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Automatically Approve Registrations that "Pay by Check"

Posted: February 18, 2019 at 3:10 pm

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nlctampa

February 18, 2019 at 3:10 pm

Hello!

How do I automatically approve registrations if they are paid by check?

We have two options: pay by stripe and pay by check. If pay by Stripe is selected, the registration should stay in Pending Payment until stripe completes the payment. But we would like to mark the registrations approved if they pay by check because our wait lists are not including those that have paid by check!

If I set the default ticket status to “Approved” on the event, the registration is marked approved before the user completes checkout. I would like for the registration to only be approved if the user selects to pay by check and completed the checkout.

I looked for action hooks specific to check payment to attempt to do this with a function hook, but there is no list of hooks and it’s very difficult to sort through them all in the code. Please help!


Tony

  • Support Staff

February 19, 2019 at 5:18 am

Hi there,

You need to set the Default Registration Status for the event to Approved.

If I set the default ticket status to “Approved” on the event, the registration is marked approved before the user completes checkout.

This is incorrect.

The default registration status (DRS for short) applies once the registration has been finalized, up until that point the registration will remain ‘Pending Payment’ and in your situation, you have 2 options to finalize the registration:

1. The user selects Stripe and completes a payment, the registration would update to Approved at that point anyway as the payment would be for the full amount.

2. They select Pay By Check (at this point the DRS is applied to the registration, meaning if its set to Approved, this registration would be Approved at this point)

If the user stops at the payment options their registration will remain ‘Pending Payment’.

The above means that setting up registrations that pay by Check to automatically approve or setting the default registration status to Approved is exactly the same in this case.


nlctampa

February 20, 2019 at 6:53 am

Thank you for your response. I must have been mistaken.

Is there a way to set the default option for the DRS on a newly created event to “Approved”?


Tony

  • Support Staff

February 20, 2019 at 7:00 am

Yes, go to Event Espresso -> Events -> Default settings.

There you’ll find the option ‘Default Registration Status’.

Set that to Approved and saved.

That option does not affect your previous events, it’s the default value that will be used whenever you create new events going forward.

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