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Need my Event Manager to do these things:

Posted: February 29, 2016 at 7:35 am


sheenarch

February 29, 2016 at 7:35 am

Event Management Software Features List:
1. Use existing PayPal account to collect payments.
2. Keep registrant information indefinitely
3. Keep record of what classes taken (event attended)
4. Past user registration info available for export
5. Group Registration: A manager can register for a group but all registrants must be named during registration.
6. Payments received: Credit cards and
7. Registration deadline: 10 days prior to class.
8. Need group pricing capability. E.g. 20% discount for group of 10+
9. On Event page: ability to customize with photos, maps, html
10. Reporting before event: number of students, names, list of registrations, total revenue from event


Lorenzo Orlando Caum

  • Support Staff

February 29, 2016 at 8:21 am

Hello,

Event Espresso 4 can currently meet your needs. I’ll share feedback on the individual requirements below:

1. Use existing PayPal account to collect payments.

PayPal Standard and PayPal Pro are included in the core plugin. PayPal Standard in an offsite payment option that lets you accept PayPal payments. PayPal Pro is an on-site payment option for accepting credit cards.

2. Keep registrant information indefinitely

Registration information from attendees/registrants is stored in your WordPress database so it doesn’t disappear after a specific amount of time.

3. Keep record of what classes taken (event attended)

This is stored on the attendee/registrant record.

4. Past user registration info available for export

There is a registrations CSV report that includes information about the registrant including custom questions that may be collected.

5. Group Registration: A manager can register for a group but all registrants must be named during registration.

You can enable the personal information group for additional registrants and a name and email will be collected for all registrants/attendees.

6. Payments received: Credit cards and

We have a variety of payment methods for accepting credit cards. Stripe, Authorizenet, and Braintree are popular options.

7. Registration deadline: 10 days prior to class.

This can be done by scheduling the ticket (pricing option) sales date to close 10 days before event.

8. Need group pricing capability. E.g. 20% discount for group of 10+

https://eventespresso.com/wiki/create-ticket-bundle/

9. On Event page: ability to customize with photos, maps, html

The event page includes the following information:

Event name
Event featured image
Ticket (pricing option) selector
Dates for event
Event description
Venue information

HTML content could be added through the event description which is available in the event editor. A map for the location for the event is available through the venue information.

10. Reporting before event: number of students, names, list of registrations, total revenue from event

There are two ways to get this information:

1a) Go to Event Espresso –> Events and hover over the name of the event and then click on Registrations

1b) For revenue, go to Event Espresso –> Registrations –> Reports

2) A registration CSV report can be generated with information about attendees/registrants and the revenue earned can be view in Event Espresso –> Registrations –> Reports.

Thanks


Lorenzo


sheenarch

February 29, 2016 at 9:00 am

Thanks Lorenzo! You’ve quickly answered all my questions. However, I made a mistake on number 6. It should read, “Payments received: Credit cards and Checks”
Is there a way to register people who will mail a check for their payment?


Lorenzo Orlando Caum

  • Support Staff

February 29, 2016 at 10:15 am

Hello,

A check payment method is included in the core payment method.

It will display information for how a registrant/attendee can make their payment. Their registration status will remain as pending payment until you make a note of their payment within the WP dashboard.

Were there any other questions that we could help you with?


Lorenzo

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