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How do I change a registration for one event to a different event in EE4?

Posted: July 23, 2015 at 9:57 am

Viewing 5 reply threads


Erick

July 23, 2015 at 9:57 am

How do I take someone who has registered for an event on one day and move it to another event on a different day in EE4 without having to do a complete registration again? I want to move the transaction for that day also if it is paid course.

Thanks in advance – Erick

WordPress Version: 4.2.3
PHP Version: 5.3.24
MySQL Version: 5.0.96
Event Espresso Version: 4.8.0.beta.004
WordPress Address (URL): http://7foxtrot.com
Site address (URL): http://7foxtrot.com


Lorenzo Orlando Caum

  • Support Staff

July 23, 2015 at 5:22 pm

Hi Erick, you would need to cancel the registration and create a new one through the WP dashboard:

https://eventespresso.com/wiki/manually-add-registrant-wordpress-dashboard/

Also, we cannot recommend that pre-release software be used on a live site. Note that we are actively testing and fixes issues in the prerelease for 4.8.x as well as the upcoming promotions add-on.


Lorenzo


Erick

July 24, 2015 at 8:12 am

Lorenzo, thanks for the response. I understand the recommendation about the Live site. I am taking precautions.

As far as the reschedule part, I think that is a necessary option. For my customer service experience, if I have to have them/me constantly submit all the information needed again than that is a waste. If there is an associated transaction with that registration and then have to go in and apply the payment. That requires a lot of back end steps.

I thought the purpose of the plug in was to streamline the registration process If I keep the information on a sheet of paper/in excel I can simply mark out the event date and and its done. That takes me 30 seconds. Are saying that this isn’t and won’t be possible in EE4? I would recommend that as an option. I run the same 8 hour event 2-3 times a week and when a customer has a conflict arise I would like to be able to move their registration and transaction to just another date by simply using a drop down in the registration and select a different event date and have the transaction move with it. I know it sounds simple on my side but I know of a competitor of mine that uses a plug in that does that. Any help would be appreciated!


Lorenzo Orlando Caum

  • Support Staff

July 24, 2015 at 10:43 am

Hi Erick, thanks for the feedback and I do understand that this would save a great deal of time.

This is on our feature request list but the option that I shared is the only option available (i.e. manual cancel and manual registration) at this time.


Lorenzo


BrushStudio

July 24, 2015 at 1:15 pm

Hi Lorenzo, Add my name to the list of those who would consider this an indispensable option. We host 6-10 events a week and have numerous customers change the dates. Being able to switch a registrant from one event to another quickly from within EE4 would be a HUGE timesaver!


Josh

  • Support Staff

July 27, 2015 at 10:19 am

Hi BrushStudio,

I’ve added “BrushStudio” to the list.

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