asfp


WP Sites

http://dev.cra.kulesolutions.com/wp-admin/

http://dev.cpa.kulesolutions.com/wp-admin/

http://epfa.org.uk/wp-admin/

http://www.timsa.org.uk/wp-admin/

0001239: Online Document Payments

Admin Update Document Payment Status:

Update of existing page example: http://associationhouse.org.uk/agm_v2/agmadmin/index.php?file=us-document&mode=edit&id=1031 [^]
Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-document-settings.html [^]

New features Include:
Payment Status
Price
Total Income
Transaction record
Last 10 transactions

Transactions history for specific document:
Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-per-document-list-view.html [^]

===

Admin View Transactions

Update of existing page example: New
Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-transaction-list-view.html [^]

Includes filtered Searches by:
Transaction ID
Document Name
Last Name (user)
First Name (user)
Company
Email
User Type
Payment status

Other Features:
Send email to list
Download list
Update payment status

===

Admin Documents List

Update existing Document List View to include transaction count

Update of existing page example: http://www.associationhouse.org.uk/V2-Wireframe/transaction-document-list-view.html [^]
Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-document-list-view.html [^]

===

Admin User Info

Transactions added to user’s profile in address book:

Update of existing page example: http://associationhouse.org.uk/agm_v2/agmadmin/index.php?file=us-address_book&mode=edit&id=40654 [^]
Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-admin-user.html [^]

Includes: List of documents purchased and status
Total income from user

===

User Page:

If association has Transactions enabled all users will have new “Transactions” link added to their account pages.

Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-user-login-home.html [^]
Proposed New: http://www.associationhouse.org.uk/V2-Wireframe/transaction-user-transaction-view.html [^]

User view documents to purchase: http://www.associationhouse.org.uk/V2-Wireframe/transaction-user-document-list-view.html [^]

===

PayPal Integration

Settings > General Configuration:
http://asfp.associationhouse.org.uk/agm_v2/agmadmin/index.php?file=to-generalsettings&mode=edit [^]

Add PayPal account email field (email associated with PayPal account)
Add “Accounts” email field (recipient of online order email confirmations)

===

Emails (on successful payment)

1. Transaction confirmation to admin including transaction ID, user, document name, payment amount and link to example: http://www.associationhouse.org.uk/V2-Wireframe/transaction-admin-user.html [^]

2. Transaction confirmation to user including transaction ID with link to download file and info that file can be accessed via their association website user account: http://www.associationhouse.org.uk/V2-Wireframe/transaction-user-transaction-view.html [^]

3. Create new transaction user type template in http://asfp.associationhouse.org.uk/agm_v2/agmadmin/index.php?file=u-email_templates&mode=view [^]

======================================

0002971: ASFP WP Website with Booking Engine

Stand-alone ASFP training WordPress website with event (course) booking engine (Not integrated to AGM back office but checking to future-proof if this is required at a later date – in discussion with Luke & Jason on best hosting approach)- Access-controlled document / document category delivery for paid up attendees (investigating solution)- Member discounts for bookings (WooCommerce coupon?)- Multiple attendees in single booking

Anna: access-controlled system for documents for delegates could be handled in the current back office by setting up new User types for each course and new document categories for each course.

https://theeventscalendar.com/product/wordpress-events-calendar-pro/ [^]
https://theeventscalendar.com/product/wordpress-event-tickets-plus/ [^]

Modify tickets for controlled access

======================================

Integrated Booking System – changed to WP & WP Booking Platform.

===Payment Status===

Paid: Transaction completed with PayPal. Add income (Price for Attendee) to “Event Total Income”
Refund: Admin has issued a refund and manually updated payment status. Deduct income from “Event Total Income”
Incomplete: user has clicked “Get ticket for this event” button but not completed purchase. No income added to “Event Total Income”
Archive: Remove booking from lists except when admin select Display Status > Archive. Deduct income from “Event Total Income”
Manual: Admin manually creates booking via http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-add-attendee.html. Add income (Price for Attendee) to “Event Total Income”

===Admin interfaces===

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-event-add.html
Notes:
– Admin creates and edits event.
– All events added to http://asfp.associationhouse.org.uk/event-calendar.php

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-per-event-list-view.html
Notes:
– Lists attendees and transactions associated with a specific Event

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-all-list-view.html
Notes:
– Lists attendees and transactions associated with all Events

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-admin-user.html
Notes:
– Records transactions associated with specific user

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-add-attendee.html
Notes:
– Enables admin to create manual booking in the event of non-PayPal purchase or issue a frees place on event.

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-event-list-view.html
Notes:
– List all events and link to create event using “Add New” button

===User interfaces===

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-user-event-list-view.html
Notes:
– Events listed: “Event Type” = Online Booking + “Status” = Active
– User must be logged in to access this page. If not logged in redirect to: http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-add-attendee.html
– Need to check which user has access. Public / Private etc. Does user need “Requires Admin Activation”?

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-user-view-event-detail.html
Notes:
– Get ticket for this event button is disabled if any:
1. Tickets available until date is reached
2. Tickets available from date is not reached
3. Maximum paid-up attendees is reached
– Event documents only visible to user who is logged in + is a paid up attendee
– Need to check which user has access. Public / Private etc. Does user need “Requires Admin Activation”?

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-user-login-home-event.html
Notes:
– New Transactions section

http://www.associationhouse.org.uk/V2-Wireframe/event-booking/transaction-user-transaction-view-events.html
Notes:
– List transaction history for specific user