Hello Richard,

There is no charge to become a member of the website and access to all areas is free.
# If Payplans Registration plugins are enabled then it will force user's to subscribe plan for registration. in your case registration is free (as user cabbe registered before subscribing), so you just disable all the registration plugins of payplans ,Go to backend Extensions -> Plugin manager -> select type payplansregistration and disable them.

However I would like to use PayPlans to receive subscriptions for access to a mobile app using the Joomla Role Based Access Control, is it possible to do this with PayPlans?
I assume PayPlans would link a user to the relevant Role (for example Subscriber) when payment is made to the Mobile Subsciption plan?
Yes, it's possible using Payplans JUser Type app, which will assign joomla user group to user on the basis of plan they subscribe.
https://stackideas.com/docs/payplans/administrators/access-control/joomla-user-type

Let me know if you have any query.

Thank you Manisha, the information was very helpful. A couple of questions:

1. If an existing member subscribes to the Mobile Plan and are allocated to the Subscriber User Group, do all their other user group allocations for activities on the site (Registered, Author etc) remain? I want them to be allocated to the Subscriber Group in addition to their existing user groups.

I assume I leave 'Remove from Default' at No and 'Forcefully Remove' to No, just not sure if that is the solution to the question.

2. If a Guest subscribes to the Mobile Plan, is it possible to prompt them to Register and allocate them to the Subscriber User Group after they have Registered?

3. Ref Q2 above, I may have misunderstood the Registration part of PayPlans. The normal website registration is through EasySocial in the login menu and I do not want that to change, but as only members can subscribe to plans, how do guests become members when they subscribe to the Mobile Plan (or any plan i set up)?

Is there an app that uses the EasySocial Registration process when a guest subscribes to a plan but does not replace the normal ES registration process in the login menu?

Hello Richard,

1. If already subscribed user registered at your site then Subscriber group will be assigned to that user other usergroup remain same.

I assume I leave 'Remove from Default' at No and 'Forcefully Remove' to No, just not sure if that is the solution to the question.
This will remove only default usergroup set in joomla if set to Yes. Like default user group is registred then on subscription activation registred group will be removed from user.
"Remove from default User Group" will remove user from default User Group set in User Manager -> Options parameter "New User Registration Group". It will work only when subscription will become Active.

2. In Payplans guest can not purchase plan , user need to register/login first before going to invoice page.
If i misundersttod this please correct me.

3. Payplans is also integrated with Easysocial Registration plugin for integration with registration. when user subscribe plan he will be redirect to login/register page of plan , here he can select register and further registration process will be done by easysocial. Refer below mentioned link for more info.
https://stackideas.com/docs/payplans/administrators/registration/easysocial-registration

Update me and correct me if i misunderstood your question.

Thank you Manisha, items 1 and 2 are clear now and i have installed the Easy Social Registration and Profile Type Apps.

Ref Q3, my concern is the last paragraph of my question:

Is there an app that uses the EasySocial Registration process when a guest subscribes to a plan but does not replace the normal ES registration process in the login menu?

I have a login menu that uses the Easy Social Quick Registration process (see images), re-directing the user to the Full Registration Page where only a small number of fields (name, email etc) are shown (the remainder of the user profile is not shown at registration).

I would like this process to remain active when anyone tries to register using the login menu, but after setting up the EasySocial integration in PayPlans as per the ocumentation, the normal login menu goes to the home page when a user tries to register.

What i am trying to achieve is the following:

1 A new user goes to the login menu and is able to register on the site through the EasySocial Quick Registration process without going near PayPlans as membership is free. They are allocated the ES Profile Type 'Registered Users' (curently the only type i have) which is linked to the Joomla User Group 'Registered'.

2. A new user goes to the Plans Menu and subscribes to the Mobile Plan. They are re-directed to register using the EasySocial Quick Registration Process and when complete they are shown the invoice and payment option.

Are both options not possible or perhaps i have done something wrong in set up?

Update

The configuation is complete (I did not include the Profile type app, just the EasySocial app), with 3 menus created using the link in the configration set up.

However after clicking on the Subscribe button it goes to the home menu, as it does at the login menu.

I noticed the Membership Menu item cannot be changed or saved and is missing a selection for Menu Item Type, perhaps this is causing the problem (see images).

I have unpublished the 3 menus and disabled the EasySocial and Profile type apps in the meantime to make sure the normal login/register process is working.

Hello Richard,

# According to your requirement, you want user can register at your site for free. So in this case you need to disable Payplans Registration Type plugins (Go to backend Extensions -> Plugin manager -> select type payplansregistration and disable them). So user will not be redirect to plan page when they try to register without plan.

# You mean you want to display custom field on registration field. if yes, then you need to check your current user workflow whether those username/password/email field did enabled for "Appear in Quick Registration" or not.
http://take.ms/6oztPz

# For memberhipr menu issue, i have fixed this issue at your end. Now you can move this to another menu where you want.
These menus are required for routing purpose. If you don't want to show them then you can create a hidden menu and move them into Hidden menu also.

I have unpublished the 3 menus and disabled the EasySocial and Profile type apps in the meantime to make sure the normal login/register process is working.
any issue you are facing with this ?

Let me know if you have any query or correct me if i misunderstood.

Hello Manisha, i may not have been clear in my explanation, as the problem raised in my initial post is still there. I have added 9 step by step information images to help clarify what is happening.

a) I have been using the normal login/register process in the login menu with Quick Registration linked to some fields in the Full ES Community Profile for a long time and it works very well, so i do not need to add custom fields as this has already been done. I do not wish to change this process, I want it to remain as the default login process on the website.

b) PayPlans overrides the process in (a) above when the PayPlans Quick integration or ES App integration is used and does not work correctly with the existing normal login process via the login menu. The user is directed to the home menu when trying to subscribe.

c) Therefore the Quick and EasySocial plugins have been disabled.

d) The 3 menus created with the link in configuation do not work with the Quick and EasySocial plugins disabled, directing the user to the home menu after subscribe. I need to move all 3 menus to the Adverts menu but when trying to move the Membership menu with the same initial content, it cannot be saved until a PayPlans menu option is picked.

e) When the Membership menu set up content is changed to include one of the PayPlans menu options, the Menu item on the configuration checklist is no longer ticked.

f) Therefore I have moved all 3 menus to the Adverts menu and disabled them.

Summary

PayPlans seems to have a number of issues in trying to get it to work on the website, even without using it for membership registration.

As an initial step to fix it, until PayPlans 4.0 arrives, two things need to be done:

1) PayPlans needs to work properly for logged in members of the website.
2) If a guest tries to subscribe to a plan, they should automatically go to the login menu with a message saying please register/login first.

I have completed step 2 by moving the 3 PayPlans menus to the hidden menu with Registered Access only and adding 3 new Sub-Menus to the Adverts Menu with a Menu Item Alias linked to the 3 hidden menus (see image 10). When logged in and clicking on subscribe the user is still moved to the home menu, but that is an existing issue in item 1 that needs to be corrected.

At the moment all i want is for PayPlans to work for existing members who wish to subscribe to a plan when logged in and NOT be used as part of the membership process.

Once that is achieved, the request in my initial post to add a user role called 'Subscriber' to an existing user after subscribing to a plan can be reviewed to see if it is possible.

My apologies for the length of the post, but i hope it helps to clarify what is already in place and what needs to be done, either in the current version or hopefully in PayPlans 4 if not possible now.

Hello,

Sorry for the delayed response as weekend here
I'll update you after checking all the points mentioned by you.

No worries Manisha, i know it is outside support hours so an update on Monday is fine.

Hello Richard,

Thank You

# Payplans menu issue (setup checklist) is resolved now (moved into hidden menu).As setup checklist rule checking on the name of menu and alias that's why giving error. So i moved these to hidden menu and linked your Plan , My Plan and My Plan List to appropriate menu link.

# PayPlans needs to work properly for logged in members of the website.
You mean that for logged in user if they don't have any subscription, no need to enforce them to plan subscription ?
If yes then you need to set Block Non Subscriber option to No, so it will now force logged in user to subscribe the plan whenever they try to access your site. see attached screen shot.

# If a guest tries to subscribe to a plan, they should automatically go to the login menu with a message saying please register/login first.
For this , it will require customization in core. So what i understand you just want to redirect user to login/register (ES login /home page) page when they subscribe plan for guest user.If yes. then let me know so i'll provide you the solution.

Please check it and correct me if i misunderstood.

Thank you for fixing the checklist issue with the PayPlans menus Manisha.

Ref your two questions, this is what should happen for Guest and Registered users:

Guest

When a Guest tries to subscribe to a Plan, they should be automatically re-directed to the login menu and see a meessage saying 'Please Login First' (Click on the 'My Blogs' sub menu to see what i would like to happen).

When they access the normal EasySocial Quick login process in the login menu and register, it is set up to 'go back to previous page' so they will be returned to the plan page.

Registered Member

Any member of the website may purchase a plan when they are logged in, but are not required to do so, it is voluntary and they can use the website when logged in even if they have not purchased a plan.

If you could provide the solution to the above please (currently and guest or member clicking on a plan are re-directed to the home menu).

I just noticed it is past support hours again, so tomorrow is ok.

Hello,

Registered User : You have already set Block Non Subscriber to No, so registered user will not be restricted without having plan. One issue is coming in payment process , it's redirecting back to home page because you have set Use HTTPS to Yes, as your site is already on ssl so no need to enable it. I have disabled it. Please validate the payment process.


Guest User : For this i'll do the changes and will let you know about this.

Thank you Manisha, I tested subscribing to a plan when logged in and confirm it is working. The only issue i noticed was if a user starts to subscribe to a plan, but changes their mind at any stage before payment is made, it still appears in their dashboard as no status and there is no way for them to remove it.

A plan should be able to be cancelled by the user before it starts if they have not paid for it.

Hello Richard,

Guest User : To redirect guest user when they click on plan page , do the below mentioned changes.
Go to root/components/com_payplans/views/plan/view.html.php, near line no 19, find below mentioned line of code.

$returnUrl='';

Add below mentioned code above line of code mentioned above.

if(!XiFactory::getUser()->id) {

				return XiFactory::getApplication()->redirect(XiRoute::_('index.php?option=com_easysocial&view=login'));

		}

# If you don't want to show No-Status subscription then you can it can be configured in payplans configuration.
I've already removed no-status from list , so these no-status subscription will not shown on dashboard.
see attached screen shot.

Please do the above mentioned changes and check it. Let me know if any issue persist.

Thank you Manisha, I copied the view.html.php file to the ../mytemplate/html/com_paylans/views/plan folder, made the change and a guest is requested to login before subscribing but the redirect is going to the hidden Memberships menu within PayPlans (see image), not the Login Menu where they could register or login using the normal EasySocial register/login process.

A redirect to the login menu with a message "Please Register or Login to Subscribe to a Plan" above the Login Menu is all need and the ES process will auto redirect back to the same plan page after login or registration.

Ref No Status

Thank you for removing the No Status in admin and the 'No Status' plans do not appear in the Dashboard of the My Plans menu.

However they still appear in the My Plans List Menu (you can check with your the plan your test user subscribed to), can that be fixed? The No Status Plans also still appear in the Admin area and should not be there, but i can remove them manually.

PayPlans Process Problem

I think it is a fault within the current version of PayPlans (hopefully not PayPlans 4), in that when a user opens a plan and leaves (for example as i did a short while ago in the test by just clicking on another menu in the website), PayPlans still creates a plan even though it should not do so. I could go in an out of a plan 50 or more times and not actually subscribe, but 50+ 'No Status' plans would be reated in admin and the front end of the website in the Plans list (assuming No Status is OFF in admin).

A plan should only be created when a user adds it to a Cart before Checkout, but this process is missing from the current version so if no cart option is available the Checkout process should be where 'No Status' is created in the system and a user should be able to confirm or delete the selection at Checkout before it goes to process a payment.

If the user deletes the plan in checkout, it should remove the 'No Status' plan from the admin area and front end and if a user confirms the plan in checkout, the 'No Status' changes to active.

The current process is not user friendly and smooth, hopefully PayPlans 4 will correct the above issue or if there is a PayPlans App that fixes the problem i will add it.

Hello Richard,

The changes you have done using overriding will not work. You can override template files only , not view.html.php.
I have done the changes on orginal file, now it's working fine. Please take a look on this issue.

To redirect back to plan page after login/registration , it will require customisation in Easysocial registration. For this please send your customisation request to marketing@stackideas.com with details.

On planlist, it will show all the subscription user have, you can remove this menu also as these details already shown in dashbaord menu (My Plans).

Currently , in payplans whenever user subscribe the plan then it will create subscription with no-status because all the entities like invoice , transaction will be attached to payment. So it's not possible to create invoice after checkout in current scenario, as entities dependent.

You don't need to remove no-status subscriptions manually, If you want to delete dummy records , then Go to backend Payplans >> Configuration >> Expert and set Auto Delete Dummy Records to specific period. which are not being used by customer from the specified period then here you can set the period. This option will delete only those records which have subscription status as ‘No-Status’. To set time in minutes then set Micro Subscription to Yes . These records will be deleted automatically on cron job.
see attached screen shot.

Let me know if you have any query.

Thank you Manisha, I removed the No Status items and Plan List Menu and your explanation of the current process in PayPlans was very helpful.

Ref the login redirect, it is not quite what i was looking for as it goes straight to the login menu from the Plans menu without letting the guest see the plans first and there is no message and i don't want to do any custom work before PayPlans 4 is released.

Solution

I looked at it again and found a way that works without any code adjustments (I removed the login code change), only language overrides:

Guest Login to Plan Menu

The user will see image 1, with a language override on COM_PAYPLANS_PLAN_SELECT_PLAN_HEADING to Please select a Plan (Members Only)

Guest Login to My Plans Menu

The user will see image 2, with a language override on COM_PAYPLANS_DASHBOARD_ORDER_WIDGET_USER_NOT_LOGIN to Please login to subscribe to a plan and/or see existing subscriptions.

PayPlans 4

I appreciate you patience and help to get to a stage where the current version of PayPlans is working on the website and would suggest closing the ticket at this stage as i am not going to proceed with linking to the mobile app through User Role until PayPlans 4 is released.

There are definitely process and user issues with the existing version in PayPlans that was purchased from Ready Bytes and I know Mark is bringing it up to the normal high standards that exist in all other in-house Stackideas products with PayPlans 4, so i am looking forward to the update and will examine the mobile app link again at that point.

Hello Richard,

Thank you !

It sounds good that your issue resolved with language string changes without any code adjustment.

Thank you so much for the patience and your valuable suggestion on this.
We are working on payplans 4 , you can read about progress on this on our blog.
https://stackideas.com/blog/payplans4-progress-report

Just for your information, I have locked and marked this thread as resolved to avoid confusions in the future. Please start a new thread if you have any other issue in the future so it will be easier for us to manage your inquiries.

Thanks for understanding.