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Pre-Sales – Charity driver training consortium

Posted: May 28, 2015 at 3:44 am

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MartynB

May 28, 2015 at 3:44 am

We are a consortium of (at present) two charities operating in London, England.

We offer driver training and other training on an ad hoc and scheduled basis.

A sample scheduled course for one of charities may be found here – http://www.eastcommunitytransport.co.uk/events/standard-and-accessible-midas-training/

For scheduled courses, for each charity, generally this will be the same event but held on different dates so we’d need to establish master versions of each scheduled event and apply them individually by setting the date parameters.

Other training events will tend to be more ad hoc but we would still wish to create masters (they may recur in very similar form on various dates) and them apply the master with variations.

Each charity has its own PayPal account and formal identity so each specific master event will need to relate to the appropriate PayPal account and legal entity within the consortium if this is possible.

The sample event, whilst it appears to show the correct value for components in the edit environment (£70 for Standard MiDAS) shows an incorrect amount (£140) on the published page (though amounts actually charged are correct).

The sample event has rules set so that not more than twelve seats may be sold of which no more than 3 may be Standard MiDAS with same day assessment. The combos do not appear to reduce the numbers of seats which may be purchased based on the number already sold. How can this be remedied?

The published Registration Checkout page shows selection fields for State/Province and Country. This information is irrelevant for our application. How can we remove these (and other) fields should we wish so to do?

For each seat sold we need to collect four specific items of data to validate eligibility: –

  • Full Name
  • Driver Number (per driving Licence)
  • National Insurance Number
  • Post Code of residential address of licence holder

Whilst these do not need to be required fields they must be there. How can we add them and alter this page accordingly?

We will need to create tailored invoices for credit account customers of the different charities. How do we do this?

We need to put together a support package together with any necessary add-ons to enable us efficiently to create and maintain our events management solution. Please can you advise us as to which items we will require (based on this overview) and relevant costs?

Thanks,

Martyn


Dean

May 28, 2015 at 5:45 am

Hi Martyn,

Thanks for looking into Event Espresso.

There’s a number of different queries here, so bear with me.

For scheduled courses, for each charity, generally this will be the same event but held on different dates so we’d need to establish master versions of each scheduled event and apply them individually by setting the date parameters.
Other training events will tend to be more ad hoc but we would still wish to create masters (they may recur in very similar form on various dates) and them apply the master with variations.

There’s no master template, however, you could easily set an event as draft or even a live/expired event and duplicate that event (there’s a duplicate button).

Each charity has its own PayPal account and formal identity so each specific master event will need to relate to the appropriate PayPal account and legal entity within the consortium if this is possible.

Well, this is something we are looking into for the future, but right now the best that can be done is to set the PayPal account per event. IT will require a little bit of code and setting a meta key in the event.

https://github.com/eventespresso/ee-code-snippet-library/blob/master/checkout/jf_ee_paypal_account_meta_key_override.php

Regarding the identity, that’s not currently possible by default, though customization may get you mostly there.

The sample event, whilst it appears to show the correct value for components in the edit environment (£70 for Standard MiDAS) shows an incorrect amount (£140) on the published page (though amounts actually charged are correct).

I’m not sure where you are referring to, for example this page seem to be in order: http://www.eastcommunitytransport.co.uk/events/standard-and-accessible-midas-training/

The sample event has rules set so that not more than twelve seats may be sold of which no more than 3 may be Standard MiDAS with same day assessment. The combos do not appear to reduce the numbers of seats which may be purchased based on the number already sold. How can this be remedied?

In EE4 capacity can be set on the ticket or datetime level.

I would set an overall datetime capacity to 12, and the Standard MiDAS ticket capacity to 3. This will close the event once any 12 tickets are bought and the Standard MiDAS ticket will close down after 3 are sold.

The published Registration Checkout page shows selection fields for State/Province and Country. This information is irrelevant for our application. How can we remove these (and other) fields should we wish so to do?

This is part of the Address Question group. You can simply disable that question group or edit it to choose which questions are shown. See the Registration Form menu.

For each seat sold we need to collect four specific items of data to validate eligibility: –
Full Name
Driver Number (per driving Licence)
National Insurance Number
Post Code of residential address of licence holder

Whilst these do not need to be required fields they must be there. How can we add them and alter this page accordingly?

Name (fist and surname) are required by the plugin, this cannot be changed.

The others can be added as questions to an existing or new question group, via the Registration Form menu.

We need to put together a support package together with any necessary add-ons to enable us efficiently to create and maintain our events management solution. Please can you advise us as to which items we will require (based on this overview) and relevant costs?

From what you have said so far, I cannot see you needing anhitng other than the Personal EE4 licence. This is *just* the core plugin. You may want to look at the available addons and see if anything else is required, such a s the calendar addon.

The personal licence is $69.95, with addons costing extra. The best value for money, especially if you need a few addons is the EE4 Everything licence at $279.95.

Pricing can be found here: https://eventespresso.com/pricing/?ee_ver=ee4

I hope I haven’t missed anything, but if you have further questions or need clarification please just let me know.

You can also test drive the full version of EE4 by visiting http://demoee.org

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