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The Client Portal is your central hub for managing events, event managers, tokens, and organization settings.

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Getting Started

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Creating Your Account

1

Navigate to Sign Up

Go to /sign-up from the landing page.
2

Enter Organization Details

Fill in the registration form:
  • Full Name: Your authorized personnel name
  • Organization Name: Your company or organization
  • Organization Slug: Auto-generated URL-friendly identifier (editable)
  • Email: Your login credential
  • Password: Minimum 6 characters
3

Verify Email

Check your inbox for a verification email and click the link to activate your account.
4

Sign In

Return to /sign-in and enter your credentials. You’ll be redirected to /dashboard.
Your organization slug becomes part of your event URLs: /{org-slug}/{event-slug}/portal
Client Dashboard

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Dashboard Overview

The dashboard at /dashboard displays key metrics:
  • Active Events: Total number of events you’ve created
  • Total Attendees: Aggregate registrants across all events
  • Checked In: Total check-ins completed
  • Event Tokens: Remaining tokens for creating events
  • Attendee Tokens: Remaining tokens for adding attendees
Keep an eye on your token balance to ensure uninterrupted event management.
The collapsible sidebar provides access to:
  • Dashboard → /dashboard — Overview and statistics
  • Events → /events — Create and manage events
  • Event Managers → /event-managers — Manage staff accounts
  • Purchase Tokens → /purchase — Buy event and attendee tokens
  • Reports → /reports — Audit trails and exports
  • Settings → /settings — Organization configuration
  • Organization Logo (top-left): Your uploaded logo
  • Dark/Light Mode Toggle (top-right): Switch theme preference
  • Logout Button (top-right): Sign out of your account

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Purchasing Tokens

Before creating events or adding attendees, you need tokens. Navigate to /purchase.

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Token Types

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Event Tokens

  • Purpose: Each event creation consumes 1 event token
  • Pricing: Tiered based on volume (e.g., 1–5: RM 500/event)

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Attendee Tokens

  • Purpose: Each attendee added (manually or via CSV) consumes 1 token
  • Pricing: Tiered based on volume (e.g., 1–100: RM 3.00/token)

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Purchase Flow

1

Select Quantities

Enter the number of event tokens and attendee tokens you want to purchase.
2

Review Pricing

The system calculates the total based on tiered pricing. Higher volumes unlock better rates.
3

Proceed to Checkout

Click Purchase to open Stripe checkout.
4

Complete Payment

Enter your payment details in the Stripe secure form.
5

Confirmation

Upon successful payment, tokens are added to your balance immediately.
If you need custom pricing or manual invoicing, contact the Super Admin for a manual top-up.

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Organization Settings

Configure your organization at /settings.

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Updating Organization Name

  1. Navigate to Settings from the sidebar
  2. Edit the Organization Name field
  3. Click Save to update
Your organization name appears in the header across your portal and event pages.
1

Prepare Your Logo

Ensure your logo meets the requirements:
  • Format: PNG only
  • Max file size: 1 MB
  • Recommended height: 80px
2

Upload Logo

Click Upload Logo and select your file.
3

Preview

The logo appears in the header immediately after upload.
Logos exceeding 1 MB or non-PNG formats will be rejected.
Organization Settings

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Reports and Audit Trails

Track event manager actions and export data at /reports.

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Viewing Audit Trails

  1. Navigate to Reports → /reports
  2. View a log of all event manager actions:
    • Who performed the action
    • What action was taken
    • When it occurred
    • Which event was affected
  3. Use filters to narrow by date range or event

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Exporting Audit Logs

1

Apply Filters

Select the date range or event you want to export (optional).
2

Export CSV

Click Export Audit CSV to download the log.
3

Review Data

Open the CSV in your preferred spreadsheet application.

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Downloading Event Data

1

Select Event

Choose the event you want to export from the dropdown.
2

Download CSV

Click Download Event Data to export:
  • Event summary
  • Attendee counts
  • Check-in statistics
Export reports regularly for internal audits and compliance.
Each event has its own dedicated portal with full management capabilities.

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Accessing an Event Portal

  1. Navigate to Events → /events
  2. Click on an event name in the table
  3. You’ll be redirected to /{org-slug}/{event-slug}/portal
From the Event Portal, you can:
  • View event dashboard and real-time check-ins
  • Manage attendees (add, import, export)
  • Configure check-in settings
  • Customize branding and templates
Each event portal has a “Back to Client Portal” link in the sidebar for easy navigation.

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Managing Token Balance

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Monitoring Token Usage

  • Dashboard Card: View remaining tokens on /dashboard
  • Token Deduction: Automatic when creating events or adding attendees
  • Token Return: Unused attendee tokens returned when events are deleted

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What Happens When Tokens Run Out?

You cannot create events or add attendees without sufficient tokens. Purchase more tokens at /purchase before proceeding.
Token Requirements:
  • Creating 1 event = 1 event token
  • Adding 1 attendee (manual or CSV) = 1 attendee token
  • Importing 100 attendees via CSV = 100 attendee tokens

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Common Workflows

  1. Purchase tokens at /purchase (at least 1 event token + attendee tokens)
  2. Create an event at /events
  3. Navigate to the event portal
  4. Add attendees manually or via CSV import
  5. Customize branding and email templates
  6. Activate the check-in page
  7. Share the check-in URL with your team
  1. Create an event manager at /event-managers
  2. Assign them to specific events
  3. They receive login credentials via email
  4. They can access check-in management for assigned events
  5. Review their actions in /reports
  1. Create all events at /events
  2. Assign different event managers to each event
  3. Monitor all events from the dashboard
  4. Export individual event data from /reports
  5. Deactivate or suspend events as needed

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Keyboard Shortcuts

  • Ctrl/Cmd + K: Open search (if available)
  • Esc: Close dialogs and modals
  • Tab: Navigate between form fields

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Responsive Design

The Client Portal is optimized for:
  • Desktop: Full sidebar navigation
  • Tablet: Collapsible sidebar with icons
  • Mobile: Hamburger menu navigation
On mobile, tap the menu icon (☰) to access the sidebar.

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Troubleshooting

Steps to resolve:
  1. Check your email for the verification link
  2. Click the verification link before attempting to sign in
  3. If the link expired, request a new one
  4. Try resetting your password via /forgot-password
Resolution:
  • Edit the auto-generated slug during sign-up
  • Add a unique identifier (e.g., myorg-events or myorg-2024)
  • Slug must be URL-friendly (lowercase, no spaces)
Steps to resolve:
  1. Check your email for Stripe payment confirmation
  2. Refresh the dashboard page
  3. Contact support with your transaction ID if tokens still missing
Possible causes:
  • File size exceeds 1 MB → Compress the image
  • File format is not PNG → Convert to PNG
  • Slow network connection → Try again with stable internet

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