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EE4 – Payment Method and Duplicated Messages

Posted: February 21, 2016 at 1:51 pm


Antonio Venneri

February 21, 2016 at 1:51 pm

Hello,
I have a little problem with messages in EE4.
I tried to represent my use case:
a. My events are private so the first status of a booking is “not approved”.
b. I decide to approve a booking, so I go to list of booking and the I do approve plus notification
c. I customized the approval notification mail with a section in which my participant “could” pay with bank wire or paypal. The majority of my participants pay when arrive in the event, but I want to reduce the check-in procedure, introducing a on-line check-in (pay in advance)
d1. if my participant choose paypal, then ok. The transaction was closed and the relative message with “event paid” arrives.
d2. if my participant choose bank wire, the KO. It was redirect into a web page in which he can view the details to complete the transacion (i.e. bank name, IBAN…) but he RECEIVE AGAIN the approval email!!! (in which there is the same section for online check-in)

I possible workaround could be to give the opportunity to my client to pay only with paypal. The problem is that I cannot specify the payment method per event. It’s only a global configuration.

Any suggestion to workaround?


Antonio Venneri

February 21, 2016 at 1:57 pm

I tested paypal too. Again another approval email arrives.

The problem is that the email don’t verify if the booking is already approved.
May be because the expectd flow is:
book–>pay–>approve
and not
book–>approve–>pay


Lorenzo Orlando Caum

  • Support Staff

February 21, 2016 at 6:27 pm

Hi Antonio,

If you are using the pre-approval option (default registration status of not approved), then a registrant won’t be able to pay for their registration until you have set their status to registration pending payment.

You don’t want to move from not approved to approved directly as payment would not be required here.


Lorenzo


Antonio Venneri

February 22, 2016 at 3:08 am

Hi Lorenzo,
in my use case the payment is an option I would give to my registrant.

My data flow start from a pre-approval going to approval (in order to reserve the seat). If I set pending payment, then all registrant are required to issue a payment.
My exigency is to give an option to an approved registration

Could be useful as feature to give the opportunity to make a payment regardless the registration status.


Tony

  • Support Staff

February 22, 2016 at 6:03 am

The reason for this is you are using the Registration Approved message for something it was not expected to be used for. The Registration Approved message is sent when the user applies to the event, if you are using that message to send Payment intructions you could include some text that says:

‘If you have already applied a payment please disregard this section’ {payment instructions}

If I set pending payment, then all registrant are required to issue a payment.

Do some of your registrants not pay? If you are setting them to approved you grant them access to the event without payment.

Could be useful as feature to give the opportunity to make a payment regardless the registration status.

The registration status should have no effect on the users ability to pay (unless set to Not Approved) so this should already be available.


Antonio Venneri

February 22, 2016 at 1:48 pm

Hi tony,
thank you for you answer.
In my use case 80% of registrant pay cash on checkin.

The status approved help me to reduce the number of available sits.
For example:
Event Wine Tasting
number of sits=50
Pre-approval required (to manage waiting list)
By approving the number of sits available go down. If I leave the status in pending payment, I could have more booking than my available sits.

An intermediate state that reduce available sits could help me.
I don’t think now EE4 has a status decreasing available sits except for approved

Thank for your help


Tony

  • Support Staff

February 23, 2016 at 2:35 am

By approving the number of sits available go down. If I leave the status in pending payment, I could have more booking than my available sits.

If you are using Pre-Approval (setting the default status to Not Approved) you control the number of bookings so you can not overbook the event, as you just do not approve registrations.

However there is another solution that is already built into Event Espresso.

If you remove the payment information from within the Registration Approved message you can continue to set your registrations to Approved, only this time you can also use the ‘Payment Reminder’ message. You can alter this to show up as something different if you prefer but here are the steps for how this could work:

Set the Default status to No Approved.

When a user register you log into the admin and view the registration, at this point you would Approve the registration.

After you manually Approve the registration look within the Transaction, you’ll find a ‘Send Payment Reminder’ button – http://take.ms/SMyfO

Use that message to inform your users that they have the option to pay online if they prefer, the email contains a link the user can use to pay by default, but you can change the wording to inidicate that the user can either pay online using the link or pay cash on checkin, the choice is up to them.

That way your users receive the registration Approved message that does not contain instructions to pay but then also another email with instructions to pay if they prefer.

An intermediate state that reduce available sits could help me.
I don’t think now EE4 has a status decreasing available sits except for approved

We have an open ticket to discuss this, I’ll add this thread to the ticket however this is not something that will be added within the next few releases so the above is the best method for this to work currently.


Antonio Venneri

February 24, 2016 at 9:10 am

Thank for your suggestion.

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