Organizers have the ability to send a payment request directly from Studio to collect on unpaid balances. 

With the goal to efficiently receive payment – while viewing a registration organizers can easily identify whether a balance remains unpaid. When the status indicates 'Balance Due,' organizers can swiftly send a link to the registrant allowing them to settle their outstanding amount. 

This seamless process can be initiated directly from Studio by following these steps: 

1.  A 'Send payment request' button will appear next to the outstanding balance in the transactions section, exclusively when the payment status reads 'Balance Due
2. Upon clicking this button, an email containing a payment link will be promptly dispatched to the user
3. Once the email is received in one-click the user will be taken to a page to input their credit card details and pay their remaining balance
4. Once the payment is successfully processed, the payment status in Studio will transition from 'Balance due' to 'Paid'

Studio empowers organizers to initiate credit card refunds without having to leave Studio – streamlining the process and reducing the stress of using multiple tools.

How this feature will function?

When organizers access an individual registration record, they can opt to issue a full or partial refund of a valid credit card transaction. Cancellations and ticket downgrades can easily be accommodated. With the flexibility to issue full or partial refunds and it is easy to accommodate cancellations and ticket changes. In the case of a full refund, the entire transaction sum will be reimbursed to the original payment method. For partial refunds, organizers can specify the refunded amount (not surpassing the initial transaction value).

Organizers have the opportunity to thoroughly examine the refund before finalizing it. Once confirmed and processed, the refund will promptly appear in the individual's transaction history within Studio.

Invoices and credit statements will still need to be issued from Stripe. Stay connected for additional enhancements similar to this one that are on the horizon.

📖 Need more details? Find them in our Help Center article here!

Organizers can now view their financial data directly in Swapcard without having to login to Stripe. 

Within the payments section, the following details can be viewed and analysed:

1. Charges - summary of registration charges
2. Taxes - a summary of applicable taxes, including rate
3. Payment - summary of card details used to make the payment, including last four digits of the card
4. Credit - summary of card details used to issue a credit, including last four digits of the card
5. Balance due - display the calculated balance due prominently

Organizers can seamlessly access detailed payment information on the Stripe platform with a single click on the provided link, or make a refund directly from Studio.

Organizers can export their Checkpoint data directly from Studio. With this export organizers can see the export the data for every person checked into a Checkpoint.

Follow the steps below to get an Excel export of checkpoint data.

1. Log into Studio.
2. Go to Onsite -> Checkpoints.
3. Click 'Export' in the top right corner of the screen.
4. Choose to export data for 'All checkpoints' or by 'selected checkpoint,' and download your Excel report."

The download will include one record per person for each Checkpoint. The information accessible in the Studio checkpoint section, such as checkpoint details and attendee information will be part of the export.

When the Abandoned Registration feature is enabled, organizers can easily export a list of incomplete registrations from the people list. This allows them to track users who haven't finished registering, target them with emails encouraging them to complete their registration, and ultimately boost event attendance.

Similar to other exports from the people list, organizers can simply click on Export and select "Abandoned Registrations." The resulting download will include details only of users with incomplete registration forms.

Organizers can now encourage users to finalize their registrations by sending them an email through Studio.

What is the process for doing this?
Complete your registration emails can be sent to users who have abandoned their event registration forms, leaving them in an incomplete status. This email can be sent from two different places within the Studio application:

1. Email section in Studio - by activating the "complete your registration" email. This is a one-time email, meaning it won't be sent repeatedly to new users who abandon the event registration form. The organizer needs to enable this type of email and set a specific date for sending it. Any user who has an abandoned registration at that time will receive a "complete your registration" email, allowing them to resume the registration process by clicking the link in the email.

Event organizers can now utilize Studio to mass download PDF badges for registered attendees. Multiple individuals or all registrants can be selected to compile PDF files containing all badges, streamlining the process of printing them in advance. 

After the organizer picks the attendees who need badges and chooses to download them, the badges will be saved individually as PDFs. These PDFs will then be bundled together into a single zip file. Each badge PDF will be named according to the format: [LastName]_[FirstName]_[ConfirmRegCode].pdf.

This feature is particularly time-saving when badges need to be printed prior to the event.

We are excited to announce a new feature that lets attendees download their event passes as QR codes directly to their digital wallets on Apple and Google. This update ensures that attendees can conveniently access their tickets on their mobile devices, eliminating the need for physical tickets.

Understanding QR codes for Attendees

With Physical Events, giving Attendees the ability to have their own QR code allows them to access the Event venue, access Sessions when SwapAccess is enabled, and provide a way to connect and network with other Attendees and Exhibitors.

Giving attendees quick access to their QR codes

Organizers can already add an Event ticket Content Button on the Event homepage and navigation bar to give Attendees quick access to their QR code. This allows Attendees to easily display their QR code on their device in order to access the Event venue, access a Session, or connect with another Attendee. With this option, Organizers are not required to have printed badges for Attendees.

This enhancement allows attendees to add the QR code to their digital wallets, making the process simpler and providing a better experience. Attendees can easily access their passes at any time without searching for them in the event app.

Key Benefits of adding attendee QR Code to digital wallet:

• Accessibility - Digital wallet passes can be accessed with just a few taps
• Enhanced Security - fingerprint, face recognition, or passcodes on digital wallets add an extra layer of protection
• Faster Check-ins: QR code scanning significantly speeds up the check-in process, reducing queues and wait times at the event entrance
• Automated Validation: Real-time validation of QR codes, ensuring that only valid and unused tickets are accepted
• Reduced Printing Costs: Eliminating physical tickets saves on printing and distribution costs.
• Lower Risk of Loss: Digital tickets are less likely to be lost or damaged

By leveraging the benefits of QR codes in digital wallets, event organizers can enhance security, streamline operations, and provide a superior experience to attendees.

Event registrants can now see the ticket description in the summary panel while registering. This gives the registrant more visibility into the details of the ticket being purchased. While it mirrors the same information that is shown on the ticket listing page, there are situations where one goes directly to a ticket link or only has one ticket available and thus skips the listing page.

Conditional logic in event registration forms, such as the one provided by Swapcard, is a powerful tool that allows organizers to customize the registration experience for attendees. This feature enables organizers to manage the visibility of certain page elements or fields based on the responses provided by attendees in previous fields or based on their selected ticket types. Here's how conditional logic benefits organizers and enhances the registration process:

1. Personalized Registration Experience:

   • Relevant Fields Display: By using conditional logic, organizers can show or hide specific fields based on the answers given by attendees in previous questions. This ensures that attendees only see and respond to the fields that are relevant to their particular situation or preferences.
   • Customized Pathways: Depending on an attendee's responses, organizers can create customized pathways through the registration form. For example, if an attendee indicates that they are interested in specific sessions, the subsequent questions can be tailored to their preferences.

2. Targeted Information Gathering:

   • Efficient Data Collection: Organizers can efficiently gather specific and targeted information by conditionally displaying fields based on the selected ticket types. This ensures that organizers collect the most relevant data for their event and can tailor their planning and communications accordingly.
   • Streamlined Forms: Attendees are presented with a streamlined and focused registration form experience. Instead of navigating through irrelevant questions, they only encounter fields that pertain to their selected ticket types or previous responses.

3. Adaptability and Flexibility:

   • Dynamic Registration Process: The registration process becomes dynamic and adaptive, adjusting in real-time based on the information provided by attendees. This adaptability ensures a smoother and more user-friendly experience, reducing the chances of confusion or frustration.
   • Conditional Rules Management: Organizers have control over setting up and managing conditional rules. This flexibility allows them to make adjustments to the registration process as needed, accommodating changes in event details, goals, or attendee requirements.

4. Enhanced User Satisfaction:

   • Efficiency and Relevance: Attendees appreciate an efficient and relevant registration process. Conditional logic helps in creating a user-friendly experience where attendees feel that their time is well spent, and the information they provide is directly related to their needs and interests.
   • Reduced Clutter: By eliminating unnecessary fields, organizers can reduce form clutter, making the registration process visually cleaner and less overwhelming for attendees.

The addition of a straightforward "Add condition" button and the ability to easily fill in the relevant attributes contribute to a user-friendly experience for organizers. This simple process aims to enhance the efficiency of managing conditional logic within the registration process.

The implementation of conditional logic in the Swapcard registration form empowers organizers to deliver a more personalized, efficient, and targeted experience for attendees. This results in improved data collection, streamlined processes, and higher overall satisfaction for both organizers and attendees alike.