The client approached us with a requirement of creating a WordPress multi-site plugin for the admin panel through which he can mange multiple tasks like allowing stuff users to enter leads, track leads, create a tour, manage member, manage membership, reserve a tour, make reservations, manage inventory/property, view reports, crate location for tours & reservations, sign contracts form and more.
The client possess an established business of offering recreation destinations including snowmobiling, golf, aquatic activities, mountain biking and more. According to his specific requisite we have developed a WordPress multi-site plugin for the admin panel. This is a simple, powerful and easy to use plugin that helps the admin to manage a lot of entities including which also includes inventory/property/resort in multi-site installation on a WordPress site. The plug-in can be installed via any plugin installer in multi-site WordPress site. Or in-fact it can be also be installed as a folder structure in multi-site WordPress site.
Multi-user admin will be able to create stuff users and they could be assigned various roles such as sales/sales plus, marketing/marketing plus etc. They can even can access the module/pages from their panel.The plugin allows them to perform the following tasks:
- Leads: They will be able to create a lead from lead slip.
- Location: They can create the location details. These locations will book by them for tours of lead.
- Call: They can call the leads and enter call history. These call histories are searchable.
- Tour: They can create a tour. Assigned staff will book the tour from the tour calendar and the tour booking list has been made available. These entities are also searchable.
- Member: Stuff users create a members and can select the membership type as well.
- Reservation: They can create reservations for leads/tours, registered members and for guest users as well. Once a tour is confirmed and reservations & contracts are done with leads, they will be converted into members.
- Member Profile: We have listed member details, tours details, call history details, and reservation details etc. on the members profile details page.
- Contract Builder Form: Stuff users are able to create multiple contract builder forms. Adding sort code has also been facilitated. This sort code will get replaced by the members details value, when a member signs a contract.
- Membership: They can create membership details. Each type of membership have their own benefits and reciprocal network facilities.
- Inventory: Creating inventory/property also comes under the abilities a stuff member enjoys. These inventories will be reserved by the stuff users for leads, members and guest users.
- Reports: Authorized stuff users can view the detailed reports of sales, sales plus, marketing and marketing plus.
- Pagination: We have implemented the pagination feature in all the listing pages. The administrator can change the pagination counter on the config file; and this change will get reflected on all the listing pages.
Further, we added the following functionality -
- Date selector in add, edit reservation module.
- Tour date and time features in tour module.
- Refund payment features in reservation module.
- Expanded view for reservation records listing.
- Option charges in category module and displayed it on reservation module.
Besides this, we implemented manage payment details for reservations and have also displayed the payment details page.