Is CiviCRM what I need?

[robert101083]

Hi all,

Just wondering if CiviCRM can help me.

I work for a Dive Centre which sells Dive Trips and Dive Courses and does Servicing of Scuba Gear.

What we like to do/have:

Dive Trips:

• Set a maximum amount of seats per trip.
• Sell tickets for different prices: Adults 25,- Children 15,-, Family Package 65,- (2 adults, 2 children). Example: there are 100 seats all the same, price is just different depending who it is soled to. 
• If a family package is sold, it should take 4 seats of the seats available, not 1.
• Collect details of all the family members, including diet requirements per person. If grandparents take the kids for a day out, the address could be different.
• Print a pre-filled waver/form per attendee. (staff only)

Courses:
I think they are somewhat similar to Trips. But can we ask the client to upload an profile image, that will automatically be connected to their profile?

Servicing:

• Clients should be able to make an appointment for servicing.
• The technicians should be able to send status updates about the progress; ready for pick up, waiting for parts, waiting for the gear to arrive at the shop.
• When the status has changed, the client should be notified by email.
• An appointments is for example not from 8am to 9am. But drop of the gear this day and we will let you know when its ready.

General:

• Can we enter bookings from the back-end for in store bookings?
• Can we add a custom field to a client in, for example, the following format [STORE_NR]-[CLIENT_NR] -> 0123-123456. The Store Nr is fixed, the Client Nr should be auto generated.
• Can we add a custom field, like for notes, that are not visible for the client, only for staff?
• Can we print a manifest per event?
• Can we search through custom fields?
• Is there a integration with MYOB myob.com.au?

Thank you very much!

Kind Regards,
Robert

[petednz]

Hey Robert - i will take a whack at answering some of these and good luck finding the best fit for their needs.

I think close to 90% of what you are asking for 'can' be done - whether it is do-able in a way that you/client get excited about is less certain.

Dive Trips:
1,2 and 3 are standard Event capabilities, I believe.
For 4 if you want each contact to have a contact record then i would suggest looking at the webform-civicrm module. Ie get the registration via CiviEvent - and get the money - and then push them to a Webform to collect the additional data on the family members - though unsure if you will get all the family members names etc to prefill - but webform-civicrm does let you build a form to collect information about a group of people in one go and build the Relationships between them at same time - and create a CiviActivity if required (eg to follow up some aspect) - and register people for events (but not collect the money - hence CiviEvent for that bit).
5 am not to sure of since i can't guess what it needs prefilling with? Air?

Courses - yes image upload fine.

Servicing - give Activities a whirl - make a new Activity Type, add whatever fields you might need, when service complete, assign back to client and email with relevant fields gets sent out

General
1 yes back end bookings is fine and/or fill in form logged out.
2 not with out what i expect is some minor customisation. Client Nr is going to be the Civi ID. You might do the store as another Contact ID (ie make a Contact for each store) - then create Relationship between the two, and then pull the store ID and attach it to the customer CiviID when ever you need to present this info (not clear when you need to see it)
3 Yes field and Notes are not visible to client unless you make them so (and not then for Notes afaik)
4 Manifest - uncertain what you mean - a list of participant? then yes
5 Yes Adv Search, Search Builder and Custom Searches all get you to custom fields
6 not fully but if you help fund the civiaccounts project who knows what santa might find in his sack

phew - decompression time

[Hershel]

Kudos to Peter for the detailed answer.

This:

I think close to 90% of what you are asking for 'can' be done - whether it is do-able in a way that you/client get excited about is less certain.

was my basic feeling also, details aside.

[robert101083]

Thanks allot Pete!! This is great!! 

Dive trips:
4  I don't know civicrm enough to understand this. Might come back to this when I had a better look at it.
5  Pre-populated might be the right word?? (English is not my native language, but you probably guessed that allready.  ) We have a waver that every client has to fill out with their detail. It would be easier to get those details out of civicrm so the client only needs to sign.

General:
4  Yes, this would be a list with participants. Preferebly using a template with some labeled columns next to their names so they can sign in and out.

6  If this is all gonna work, my boss is probably happy to do so.

[xavier]

5  Pre-populated might be the right word?? (English is not my native language, but you probably guessed that allready.  ) We have a waver that every client has to fill out with their detail. It would be easier to get those details out of civicrm so the client only needs to sign.

You can prepare templates for pdf letters and generate a letter for each diver, should do it

4  Yes, this would be a list with participants. Preferebly using a template with some labeled columns next to their names so they can sign in and out.

There is a report (attendee list) that does that
[/quote]

I'd suggest you to install civi and start playing with it, see it it fits, the devil is in the detail

Also, I would suggest to budget some customisation, as it's likely that some workarounds are going to be clunky and by adding some custom feature you'll be much happy with it.

[robert101083]

Thanks again guys for the support! 

I've been playing around with CiviCRM and have set up a test event for testing the Family Package registration (Point 2 of Dive Trips). I've tried to use Price Sets for this, but that might not be the right solution. I posted a new topic for this here.

Can you please point me in the right direction?

Thanks allot!