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echess
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June 19, 2018 at 12:56 pm
Hello.
I am new to Espresso! We purchase the EE4 everything license.
We use to use another plugin in WP, but we decide to pull the plug because the author was not providing support. We run the business on it for 3 years or more.
I am starting to configure Espresso for our business. I am trying to figure out the best way to leverage all the existing features of Espresso.
Our typical situation is having a parent signing up and paying for one or more children. The children will have lots of extra questions.
I’ve seen multiple posts and older documents, so it’s hard to figure out if certain things are still valid.
Any suggestion on how to better use the forms for this scenario?
Also any suggestion of individual deve lopers to cover gaps will be welcome?
Thank you so much
Alex
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echess
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June 19, 2018 at 12:56 pm
Hello.
I am new to Espresso! We purchase the EE4 everything license.
We use to use another plugin in WP, but we decide to pull the plug because the author was not providing support. We run the business on it for 3 years or more.
I am starting to configure Espresso for our business. I am trying to figure out the best way to leverage all the existing features of Espresso.
Our typical situation is having a parent signing up and paying for one or more children. The children will have lots of extra questions.
I’ve seen multiple posts and older documents, so it’s hard to figure out if certain things are still valid.
Any suggestion on how to better use the forms for this scenario?
Also any suggestion of individual developers to cover gaps will be welcome?
Thank you so much
Alex
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Tony
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June 19, 2018 at 1:45 pm
Hi Alex,
Do you have an example of your current question setup I can view?
EE currently does not officially support a separate ‘purchaser’ (which would be the parent) to register separately from the attendee (the children) but it is possible to do with a little hoop-jumping to set up the message system correctly. However before moving onto that, I’d like to check the kind of setup you are trying to achieve to confirm EE is suitable, the quickest way to do that is an example if you have one?
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echess
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June 19, 2018 at 4:35 pm
Here are the questionnaires I configured. Not complete but I could make it work, but the report shows the parent name.
https://i.imgur.com/51LIuM3.png
https://i.imgur.com/XvAS3En.png
https://i.imgur.com/2pXefWw.png
https://i.imgur.com/PO9U3o0.png
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Josh
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June 20, 2018 at 9:46 am
There’s a different approach you could take that will result in the report showing the student name while still capturing the parent information and capturing the student information:
You’ll start with editing Question Group #1. That group should actually capture both the student and parent information. Then re-organize some of the questions to other groups. So:
1) Change the First Name (system) field to be “Student First Name”
2) Change the Last Name (system) field to be “Student Last Name”
3) Remove Parent Cell Phone question from Group #1
4) Rename the Question Group #1 name because it’s capturing both Student and Parent information. For example it could be named “General Information”
5) Then add a new group that will capture Parent information only
6) Add new fields to this group for “Parent First Name” and “Parent Last Name”
7) Add Parent Cell Phone question to the new Parent information group
8) Go to edit the Student Info group and remove (uncheck) the Student First Name and Student Last Name questions
9) When you add/edit the event and check the boxes next to question groups for Questions for Primary Registrant you’ll check the boxes next to:
General Information
Address Information
Parent Information
Student Information
10) When you add/edit the event and check the boxes next to question groups for Questions for Additional Registrants you’ll check the boxes next to:
General Information
Student Information
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echess
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June 20, 2018 at 2:08 pm
Josh,
Thank you!
That’s great. It worked well, except for the Parent email (system field) is now repeated for every attendee (student).
I guess we need to have it populating for every attendee in the database.
I see the checkbox to copy data, but this will get complicated for parents and eventually they will type different emails in each entry.
Is there any trick to avoid the repeating the email to every attendee?
Thanks again!
Alex
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echess
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June 20, 2018 at 2:17 pm
Josh,
Also, any way to pre-assign the custom parent first name and last name fields to credit card (authorize.net AIM or Accept)?
Thanks
Alex
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Josh
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June 20, 2018 at 3:50 pm
Hi Alex,
Tony actually published a code example that includes a trick to avoid the repeating the email to every attendee, in the file named all-events.php:
https://gist.github.com/Pebblo/44f47386d1221b7916d3ae906f6149c3#file-all-events-php
You can add the above to a functions plugin or into your WordPress theme’s functions.php file.
I don’t remember there being a way to re-assign the values that get passed to the billing forms later, but I can check into this and there may be a way to add a hook to change the default behavior.
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echess
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June 20, 2018 at 5:24 pm
The trick to avoid the repeating the email to every attendee worked! Thanks! For the benefit others I would say I had to add to the event the custom field
hide_email_fields = true
Thanks!
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Josh
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June 20, 2018 at 5:33 pm
It sounds like you plugged in the code from the custom-value-events.php code example. If you use the code from all-events.php instead, you will not need to do the custom fields.
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