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Application form + fee & membership

Posted: April 7, 2014 at 10:44 am

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Adam

    April 7, 2014 at 10:44 am

    Here is a process that we would like to implement on a site that utilizes Event Espresso. Does anyone have any insight on how to achieve the following steps:

    User fills out application form – $50 must be paid
    Admin reviews / accept or deny
    If Denied – $50 is refunded (can be a manual process)
    If Accepted – $200 balance due before user has login access.
    Discount codes / student rate feature would be a bonus

    Many thanks in advance.


    Dean

    • Support Staff

    April 8, 2014 at 5:27 am

    Hi Adam,

    In theory it is possible, but I think it would become a bit of an admin nightmare.

    The way I see it working would be to have 2 events, but only one is shown on the front of the site (by using the EVENT_LIST shortcode and categories).

    The user registers and pays (note, pre-approval wont work here as you require payment so a custom email and possibly thank you message would be needed).

    The admin rejects – refunds manually.

    The admin accepts and transfers the user to the other event via the Attendee Re-assignment Addon (http://staging.eventespresso.com/wiki/attendee-re-assignment-addon/)

    The user is then emailed asking them to pay.

    Using a function such as this https://gist.github.com/sethshoultes/5574217) the user can be added as a WP user. The function would have to be modified to only fire from specific event registrations (the $200 one).

    Discounts and rates could still be applied to the secondary $200 event.


    Adam

      April 8, 2014 at 6:45 am

      Thanks, Dean.

      I am realizing there is probably no way to automate the entire process. But I would like to try and automate 1 or 2 steps of it.

      The problem I am having now is, I have the application form, the user submits, and then instantly becomes a wp user (using the WP User add on). No admin approval or payment. If I could correct just this step, that would be great. The rest could be manual.

      Thanks again.


      Sidney Harrell

      • Support Staff

      April 8, 2014 at 12:34 pm

      You probably need to integrate something like the S2 member plugin. When the user is created, they would need to get assigned S2 level 1 (free membership level), then the admin would need to look at their payment and reassign the user to S2 level 2. Then use our S2 member integration add-on to restrict the member discount to level 2 and higher, and to restrict the pages that are level 2 and higher.


      Adam

        April 9, 2014 at 11:43 am

        Thanks, Sidney. I will review the S2 plugin.

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