Pre Sales Functionality Questions

[Jen]

This is for a prospective client who is looking for a new website for their Annual Golf Benefit. Below are their requirements, can you tell me if all this is possible with your plugin?

Golf Registration Needs
· Ability to open and close golf/sponsor registration. Need to be able to track per year and need to be able to pull up any year’s registration.
· Ability to register 1, 2, 3 or 4 golfers.
o Golfer names, contact info and handicap
· Ability to register for hole sponsorship at the same time as golf
o Company Name, contact name & information and ability to select hole sponsor level or add their own amount
· Comment section
· Calculate amount due – select if they are paying with check or credit card
o Check payment will calculate amount due and show an invoice that they may print
o Credit Card payment will bump them to a credit card site. Upon payment, they will get a receipt that states the amount they paid for golfers/sponsorship. Also need to be able to tie credit card payment back to registration so it is easy to determine who paid. This is needed for the required payment receipt information that we need to send donors.
· Sponsorships of $1500 or more will be able to register for a Banquet (up to four guests). We will need to ability to enter entrée options or select buffet if that is what is being offered for that particular year.
Needs after Registration
· Need to be able to place golfers on a team (for those that are less than 4 golfers)
· Ability to name the golf team
· Ability to print golfer names, company, and show who is paid and not paid for year selected
· Ability to print sponsors, amount sponsored and paid or not paid for year selected
· Would also like to be able to pull a complete dashboard with all information that we could pull into excel for year selected
· Ability to print banquet registration for year selected
· Be able to view details according to filters we have selected (i.e. golfers for 2018 or golfer name or golfers that have not paid for year selected)
· Ability to scan in golfers’ team name and register them for golf the day of the event. Need to be able to see that they have not paid so that we can collect $ that day.

THANK YOU!

[Andras]

Hi Jen,

Thanks for reaching out and for the detailed brief!

Our plugins can accommodate some of those but some are out of the scope of its functionality. Let me give you some details.

· Ability to open and close golf/sponsor registration. Need to be able to track per year and need to be able to pull up any year’s registration.
· Ability to register 1, 2, 3 or 4 golfers.
o Golfer names, contact info and handicap

By default our plugins are not set up to handle membership registrations. However you could achieve this for setting up a year-long (or season-long) event, and collect registrations for that.

There is the possibility to register multiple people at the same time and collect the required information. Registration could be done through selling tickets (either for money or for free) for the year-long event.

· Ability to register for hole sponsorship at the same time as golf
o Company Name, contact name & information and ability to select hole sponsor level or add their own amount

This should be also possible. For the year-long event you can set up multiple tickets. One would be the registration (see above) and another cold be the hole sponsorship.

Just like above it is possible to collect extra information with the ticket.

For the above two you will need Event Tickets and Event Tickets Plus and I would recommend using WooCommerce with them as the eCommerce solution.

· Comment section

This could be handled through WooCommerce. By default on the checkout page there is a box for comments.

· Calculate amount due – select if they are paying with check or credit card
o Check payment will calculate amount due and show an invoice that they may print
o Credit Card payment will bump them to a credit card site. Upon payment, they will get a receipt that states the amount they paid for golfers/sponsorship. Also need to be able to tie credit card payment back to registration so it is easy to determine who paid. This is needed for the required payment receipt information that we need to send donors.

This is beyond our plugins, but WooCommerce should be able to handle these either straight out of the box or with a suitable add-on.

need to be able to tie credit card payment back to registration

Yes, that is handled. When someone purchases a ticket / registration, that will create an order in the system with the details.

· Sponsorships of $1500 or more will be able to register for a Banquet (up to four guests). We will need to ability to enter entrée options or select buffet if that is what is being offered for that particular year.

This is beyond us. You will need to look for a 3rd-party solution for this. Probably something like this.

· Need to be able to place golfers on a team (for those that are less than 4 golfers)
· Ability to name the golf team

Our plugins do not offer any team management.

· Ability to print golfer names, company, and show who is paid and not paid for year selected
· Ability to print sponsors, amount sponsored and paid or not paid for year selected
· Would also like to be able to pull a complete dashboard with all information that we could pull into excel for year selected

It is possible to do that though the attendee list functionality. The attendee list looks like this: https://theeventscalendar.com/content/uploads/2018/08/Attendee-list-Full-View.png

Data can also be exported into an excel file.

· Ability to print banquet registration for year selected

If the banquet event and it’s registrations are handled through The Events Calendar then it’s possible like above.

· Be able to view details according to filters we have selected (i.e. golfers for 2018 or golfer name or golfers that have not paid for year selected)

The attendee list of Event Tickets / Event Tickets Plus has limited filtering capabilities. Alternatively if you export the list to Excel you can run there pretty much any kind of filtering.

· Ability to scan in golfers’ team name and register them for golf the day of the event. Need to be able to see that they have not paid so that we can collect $ that day.

Event Tickets Plus comes with QR code checkin functionality. So if a golfer has bought a ticket to the event, he will receive the ticket and a QR code in an email, which can then be scanned at the event. One code can be checked in only once, unless it is manually unchecked on the back-end.

Check-in status can also be toggled on the attendee page on the back-end of the site.

Scanning a golfer’s team name is a different thing, our plugins cannot handle that.

I hope these answer your questions. If something is not totally clear of you have further questions, let me know.

Cheers,
Andras

[Support Droid]

Hey there! This thread has been pretty quiet for the last three weeks, so we’re going to go ahead and close it to avoid confusion with other topics. If you’re still looking for help with this, please do open a new thread, reference this one and we’d be more than happy to continue the conversation over there.

Thanks so much!
The Events Calendar Support Team

[Author]

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