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Dillon Weyer
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May 28, 2013 at 3:42 am
Anyone able to tell me if Espresso can fulfil the following requirements that I have:
1 – Most important thing is for use to limit number of registration for a course based on the number of seats we have available. I see this is possible, but can you select to not display number of seats available unless its less than 2 for example.
2 – Once the course is full, can you select to collect interest for that event so that if any one cancels you can contact that person to inform them a seat is now available.
3 – Are you ale to view registrations for a certain event so that you can see who is attending what
4 – Can you add custom fields (back end and front end) for Example company info for front end and paid for back end.
5 – Can we disable pricing and display of pricing and payment options as our model involved sending an invoice to clients company.
6 – Can you add more than once person during the registration including their own contact details but who share the same company info. Please have a look at our current system – http://www.scrumsense.com/training/bookings/ (look at green plus below the persons details fields on the right)
7 – Can or is it possible to integrate with a CRM in terms of having data passed to a CRM like Sales force or High rise through an API.
Thanks very much.
Dillon
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Dean
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May 28, 2013 at 6:38 am
Hi Dillon,
1) As you saw it is possible to limit attendee numbers per event. There is no out of the box solution for not showing it until a certain number, its shown, though you can hide it with CSS. TO get what you want you would have to use either jQuery or modify the PHP template to suit your needs.
2) Yes, you can use a waitlist event, which is a secondary event tied to the main event. When the main event gets full a notice is displayed advising people to sign up to the waitlist. The Admin can then use that registration list to swap users over if someone drops out.
3) Yes, attendees can be filtered by event in the admin dashboard.
4) Yes and kind of. There are custom fields in the events which when edited and a special shortcode is used will display on the front end. You could also use the Venue manager for the company details as it allows similar info (name, email, address, description). Back end wise, except for the custom fields, if you want details applied to the attendees you could use Admin Only questions which the user doesnt see, but is shown in the individual attendee page.
5) This would be a CSS solution and possible template tweaks. Events are paid or free. You could set the event as free, hide the price text with CSS, and one template tweak on the confirmation page OR use the option to skip the confirmation page and they wont know. You would probably need to make sure the default/custom emails are correctly changed as well.
6) Yes, we use Questions and Question groups. So in your example, the Primary Attendee (the one who is registering) would have the Personal Info group (name/email) and a custom Question group with XYZ questions. The Additional Attendees can just be set to the Personal Info question group and probably another Question group for the phone number (you could add this to the Personal Info group but as that is system group its best not to).
7) We have just released a new add on for InfusionSoft CRM (currently in Beta, but available to use), that is the only CRM we currently support. If you wanted a specific CRM supported we would ask you to support development costs. https://eventespresso.com/contact/customization-request-form/
I hope that answers everything but if you have more questions or need clarifcation just ask.
Thanks
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