Release Notes (2016.09.13)

by ClearEvent Support | Release Notes

This release includes numerous improvements to job assignment features and Event Portal usability.

What’s New

Jobs

• Sorting Jobs:  You can now sort jobs by % Assigned to find jobs that are under allocated or over allocated. This field shows you the percentage that your job has been filled with participants. Once sorted by % Assigned, the list of jobs will be sorted in order of participant assignment completion.

  

• Job Assignment Enhancements: Assigning jobs to registered participants (like Volunteers) is now easier than ever. We’ve made a number of improvements to the Job section > Job Details > Assignments tab.
  • The Job start & end date is now always visible, even when the Assignments tab is selected.
  • The enhanced job assignment grid heading shows details that make it easy to know if you’ve met your job assignment goals. The header now shows the number of currently assigned participants, how close you are to your target participant count (if specified), and how close you are to your job assignment capacity (if specified). Red/Yellow/Green colors indicate if you are on track. Red indicates you are either well under your target, or if you are over capacity. Yellow indicates you’re at least half the way to your target (if specified) or your capacity (if target is not specified). Finally, green indicates that you can pat yourself on the back because you’ve filled your job with participants!
  • The Available Participants grid has been optimized to show more participants on screen at once. It is now always visible. This makes finding & filtering participants much faster.
  • Participant Availability tooltips have been revised to show current job assignments as well as the availability periods the participant selected when they registered.
  • Use the Availability Indicator in conjunction with the Participant Availability tooltip to quickly determine if a participant is available and if not, what conflicts they might have.

Event Portal

• Usability Participants that are not signed in to the Event Portal will now find it easier to view private messages that event organizers send through the Messages module. New highly-visible Sign In buttons have been added to make signing in a breeze.

Registration Forms

• Registration Forms that an Event Organizer publishes will now contain a support message that directs registrants to contact ClearEvent directly in the event of a technical difficulty. Registrant’s are of course still asked to direct any questions about the event itself to the Event Organizer.

Release Notes (2016.08.24)

by ClearEvent Support | Release Notes

This release includes numerous improvements to increase Event Portal and Admin Portal performance, enable in-app refunds, improve feature discovery, payment setup workflow, general usability improvements and stability fixes.

What’s New

Stability Improvements

• A number of stability improvements have been addressed in this release.
• Fixed issue where some users were not being redirected back to the Admin Portal after connecting their Stripe account to ClearEvent.
• Fixed issue where users who never confirmed their email address on sign-up could not reset their password.
• Fixed issue that caused a failure when exporting participant registrations with associated availability periods.
• Fixed issue in Safari on Mac where users were not able to load the budget module.

Performance

• Additional performance features have been added which significantly improve application load times and application responsiveness for both the Event Portal and Event Management

Administration Portal.

General Usability

• Improved the dashboard layout in the Event Manager Admin Portal to show placeholder widgets for Key Performance Indicators that have been removed due to security role restrictions.
• The name of the Event Owner is now displayed in the Event Setup module.
• The selected event payment plan details and header text have been improved in the Create Event Wizard, making it easier to understand which payment plan has been selected.
• In the My Events List, security roles (for Event Admins) and participant types (for Event Participants) are now shown for each event listing.
• Terminology has been adjusted for registration forms. What were previously called “Entry Fees” are now simply referred to as “Fees”.

Refunds

• New capabilities that integrate to Stripe have been added. These integrations will allow the event organizer to directly issue refunds directly from the Participant module without having to visit the Stripe dashboard. Both full and partial refund scenarios are handled directly within ClearEvent.

In-App Help

• A great new feature called “help bubbles” have been added to make ClearEvent even easier to use. When a input field (like a text box) receives focus, is selected or you hover over it, a green “help bubble” will appear. Clicking on, or hovering over, a help bubble will reveal in-line help that will teach you more about the selected input field. Reading these help bubbles is a great way to learn about tips & tricks that make your experience using ClearEvent even better.

New Videos

• Watch our new 2 minute “product explainer” video. Feel free to share this video with your team to help explain how ClearEvent can help teams and events of all sizes streamline their planning process.

Support Content

• The Help Center has been updated with new support materials. The Help Center contains lots of new tips and information that’s there for you when you need it.

Release Notes (2016.07.27)

by ClearEvent Support | Release Notes

This release includes numerous improvements to our help and support tools, billing settings, create event workflow, sign in / sign up and registration workflows, general usability improvements and stability fixes.

What’s New

Help Support

• The Event Manager App and Event Portal both connect directly to ClearEvent’s support system (https://help.clearevent.com/en/) through context-sensitive help buttons. When the user clicks the help button, support articles related to that part of the app load in a new browser tab to assist the user .In the Event Manager App, relevant support articles are accessed using a Help button (Green circle with white question mark) at the top right of every view. In the Event Portal users can click the word “Help” at top right to access help articles.

Create Event

• We’ve improved the sign-in process from the Event Portal to provide better continuity for your returning participants and for new unregistered users when they Sign In.The new Sign In process directs unregistered visitors to the list of published registration forms for your event when they click Sign In while on the Event Portal. Registered users can simply sign in and access the personalized event details that your event has shared with them as participants.We’ve enhanced the registration process to simplify the ClearEvent Account creation step so that it’s easier and faster than ever.

  Additionally, we’ve made a few small changes to improve the experience of purchasing a new event license & plan. When creating a new event, the checkout process highlights the selected Event Plan and streamlines the ClearEvent Account Sign In / Sign Up process making it faster and easier for everyone!

Billing

• Event Owners can now easily update their credit card details on file for their event. This is useful when a credit card expires, is lost, or you want to change the credit card used to pay for the Event Plan.Event Owners many also want to do this when transferring responsibilities to a someone who is taking over from them, ensuring that their card will not be used for the event when they leave.To change your credit card details, open the Event Manager App > Event Setup section > Billing tab. The Billing tab is only visible to Event Managers assigned that have the Event Owners security role assigned.

  To change credit card details, use the field under Current Credit Card Information in the lower part of the page, click the Update Credit Card button. You’ll be prompted to update the credit card details as well as the billing email address on file.

  As a reminder, ClearEvent does not keep credit card numbers on file, instead ClearEvent receives a authorization token from Stripe and Stripe handles the actual charges to your credit card.

General Fixes

• Numerous small fixes have been implemented in several parts of the application.
• Improvements include:
  • An improved Stripe sign up experience when returning to ClearEvent from creating your Stripe account.
  • Fixed: Problem showing the default header image that is displayed when a participant registers for an event but no custom event branding is configured has been fixed.
  • Fixed: The Budget Widget on the Dashboard was not including Smart Budget Line Item totals.

Usability

• The registration forms designer in the Event Manager App > Forms section has been updated to relax constraints around adding and removing user profile fields after a form has been published. Previously, once a form was published, it was not possible to add/remove user profile fields to the form. Now, Event Managers with access to the Forms module can add and remove Phone, Mobile Phone and Address user profile fields after once a form is un-published.The First Name, Last Name and Email user profile fields remain required fields. The Address field is required for tax remittance reasons and will be added to the form if the form is configured to collect entry fees.