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Change Registration Status Dropdown

Posted: February 4, 2020 at 12:07 pm

Viewing 7 reply threads


Allen

February 4, 2020 at 12:07 pm

Can I add a custom category to the “Change Registration Status” dropdown? Maybe with Advanced Custom Fields?

I want to be able to add a Player manually to an event, but keep him marked as “Unpaid” … I don’t want “Pending”

Now, I can add a Player and he stays “Incomplete” and then I have to go to Registrations, re-open his name, and change to “Approved”

There an extra step in there that seems unnecessary. And if I could add new categories, that would be helpful.


Josh

  • Support Staff

February 4, 2020 at 1:29 pm

Hi Allen,

I’m afraid that Advanced Custom Fields cannot add more registration statuses.

One thing you could do is avoid the extra step by using the Transactions page. In Event Espresso > Transactions, when you add a payment there (manually) it gives you the option to also set the registration to “Approved”.


Allen

February 4, 2020 at 1:33 pm

Ok, but what I want to do is add a Registration that is Approved, but unpaid … and be able to find all unpaid entries easy at show time.


Josh

  • Support Staff

February 4, 2020 at 1:42 pm

If you set the event’s “Default Registration Status” to Approved, then when you add a registration, it will automatically be Approved. Its transaction will stay “Incomplete” so to find all unpaid entries you go to Event Espresso > Transactions and click on the “Incomplete” link.


Allen

February 4, 2020 at 1:45 pm

Ohhh, ok. I think now I have default set to “Pending Payment” because it seems that when a visitor starts the purchase process and it fails, they still show up in my list. And I don’t want them “Approved” by default …

I also think because I used to let them print an invoice, and when they did that, it was showing as Approved.

So – is that the best practice? Set default to “Approved”?


Josh

  • Support Staff

February 4, 2020 at 1:51 pm

It’s not necessarily the best practice. Whatever status is set as the default is what’s used when you add a registration manually. You can always change the status later. It is an extra step to change the status, and you had mentioned you wanted to avoid that step.


Allen

February 4, 2020 at 2:16 pm

ok – well, my main concern is that people become Approved without making a payment. I have disabled the “Pay by Invoice” option – so, that should not be an issue anymore, right?


Josh

  • Support Staff

February 4, 2020 at 2:31 pm

I’m afraid I don’t understand the issue with someone paying by invoice, but if you do not want someone to become Approved without making payment, then the best status to set for those registrations is “Pending Payment”.

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