Registrations

Registrations

The Registration addon streamlines the entire registration process and also makes it easy for attendees to register for an event. It also allows the organizers and admins to manage the registration form and registration dashboard.

Installing The Plugin

The installation process is the same for all the addons, offered by WP Event Manager. They can be both installed automatically and manually.

  1. 1.Automatic Installation : You can install the plugin from the backend of your WordPress. Click Here to see how you can install the plugin automatically.
  2. 2.Manual Installation : You can also install the plugin manually using SFTP or FTP tools. Click Here to see how you can install the plugin manually.

Watch the entire video for better understanding

Registrations 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 (adding, editing or deleting)

The Registration addon 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 perform that:
WP-admin >> Event Registration >> Registration Form.

This helps admins choose the type of information he wants 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:
WP-admin >> Event Registration >> Settings >> Registration form


Here are 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 login at first.
  • Multiple Registration: 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.

    • Disable this option if you want to allow visitors to register for the same events multiple times.

  • Duplicate email: if you enable the Duplicate email option, you can restrict people from registering with the same email id multiple times.
  • Organizer Email notification: An organizer will be notified with an email message as soon as a visitor registers for his event.
  • Attendee Email notification: An attendee will be notified with an email message as soon as he or she completes the registration process through his or her email id.
  • Enable unregister attendee email notification: An email notification is sent to the organizer when a registered attendee de-register for an event.
  • Canceled Event Email Notification: An Email notification is sent to the attendees when an event is canceled.
  • Checkin event email notification: An email notification is sent to an organizer 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 id. The user needs to choose in between these two options.

  • For example, If a new user’s default status is new, and registration notification status is confirmed, the user will get notification only after the admin or the Organizer changes the status from new to confirmed.

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
:

  • 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 expiry date. For example, if entered 1, it will delete the data after 1 day of event expiry date and if you enter -1, it will purge the data one day before the event expiry.

2. Save changes.

Frontend Event Registration

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

Organizers can manage registration from the frontend registration dashboard whereas admins can manage all the registration 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 etc.

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

Follow the below mentioned steps for the first method:

  • Go to the Event Dashboard. 
  • Click on the Events option, present at 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.

  • By clicking on the Details option from the icons
    of a specific event, you can get the total number of registrations done for that particular event.  You can click on the View Attendees button to view all the registration details for that specific event will be displayed.



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

  1. Go to the Event Dashboard. 
  2. Select Registration. 
  3. Click on List from the drop down.

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 of an event, you will get the following filters.

  • Select event: the download 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 drop down menu helps you sort events by name or order.

The registration details of a specific event includes the following:

  • Total number of registration. 
  • New registrations. 
  • Confirmed registrations. 
  • Waiting list.
  • Canceled registration list. 
  • Archived.

Attendee List

The following 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 following 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 the Save Changes
    option after completing it. You also have the Delete option here to delete the registration detail 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 he or she has filled up during registration.

Graphical representation of Registration report

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

  • Login to your Organizer account or admin.
  • Go to Event dashboard.
  • Click on Registration.
  • Select Report.
  • Here you will see the All Report option along with the View Report button. 
  • You can use the All Event option to get the registration report of all your events.
  • For a specific Event Registration Report you need click on the All Event option and choose the desired event from the dropdown and click on the view report button.

    • 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, here are the steps you need to take:
WP-admin >> Event Registrations >> All Event Registrations for admin to manage the event registrations.


Admins also enjoy the rights to access and manage the registration details of each event that is listed on his or her website.

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

Total number of registrations.
  1. New. 
  2. Confirmed. 
  3. Waiting. 
  4. Canceled. 
  5. 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 option, you will get:

    • Bulk actions: it lets you edit, delete or sync data of bulk events. 
    • All Dates: it lets you specify the date of the event which you are looking for. 
    • Registration for all events: the drop down 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 right most 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 front end, 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 taken:

    1. Go to WP-admin >> Event Registrations >> Add new.
    2. Fill in the form with necessary event details.
    3. Save changes.

An alternative way to do the same is by simply clicking on the Add New option that is present 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 the same event again.


1. My Registrations

In order to set up a My registration page, you need to follow the below-mentioned steps:

login to the Admin panel.
Go to Wp admin >> Pages >> Add new.
Name the page as My registrations and enter the below-mentioned code in the content area of the dashboard.
[my_registrations]

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

Another shortcode for my registration is mentioned below:

[past_registrations posts_per_page='15']

The shortcode allows a registered attendee to mention the number of his or her registrations that can be viewed per page. 

attribute:

‘posts_per_page’ => ‘integer_value’

Accessing Past Registration details

With the Registration addon, it is possible for users to access the registration details of past event registration of a specific attendee with the help of a shortcode.

Follow the below mentioned steps:

Go to WP-admin.
Click on Event Registration.
Add new.
Then type the name of a specific attendee and past the below mentioned shortcode in the text area.
[my_registrations]

            Another shortcode for past registrations is mentioned below:

[past_registrations posts_per_page='15']

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

attribute:

 ‘posts_per_page’ => ‘integer_value’

Managing Email Notification Settings

To manage the email notification settings, here are the steps you need to take:

  1. Go to WP admin.
  2. Click on the Registration form.

Here, you will see multiple tabs that include:

  1. Form Fields Tab.
  2. Organizer Notification. 
  3. Attendee Unregister. 
  4. Attendee Information. 
  5. Event (Canceled) Notification. 
  6. Attendee Checked-in Notification.

2. Organizer Notification

With the Registration plugin, users can send an email to the event organizer everytime a potential attendee registers for his or her event.

When you click on the organizer notification tab, you will come to a page where you need to add the email content that you want to send to an organizer once a potential attendee completes the registration process.

Here, you need to add the following things:

  • Email subject. 
  • Email content.

3. Attendee unregister

This is another tab that you can find in the registration form segment. Here you need to add the email content that will be sent to an organizer when an attendee de-register for an event.

Here you need to add the following things:

  • Email subject.
  • Email content.

4. Attendee Notification

The Attendee Notification tab can also be found in this section. Here, the term “ attendee notification” signifies the email that is sent to an attendee when he or she completes the registration process for a specific event.

Users can leave this portion blank if he or she does not want to send attendees registration confirmation email.

Here, you need to add the following things:

  • Email subject. 
  • Email content.

5. Event (Canceled) Notification

This tab signifies the email that is sent to an attendee when an event is canceled. 

Users can also leave this portion blank if he or she does not want to send event cancellation notification.

Here, you need to add the following things:

  • Email subject. 
  • Email content.

6. Attendee check-in notification

This tab signifies the email that is sent to an attendee when he or she checks into an event.

Here, you need to add the following things:

  • The event title in which the attendee has checked in. 
  • Email content.

7. Privacy policy content

Under this tab, you can add your privacy policy content.


Making changes and adding preferences to your event registration

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

  1. Go to WP admin.
  2. Click on the Event Registrations.
  3. Select Settings.
  4. Go to the Registration form tab.

Configuring the Registration Form

  • Enabling GDPR compatibility option.
  • In the Registration form 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 event

1. Go to WP admin.

2. Click on the Event Registrations.

3. Select Settings.

4. Go to the Registration form tab.

Attendee Registration import option which you need to enable.

Once an attendee makes registration, this option will show other related events that he or she would be interested in. 

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

1. Go to the front end.
2. Register for an event.
3. Enable the Remember me option.

Here, an attendee can request the admin to make a registration 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 event.
3. Click on the Attendee Import option.
4. Search 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 addon, event organizers can send e-certificates to their attendees for attending their events after checking .

      To enable this option, the following steps have to be taken: 
1. Go to WP admin. 
2. Click on the Event Registrations.
3. Select Settings. 
4. Go to the Registration form tab.

Enable the Enable Event Participant Certification option
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 as per your taste.
To customize your email certificate, follow the below mentioned steps: 
Generating customized e certificate for your attendees can be done through both the backend and frontend.

Here are the steps for the admin.

1. Go to wp-admin. 
2.Click on Event Manager. 
3. Select All Events. 

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

4. Edit the event. 

Here you will get two options:

5. Event certification.
6. Custom event certification.
7. Click on Update.

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:

4. Event certification.
5. Custom event certification.
6. Enable the custom event certification option to add your preferred design and content to it.
7. Click on Submit.

Custom email notification for every event.

To set custom email notifications for every event, you need to follow the below mentioned steps:

1. Go to WP admin.
2. Click on the Event Registrations.
3. Select Settings.
4. Go to the Registration form tab.
5. Enable the Customize your email for every event option.
6. To add your custom email, follow the below-mentioned steps:
7. Edit your preferred event or add a new one.

 

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

8. Enable custom registration signup notification.
9. Enable custom registration waiting notification.
10. Enable custom registration canceled notification.

 

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

11. Click on the 
12. Update. 

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

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

1. Go to WP admin.
2. Click on the Event Registrations.
3. Select Settings.
4. Go to the Registration form tab.
5. Enable the waiting list option.
6. Go to the frontend.
7. Set registration limit.

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

Registration button on event listing of active events

1. Go to WP admin.
2. Click on the Event Registrations.
3. Select Settings.
4. Go to the Registration form tab.
5. Enable registration button on each events option.

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

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.


Graphical representation of Registration report

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

1. Login to your Organizer account or admin. 
2. Go to event dashboard. 
3. Click on 
4. Registration.

 

5. Select Report.


Here you will see the All Report option along with the View Report button:

6. You can use the All Event 
7. option to get the registration report of all your events.

 

For a specific Event Registration Report you need click on the All Event option and choose the desired event from the dropdown and click on the view report button.



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

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 bellow mentioned steps: 
1. Go to wp-admin.
2. Click on Event Registration. 
3. Select Settings.  


4. Go to the Registration form tab.

 

Configuring the Registration Form

1. Enabling GDPR compatibility option.


In the Registration form 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

Need to follow below steps .

1. Go to wp-admin.
2. Click on Event Registrations. 
3. Select Settings. 
4. Go to the Registration form tab 

In the Registration form tab, you will find the option Attendee Registration import

5. which you need to enable. 

 

Once an attendee makes registration, this option will show other related events that he or she would be interested in. 

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

1. Go to the front end Register for an event.

 

2. Enable the“Remember me” option.

Here, an attendee can request the admin to make a registration 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 event.

  

3. Click on the Attendee Import option.
4. Search 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 addon, event organizers can send e-certificates to their attendees for attending their events after checking .

To enable this option, the following steps have to be taken: 

Need to follow below steps .

1. Go to wp-admin.
2. Click on Event Registrations. 
3. Select Settings. 
4. Go to the Registration form tab 
5. Enable the “Enable Event Participant Certification option”.

 

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 as per your taste. 

To customize your email certificate, follow the below mentioned steps: 

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

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: 

 

1. Event certification. 


2. Custom event certification.

Enable the custom event certification option to add your preferred design and content to it. 
6. Click on Update.

 

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:

 1. Event certification. 

      2. Custom event certification.
 

4. Enable the custom event certification option to add your preferred design and content to it. 
5. Click on Submit.

 

Custom email notification for every event


To set custom email notifications for every event, you need to follow the below mentioned steps: 

 Need to follow below steps 

1. Go to wp-admin.
2. Click on Event Registrations. 
3. Select Settings. 
4. Go to the Registration form tab 
5. Enable the “Customize your email for every event” option.

 

To add your custom email, follow the below-mentioned steps: 

1. Go to the event page. 
2. Edit your preferred event or add a new one.  
3. Here you can enable or disable the following options as per your requirements:
4. Enable custom registration signup notification.

 

5. Enable custom registration waiting notification.

 

6. Enable custom registration canceled notification. 


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

7. Save changes. 

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

Enabling waiting list

Need to follow below steps .

1. Go to wp-admin.
2. Click on Event Registrations. 
3. Select Settings. 
4. Go to the Registration form tab 
5. Enable waiting list option.

 

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

1. Go to the frontend. 
2. Set registration limit.

 

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

Registration button on event listing of active events

Need to follow below steps .

1. Go to wp-admin.
2. Click on Event Registrations. 
3. Select Settings. 
4. Go to the Registration form tab 
5. Enable registration button on each events.

 

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 addon 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 addon, it will automatically create two pages for the matchmaking functionality: 


1. User profile page: This section shows the registered attendee profile who has created his or her profile using the matchmaking feature. It contains all the details of including his or her
basic details, organization, and settings. 
  1. The profile can be edited using the Edit Profile option present with each user profile. 
  2. The required shortcode for this page is [matchmaking_user_profile].

2. 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 his or her profile. 

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

  • Under the matchmaking section, you get two options: 

  1. All: Displays all participants. 

  2. Your matches: Displays specific profiles that suit your profile.


Steps to Enable the Matchmaking feature from the backend


The admin can decide if he wants to add the matchmaking feature to his or her events or not by enabling or disabling the option from the backend. 


Here are the steps to follow for that:


1. Go to wp-admin. 
2. Click on Event Registration and choose Settings. 


3. Here, you will get the Matchmaking tab, which you need to click on.


4. In this section, you need to enable or disable the Event Matchmaking functionality. If you disable this option, the User Profile and Matchmaking list page will not work at 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 & Professions: You can add skills, interests and professions as per requirements by simply clicking on these options and filling up the details, which will be reflected in the frontend.

Registration form: In the Form Field 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 the Add to Registration Form Field option at each field. 


Whatever fields you add here will be reflected on your event page when you add a new event or while editing an existing one only when the Attendee Information plugin is not activated in your system. If the plugin is already activated, then you need to manually add them in the “Attendee Information to collect” section at the event registration form.


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



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, all the details need to be filled in.


Here it is to be noted that the user needs to enable the “Create matchmaking” checkbox mandatorily to create the profile as if it is not enabled, the profile will not be created. 



4. After filling up all the details, you need to click on “Send Registration”.


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

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


3. 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, then your profile will be visible in the Matchmaking List section; if not enabled, then it will not be displayed. 


Message notification: Similarly, here also, 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, and if you disable it, then 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: one is approval-based and the other is automatic.
1. 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. 


2. 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 the Edit option.
 

Matchmaking Settings from backend 

The admin can fully control the way the matchmaking functionality works from the backend. Here are the steps he or she has to go through for the same:

 
1. Go to wp-admin.
2. Click on Event Registrations.
3. Select the Matchmaking tab.


Here you will get the following options:

Enable Matchmaking functionality: Enabling this option will reflect all the above-mentioned matchmaking functionalities at the frontend for attendees and users.


Make Matchmaking Compulsory: When you check this option, the Create Matchmaking option at the frontend Attendee registration section will be checked automatically. If disabled, then the registrant needs to enable it. 


Listing 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: 

1. Participants schedule meetings themselves: Here, 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.


2. Organizers schedule meetings automatically: Here, organizers set the meetings for participants, and 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 comes when you choose the meeting schedule mode for participants.


Messaging Mode:  Here you get 2 options: 

1. Open messaging- no restrictions: Enabling this option means allowing every participant to freely message each other through the message icon.


2. 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: 

1. Automatically activate participants: If you enable this option, it automatically activates participants’ matchmaking profiles when they complete the registration process. Their profiles get visible on the Matchmaking list as well.


2. 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 an 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 the Matchmaking List option 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, he or she can click on the “+” sign, which opens a pop-up and lets him 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 using the message button is reflected in the conversation 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 is initiated by clicking on the messaging icon at 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 Meeting 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 the “Availability” option. Here a pop up will appear in which you select your preferred free time slots. You can also check the “mark all free time slots as available” button 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. 




4. Under the meeting tab, you will get three options:

Upcoming: It 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: it 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 requirement. 



Meeting request notification for participants.

The moment a meeting request is sent to a participant from another participant, an email notification is sent to the other participant showing the details of the meeting request. He or she can add the schedule to his or her Google calendar by clicking on the Google calendar link. 








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



Advanced: Overriding/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:

Create a directory “wp-event-manager-registrations” under your theme folder.

Copy the template file to “/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 (/wp-content/plugins/wp-event-manager-registrations/).

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

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

Note: Our plugins get frequently updated. So if you override template files, you need to make sure that you sync the template file with the new plugin updates for better functionality.

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