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customizing registration form instructions

Posted: November 30, 2016 at 12:50 pm

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Nancy

November 30, 2016 at 12:50 pm

Can you please point me to some instructions on how to customize the event registration pages. I am trying to find out where I can turn on or off the pay by pdf invoice option and where to assign question groups. For example, if I create a new question group where can I assign it to appear on the initial registration page.

Also, if I request address info on the initial page, is there a button to say something like “same address as entered in personal details” that can appear on the payment page?

If we want to collect the address of registrants and they click, the download pdf invoice, then we are not getting the address.

And lastly, do you know why I am getting double listings of the ticket info on the payment page. the total price is correct but the details are being repeated.
here is a screen shot:
screen shot

Thanks, I know that is a lot of questions.


Tony

  • Support Staff

December 1, 2016 at 5:32 am

Hi there,

I am trying to find out where I can turn on or off the pay by pdf invoice option and where to assign question groups.

Do you want to disable the Invoice payment method for all events?

To do that you need to navigate to:

Event Espresso -> Payment methods -> Invoice

You can either disable the Invoice payment method but clicking the button at the bottom of the settings or you can set the Invoice PM not to be usable on the front end – http://take.ms/xYHRa

(Note you need at least 1 ‘front end’ payment method for EE to function correctly)

For example, if I create a new question group where can I assign it to appear on the initial registration page.

You do that on a per event basis.

Edit your event and look within the side bar, you will see something like this – http://take.ms/1CBvc

Select the question groups you wish to ask the Primary registrant and any additional registrants there and update the event.

Also, if I request address info on the initial page, is there a button to say something like “same address as entered in personal details” that can appear on the payment page?

No, however which payment method are you using?

Are you using the ‘system’ Address question group or have you created your own questions for Address?

If we want to collect the address of registrants and they click, the download pdf invoice, then we are not getting the address.

Same question regarding the system address question group above for this.

Is there an event I can register on to view your set up?

And lastly, do you know why I am getting double listings of the ticket info on the payment page. the total price is correct but the details are being repeated.

That step in the registration shows a breakdown of how the price is built, for example if you have price modifiers attached to the ticket it would list the base price plus and modifiers (with their descriptions)


Nancy

December 13, 2016 at 12:31 pm

Thanks Tony, Sorry it has taken me a while to get back on this.

I still have two questions.

1. I see how I can assign a question group on a per event basis. I would like to make this a global permanent change. For example, I would like to create a question and then have it always appear on the registration page of every event so that the person creating the event does not have to remember to assign it every time. Is there a way to do this? I would also like the address group to always appear on the registration page.

2. Regarding the double listings of the ticket info on the payment page. It is redundant and looks like an error. Thanks for offering to take a look. Please go to this event (link below) and select one of the tickets (5-day, 3-day, or 2-day) and then also select the CE Credits ticket. Then, after you enter the personal and address info and click the proceed to payment Options button you will see the duplicate listings that I am talking about.

http://66.147.244.248/~ncmcmedi/events/essentials-of-mediation-and-divorce-mediation/

thanks


Tony

  • Support Staff

December 15, 2016 at 5:55 am

1. I see how I can assign a question group on a per event basis. I would like to make this a global permanent change. For example, I would like to create a question and then have it always appear on the registration page of every event so that the person creating the event does not have to remember to assign it every time. Is there a way to do this? I would also like the address group to always appear on the registration page.

Currently we do not have a global option for default question groups so each event will need the required groups set manually.

2. Regarding the double listings of the ticket info on the payment page. It is redundant and looks like an error. Thanks for offering to take a look.

You could hide the details using CSS:

.spco-payment-info-dv .sub-item-row {
    display: none;
}

Does that work?

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