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Event Espresso Allows Overbooking

Posted: July 18, 2018 at 2:10 pm

Viewing 16 reply threads


cprdave

July 18, 2018 at 2:10 pm

I’m hoping you can help. Overbooking is a serious problem for us, due to space limitations and requirements for additional instructors. I have set all registrations to “approved,” since payment occurs when the attendee shows up for class and not on the website. Can you help?

Also, is there a way to delete archived tickets? The list is becoming unwieldy.

Thank you!


Josh

  • Support Staff

July 18, 2018 at 4:18 pm

Hi there,

It sounds like you’ll need to set the Default Registration Status for each event to be “Approved”. This way, the registrations will automatically be set to Approved when they finalize their registration. One thing to keep in mind is the registrant must finalize their registration or their registration will not count toward the total number of Approved registrations.

With regards to deleting archived tickets, no those cannot be deleted. The reason they were archived is because their price was changed and someone had already registered for that ticket at that price. So archiving preserves the ticket they registered for to allow for accurate records.


cprdave

July 19, 2018 at 6:34 am

Thanks for your response, Josh. All events are set to approved, but overbookings seem to occur periodically, anyway. Can you tell me why? Is there perhaps a time lag between when a registration is finalized and when EE recognizes that the ticket limit has been reached? If so, is there a setting I can adjust?

Also, thank you for the information about the archived tickets. I guess it’s a frustration we’ll have to live with. Archived tickets are of no value to us.


Josh

  • Support Staff

July 19, 2018 at 7:26 am

Dave,

Whether you realize it or not, Archived tickets are of value because they help preserve your attendee data. You might imagine the confusion that could happen where Archived tickets did not happen and the price was changed, but someone already bought the ticket at the original price. Would the price paid entry now change, where they would owe more money, and the accounting numbers be inaccurate. I’m sure you depend on accurate accounting numbers, and archived tickets help ensure accurate accounting numbers.

Anyway, I do not know how you’re setting up your tickets, how you’re setting up the datetimes for the event (with their registration limits), and I don’t know which Default Registration status you’re using. I’ll take a guess and guess that you’re using the Default Registration Status of Pending Payment, which if they do not pay, will allow more registrations than the limit because only Approved Registrations count toward the limit.

If you can provide some screenshots of the ticket and datetime editor we can give you a better informed answer.


cprdave

July 19, 2018 at 11:16 am

Hi Josh. I’ve mentioned twice that I set the default status to Approved. Maybe I’m still doing something wrong. Please let me know how to upload screen shots. The only option I see above is for the url of the image.


Josh

  • Support Staff

July 19, 2018 at 11:34 am

You’ll find information on how to share screenshots here:

https://eventespresso.com/wiki/troubleshooting-checklist/#screenshots

One thing to keep in mind about the Default Registration status set to Approved: If they do not finalize the registration, or abandon the registration process right after they submit the registration form, their reg. status will not automatically get switched to Approved. If that happens you will have to manually set their registration status to Approved if you want their registration to count toward the limit.


cprdave

July 19, 2018 at 2:28 pm

Thank you, Josh. I wasn’t aware of the screenshot-sharing sites. Here are the relevant screen shots (I hope). If they provide some insight into the overbooking, I’d be most grateful. Thank you.
https://cl.ly/242q153D3j3Q
https://cl.ly/3D2W0i1L2d2H
https://cl.ly/362Y000g3f3r


Tony

  • Support Staff

July 19, 2018 at 3:04 pm

Hi Dave,

The screenshots above don’t show any over booking?

The first column is the number of Sold tickets, it’s the number of ‘Approved’ registrations.

The second is reserved tickets (registrations currently in progress on that ticket).

The third is the total number of registrations made on that ticket – http://take.ms/uznMz

So for example if you select 2 tickets and stop at the payment options without completing the payment, you’ll still show up in the ‘Reg’ column as your registrations have been created, that’s not ‘oversold’ as they don’t apply to the ‘Approved’ count (the above should still apply even if you have the Default Registration Status set to Approved as they didn’t ‘complete’ the registration).

So is it the ‘Regs’ value you believe to show EE has oversold or are there other tickets where the ‘Sold’ value exceeds the ‘Limit’ value set on the ticket?


cprdave

July 21, 2018 at 8:28 am

Hi Tony,
Thank you for your response. I’m having a bit of trouble understanding the complexities here, so please bear with me. The screengrab you refer to shows that 13 tickets were sold, even though the limit was set to 11. As soon as that happened, we went in to reset the limit to zero, so that no one else could register. We received 13 registrations for a class which only can accommodate 11 students. This has occurred with other classes, too. If I understand you correctly, there really isn’t anything we can do about it, if registrants don’t complete their registration right away or if they remain on the confirmation page, since they have not yet counted as registered. Is that correct or am I still confused?


Tony

  • Support Staff

July 23, 2018 at 5:28 am

The screengrab you refer to shows that 13 tickets were sold, even though the limit was set to 11.

It does not show 13 tickets were sold, it shows 13 registrations were started, 11 of those 13 were then complete/approved/sold.

We received 13 registrations for a class which only can accommodate 11 students.

It’s completely normal to see more registrations than the number of sold regs, people start registrations and then close the browser all the time. It’s similar to other e-commerce setups were a user may add the item to their cart, get to the checkout page and then decide not to complete the purchase.

They still started a registration and EE monitors those, they will be in the registrations list for the event but should not have a status of Approved.

So if you view the registrations for the above, do you have 11 registrations approved for that datetime and 2 with another status?

If I understand you correctly, there really isn’t anything we can do about it, if registrants don’t complete their registration right away or if they remain on the confirmation page, since they have not yet counted as registered.

Remain on the confirmation page? May I ask which specific page that would be?

If they’ve made it to the thank you page, which shows they have completed the registration and paid etc, they will be counted as part of the ‘sold’ regs. If they didn’t complete, then no they wouldn’t be.

Unless I’m misunderstanding your question, the above would be same as any online purchase, for example, if you add a product to the cart on Amazon, click to checkout and then stop without completing the purchase, you haven’t purchased the product, the same applies here, right?

A quick question on your set up, your tickets are paid tickets, do you offer any offline payment methods on the site? For example, do you have the invoice or check payment methods enabled or are all payments to be made online?


cprdave

July 23, 2018 at 8:10 am

Hi Tony,

Thank you immensely for your follow up and for you patience with an obvious newbie to EE (or any other form of online registrations, for that matter). Yes, by “confirmation page,” I actually meant the Thank You page. The only way to pay for the classes is by handing the instructor a check on the day of the class. There are no online payment options at this point, though we’re hoping to move to them, if I ever gain enough confidence in working with this system. Thank you again for your help and detailed explanations.


Tony

  • Support Staff

July 23, 2018 at 8:42 am

Thank you immensely for your follow up and for you patience with an obvious newbie to EE (or any other form of online registrations, for that matter).

You’re most welcome, we are here to help 🙂

Yes, by “confirmation page,” I actually meant the Thank You page.

If they’ve gotten to the thank you page and you have the default registration status (DRS for short) set to Approved then their registrations will show in the sold values (as its when they hit the thank you page that the registration status is updated to Approved).

The only way to pay for the classes is by handing the instructor a check on the day of the class.

Ok, so I did a quick test registration on one of your events and can see you have the check payment method activated and hidden, so as long as users hit the ‘Proceed to finalize registration’ button, they will apply to the sold values on your event.

BUT, if a user doesn’t click that button, they will only show in the ‘regs’ values.

You haven’t linked to your site above, so I won’t link directly to it, but my registration is on the AHA BLS – July 23, 2018 6 PM Monday. (feel free to remove it should you wish)

I have NOT completed my registration, I’m sitting on the payment options step here – http://take.ms/D2Msq

My single registration will only show in the REGS section of the ticket.

So if you again have a limit of 11 and other people now register onto that same ticket and DO all click the proceed button, their registrations will be approved and show in both the SOLD and REGS sections.

Mine will always show in REGS (because I’m not going to click proceed and have just closed my browser) so on that event, you are always going to have at least 1 additional number in the REGS section.

That’s not oversold, I don’t have any intentions of attending…. but you as the event admin may want to send me a payment reminder in a weeks time (if there are still spaces available) and maybe then I’ll complete the registration and attend. That’s one of the reasons we store the REG values like we do (although there are a good few more).

That ability doesn’t really sit well with your use case as you don’t accept payments, but it also doesn’t prevent your use case from working either.

As an educated guess, if you are getting users attending the event thinking they have registered, but they don’t show up in the ‘Sold’ values then the most likely cause is they are stopping on the above section but think they have completed the registration.

As a suggestion to try and prevent that a little more, you are currently hiding the payment methods on the payment step using some CSS:

#spco-available-methods-of-payment-dv {
    display: none;
}

That’s in your themes style.css file, change that to:

#ee-available-payment-method-inputs-check-lbl, 
#method-of-payment-hdr {
    display: none!important;
}

It will show on the page like this – http://take.ms/JZhn0

Then you can change the text displayed in that box by changing the ‘Description’ setting in the check payment method.

Event Espresso -> Payment methods -> Check -> Description – http://take.ms/73z8R

Change the text to highlight the fact that the user needs to click that finalize button to complete the registration.

Make sense?


cprdave

July 23, 2018 at 8:57 am

Thanks again, Tony. I had somebody who knows what they’re doing add the CSS. It’s above my pay grade. Right now, we don’t have folks showing up at classes thinking they are registered but who are not showing up in the Sold values. I will save your instructions, though, should we encounter such a thing.

On the July 23rd ticket info, I see one Reserved ticket. Would that be you? I see one elsewhere too. Would that be a person who also has not clicked on Finalize Registration?


Tony

  • Support Staff

July 23, 2018 at 9:02 am

On the July 23rd ticket info, I see one Reserved ticket. Would that be you?

Most likely yes, in roughly an hours time my ‘session’ will expire and that ticket will no longer show as reserved but will still show in ‘REGS’.

I see one elsewhere too. Would that be a person who also has not clicked on Finalize Registration?

It will mean a ticket submission has been made on the site (seleced a ticket qty and click to register) and the session is still active, they may have just selected tickets and closed the browser or may well have stopped at the payment option or attendee info section.

Reserved tickets are when a ticket has been selected, what happens from there depends on what the user does but after 1 hour (by default) the session expires and that reserved ticket goes back on sale.


cprdave

July 23, 2018 at 9:06 am

Thanks for that. Looking in the registrations section, I see your registration listed as “abandoned.” I removed it. There is another “abandoned” registration in there, too. Maybe that person will come back to it later?


Tony

  • Support Staff

July 23, 2018 at 9:17 am

Maybe that person will come back to it later?

With a DRS of Approved, that’s unlikely as to get an email containing a link they use to complete later, they would need to complete the registration, in which case they’ll have been Approved.

The ‘Abandoned’ status is on the Transaction, that is set on the transaction as soon as the user has entered their details and click to proceed to the payment options. It could mean the user is still in progress or has closed the browser.


cprdave

July 23, 2018 at 10:00 am

Oh. Okay, thanks again!

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