Smartwaiver makes it easy to manage the participants that attend events at your facility, like birthday parties and group activities. With the Smartwaiver Events feature you and Event Managers* (e.g., birthday party parents, group leaders, etc.) can keep track of everyone that is participating from a specific group.
TO CREATE AN EVENT IN SMARTWAIVER:
- Log in to your Smartwaiver account.
- Select the Events button from the Waiver Console.
- Click on Create New Event
From here, you can add details about the event.
Event Name: The name used to identify your event, both internally and externally. This will be shown to everyone who needs to sign the event waiver.
Business Name: Business Profile information to be shown on the Invite Email the Event Manager receives when the Event is set up. To change your Business Name and Profile Information, from the Waiver Console click on your Username and then go to: My Account → My Profile → Business Profile
Event Date: The date the event will take place. This will be shown to everyone who needs to sign the event waiver. Select Multiple Days if the event takes place over multiple days.
Event Location: Location of the event
Description: A short description of the event. This will be shown to everyone who needs to sign the event waiver.
Event Manager Information: As an Admin, you have the option of sending an email that assigns/invites “Event Managers” (e.g; party organizers, group coordinators, parents of bday kids, etc.). When you assign/invite an Event Manager to an event, they have access to a view-only Event Page that lists everyone who has signed the event waiver. Event Managers can also send out a direct link to the waiver to be signed. Multiple Event Managers can be invited to a single event. The login/password for the view-only Event Page is the last name of the Event Manager (case sensitive).
*A paid account is required to invite Event Managers by email.
Event Manager View: How a participant's name is displayed when the Event Manager is viewing the participant list.
*A paid account is required to invite Event Managers by email.
Document that needs to be signed: If you've created more than one waiver/document in your Smartwaiver account, simply select the waiver/document you want the event participants to sign. (You have the ability to attach up to ten waivers to your Event.)
After you have the information completed, click on the Create Event button. You'll see your new event displayed on the Events page.
You’ll also see:
Waivers Completed: The number of waivers that have been signed for this event (participants that have clicked the unique event link before signing their document/waiver)
Event Manager: The people that have been given view-only access to the event page (*paid account required)
Created/Modified On: Provides data on when the Event was created, or last modified, within the account.
Copy Link: The link Admins and/or Event Managers need to send to participants in order for the participants' document/waiver to be associated with the event
Archive: If you, as the Admin of the Smartwaiver account, would like to deactivate the link to the event and no longer want the event to appear on the Events Page, you can archive the event at any time.
When you click on the Event (e.g.; Jonny's Birthday Party), you will see the Event Info, Event Managers and the Participants that have signed the event waiver.
Event Info: Information for the event, including the link participants need to click on in order for their signed waiver to be automatically associated with the event.
Event Managers: List of Event Managers that have been invited to view the names of the participants associated with the event. As the Admin of the account, you will see the option to resend the email invitation. (*paid account required)
Participants: Each participant that has signed the event waiver is displayed here. Important to remember that unless the participant clicks on the unique event link before signing the document/waiver, their name will not automatically appear on this list.
MANUALLY ADDING A PARTICIPANT TO AN EVENT
As an Admin of the Smartwaiver account, you also have the ability to assign a participant in your Waiver Console to the event. So if someone has already signed the waiver needed for the specific event, but they did not use the unique event link, you can add them by completing the following steps:
- Highlight their name in the Waiver Console and select Events on the right side of the screen:
- Select the checkbox for any Event(s) you would like the participant assigned to and then click Add to Event
You will now see the participant's name added under the Participants section of your corresponding Event.
FINDING AN EVENT PARTICIPANT IN THE WAIVER CONSOLE
You can easily find any participant of an event by using the Filter link in the Waiver Console.
Simply click on Filter and choose the event to search.
Only those participants that signed the event waiver link will appear in the results.
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