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Some Questions need clarifications on how to implement or access?

Posted: February 12, 2017 at 9:27 pm


Alana

February 12, 2017 at 9:27 pm

Hi EventEspresso Team,

We have reviewing the plugin and we need proper clarification on below Questions related to EVENT, REPORTING, REGISTRATIONS?

EVENT
1) How Time zones will be managed?
2) How to set up Table of 10 or group ticket bundles?
3) # of tickets – Does the overall event capacity override individual ticket types?
4) Booking confirmation Email – how to tailor per event?
5) How to add finance code (for payment allocations) in Invoice Details?
6) How we make private/invite only events?
7) How do we make FOC tickets visible to admin only?
8) How to make special offer/partner rates on some events?
9) How to we set up external events?

REPORTING
We need this type of reporting from registered event. Which are the possible point and how to do it? are there any addons?
1) Global – registrations across date range – inc. # & $ via fee type
2) # & $ by Ticket type/fee type – by event
3) Balance outstanding – by event
4) Name tags inc. Post noms – by event
5) Table allocations/seating – by events
6) Marketing source – by event
7) Dietary requirement – by event
8) Attendees by event inc. position and company

REGISTRATIONS
1) Verify email address functionality is there?
2) Guest names for single or group bookings? Is there a way it’s not required (e.g. Booking person (GUEST) and can be edited later?)
3) Can they log in and enter/edit their own guest names later?
4) Incomplete registrations – finalized vs in progress visible in back end (does this effect available ticket #)
5) How to enter registration in the back end?
6) How to cancel, edit, refund bookings?
7) How to re-send invoices?
8) How to apply manual payments e.g. EFT?
9) Can we take payment over the phone and enter directly in the system and applied to their rego
Can we import registrations from excel by event?

Thanks


Garth

  • Support Staff

February 13, 2017 at 11:05 am

Hi Vince,

How are you today?

I’ll try to answer each question individually. This is long so I’ll have to be breif. But let me know where you need more clarification.

EVENT

1) How Time zones will be managed?

The Time Zone is managed by your WordPress General > Timezone settings.

2) How to set up Table of 10 or group ticket bundles?

http://eventespresso.com/wiki/create-ticket-bundle/ or http://eventespresso.com/wiki/set-graduated-ticket-pricing/

3) # of tickets – Does the overall event capacity override individual ticket types?

Yes. You can sell any number of different types of tickets as long as they are less than the datetime capacity available. https://eventespresso.com/features/multiple-ticket-pricing-options/

4) Booking confirmation Email – how to tailor per event?

You can edit the default confirmation emails, or use customized versions. See: Event Espresso > Messages > Default or Custom

https://eventespresso.com/wiki/messages-system-message-types/
https://eventespresso.com/wiki/messages-system-messengers/
https://eventespresso.com/wiki/messages-system-message-templates/
https://eventespresso.com/wiki/messages-system-contexts/
https://eventespresso.com/wiki/messages-system-working-with-message-contexts/
https://eventespresso.com/wiki/messages-system-shortcodes/

5) How to add finance code (for payment allocations) in Invoice Details?

I’m not sure what this is, but you can edit the Invoice template to add additional information.

6) How we make private/invite only events?

That depends on who you are inviting. If you’re inviting only those who have the proper access to your website, you could use a Private event (Private post status for those who have a log in to your website). In addition, you could use the Capabiltiies system in WordPress and Event Espresso to restrict access to certain tickets based on the access someone has to your website: https://eventespresso.com/wiki/event-espresso-4-roles-permissions/

Or you could use a password-protected event and distribute a password for people to access the event information.

7) How do we make FOC tickets visible to admin only?

This sounds like a client’s description. I don’t know what this is.

8) How to make special offer/partner rates on some events?

I usually recommend a Promotion Code: https://eventespresso.com/wiki/ee4-promotions-add-on/

9) How to we set up external events?

I’m not sure what this is exactly, but you could use the Alternate Registraiton URL setting in an event to direct people to that exteral event for details. In addition you could turn off the Ticket Selector so they can know about the event but can’t register on your site.

REPORTING

We need this type of reporting from registered event. Which are the possible point and how to do it? are there any addons?

1) Global – registrations across date range – inc. # & $ via fee type

If you view the event editor page, you’ll see how many tickets have been sold individually.

we do not provide registrations across date ranges across all events.

Everyone wants a little different report, so we provide an easy way to export the data to csv globally, or by event, or event datetime, or status, etc. so you can build the reports as needed.

2) # & $ by Ticket type/fee type – by event

Each event has its own count of tickets sold by type. Or you can export the data.

3) Balance outstanding – by event

You can view the Incomplete registrations and their amounts due for each event. Or you can export the data.

4) Name tags inc. Post noms – by event

I’m not sure what this means. We don’t have a report for Name Tags specifically. That sounds unique to your use case.

5) Table allocations/seating – by events

Event Espresso 4 does not provide assigned seating unless you are using the ticket system for selecting individual places.

6) Marketing source – by event

We do not record marketing source by Event. You should be able to track that with Google Analytics or ask them about it as a custom question in the registration form.

7) Dietary requirement – by event

This would need to be a custom question in the registration form. You would export your data to report on their answers.

8) Attendees by event inc. position and company

You will see the attendees by event, but if you’re asking for their position and company, then you will export the data and build your report.

REGISTRATIONS

1) Verify email address functionality is there?

Event Espresso requires a valid email address before registration. The form validates a properly formatted email address. Event Espresso does not ask them for the email address twice to make sure they provide the right email address twice.

2) Guest names for single or group bookings? Is there a way it’s not required (e.g. Booking person (GUEST) and can be edited later?)

If you want to get guest names, then you must ask for the names of each attendee by selecting the question group(s) of questions to ask for Additional Attendees. The person registering can use their informaiton if they want and come back later to change those details (see below).

https://eventespresso.com/wiki/questions/#40_

3) Can they log in and enter/edit their own guest names later?

That depends how you setup your event. If you want to let people edit the names of those being registered, then you need to ask for that information for each additional attendee. https://eventespresso.com/wiki/questions/#40_

Then, in your message template you can use the [EDIT_ATTENDEE_LINK] to give people a link in their email address to change their registration details.

4) Incomplete registrations – finalized vs in progress visible in back end (does this effect available ticket #)

Only Approved registrations and Incomplete Registrations affect registration counts. The Incomplete Registrations affect the registration numbers for about an hour so you don’t overbook an event or until they complete the registrations. If they don’t complete a registration within about an hour, then that registration does not count against the number of sold registrations.

5) How to enter registration in the back end?

See: https://eventespresso.com/features/manual-registration/

6) How to cancel, edit, refund bookings?

You can cancel a registration by changing the registration status, or edit the registration.

You refund transactions from your payment gateway interface, then apply a refund manually by viewing and editing the Transaction for that registration.

7) How to re-send invoices?

There are several ways to re-send invoices. You can re-send messages from the Registrations List table, or the single Registration record, or the Messages Activity record.

8) How to apply manual payments e.g. EFT?

View the Transaction for a registration, and you can apply a payment manually.

9) Can we take payment over the phone and enter directly in the system and applied to their rego

yes, see: https://eventespresso.com/features/manual-registration/

Can we import registrations from excel by event?

No importing (it’s not as easy as it sounds), external registrations can be added manually one by one: https://eventespresso.com/features/manual-registration/

Does that help?


Josh

  • Support Staff

August 8, 2019 at 9:30 am

An update wrt this question: “Can we import registrations from excel by event?”

The Event Espresso 4 Importer add-on is released and its feature allows for importing registrations from a CSV file into events. You’ll find more information here:

https://eventespresso.com/wiki/event-espresso-importer-add-on/

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