Support

Home Forums Event Espresso Premium How to best handle Parents registering kids for classes CONT…

How to best handle Parents registering kids for classes CONT…

Posted: September 28, 2018 at 4:22 pm


micahbeverly

September 28, 2018 at 4:22 pm

This is a follow up to my question in this thread that was closed

What if the parent is registering 2 or more children – How can the parent sign up 2 or more children under the same account/session and still have each child show up as separate registrants?

Based on your suggestion, the child would show up as the registrant but then how is a second or third child able to be a registrant as well without creating a new account and running through the entire registration and checkout process again for each child?

Is there a way to have multiple registrants while still having one seamless registration and checkout process?

If none of that is possible, is there a workaround for showing ticket holders/attendees where lists of registrants are shown?”

-Micah

  • This topic was modified 2 weeks, 5 days ago by  Tony. Reason: Fixed link


Tony

  • Support Staff

October 1, 2018 at 3:28 am

Hi there,

The solution Josh posted applies for both single and multiple registrations.

EE uses the First Name, Last Name and Email address questions from the Personal Information question group to create the registrants, so for any registration that you want to show the ‘correct’ name for you must request those details.

For you setup you should have at least 2 question groups select for Primary Registrants. The personal information question group containing questions to collect only the child’s details and the ‘Parent’ question group used to select request the parent’s details.

For your additional registrants, you select only the ‘Personal information’ question group (which in this case requests only the child’s details).

Can you link me to an event I can use to view your current setup? I can advise further on the specific changes you would need to make after viewing your registration form.

Side note: Threads will automatically close after 14 days of no activity.


micahbeverly

October 4, 2018 at 9:43 pm

As I mentioned in my original post, Wisdmlabs – one of the recommended Devs on your EE “experts to hire” page – set up EE on our site. A lot of modification was done. Nothing to the core of EE though, as I understand it.

As I’m getting our site ready for next summer, I’m going through EE4 and discovering it may be set up backwards. Meaning, the Primary Contact/Registrant is the Parent Name, Email, Phone and the child’s name is an added question. So on transaction receipts and EE generated emails, we see the Parent First and Last as the Primary attendee on all classes. It’s not till we export the CSV we can see another field with the child’s name corresponding to the class. This makes it a nightmare to print out rosters and sign in/out sheets. We are growing fast as a company and there is no way I’ll be able to keep up with this system the way it is. There has to be a better way. So you can see what is happening now…

–Staging Site:
This is a copy of our current Live Site
If you want to see how WisdmLabs has us using EE now, I made 2 classes with 2 sessions available on our staging site for you to test out.

Parent’s must create their account first, entering all their info, address, emergency info, and each child’s info. I think Gravity Forms was used to then sync with EE because the address info is here in the New account gravity form, but hidden when the user “Proceeds to Registration” during EE checkout.

STEM Challenge – https://nerding.staging.wpengine.com/classes/stem-challenge/
Drones – https://nerding.staging.wpengine.com/classes/drones/

For the Staging Site Registration forms, WisdmLabs setup 3 question groups.
“Child Information” Question Group 1 (custom question group)
https://cl.ly/c2405725e10ahttps://cl.ly/c2405725e10a
“Personal Information” Question Group 2 (renamed it Parent Information)
https://cl.ly/96465494796fhttps://cl.ly/96465494796f
“Address Information” Question Group 3
https://cl.ly/50a33160da66https://cl.ly/50a33160da66

Each Event has these question groups selected:
Primary = Child Info then Parent Info
Additional = Child Info
https://cl.ly/923144a81f4dhttps://cl.ly/923144a81f4d

–Dev Site:
I set up this site so I could test out your recommendations. It’s a bare bones test site with a fresh install of EE4.

For the DEV SITE Registration forms, I have 2 question groups set up.
“Personal Information” Question Group 1 (renamed it Child Information)
https://cl.ly/0f4202fd8b46https://cl.ly/0f4202fd8b46
“Address Information” Question Group 2 (renamed it Parent Information)
https://cl.ly/6fb5dfdffd57https://cl.ly/6fb5dfdffd57

I can clearly see how this is pretty much the correct set up, but, I notice now when viewing a transaction, the children’s names show up assigned to the correct classes BUT up top right of the transaction page, the Primary Contact’s name is Child1. https://cl.ly/c8e724effe37https://cl.ly/c8e724effe37 I do understand why this is, but how can we correct this?

Your help is greatly appreciated! Thank you.


Tony

  • Support Staff

October 5, 2018 at 5:48 am

As I’m getting our site ready for next summer, I’m going through EE4 and discovering it may be set up backwards. Meaning, the Primary Contact/Registrant is the Parent Name, Email, Phone and the child’s name is an added question.

The only way to have the child’s name show up as the actual registrant is to set up EE to collect that information using the 3 system question included in the Personal Information question group (which you’ve done on the dev site). You can use custom questions but they can’t be set to display as the registrant’s name.

It’s not till we export the CSV we can see another field with the child’s name corresponding to the class. This makes it a nightmare to print out rosters and sign in/out sheets. We are growing fast as a company and there is no way I’ll be able to keep up with this system the way it is. There has to be a better way. So you can see what is happening now…

Can you explain this further, please?

If you have the details in the CSV and you’re using the CSV for rosters and sign in/out sheets you can filter the CSV’s to display only the details you need, you can also do that on the actual export.

I’m not saying it’s not a problem for you, I’m just wondering how you are using the details currently and how the CSV (with all details) is causing the problem.

I do understand why this is, but how can we correct this?

Currently, EE isn’t designed to break out the ‘purchaser’ from an attendee which is essentially what you are trying to do. To workaround that you can setup the registration form the way Josh posted in your other thread and I posted above, however, EE will still consider the Primary registrant to the be ‘purchaser’ and will use the primary’s details for the EE contact (which is what you want to change).

Changing how the primary attendee and EE contact assigned to that is not something you can easily do, even with custom development. Even if you could, you would be changing the contact the registration is assign to so if you change the contact you also change the details shown for that registration.

To explain a little, a registration is assigned to a contact and the contact details are what you see on the registration list, if you change the details within a contact, all of the registrations assigned to that contact you will see those new details on all of those registrations. So the section you are trying to change is also the section that you want to use to display the childs name correctly on the registration, meaning changing it conflicts with what you want to do.

You can change the Invoices, Receipts and emails to use the parent questions so it shows the parents name and uses their emails, but the contact used on the registration will always need to be the childs name, if you want the child to show up as the registrant.

You must be logged in to reply to this support post. Sign In or Register for an Account

Support forum for Event Espresso 3 and Event Espresso 4.
Documentation for EE3 and EE4
Documentation for Event Espresso 3

Documentation for Event Espresso 4

Status: publish

Updated by  Tony 2 weeks, 1 day ago ago

Topic Tags

Notifications

This topic is: not resolved
Do NOT follow this link or you will be banned from the site!