Registration form                                                                               

The registration form is the form that an attendee needs to fill in to register for an event.

An attendee needs to click on the Register for Event button, which can be found in the sidebar of the event detail page, to get the registration form that contains various fields, including Full Name, Email Address and more.

Managing registration form fields                                              

The Registration add-on gives users the right to add, edit, or delete registration form fields as per requirements from the backend.

Here are the steps you need to take to do that:

1. Go to WP-admin >> Event Registrations >> Registration Form.

2. Add, edit, or delete the registration form fields as per your requirements.

This helps admins choose the type of information they want from the attendees during the registration process.

Registration form settings                                                                 

As mentioned above, an admin can control the behavior of the registration form through the backend with the settings options.

Here are the steps to be followed:

1. Go to WP-admin >> Event Registrations >> Settings.

2. Select the Registration Forms tab.

Here is the list of options you will get under the Registration Forms tab:

• User Restriction: When the option Only allow registered users to register is enabled, only logged-in users will be able to register, and other users will be asked to log in first.

• Multiple Registrations: When the option Prevent users from registering to the same event multiple times is enabled, the registration form will be hidden from the user who has already completed the registration. Enable User Restriction as well to use this restriction. Disable this option if you want to allow visitors to register for the same events multiple times.

• Duplicate Email: This option is labeled Prevent users from registering with the same email address multiple times and controls duplicate registrations using an email address.

• Organizer Email Notification: An organizer will be notified with an email message as soon as a visitor registers for their event.

• Attendee Email Notification: An attendee will be notified with an email message as soon as they complete the registration process through their email address.

• Enable Unregister Attendee Email Notification: An email notification is sent to the organizer when a registered attendee unregisters from an event.

• Cancelled Event Email Notification: An email notification is sent to the attendees when an event is canceled.

• Check-in Event Email Notification: An email notification is sent when an attendee checks into an event.

• New Registration Default Status: This points out the status that you want to keep for those who have completed the registration process for your event or events. This could be New/Confirmed/Waiting/Canceled/Archived.

• New Registration Notification Status: This signifies the stage of registration at which an attendee should be notified. This status includes New/Confirmed/Waiting/Canceled/Archived.

• Send Event Registration Mail Notification: Here, a user can either send the registration confirmation mail to the event organizer or to the registrant’s email address. The user needs to choose between these two options.

For example, if a new user’s default status is New and the registration notification status is Confirmed, the user will get a notification only after the admin or the organizer changes the status from New to Confirmed.

• Enable Waiting List: Enabling this option means that if the current number of registrations exceeds your event’s overall registration capacity, the additional registrations will go into the waiting list.

• Customizable Email for Every Event: When enabled, this helps you create custom emails for each event.

• Enable Event Certification: If enabled, this option allows users to offer a certificate to each attendee for attending the event after the event ends.

• Attendee Registration Import: This option enables users to import attendee registration data.

• GDPR Compatibility: Enabling this option adds a checkbox to the registration form for privacy policy consent.

• Restrict Check-in: This option helps organizers add a timeline for event check-in, after which no check-ins will be accepted. When enabled, another option appears in which you need to mention the check-in window in minutes.

• Show Registration Button on Each Event: Enable this option if you want to display the registration button for each of your listed events.

Registration management settings                                        

In the settings section, you can see the Management tab beside the Registration Forms tab.

1. Go to WP-admin >> Event Registrations >> Settings >> Management.

2. Configure the following options:

• Delete With Events: If this option is enabled, event registrations will be deleted when the parent event listing is deleted. Otherwise, they will be kept on file and visible in the backend.

• Purge Registrations: Purge registration data and files after particular days. This means that you need to mention the number of days after which the data will be deleted. This number of days is applicable from the day of event expiry. You can enter a negative value if you want to purge the data before the expiry date. For example, if you enter 1, it will delete the data 1 day after the event expiry date. If you enter -1, it will purge the data one day before the event expiry. Leave the field blank to disable this option.

• Delete Data On Uninstall: Enable this option if you want to delete your registration data when you delete or uninstall the plugin.

3. Click on Save Changes.

Frontend event registration                                                         

All the event registrations received from the attendees can be managed from the frontend registration dashboard as well as the backend registration dashboard.

Organizers can manage registrations from the frontend registration dashboard, whereas admins can manage all the registrations from the backend registration dashboard.

The frontend registration dashboard allows event organizers to see all the registration details, including the total number of registrations and more. It gives them the right to make changes to the registrations for specific events, like adding, editing, duplicating or changing status.

There are mainly two ways through which you can access the registration details of a specific event.

Accessing registrations through the Events option  

Follow the below-mentioned steps for the first method:

1. Go to the Event Dashboard.

2. Click on the Events option, present on the left side of the page.

Here, you can see the list of all events along with some actionable icons, present right beside the name of each event.

3. Click on the Details option for a specific event to get the total number of registrations done for that particular event.

4. Click on View Attendees to view all the registration details for that specific event.

Accessing the frontend registration dashboard  

Another way to access the frontend registration dashboard is explained below:

1. Go to the Event Dashboard.

2. Select Registrations.

3. Click on List from the dropdown.

The List button will take you to the Event Registration List.

Here, you can access the registered attendee list of a specific event.

To access the list of registrations for an event, you will get the following filters:

• Select Event: The dropdown displays all the events from which you need to select the one that you want to access.

• Type Text and Press Enter: Here, you need to enter the name of the event.

• Filter by Status: You can filter events based on their status.

• Newest First: This dropdown menu helps you sort events by name or order.

The registration details of a specific event include the following:

• Total number of registrations.

• New registrations.

• Confirmed registrations.

• Waiting list.

• Canceled registration list.

• Archived registrations.

Attendee list  

The following are the things that you will be able to see in an event attendee list:

• The name of the attendee.

• Registration status, right beside the name of the attendee.

• Check-in option.

Here are the options you will get to manage the attendee registration list for each attendee:

Pencil icon

This icon lets you edit the registration status of an attendee. If you make any changes to the attendee status, you need to click on Save Changes after completing it. You also have the Delete option here to delete the registration details of a specific attendee.

Paper icon

It lets you add a note to the attendee details.

Details icon

It lets you access the details of an attendee that they have filled in during registration.

Graphical representation of the registration report                    

To get a graphical representation of your registration report, here are the steps you need to take:

1. Log in to your organizer or admin account.

2. Go to the Event Dashboard.

3. Click on Registrations.

4. Select Report.

5. Select All Events to get the registration report of all your events. For a specific event registration report, choose the desired event from the dropdown.

6. Click on View Report.

You will be able to see the graphical representation of the event registration report.

Backend registration dashboard                                                   

Just like the frontend event registration dashboard, admins can access all the attendee registration details in the backend registration dashboard.

To go to the backend registration dashboard:

1. Go to WP-admin >> Event Registrations >> All Event Registrations.

Admins also have the rights to access and manage the registration details of each event that is listed on their website.

On this page, you can view the registration details of all events, and the details include:

• Total number of registrations.

• New.

• Confirmed.

• Waiting.

• Canceled.

• Archived.

The page displays the registration details of all the events, but you can filter events to access the details of a specific event’s registration.

Here are the event filtering options you will get:

• Bulk Actions: It lets you edit, delete, or sync data for bulk events.

• All Dates: It lets you specify the date of the event that you are looking for.

• Registration for All Events: The dropdown menu allows you to specify an event’s name to view its details.

• Select Organizer: It allows you to specify an organizer to view the total number of registrations done for that organizer’s event.

You, as an admin, can also view, delete, and print events from the entire list by using icons that are present at the rightmost corner of each event.

• Pencil icon: Lets you edit the registration details of a specific event.

• Bin icon: Lets you delete a specific event.

Adding a new registration from the backend                           

Not just the voluntary registration from the frontend, this plugin also allows the admin of the website to manually add the registration details of an attendee for an event.

Here are the steps that have to be taken:

1. Go to WP-admin >> Event Registrations >> Add Registration.

2. Fill in the form with the necessary event details.

3. Save changes.

An alternative way to do the same is by simply clicking on Add New at the top of the All Event Registrations page.

Registered status at event listing                                                   

As shown in the image, a green-colored Registered status will be displayed under the event title for all those events which have already been registered by that visitor. So, visitors do not need to remember and register for the same event again.

My Registrations                                                                        

To set up a My Registrations page, you need to follow the below-mentioned steps:

1. Log in to the admin panel.

2. Go to WP-admin >> Pages >> Add New.

3. Name the page My Registrations and enter the below-mentioned shortcode in the content area:

It will list all the registrations that have been done by the currently logged-in user.

Another shortcode for My Registrations is mentioned below:

The shortcode allows a registered attendee to specify the number of registrations that can be viewed per page.

Attribute:

‘posts_per_page’ => ‘integer_value’

Accessing past registration details                                                

With the Registration add-on, users can access their past event registration details with the help of a shortcode.

Follow the below-mentioned steps:

1. Go to WP-admin >> Pages >> Add New.

2. Name the page Past Registrations.

3. Enter the below-mentioned shortcode in the content area:

Another shortcode for past registrations is mentioned below:

The shortcode allows registered attendees to specify the number of past registrations that can be viewed per page.

Attribute:

‘posts_per_page’ => ‘integer_value’

Managing email notification settings                                        

To manage your email notifications, follow the steps below:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Mail Notifications. The Email Notification Manager page will appear.

4. Select the notification type from the Select Template dropdown.

Here, you can select an email template for each notification type and edit its Email Subject and Email Content.

In the Select Template dropdown, you will get the following options:

• Organizer Notification: The email sent to the organizer when an attendee registers for an event.

• Organizer Notification (Cancelled): The organizer notification for a canceled registration.

• Attendee Notification: The email sent to an attendee when they complete registration for an event.

• Attendee Notification (Waiting): The email sent to an attendee when their registration is placed on the waiting list.

• Attendee Notification (Cancelled): The email sent to an attendee when their registration is canceled.

• Attendee Unregister: The email sent to the organizer when an attendee unregisters from an event.

• Event Cancelled Notification: The email sent to attendees when an event is canceled.

• Attendee Check-in Notification: The email notification sent when an attendee checks into an event.

When matchmaking is enabled, the following matchmaking templates are also available:

• Matchmaking Account Creation: The email sent when a matchmaking account is created.

• Matchmaking Message Received – Receiver: The email sent to the receiver when they receive a matchmaking message.

• Matchmaking Meeting Cancellation – Participants: The email sent to participants when a matchmaking meeting is canceled.

• Matchmaking Meeting Request – Participants: The meeting request notification sent to matchmaking participants.

• Matchmaking Meeting Request – Host: The meeting request notification sent to the matchmaking meeting host.

The certificate-related templates are:

• Certificate Notification: The email notification for an attendee’s event certificate.

• Certificate Template: The content and layout used for the event certificate.

Access registration details directly from the frontend             

You can now easily view event registration details on the frontend by following these steps:

1. Go to the frontend Event Dashboard.

2. Click on Event Details.

3. Select Registration >> View Attendees.

All the registration details for that specific event will be displayed.

Making changes and adding preferences to your event registration form

To make changes to the event registration form and add your preferences, you need to follow the steps below:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Settings.

4. Go to the Registration Forms tab.

Configuring the registration form  

Enabling GDPR compatibility  

In the Registration Forms tab, you will see an option named GDPR Compatibility, which you need to enable by checking the box beside it.

Once you enable this option, your attendees will see an option to give consent to the terms and conditions of event registration before submitting the registration form. They need to tick the box to complete the registration process.

Attendee registration import for new and upcoming events  

Follow the below-mentioned steps:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Settings.

4. Go to the Registration Forms tab.

5. Enable Attendee Registration Import.

Attendee Registration Import allows an admin to register an existing attendee for another event. To use this workflow, enable the import option, then have the attendee select Remember Me when registering. The admin can then select the attendee through Attendee Import while editing the other event.

Once you enable that option, follow the below-mentioned steps:

1. Go to the frontend and register for an event.

2. Enable the Remember Me option.

Here, an attendee can request that an admin register them for another event. Here are the steps an admin needs to take to make a registration from the backend:

1. Go to the admin panel.

2. Edit the event.

3. Click on Attendee Import.

4. Search for the user from the dropdown.

5. Click on Update.

Registration will be done from the backend for the specific attendees.

Offering certificates to attendees for attending an event  

With the Registration add-on, event organizers can send e-certificates to attendees after checkout.

To enable this option, follow the below-mentioned steps:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Settings.

4. Go to the Registration Forms tab.

5. Enable Event Participant Certification.

Once you enable this option, your attendees will receive an email certificate after checking out from your event.

We offer a default certificate for your attendees, but you can customize the design to your taste.

Generating customized e-certificates for your attendees can be done through both the backend and frontend.

Customizing certificates from the backend  

Here are the steps for the admin:

1. Go to WP-admin.

2. Click on Event Manager.

3. Select All Events.

4. Choose the event for which you want to generate a customized e-certificate.

5. Edit the event.

Here, you will get two options:

Event Certification

Custom Event Certification

Enable Custom Event Certification to add your preferred design and content to it.

6. Click on Update.

Customizing certificates from the frontend  

The same can be done from the frontend with the following steps:

1. Go to the frontend.

2. Click on Events.

3. Edit your preferred event.

Here, you will get two options:

Event Certification

Custom Event Certification

4. Enable Custom Event Certification to add your preferred design and content to it.

5. Click on Preview and then submit.

Custom email notification for every event  

To set custom email notifications for every event, follow the steps below:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Settings.

4. Go to the Registration Forms tab.

5. Enable Customize Your Email for Every Event.

To add your custom email, follow the steps below:

1. Go to the event page.

2. Edit your preferred event or add a new one.

Here, you can enable or disable the following options as per your requirements:

Enable Custom Registration Signup Notification

Enable Custom Registration Waiting Notification

Enable Custom Registration Canceled Notification

When you enable these options by checking the boxes, you will get text boxes to add your preferred text.

3. Save changes.

The same can be done from the frontend by editing an event and enabling these options.

Enabling waiting list  

Follow the below-mentioned steps:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Settings.

4. Go to the Registration Forms tab.

5. Enable the Waiting List option.

Event organizers can now enable the waiting list option for additional attendees who register for your event after crossing the registration limit.

1. Go to the frontend.

2. Set the registration limit.

When you cross the registration limit and still receive registrations from attendees, those attendees will be sent to your waiting list category.

Registration button on event listing of active events  

Follow the below-mentioned steps:

1. Go to WP-admin.

2. Click on Event Registrations.

3. Select Settings.

4. Go to the Registration Forms tab.

5. Enable Show Registration Button on Each Event.

Now, the registration button will be displayed for each event that is active and available for attendees to register on the event listing page.

Matchmaking                                                                                

WP Event Manager’s Registration add-on has become more powerful with the brand-new matchmaking feature that is designed especially to boost engagement in your events.

When you install the updated version of the Registration add-on, it will automatically create two pages for the matchmaking functionality:

User Profile page  

This section shows the registered attendee profile who has created their profile using the matchmaking feature. It contains their basic details, organization, and settings.

The profile can be edited using Edit Profile, presented with each user profile.

The required shortcode for this page is:

Matchmaking List page  

The page displays the list of all registered participants along with their details, who have registered for events enabling the matchmaking feature.

Users can access the details of a specific attendee by just clicking on their profile.

Attendee profiles can easily be found with various filters, such as events, countries, and interests.

Under the matchmaking section, you get two options:

• All: Displays all participants.

• Your Matches: Displays specific profiles that suit your profile.

Steps to enable the matchmaking feature from the backend  

The admin can decide if they want to add the matchmaking feature to their events by enabling or disabling the option from the backend.

Here are the steps to follow:

1. Go to WP-admin.

2. Click on Event Registrations and choose Settings.

3. Click on the Matchmaking tab.

4. Enable or disable the Event Matchmaking functionality. If you disable this option, the User Profile and Matchmaking List pages will not work on the frontend.

5. Once you enable the functionality, you will get the following details to fill in:

• Make Matchmaking Compulsory.

• Listings Per Page.

• Meeting Scheduling Mode.

• Meeting Attendee Limit.

• Messaging Mode.

• Participants Activation.

• Meeting Request Expiration.

After filling in the above details, you will see that the event registration section will have options for Skills, Interests, Professions, Registration Form and Meetings.

Skills, Interests and Professions

You can add skills, interests, and professions as per requirements by simply clicking on these options and filling in the details, which will be reflected in the frontend.

Registration Form

In the Form Fields tab of the Registration Form section, you will see all the default fields from which you can choose your preferred ones by enabling or disabling Add to Registration Form Field for each field.

Meetings

This section displays all the meetings scheduled in listed events. Here, you can access all meetings in four sections: All, Upcoming, Past, and Canceled.

Meeting rooms and tables  

When you enable the matchmaking functionality in your registration form settings, Rooms and Tables are added to the Event Registrations menu.

These two features are exclusively created for offline events.

Meeting rooms  

By clicking on Rooms, you can create meeting rooms and access the list of existing meeting rooms with filters.

To create a meeting room:

1. Go to WP-admin >> Event Registrations >> Rooms.

2. Click on Create Room.

3. Enter the Room Name and Room Floor.

4. Choose the offline event from Select Event.

5. Click on Save Room.

Meeting tables  

By clicking on Tables, you can create new tables and access the list of existing tables with filters.

To create a meeting table:

1. Go to WP-admin >> Event Registrations >> Tables.

2. Click on Create Table.

3. Enter the Table Name and Table Capacity.

4. Choose the room from Select Room.

5. Click on Save Table.

Automatic room and table assignment  

When a matchmaking user creates a meeting, the request remains pending until the participants accept it.

When the participants accept the meeting request, a room and table are automatically assigned according to the meeting participants.

Note: When a meeting is canceled, the booked table automatically becomes available for new meetings.

Creating a matchmaking profile  

When the admin performs all the above-mentioned steps, all the chosen registration form fields are displayed at the frontend.

Here are the steps that a person needs to go through to create a matchmaking profile:

1. Go to the frontend event page.

2. Select your preferred event and go to the event details page.

3. In the Register for Event section, fill in all the details.

The user needs to enable the Create Matchmaking checkbox to create the profile. If it is not enabled, the profile will not be created.

4. After filling in all the details, click on Send Registration.

5. The moment you send registration, you will receive an email confirming your account creation, along with your username, password, and account link.

6. Now, your account will be displayed in the Matchmaking List section, and all the details that you have entered while creating the profile will be reflected in the User Profile section.

Matchmaking profile settings  

To manage your matchmaking profile as per your preferences, here are the steps you need to follow:

1. Go to the frontend User Profile section.

2. Click on Settings.

Here, you will find the following options:

Enable Matchmaking  

There is a toggle button that you need to use to enable or disable the matchmaking functionality in your profile. If you enable this option, your profile will be visible in the Matchmaking List section. If it is not enabled, your profile will not be displayed.

Message Notification  

Here, you can enable or disable the message notification functionality to allow or disallow attendees from the matchmaking list from messaging you. If you enable this option, the messaging button will be visible beside your profile in the matchmaking list. If you disable it, the button will not be visible.

Event Participation  

This option is to activate or deactivate your matchmaking profile for specific events. For example, if you have registered for multiple events, you can choose events to display or hide your matchmaking profile in each event.

Meeting Request Mode  

Here, you will get two options: approval-based and automatic.

Approval

Choosing the approval option means you will receive meeting requests from your suitable matches that you can accept or deny as per your preference.

Automatic

Choosing this option means allowing matches to create meetings automatically with you.

Once all the changes are done, click on Save Settings.

You can also make changes to your saved settings by clicking on Edit.

Matchmaking settings from the backend  

The admin can fully control the way the matchmaking functionality works from the backend.

Here are the steps they have to go through:

1. Go to WP-admin.

2. Click on Event Registrations >> Settings.

3. Select the Match Making tab.

Here, you will get the following options:

Enable Matchmaking Functionality  

Enabling this option will reflect all the above-mentioned matchmaking functionalities on the frontend for attendees and users.

Make Matchmaking Compulsory  

When you check this option, Create Matchmaking in the frontend attendee registration section will be checked automatically. If disabled, the registrant needs to enable it.

Listings Per Page  

With this option, you can determine the number of user profiles that will be displayed in the matchmaking list on one page.

Meeting Scheduling Mode  

Here, you will get two options:

Participants Schedule Meetings Themselves

Attendees can schedule their meetings as per their convenience at the frontend by clicking on the + option present beside each user in the matchmaking list.

Organizers Schedule Meetings Automatically

Organizers set the meetings for participants. In that case, the + button is not displayed in the matchmaking profiles.

Meeting Attendee Limit  

This number determines the number of participants you can add to each meeting. It appears when you choose the meeting scheduling mode for participants.

Messaging Mode  

Here, you get two options:

Open Messaging – No Restrictions

Enabling this option means allowing every participant to freely message each other through the message icon.

Restricted Messaging – Only If They Have a Meeting

Enabling this option means participants can only message each other if they have scheduled a meeting with them.

Participants Activation  

Two options are available here:

Automatically Activate Participants

If you enable this option, it automatically activates participants’ matchmaking profiles when they complete the registration process. Their profiles become visible in the matchmaking list as well.

Manually Activate Participants

When you enable this option, as an organizer, you need to approve or decline the activation of an attendee’s matchmaking profile when it is created after registration.

Meeting Request Expiration  

It is a dropdown menu of times that allows you to set the duration for which a meeting request is visible to a participant. For example, if you set the time as 15 minutes, a meeting request sent from one attendee to another will be visible with Accept or Decline options for 15 minutes. If no action is taken within this time, the request will automatically move to Cancelled Meetings.

Meeting creation for participants  

Under Matchmaking List, the first tab that appears is Participants. It displays all the participants and their details in a list form.

How participants create meetings:

1. A participant can go through other profiles and pick the one that matches their interest.

2. To schedule a meeting, they can click on the + sign, which opens a pop-up and lets them select a specific event, preferred date, time slot and a message before sending a meeting request.

3. More participants can also be added to each meeting using the + sign.

4. A meeting will be created.

Conversations  

Attendees can send messages to each other even before creating a meeting by using the Messaging icon present beside each attendee’s name in the matchmaking list.

The message that is sent to a participant from another participant using the message button is reflected in the Conversations tab.

It displays all the active conversations that you are involved in, in a chatbox form. You can access the chats of each participant that are initiated by clicking on the messaging icon in the matchmaking list.

Note: You need to refresh your chatbox after every message you send; otherwise, new messages will not be visible to you.

Managing meetings  

Participants can easily set meetings based on their availability and access all the meetings that are scheduled in various events in a detailed dashboard.

Here are the steps to follow:

1. Go to the frontend Matchmaking List.

2. Click on the Meetings tab.

At first, you can manage your visibility in the matchmaking list by enabling or disabling the Available for Meeting toggle button. If you enable this, you can select your free time slots by clicking on Availability. Here, a pop-up will appear in which you can select your preferred free time slots. You can also check Mark All Free Time Slots as Available to show your full-time availability.

On the other hand, if you disable the meeting availability toggle button, no time slots will be displayed.

Your preferred availability will be seen by other participants.

Under the Meetings tab, you will get three options:

Upcoming

Shows all the upcoming meetings along with participants, time, and other details.

Past

Displays all the past meetings along with participants, time, and other details.

Canceled

Shows all the meetings that are canceled by the host.

Note: If you are the host of the meeting, you get the options to Edit Meeting and Cancel Meeting.

My Profile  

The last tab that appears in the Matchmaking List section is My Profile. It allows you to view, edit, and manage your matchmaking profile as per your requirements.

Meeting request notification for participants  

The moment a meeting request is sent from one participant to another, an email notification is sent to the other participant showing the details of the meeting request. They can add the schedule to their Google Calendar by clicking on the Google Calendar link.

Similarly, when a meeting is canceled by the host, the other participant also gets an email notification.

Advanced overriding and customizing the templates             

For overriding or customization, template files can be found in the wp-event-manager-registrations/templates/ directory.

To override a template file, here are the steps you need to take:

1. Create a directory named wp-event-manager-registrations under your theme folder.

2. Copy the template file to the /wp-content/yourtheme/wp-event-manager-registrations/ directory.

Your theme will use all the template files from the /wp-content/yourtheme/wp-event-manager-registrations/ directory instead of the plugin’s template file directory, /wp-content/plugins/wp-event-manager-registrations/.

• event-registrations.php template file lists the user’s alerts.

• registration-form.php template file controls the alerts form display on the events page.