3. Administer Businesses

Customers can submit their business listings to your directory, and you will be required to moderate the information before they go live. However, you can also add, edit and remove businesses directly from the admin area.

Searching for a Business

View all your current businesses from the admin area. Click WPBD Pro->Businesses to view your current businesses. Here you will see the basic details of each business including name, address, linked email and subscription type.

You can filter the search by business name, email, status and subscription type (PRO version only).

You can disable, enable and remove a business by clicking the relevant button on the right-hand-side of a business. To disable, enable or remove multiple businesses at once, click the appropriate checkboxes to the left-hand-side of each business and select an option from the drop-down element labelled “With Selected” directly underneath the table.

Adding a Business

Add a business quickly and easily. In the admin area click WPBD->Add New Business.

The page is divided in to two sections: Business Information and Subscription Information (PRO version only).

Business Information

Every business listing include the following fields. Some of these are required, others are optional:

  • Name (required)
  • Email(required)
  • Address (required)
  • Business Type
  • Categories
  • Website
  • Telephone Number
  • Fax
  • Social Links
  • Logo
  • Images (max 5)
  • Description
  • Opening Times (PRO version only)
  • Awards (PRO version only)
  • Description
  • Featured Option (PRO version only)
  • User Ownership (User linkage/claiming) (PRO version only)

If you choose to utilise the Google Maps system (recommended) you will be required to enter the longitude and latitude coordinates of every listing – this can be found automatically by first entering the business name and address, then clicking the “Auto-fill long/lat” button. This will request the longitude and latitude data from Google’s own look-up database and will be stored locally by your plug-in. Once stored the system won’t need to re-request this data. This keeps the number of Google API requests to a minimum – very useful if you are using google free API and have heavy traffic on your site.

The “User Ownership” field (PRO version only) lets you link one of your WordPress users to a business listing. Simply input their username here. This doesn’t affect the other data entered on this page – for example the business email address does not have to match that of the user who has been linked as the business owner.
Un-linked businesses can be claimed by a user from the front-end too. See later for information on this.

Subscription Information (PRO version only)

Every business must be linked to a subscription. The default subscription is a basic, free service which cannot be removed from the systm. Any higher-tier subscription will fall back to this subscription when a subscription period has ended and the user has not renewed.

All subscription details can be entered here, including:

  • Subscription type (package)
  • Price
  • Payment Type
  • Status
  • Start date
  • End date

Subscription packages, price and length of time is set up separately under the “Subscription Packages” page. Therefore when selecting a package for a new business some of the data will be automatically entered in to the fields. However, as administrator you can break certain rules for specific business listsings. For example you may have agreed to provide a higher-tier subscription package for a particular business but only charge them half the standard price. In this scenario you can simply edit the amount entered in the “Subscription Price” field. Other businesses with the same subscription will continue to be charged the stndard price for this subscription but this particular business now has a unique price for the duration of this subscription period.

Below the Business Information and Subscription Information sections you will see the “Enable or Disable Business” checkbox. Only enabled businesses are visible on the front-end of the directory and you can enable or disable a business at any point. If the owner of the business choses to amend their business details from the User Dashboard you will be required to moderate the changes. During this time the business will be automatically disabled to prevent incorrect or unmoderated data from being shown to the users.

Editing a Business

Locate a business in the admin area and click the “Edit” button on the right-hand-side. The edit page looks similar to the Add a Business page, with the field content already filled. Modify where appropriate and click the Save/Update Details button at the bottom of the page.
You can also amend the subscription details for this business (PRO version only). You may also notice the “Historical and Future Subscription Information” section (PRO version only). For more information on this please read the “Administer Subscription” section below.

4. Administer Subscription (PRO version only)

Subscriptions can be set up to monetize your business directory. As explained in the Subscription Packages tutorial, a subscription can have it’s own price and expiration period, and you may chose to show or hide certain features of a business applied to this subscription type.

Searching Subscriptions

In the admin area, navigate to WPBD Pro->Subscriptions. Here you can search through all businesses with subscriptions. You can filter by subscription type, payment reference, business name or status.

Editing Subscriptions

Click the “View/Edit” button on the right-hand-side of a business listed in the Subscriptions table. These details can be accessed here in the edit Subscription page but also in the Edit Business page. If you are amending business details and subscription details at the same time you may find it quicker to make all the amends from the Edit Business page.

There are 3 parts to the subscription data:

1. (Current) Subscription Information

This section is explained in the Add a Business section (see Subscription Information (PRO version only)).

2. Subscription History Prior to Current Subscription

Once a subscription expires, its data is stored historically. This may be useful should your customer have a query about their previous subscription. This data cannot be edited.

3. Future Subscription Action

Any claimed business (that is, any business linked to one of your users) can be moderated by the linked user from their User Dashboard area. The User Dashboard also allows users to renew a subscription at any time prior to the subscription expiring. This results in a prepaid future subscription that will activate on the expiration date of the current subscription. At this point the current subscription data is archived (in the “Subscription History” mentioned above) and the NEW subscription takes over.

Prior to the expiration date, any prepaid future subscription will appear in the “Future Subscription Action” table.
If you have activated a payment mechanism other than BACS transfer (ie Paypal Express Custom Checkout), any prepaid subscription will be handled automatically once payment is made. The subscription will be flagged as “Paid” and nothing more needs to be done. On the expiration date of the current subscription the new subscription will take over and the user will be notified.

However, if the user does not complete the payment for the new subscription, or if you are using BACS, the request for the prepaid future subscription will be flagged as “Not Yet Paid”. This must be manually flagged as “Paid” before the current subscription expiration date is reached, otherwise the new subscription will be cancelled and ignored.
On the right-hand-side of each unpaid entry you will see a “Paid” and a “Cancel” button. Clicking the “Paid” button will update the subscription data, and the new subscription will take over once the previous subscription expires. Clicking the “Cancel” button will remove the renewal request, allowing the user to try again from their User Dashboard.

Example 1 – you are using BACS to take payments. A user wishes to renew their subscription which expires in 7 days. The subscription details are stored but flagged as “Not Yet Paid” as the money has not yet reached your account. If the money has not arrived 7 days later the user has missed their subscription period, and their business has not been renewed. Their business will therefore fall back to the free subscription and they will have to request a subscription upgrade (note, you may wish to mark the subscription as “paid” before you have the money if you are confident the user will pay).

Example 2 – you are using BACS to take payments. A user wishes to renew their subscription which expires in 7 days. The subscription details are stored but flagged as “Not Yet Paid” as the money has not yet reached your account. The following day the money arrives. As admin you must now click the “Paid” button. Once updated you don’t need to do anything, as the system will update the subscription once the previous subscription expires.

Example 3 – you are using Paypal Express. A user wishes to renew their subscription which expires in 7 days. The subscription details are stored but flagged as “Not Yet Paid”. This means that they cancelled the process before making the final payment. You must therefore contact them ask whether they still want to upgrade, otherwise click the “Cancel” button, which will remove the request from the system.