# Swizzle Events - Project Summary

**Last Updated:** January 14, 2026
**Status:** HTML Mockups Complete - Ready for Client Approval

---

## Project Overview

Swizzle Events is a SaaS platform for managing medical conferences, CME events, and professional gatherings. The system enables event organizers to:
- Create and manage events with multiple check-in points
- Register participants via public forms or bulk import
- Generate QR codes for participant check-in
- Track attendance across multiple check-in points per event day
- Support multi-day events with per-day attendance tracking

### Target Users
- Hospitals & Medical Associations
- Pharmaceutical Companies
- Conference Organizers
- CME Event Managers

---

## Current Phase: Static HTML Mockups

### Tech Stack (Mockups)
- **Tailwind CSS** via CDN
- **Vanilla JavaScript** for interactivity
- **HTML5** with component includes system

### Color Palette (from Logo)
| Color | Hex Code | Usage |
|-------|----------|-------|
| Coral | `#F5A962` | Primary gradient start |
| Pink | `#E88AB4` | Primary gradient middle |
| Purple | `#9B8AC4` | Primary gradient end |
| Navy | `#1E2A4A` | Text, headings |
| Yellow | `#F5E06D` | Accent color |
| Light Gray | `#F8FAFC` | Background |

---

## File Structure

```
swizzle-events/
├── index.html                    # Navigation hub
├── logo.png                      # Project logo
│
├── assets/
│   ├── css/
│   │   └── custom.css           # Custom styles, gradients, components
│   ├── js/
│   │   └── main.js              # Sidebar, modals, toasts, includes
│   ├── images/
│   │   ├── logo.png
│   │   └── horizontal_logo.png
│   └── includes/
│       ├── sidebar.html         # Account admin sidebar
│       ├── staff-header.html    # Staff portal header
│       └── footer.html          # Powered by Swizzle footer
│
├── auth/                         # Authentication (3 pages)
│   ├── login.html
│   ├── forgot-password.html
│   └── reset-password.html
│
├── account/                      # Account Admin Portal (14 pages)
│   ├── dashboard.html
│   ├── events-list.html
│   ├── event-create.html
│   ├── event-edit.html
│   ├── event-view.html
│   ├── checkin-scan.html        # Admin check-in functionality
│   ├── checkin-points.html
│   ├── participants-list.html
│   ├── participant-create.html
│   ├── participant-import.html
│   ├── participant-view.html
│   ├── staff-list.html
│   ├── staff-create.html
│   └── reports.html
│
├── staff/                        # Staff Portal (3 pages)
│   ├── events-list.html
│   ├── event-view.html
│   └── checkin-scan.html        # Mobile-optimized check-in
│
├── public/                       # Public Pages (3 pages)
│   ├── register.html            # Event registration form
│   ├── thank-you.html           # Registration confirmation + QR
│   └── download-qr.html         # Direct QR download
│
└── Roadmap/
    ├── project_specs.md
    ├── html_templates_plan.md
    └── project_summary.md       # This file
```

---

## Completed Pages (23 Total)

### Authentication (3 pages)
| Page | Status | Description |
|------|--------|-------------|
| `login.html` | ✅ Complete | Email/password login with remember me |
| `forgot-password.html` | ✅ Complete | Password reset request |
| `reset-password.html` | ✅ Complete | New password form |

### Account Admin Portal (14 pages)
| Page | Status | Description |
|------|--------|-------------|
| `dashboard.html` | ✅ Complete | Stats overview, recent events, quick actions |
| `events-list.html` | ✅ Complete | Event cards with status, copy URL button |
| `event-create.html` | ✅ Complete | Multi-day event creation, logo upload |
| `event-edit.html` | ✅ Complete | Edit event details |
| `event-view.html` | ✅ Complete | Tabs: Overview, Participants, Check-in Points, Settings |
| `checkin-scan.html` | ✅ Complete | Admin check-in with QR scanner placeholder |
| `checkin-points.html` | ✅ Complete | Add/edit/reorder check-in points |
| `participants-list.html` | ✅ Complete | Full participant management |
| `participant-create.html` | ✅ Complete | Manual participant entry |
| `participant-import.html` | ✅ Complete | CSV upload with preview |
| `participant-view.html` | ✅ Complete | Full check-in history with In/Out times |
| `staff-list.html` | ✅ Complete | Staff members with roles |
| `staff-create.html` | ✅ Complete | Invite new staff |
| `reports.html` | ✅ Complete | Attendance reports with export |

### Staff Portal (3 pages)
| Page | Status | Description |
|------|--------|-------------|
| `events-list.html` | ✅ Complete | Simplified event cards |
| `event-view.html` | ✅ Complete | Event overview with check-in button |
| `checkin-scan.html` | ✅ Complete | Mobile-optimized check-in interface |

### Public Pages (3 pages)
| Page | Status | Description |
|------|--------|-------------|
| `register.html` | ✅ Complete | Event registration form |
| `thank-you.html` | ✅ Complete | Confirmation with QR code |
| `download-qr.html` | ✅ Complete | Direct QR download |

---

## Key Features Implemented

### 1. Check-in System with In/Out Tracking
- **Three visual states:**
  - 🟢 **Completed** (green): Both In and Out times recorded
  - 🔵 **Currently Inside** (blue): Only In time, no Out yet
  - ⚪ **Pending** (gray): Not checked in yet
- Separate CHECK IN and CHECK OUT buttons
- Timestamps displayed for each action

### 2. Event Management
- Multi-day event support
- Event logo upload
- Registration URL with copy-to-clipboard
- QR code generation placeholder
- Event status badges (Active, Upcoming, Completed)

### 3. Participant Management
- Manual entry form
- CSV bulk import with preview
- Check-in status displayed per participant per point
- Participant QR code generation
- Email resend functionality

### 4. Check-in Points
- Multiple check-in points per event
- Per-day organization (Day 1, Day 2, etc.)
- Mandatory point flagging
- Attendance count per point

### 5. Staff Portal
- Mobile-optimized check-in interface
- Simplified navigation
- Quick scan workflow

### 6. Reports
- Date range filtering
- Check-in point filtering
- Export to CSV functionality
- Visual attendance summary

---

## Reusable Components

### Include Files (`assets/includes/`)
1. **sidebar.html** - Account admin navigation sidebar
2. **staff-header.html** - Staff portal header with user menu
3. **footer.html** - "Powered by Swizzle" footer

### CSS Classes (`assets/css/custom.css`)
- `.btn-primary` - Gradient primary button
- `.btn-secondary` - Outlined button
- `.btn-danger` - Red delete/danger button
- `.card` / `.card-header` / `.card-body` - Card components
- `.badge-*` - Status badges (success, warning, danger, info, gray)
- `.form-input` / `.form-label` - Form styling
- `.table` / `.checkin-table` - Table layouts
- `.sidebar` / `.sidebar-link` - Navigation
- `.modal-overlay` / `.modal` - Modal dialogs
- `.toast` / `.toast-success` / `.toast-error` - Notifications

### JavaScript Functions (`assets/js/main.js`)
- `loadIncludes()` - HTML component loading
- `showToast(message, type)` - Toast notifications
- `copyRegistrationUrl(eventId)` - Copy URL to clipboard
- Sidebar toggle functionality
- Dropdown menu handling

---

## Navigation Flow

```
Login → Dashboard
           │
           ├── Events List → Event View → Check-in Scan
           │                     │
           │                     ├── Participants Tab → Participant View
           │                     ├── Check-in Points Tab
           │                     └── Settings Tab
           │
           ├── Event Create/Edit
           │
           ├── Participants List → Participant View
           │                   → Participant Create
           │                   → Participant Import
           │
           ├── Staff List → Staff Create
           │
           └── Reports

Staff Portal:
Login → Events List → Event View → Check-in Scan

Public:
Registration Form → Thank You (with QR) → Download QR
```

---

## Sample Data Used in Mockups

### Account
- **Name:** MedEvents Pro

### Events
1. Annual Cardiology Conference 2026 (Jan 15-17, 2026)
2. CME Workshop: Advanced Diagnostics (Feb 8, 2026)
3. Pharma Summit Dubai (Mar 20-22, 2026)

### Check-in Points (Cardiology Conference)
- Registration Counter (mandatory)
- Day 1 - Breakfast
- Day 1 - Main Hall Session
- Day 1 - Lunch
- Day 2 - Breakfast
- Day 2 - Workshop

### Participants
- Dr. Sarah Johnson | sarah.johnson@hospital.com | +1 555-0101
- Dr. Ahmed Al-Rahman | ahmed.r@medcenter.ae | +971 50 123 4567
- Dr. Emily Chen | e.chen@clinic.sg | +65 9123 4567

---

## Next Steps: Laravel Development

### Phase 1: Backend Setup
1. Laravel project initialization
2. Database schema design
3. Authentication system (Laravel Breeze/Jetstream)
4. Multi-tenancy setup (Account isolation)

### Phase 2: Core Features
1. Event CRUD operations
2. Check-in point management
3. Participant registration & import
4. QR code generation (using library like Simple QrCode)

### Phase 3: Check-in System
1. QR scanner integration (using html5-qrcode or similar)
2. Check-in/out recording with timestamps
3. Real-time attendance updates
4. Duplicate check-in prevention

### Phase 4: Communication
1. Email template system
2. Participant notification emails
3. QR code email delivery
4. Bulk email functionality

### Phase 5: Reporting
1. Attendance reports generation
2. CSV/Excel export
3. Dashboard analytics
4. Real-time statistics

### Phase 6: Staff Portal
1. Staff user roles & permissions
2. Mobile-responsive check-in interface
3. Offline support (optional)

---

## Database Schema (Proposed)

```
accounts
├── id, name, email, password, logo, created_at

events
├── id, account_id, name, description, location
├── logo, start_date, end_date, registration_open
├── qr_code, created_at

checkin_points
├── id, event_id, name, day_number
├── is_mandatory, sort_order, created_at

participants
├── id, event_id, first_name, last_name
├── email, phone, address, qr_code
├── registered_at, email_sent_at

checkins
├── id, participant_id, checkin_point_id
├── checked_in_at, checked_out_at
├── checked_in_by (staff_id)

staff
├── id, account_id, name, email, password
├── role (admin/staff), created_at
```

---

## Testing Checklist

### Browser Testing
- [ ] Chrome (Desktop & Mobile)
- [ ] Safari (Desktop & Mobile)
- [ ] Firefox
- [ ] Edge

### Responsive Testing
- [ ] Desktop (1920px, 1440px, 1280px)
- [ ] Tablet (1024px, 768px)
- [ ] Mobile (414px, 375px, 320px)

### Functionality Testing
- [ ] All navigation links work
- [ ] Sidebar toggle (mobile)
- [ ] Form field styling
- [ ] Button hover states
- [ ] Modal open/close
- [ ] Toast notifications
- [ ] Copy URL function
- [ ] Dropdown menus

---

## Files to Deliver to Client

1. Complete `swizzle-events/` folder
2. This project summary document
3. Access via local server: `http://localhost/projects/swizzle-events/`

---

## Contact & Support

For questions about these mockups or the development roadmap, contact the development team.

---

*Document generated: January 14, 2026*
