my first 3 events really free?
Yes. Your event page, share link and RSVPs are free, with no credit card required at signup. You pay only for invitations you send by email or text, through credits or a plan. Tests to your own email are always free.
► How do I get paid for ticket sales?
Connect your Stripe account via Stripe Connect in your profile settings. Revenue from ticket sales is routed directly to your Stripe account at checkout — either instantly or after the event date, depending on your chosen payout mode.
► Can I edit an event after publishing?
Yes. Go to My Events, find your event, and click Edit Event. You can update all details except the event ID. Guests who have already RSVP'd are not affected unless you change the date or location.
► What happens if a guest's email bounces?
Bounced addresses are automatically added to the global suppression list. They will be skipped in all future invitation sends across the platform, protecting your sender reputation.
► Can I schedule a recurring event?
Yes. In Step 2 of the Event Wizard, toggle Recurring Event and set the frequency (daily, weekly, monthly, or yearly), interval, and end condition. All occurrences are generated automatically and linked to a single event calendar sync.
► How do I make my event appear in the public directory?
Two things are required: (1) In Step 1 of the wizard, set visibility to Public. (2) On the final step, click Publish Event — events saved as drafts will not appear. Once published, your event will appear in the Event Directory. Visitors can filter by Country, State / Province, City, and ZIP — these filters work automatically when you use the address autocomplete in Step 3 or the Edit Event form. Toggle Featured Event (Step 5) to pin it at the top.
► How do staff members access the Check-In Portal?
Staff accept their email invitation, then visit the Staff Management page (the page with [yeap_checkin_portal]) while logged in with the invited email. They see only the check-in interface — Scan, Search, and Stats tabs — scoped to their role permissions. They can install the page as a PWA on their phone for offline use.
► Can I view the street-level view of my event venue?
Yes — if your event has a physical address with coordinates stored (set via the address autocomplete in the event wizard or Edit Event form), a Street View section appears automatically on the public event page. It embeds a Google Maps street-level view with a toggle to switch between Street View and Map View. No API key is required. The section is hidden for online-only events.
► Can I manage multiple events at once with different staff crews?
Yes. Staff are assigned per event — the same person can be on multiple event rosters simultaneously with different roles and areas. The Staff Portal shows each member their relevant assignments only.
► What happens to actions taken when there is no internet?
The PWA queues all actions (check-ins, clock-ins, incident reports, alert acknowledgements) in browser storage using IndexedDB. A sync indicator in the app shows pending items. When connectivity returns, everything is replayed in the correct order automatically.
► How do emergency alerts work?
Go to Emergency Ops and select an alert type (evacuation, lockdown, medical, etc.) and affected area. The alert appears instantly as a fullscreen overlay on every staff device connected to the event. Staff tap Acknowledge — you can see who has and hasn't responded. Alerts are logged with a full timeline for post-event review.
► Can I reuse venue layouts across events?
Yes. Save any venue — including all areas, entrances, and capacity settings — under Venue Profiles. When creating a new event, select a saved venue and it is applied with a single click, including all area definitions and entrance points.
► I need help — how do I contact support?
Use the Contact Us form. A support ticket is created automatically and you'll receive a confirmation email with your ticket number.