Before You Start
- Register as a merchant on Swipez
- Prepare an image which represents your event. Tips to prepare a good event image:
- If its an art event, then clearly list artists who are performing or conducting the event. Event images featuring popular artists increase the chances that people will view your event.
- In case of other types of events, feature your main attraction preferably using appealing images rather than just text.
- Include your company logo.
- Include your sponsors logos if applicable.
- Test your image against the Facebook Text Overlay tool
The Swipez Event registration software provides a comprehensive events management solution to power your events.
From the event registration software dashboard you can manage your customer information, event listing bookings,registrations and Settings.
Manage customer contacts
As an event planner you need to manage and re use the data of event attendees from current and earlier events. Click on the Contacts tab to view these details.
Manage customer contact information
From Contacts -> Customer tab you can start managing your entire customer database. Click on the Customer tab to reveal all the options present to manage your customer database.
From the Customer tab you can control all aspects of your customer database:
Structure — Setup the structure and fields of your customer database as per your events requirement. Add the fields required by you to store complete customer information during bookings. You can also setup custom fields that can be used to collect specific information of attendees and payees such as age, gender, Company name etc. Read more.
Create Customer — Create a new customer record by entering your customer information into an easy to use form that gets setup as per your defined Structure. This can be used when you want to make offline bookings for customer or to upload customer information of patrons from earlier events that you would like to target for forthcoming events. Read more.
View Customer — View a list of customers added in your customer database. Each time a patron makes a booking for your event their data is added to your customer database in Swipez. A complete record of all your customers is maintained here from prior and ongoing events. From here you can export customer data into excel sheet or search for customer information, edit or delete customer records.
Bulk Upload — Import your existing customer data using an excel sheet. Add multiple customers in your database in one go by uploading an excel of your customer data. This can be useful to upload attendee information from your past events , whom you can then target for your future events. Read more.
Manage Group — Grouping your customers allows you to organize your customers as per your business requirement. For example, you might want to group customers who have attended a particular event into groups. This will then allow you to reach out to your customers as per the event they have attended and understand their event preferences.
Pending Approvals — Keep your customer data up to date automatically! As your returning customers start paying for your event, they will correct or update their own personal information like mobile number, email id or address. This updated information is captured and displayed in this tab for your approval. Upon your approval this information is updated into your customer database. Please note: Data only shows up in this tab only if the Auto Approve option is turned off in the Settings -> General Settings tab.
Manage vendor information
From Contacts -> Vendor tab you can start managing your entire vendor database for your events. Click on the Vendor tab to reveal all the options present to manage your vendors payment and contact information.
Create Vendor — Create a new vendor record which includes all your vendors information including basic vendor contact details, KYC document information and bank account details for split of payments received from event bookings. You can also add standing instructions regarding vendor settlements. Such as if you would like them to be automated by the Swipez software in a particular percentage or if you would like to manually settle their dues using our centralised disbursements dashboard. Read more.
List Vendor — View a list of vendors added in your database. A complete record of all your vendors is maintained here. From here you can export vendor data into excel sheet, search for vendor information and update or delete vendor records.
Bulk Upload — Import your existing vendor data into your Swipez database using an excel sheet. Add multiple vendors in your database in one go by uploading an excel of all your vendor data. This function makes it easier for event planners to migrate data to the Swipez event registration software during initial use. Read more.
Manage franchise information
From Contacts -> Franchise tab you can start managing your entire franchise network database for your events. Click on the Franchise tab to start managing payment and contact information for your franchises.
Create Franchise — Create a new franchise record which includes information such as basic contact details, KYC document information and bank account details for split of payments received from event bookings. You can also add standing instructions regarding franchisee settlements . Such as if you would like them to be automated by the Swipez software in a particular percentage or if you would like to manually settle their dues using our centralised disbursements dashboard. The franchise feature is effective for event management companies that want transparent and standardised collections across all their franchisees. Read more.
Bulk Upload — Import your existing franchise data into your Swipez database using an excel sheet. Add all your franchises in your database in one go by uploading an excel of all their contact, KYC and billing data. Read more.
Online event management options
To create your events or track the progress of event bookings navigate to the Events tab in the left hand side menu.
From the Events tab you can create your online event , check the status of all events that have been created and check transaction status of event transactions.
Create Events — To start collecting event bookings and registrations you need to create an event with the relevant event information and creatives. Read more.
List Events — Listing of all your existing and previously created events . This section is used to manage and edit all your events. Read more.
Event Transactions — Listing of all online and offline transactions made for your events. The transactions can be filtered by event name or date range. Read more.
To track your collections and bank account settlements from your event bookings navigate to the Reports tab in the left hand side menu.
Collections — These reports give you an accurate account of all payments received from your patrons for event booking. All these reports can be downloaded in a convenient excel sheet for your accounting needs. Read more.
Settlements - The settlement reports give you a detailed view of of all event collections that have been settled to your companies bank account including settlement information such as date , UTR number etc. Read more.