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Class registration

Posted: January 8, 2015 at 7:33 am


AnnC

January 8, 2015 at 7:33 am

Can someone let me know if we can use this for class registrations. We posted a set of questions regarding your plugin but no one got back to us


Seth Shoultes

  • Support Staff

    •

January 8, 2015 at 9:52 am

Hi Ann,

It should work for most class registration scenarios. Do you remember where you posted the last set of questions? Do you mind posting them again in this thread?


AnnC

January 8, 2015 at 1:23 pm

Here is what we posted – it is on the pre-sales board.

Thank you for getting back to us.

I am interested in using your plugin to manage class registrations and have the following questions:
1. In EE4 how do I set up a user database and logins per user so that they can find their profiles and then register for classes? I noticed in your documentation that the WP user management is not available
2. We offer classes that can be taken by the week or by the day. So in my specific case I have a class that can accommodate 20 students. Parents can sign their children up for the week but they can also sign up by the day. Does your system allow us to enforce the max 20 limit for the event regardless of the registration type.
3. Can I set up my system to have a short class description and a More button for additional information? Some people just don’t like to read much.
4. In setting up users, can I set up multiple family members under a single id and then add classes per family member? Is that information stored so that users don’t have to reenter this at every time.
5. Is it possible to integrate your event database with a custom user database?
6. The majority of your fields and titles relate to events and not necessarily to classes. Is it possible to overwrite the titles of the various entries that you have or map fields from one value to another?
7. Do you use CAPTCHA or another mechanism to prevent bogus registrations/email registrations?
8. If I have an existing system and would like to keep my history can I migrate my existing system to yours? Do you have an API that would let me map my data model to yours?


Lorenzo Orlando Caum

  • Support Staff

    •

January 8, 2015 at 5:10 pm

Hi, here is feedback on your questions. Event Espresso 4 meets most of your requirements but not all of them.

1. In EE4 how do I set up a user database and logins per user so that they can find their profiles and then register for classes? I noticed in your documentation that the WP user management is not available

A WP User integration is not currently available for Event Espresso 4.

2. We offer classes that can be taken by the week or by the day. So in my specific case I have a class that can accommodate 20 students. Parents can sign their children up for the week but they can also sign up by the day. Does your system allow us to enforce the max 20 limit for the event regardless of the registration type.

In Event Espresso 4 limits can be set on the event as well as on a ticket option (pricing option) basis.

In Event Espresso 3, there is a single attendee limit per event.

3. Can I set up my system to have a short class description and a More button for additional information? Some people just don’t like to read much.

In Event Espresso 4, this would be a setting in the templates screen. You could set it to show an excerpt on the event listing page instead of the full event description.

4. In setting up users, can I set up multiple family members under a single id and then add classes per family member? Is that information stored so that users don’t have to reenter this at every time.

A WP User integration is not available for Event Espresso 4. If this is critical to your project then Event Espresso 3 would be a better fit.

The WP User integration for Event Espresso 3 does not allow storing of data for multiple attendees. It would store information for one attendee/registration.

5. Is it possible to integrate your event database with a custom user database?

Event Espresso 3 and Event Espresso 4 both store information in native WP tables with supporting information in their own tables. If you are comfortable with PHP and MySQL, then you could write a connector to move information from Event Espresso to another system.

6. The majority of your fields and titles relate to events and not necessarily to classes. Is it possible to overwrite the titles of the various entries that you have or map fields from one value to another?

The messaging in Event Espresso 3 and Event Espresso 4 can be changed by using a gettext filter or a language file. For example, references to tickets could be changed to classes or courses.

7. Do you use CAPTCHA or another mechanism to prevent bogus registrations/email registrations?

reCaptcha is available in Event Espresso 3 and Event Espresso 4. It is part of the core plugin and does not require a separate plugin. You would just need some credentials from the reCaptcha service to enable it.

8. If I have an existing system and would like to keep my history can I migrate my existing system to yours? Do you have an API that would let me map my data model to yours?

We do not have an API for mapping external data. However, Event Espresso 3 allow importing of events and attendees via CSV file. Event Espresso 4 allows has some importing features and we are working on improvements for that version to allow more flexibility.

—
Lorenzo


AnnC

January 8, 2015 at 9:41 pm

Thank you for getting back to me. So if I understand correctly there is no way to store any user login information currently in EE4. Users would register per event and have to enter all their information multiple times.

If I were to use EE3 then is there a way for me to set up the system so a family could register 3 children to the same class and enter all the children’s information into the system? We ask because one of the things we need the system to do is generate a roster for each event so we know who the attendees are and we need to store information such as name and age for each child.

Is it possible to extend the system to accommodate the user login information?
Does this mean then that in EE4 you cannot generate a history of what a particular user bought from you so that they can see all their purchases?

Thank you.


Lorenzo Orlando Caum

  • Support Staff

    •

January 9, 2015 at 10:25 am

Hi,

We have a WP user integration for Event Espresso 4 planned but its not yet ready for use.

You can definitely perform group registrations in Event Espresso 3, however the WP user integration will only pre-fill information for the primary attendee/registrant (first person registering).

Event Espresso 4 does have a contact system but this is only available to event admins:

https://eventespresso.com/features/contacts/

—
Lorenzo


AnnC

January 9, 2015 at 12:47 pm

Thanks Lorenzo – A few additional questions as a result of your responses.
Your contact system – it’s for the admins to update based on someone’s registration. So the next time that person registers how does the system recognize them? I don’t quite understand how this works. Also if you have several people called Jon Smith does the system generate a unique id for them? If there is no user information stored how does the system collect the information?

Additionally, is it possible using the existing system to add fields to a registration. So using your system if I generate a login for a parent is it possible when they go to do a registration for them to enter additional field information like name for their child?

Third in EE3/EE4 – can I generate a roster of all the users that are registered for an event as well as their contact information?

Is it possible to download a full demo of the system to see if it works (with the plugins etc.. ) The free versions are limited in functionality and it is hard to tell if they work. Alternatively if you don’t do a free demo do you do a 30 day refund policy or something of the sort.


Lorenzo Orlando Caum

  • Support Staff

    •

January 12, 2015 at 8:51 am

Hi, an attendee/registrant is tracked by email.

In Event Espresso 4, if they begin a new registration, then they’ll be able to register but they’ll need to enter their contact information since the system would not pre-fill any existing information.

If Event Espresso 3 is used along with the WP user integration, then the system will pre-fill their contact information. By default, the contact information and an address will be pre-filled. However, the fields can be extended with some custom coding so that it pre-fills additional information.

Custom questions are supported in both versions of Event Espresso:

https://eventespresso.com/features/event-registration/

Also, an event admin can update the answers to these questions if there is an error such as a typo.

An attendee list can be generated from both versions of Event Espresso. It will download as a CSV file which can then be opened up in Excel, Google Spreadsheets, Numbers or a similar program.

We do not provide copies of Event Espresso for evaluation at this time and our refund policy can be found here:

https://eventespresso.com/support/terms-conditions#refunds

—
Lorenzo


AnnC

January 12, 2015 at 10:25 am

Thanks – so we played with the event calendar and the events and noticed in the checkout that there is the option to invoice payments/pay by check. How does the system store the fact that someone has chosen to register but not paid. Is that configurable so we can reserve the space for x business days or is the spot left open?
Once payment is received by check let’s say can one set up the system to store check details/payment information – is the PAID STATUS the one that determines the count?
Also, if someone cancels or wants a refund can that be done through the interface and therefore the max attendees for a class decreases once a refund is processed or is this a two step process where we go to PAYPAL issue a refund and then update the event management system ourseleves


Lorenzo Orlando Caum

  • Support Staff

    •

January 12, 2015 at 4:13 pm

Hi, in this case, the attendee limit would not update until a payment was manually applied:

In Event Espresso 3, the status is completed. This also applies for Event Espresso 4.

Refunds are a two step process.

First, you would need to cancel the registration through the WP dashboard:

+ In Event Espresso 3, this would be through the attendee record screen for this specific registration.

+ In Event Espresso 4, this would be through the transaction screen for this specific registration.

Then you would need to process the registration through the merchant account (e.g apply refund via PayPal or apply refund through Authorizenet).

Also, canceling a registration will free up a space in the attendee limit. However, the refunding of the funds does not occur automatically and would need to be applied through the payment gateway / payment method.

—
Lorenzo

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Status: closed

Updated by  Lorenzo Orlando Caum 9 years, 4 months ago ago

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