Support

January 21, 2019 at 3:39 pm

Hi there,

There are no existing add-ons that will do what you are requesting and this is going to require significant custom development for it to work in the way requested above.

Stage 1
Student information
–Fname
–Lname
–Email (with option to send registration & billing to this if stage 2 not clicked)
–Cell Phone

As this is stage 1, you want to show the student information registration form, before they’ve selected their tickets? I’m not sure how that would work with the current setup.

Stage 2 with option to Skip if not billed to Student
Billing
—Billing Contact (with popup for admin to select Previous Client Data if in System)
—Company Name
—Company Email (send Invoice Only)
—Company Address
—Company Phone

EE sets up the ‘Primary Registrant’ (the first registrant’s details) which is also considered to be the user that will be managing the payments for the group. With the above you want a separate ‘purchaser’, which is not easily support as it stands.

What you could do is add a ‘Billing information’ question group to the registration form and collect all of the above details, then use those billing info details in the emails etc. You could add your own JS to add a copy button so the user can copy the ‘registrant’ info if it’s the same.

Stage 3
Ticket Selector
Stage 4
Finish ,close Registration

With the current setup of EE, 1 ticket == 1 registration, so your in a checking and an egg situation here, you’ve just collected a single users registration details, but now want to show the ticket selector to select how many registrations are created… then show the registration form for the additional details needed?

Stage 5 After Course is Complete
— Add Details of the course they took –Course Certificate Number and Possibility a Image of there cert.

This could be possible with ‘Admin only’ question within the registration form which the admin can then manually update.

Contact DataBase that would retain the Collected Data
–if Regular Non Company sponsored Student has the following
–Fname
–LName
–Email
–Phone number
–Billing Details

If a Company Has a record
–There main Contact Details
–Past records of All Students They Sent

Thats going to need to be custom, you could use a WP user and link all of the registrations made on that account to that WP user, but EE currently does not, so again, you’ll need some custom development for this.

Without a significant amount of development, the way this could work is….

Create a ‘Company Account’ as a WP user.
Any students attending courses from that company will need to be made whilst logged into that account (you’ll still need cusatom development here to track EVERY registration made by that account).

Step 1 – Ticket Selector.
Step 2 – Attendee information with a ‘Billing Info’ question group.
(Again you can use the answers to those questions within the emails, you’ll need custom developmetn to add a ‘copy/skip’, skip would still need to copy, just silently)
Step 3 – Finalize, selecting the payment method.
Step 4 – Admin can update the registrations ‘Admin only’ questions at a later date from within the admin.

Will that work for you?