How to Use Registration Pro 1.1 With Joomla

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1 Registration Pro - Help File and User Manual Powered by JoomlaShowroom.com Please read this help file in it's entirety before installing, using, or upgrading the Registration Pro extension! Registration Pro has been tested with Joomla installations. This was the current stable version of Joomla at the time of this component s release. Any Joomla versions prior to the Joomla version are not supported. Please make sure that your site is upgraded to the most current available Joomla version that is possible. Joomla v1.5 is not currently supported. In this package you will find the main Registration Pro 2.0 Component and Latest Events Module. What is Registration Pro Registration Pro is for administering events and accepting event registrations. This component allows you to post and administer your events, classes, and anything else you can imagine on your web site and optionally charge for the registrations via Offline Payment, PayPal, or 2Checkout. Be Sure That You Have the Latest Version. Please make sure that you have the latest version of Registration Pro by visiting and click on the "Updates" link in the Products area of the site. You must be logged into the site with the username and password that you purchased the product with in order to download your updated files and patches. You will be taken to a page that will show a list of available updates for all of the products that you have purchased from Joomlashowroom.com. Installation Flow for New (Fresh) Installations The component provides the simplest flow possible for your users and also for yourselves when managing a new site. The following sequence is suggested: Visit (Web) Site (of course, could be done remotely) Install Joomla! Latest stable version 1.0.X. As part of this installation, you create a Joomla administrator (or super administrator). This user can set up the Joomla site etc. Install the Registration Pro component via the component installation area of the Joomla administrator back end of the web site. Set any global configuration values in the Registration Pro admin panel. You may also want to add sample data to use as a reference for adding you own events. Next install the "Latest Events" module via the install/modules menu item in the same way you just installed the main component. Create a menu link to the Registration Pro component in the menu manager and set user access rights that you want. Next, you will start creating your events, categories, registration forms, etc. Have a well earned cup of coffee!

2 Upgrading to a New Version from an Old Version The database should be backed up as a precautionary measure. Uninstall the old version of the component via the component installer area of the Joomla administrator side of the web site. Install the new version of the component via the component installer area of the Joomla administrator side of the web site. Go to the Registration Pro component dashboard. Click the upgrade database button. (This will ensure that you will not get database errors with newer versions) Double check your data is all there and that all configuration settings are the same as before. Upgrade DB It is generally a good idea to run Upgrade DB after each new release of Registration Pro is installed. It will not always be necessary but the routine will not cause any problems from being run too often. Configuration and Payment Settings Note: You may only choose to use 1 prefered payment method. You cannot have a seperate method of payment for each event. You will have to choose one of the following options as a global payment method. Currency Settings You can choose from a dropdown list of world currencies. This currency will be your prefered currency codes for your country. You can input your country's currency sign and it will show up in the event details in the front end of the component. You may enter in your global tax rate if you wish. It is not neccesary to do this as the event tickets have an option to add tax for each ticket that you create for your events. This will be discussed later in this document. Offline Payments If you require to take payments for your events but do not need to use paypal or 2Checkout payment gateways you may accept your payments via check, mail, or fax by choosing this option. There is an area for you to type in your Offline Payment instructions so that your users can know what to do and how to get you the proper payment to attend the event. PayPal Payments If you wish to accept payments for your events via Paypal you may use this option. Enter your PayPal address that you would like to accept your payments. You can choose to use the PayPal Sandbox for testing purposes or use it in a live environment. The Transaction Name is for the title of your event transactions. In this field you may want to use your company name or web URL here. 2Checkout (2CO) With this option you can enter your 2Checkout account details to accept payments via 2CO Please Note: 2CO works differently than PayPal in the way that it accepts the data

3 passed to it from your website. It will bulk all of the payment choices into one lump sum. Header Layout Settings Intro Text This text is displayed above the listing on the frontpage. You can use this area to put your company logo or other image along with general instructions or text for your visitors to see. Event handling There are 4 parramiters in this section. Require Site Registrations: With this setting you can require people to be registered to your site in order to register for an event. Click No if you want to allow public event registrations for guests on your site. Public visitors can stil view events but the must be a registered user of the site in order to register for any event in the system. Notify on register: Specify the address if you wish to be notified about user registrations to events(optional). Handle old events: Delete or Archive expired events automatically. To play it safe, choose archive. Number of days: Number of days in which your expired events are automatically deleted or archived. Display - Settings Event details Show time on event details page: Display time on the details page. Display event description on event details page: Display eventdescription on the detailspage. Display event title on event details page: Display eventtitle on the details page. Show location on event details page: Display the location on the front end event detailt page. Show location URL on event details page: Show URL of the event's on the event detail page. Show Link to Google Maps for the location: Display Link to Google Map on the details page that shows the event location's address on Google Maps. General Layout Settings Show header: Displays header on the front page. Show intro text: Display the intro text on the front page. Format date: Date format using the same format as PHP date, for example: d.m.y Format time: Time format using the same format as PHP date, for example: H: Integrate Community Builder Use Community Builder? Community Builder from Joomlapolis is being used on this site. Managing Categories Registration Pro can handle multiple categories. Every event needs to be assigned to a respective category. Categories do not need to have a description unless you want to have one but it is not a necessity.

4 You can choose a custom color for the category by using the color picker. Whatever color you choose for your category the background of the catigory in the front end will have that color as its background. Every category is collapsable. On the front end landing page you will notice that next to the name of the category there will be a - (minus) sign. By clicking on it, all events under this category will be hidden until you click on the + (plus) sign to expand it again. Managing Registration Forms Registration Pro allows custom registration forms. You can choose which fields you would like the user to fill out when registering for events. 1. First you must create a new form. At this point you will just enter a name for your form and then save it. 2. Once you save it you will see it in the list of available forms in an unpublished state. 3. Click on the name of the form and your newly created form will open up again. 4. You will see a thank you text area where you can add a thank you message for your registrants. You can have as many unique forms as you want to and all of them can have different thank you pages. 5. to the right of the thank you text input area you will see 3 pre-populated form fields. First Name, Last Name, Address. These form fields are the bare minimum fields needed for any event registration. These fields can be re-ordered in the list but they cannot be deleted. The 3 default fields are also marked as mandatory fields for the registrant to fill out. 6. To add additional form fields you can just click on the ADD MORE FORM FIELD button above the form fields. 7. When adding a new form field, you will see various options. 1. Field Identification: This is just an identifier for the form field. 2. Field Title: This will tell the user what data to insert. 3. Field Description(optional): This will be published near the field for more information. You can give additional instructions to your registrant about this field. 4. Validation Rule: From the drdop down menu, choose one of the validation rules for this field. Options include , number, mandatory. 5. Field Type: The type of the field data. These include text, password, radio, checkbox, calendar, text area, select. 6. Default Field Value: The default value for the field.if you choose 'select' as Field Type, add your options using this rule: val1 title1,val2 title2,val3 title3,val4 title4 and so on. Check boxes, select, and radio buttons, all need to have a value added to them in order to be displayed properly on the front end and for their data to be reported correctly. 7. Additional Attributes: This allows you to add custom attributes at the end of the field tag. You could add style='width:100%;' for example. 8. Multiple field display: If you check this, when users buy multiple quantity, they have to fill one of these for each quantity they buy. Save your form and don't forget to publish it or it will not show up in the list of available forms when you create an event. You may use the same registration form for as many events as you wish. Managing Locations Each event must have a location. Before you can create an event, you must first create a location. It is not mandatory that the location have an address. You may use the same location for as many events as you wish.

5 Managing Events Remember before you create and event, that you must FIRST create a category, registration form, and a location. After you have a location, registration form, and a category created, you are ready to create your event. To add your event, use the "Event Manager". To create an event, click the "New" button at the top menu. This will take you to the event manager form where you will plug in all the details about the event. Including the time, date, how many users are allowed to attend the event, what the status of the event is re: Open, Closed, Canceled, or Rescheduled. Here you will also type your event description. The short description will show up in the front end where all of your events are listed. The long description is shown on the event details page for that event so you can give a much more detailed description here. You will also see where you can add your Terms of Agreement for your event. You must put something in this text area or noone will be able to register to your event. This is because we have made it mandatory that the registrant select a checkbox on the front end that he agrees to the Terms before it will let him complete the registration for the event. To the right of the event description you will see Settings Tab The settings tab is where you will set the access level, choose the location and category (Thus the reason you had to set these up beforehand). Registration Tab The registration tab lets you allow registrations, select the custom registration form that you had created earlier, Choose the dates that your registrations will start and end on. You can have an event listed on the front page but not allow registrations until a certain date. You can close registration a few days before the event to allow yourself preparation time for your event if needed. Payment Tab Here you will set up how much you will charge for your event. Leave everything blank if event is a free event. To set up a cost, fill in the name of your event ticket and then type in the amount you will charge, and then a description. If your organization needs to charge tax for a certain ticket item you can enter the tax percentage here. After completing the fields, Click the add button. You can have multiple payment amounts to choose for one event. For instance, you can have an all day conference and list different payment options as in the example below: (Crude example but I think you get the point) Conference registration: $ Breakfast: $12.00 Lunch: $16.50 Dinner Banquet: $65.00 Your registrants can choose which options and the quantities that they want of each item. So if a person wanted to go to the conference and the dinner banquet and not have breakfast and lunch then they would only checkmark the boxes they want to pay for and enter the quantity of each item. All will be calculated when checking out with PayPal and added into one lump sum for making payment. Another cool thing is if a person or company wants to pay for 3 people to attend the conference, after they choose a quantity of 3 for their choices, the system will take the form that you created to collect

6 their data and it will show the form on the next page 3 times so that they can enter in the 3 different peoples names, addresses, etc. This way you can put all 3 people's names on your attendance/check in list if needed. The custom form can be set up to do this in the back end. Event Reports & Registrant Lists If yu would like to view reports for your events you simply go to the event manager, then you will see your events in the list. On the right of the screen for each event you will see a hyperlink of statistics for registrants of that event under the "users" column. Click on this hyperlink and it will take you to a list of all the registrants to this particular event. This screen gives you some basic statistics at a glance. These include name, address, registration date, amount paid, transaction details, and registration status. At the top you cna selected registrants, or all registrants using a simple integrated ing form. There is also a print event report button on this screen. When you click this button it opens a popup window with a very robust report of the registered persons details and the total income of the entire event. You can print the report after opening up the popup window. It will not automatically start printing. System s There are several templates for use in this system. You can acces these preformatted templates from the control panel by clicking on the configure s icon. Confirmation This is the that is sent to the registrant when they successfully register to your event. Status Change This is sent out to the registered users of an event when the event status has been changed and the notify registered userd checkbox is checked in the event edit screen. Reminder This is automatically sent out when the preset date for notifications is set up in your event. Registrants This is the tempalate that is used when you wan to the registrants of a particular event. Archived Events When an event has gone passed it's scheduled date, the event will be automatically archived. The archive manager is where these events are stored. You can manually unarchive and event and modify it for use again instead of creating a whole new event. Latest Events Module Install the module in Joomla just like any other joomla module. This module will show up to 10 of your latest posted events. Support You may visit if you have questions regarding this product. We have a "Support" area of the web site where you may browse our FAQ database and submit your own

7 questions to be added to the knowledge base. If you do not find the answer you are looking for in the FAQ section regarding your support related thoughts you can submit a ticket via our support ticket system on Feedback and Feature Requests We have included a "Feedback" button in the Registration Pro Control Panel. You may use this simple form to supply us with general feedback, testimonies, and requests for new features (this is not for support requests). No other component has a very easy way for you o submit these types of feedback so easily without the need to leave your own site. The Administrators welcome your feedback and would love to hear from you. Just go to the component's dashboard and click the "Feedback" button and fill out the form and submit it to us. End of Help File