Receipt Setup and Customization

Learn how to configure and customize the digital receipts that are sent to participants after they sign waivers.

Overview

EventWaivers automatically sends digital receipts to participants after they complete waiver signatures. This guide explains how to customize these receipts to match your brand and include the information most relevant to your event.

Step-by-step

1. Access receipt settings

   From your portal dashboard, navigate to the "Settings" tab, then scroll to the "Receipt Settings" section.

   // TODO: IMAGE HERE (Screenshot of the portal settings page with Receipt Settings section highlighted)

2. Configure basic receipt options

   Customize the fundamental receipt settings:

   • Enable/Disable Receipts: Toggle whether receipts are sent at all
   • Email Subject: Customize the subject line of receipt emails
   • Sender Name: The name that appears in the "From" field
   • Reply-To Email: Where replies to receipt emails will be directed

   // TODO: IMAGE HERE (Screenshot of basic receipt configuration options)

3. Customize receipt appearance

   Brand your receipts with your organization's identity:

   • Logo: Upload your organization or event logo (recommended size: 300x100px)
   • Header Color: Set the color for the receipt header
   • Font: Choose from available font options
   • Include Signature Image: Toggle whether to show the actual signature in the receipt

   // TODO: IMAGE HERE (Screenshot of receipt appearance customization)

4. Edit receipt content

   Customize the text content of your receipts:

   • Header Text: The main title at the top of the receipt
   • Thank You Message: Personalized message for participants
   • Additional Information: Any extra details you want to include
   • Footer Text: Information at the bottom of the receipt (e.g., contact details)

   The editor supports basic formatting like bold, italic, and bullet points.

   // TODO: IMAGE HERE (Screenshot of receipt content editor)

5. Add dynamic content with variables

   Use variables to personalize receipts with participant-specific information:

   • {{participant.name}} - The signer's full name
   • {{participant.email}} - The signer's email address
   • {{waiver.name}} - Name of the signed waiver
   • {{portal.name}} - Name of the portal
   • {{signature.date}} - Date and time of signature
   • {{signature.id}} - Unique signature identifier

   // TODO: IMAGE HERE (Screenshot showing variable insertion in the editor)

6. Configure attachments

   Choose what documents to attach to receipt emails:

   • Signed Waiver PDF: A PDF copy of the signed waiver
   • Custom Attachments: Upload additional files to include with every receipt
   • QR Code: Include a QR code for easy check-in at the event

   // TODO: IMAGE HERE (Screenshot of attachment configuration options)

7. Preview and test

   Before finalizing your receipt setup:

   • Click "Preview Receipt" to see how it will look
   • Send a test receipt to your own email
   • Check how it appears on both desktop and mobile devices

   // TODO: IMAGE HERE (Screenshot of receipt preview)

8. Save your configuration

   Click "Save Receipt Settings" to apply your changes. The new receipt format will be used for all future signatures.

   // TODO: IMAGE HERE (Screenshot of save confirmation)

Notes

• Receipts are sent immediately after a participant completes all required waivers
• All receipts are responsive and mobile-friendly
• Receipt emails have excellent deliverability but check your spam settings if participants report missing receipts
• You can create different receipt templates for different portals
• Receipt customization is available on all paid plans

Related

• Public Waiver Signature View
• Exporting Signatures
• Checking Waiver Status with QR Code