WordPress Plugin
Set up the Administrate WordPress within 45 minutes: watch Start Taking Website Bookings webinar.
Our WordPress Plugin allows you to quickly and easily link your WordPress powered website(s) with Administrate. You will then be able to display upcoming Events and Course information, receive online course bookings, send automatic invoices and receive instant payments from your customers. By having this link between your website and Administrate, you also remove the need to duplicate data entry whenever your Course or Event details change.
When displaying Course dates, as defined by Multi-session Courses, you can hover over the dates to view the sessions. This will allow the user to clearly see which dates the sessions will be held for that Event.

Hovering the mouse over dates will show session information for Multi-session and Compound Events
Requirements
To use Administrate’s WordPress Plugin you’ll need:
- An active Administrate Account
- A website built with WordPress version 3.2 or later
- The Administrate WordPress Plugin
- An API User (see Administrate Setup - Create an API User)
- PHP Version 7.2 or higher, with SOAP Client enabled
- A current version of jQuery
- A web host with your website deployed
Download
Important
Administrate will periodically make updates to the WordPress Plugin to add features and fix issues that are identified. Notification of these updates will be included in weekly release notes emails sent to Administrator users of your system. Administrate highly recommends that you do not customise the Administrate WordPress Plugin code, and Administrate cannot support any instance of the plugin that has been customised. Please note that when installing an update to our WordPress plugin that any unsupported code customisations will be overwritten.
Download the latest version: Administrate WordPress Plugin
Administrate Setup - Create an API User
Within the Administrate Application you’ll need to create a Web User set up for API access. The username and password that you specify for this API user will be entered into the WordPress Plugin. This will then connect your Administrate database with your website, so that it can display your data.
- Navigate: Control Panel → Users → WEB Users
- Click +Add WEB User
- In Product, select the web integration method: WordPress
- Enter the other details as appropriate, taking note of the Email Address and Password you use (you need this to log into the plugin)
- Click Save
Website Setup
Important
Please disable all other plugins in your WordPress Admin Panel prior to configuring the Administrate WordPress Plugin. This is to ensure that the Administrate WordPress Plugin is working as intended. Once it is working, please turn your other plugins back on one at a time, with each time verifying that the Administrate WordPress Plugin still works. If it stops working there may a conflict with the most recent plugin turned back on. Also see our list of known conflicting plugins.
Test (Demo) Mode
Here you will set up your Administrate WordPress Plugin to retrieve data from our demo database. This will show that the Administrate WordPress Plugin is working, before switching it to Live Mode, which retrieves data from your instance of Administrate.
- In your WordPress Admin panel, navigate to the Plugins Menu
- Click Add a New Plugin and upload the Administrate Plugin (zip file) from your local machine
- Activate the plugin
- When successful, the Administrate Plugin will be displayed in your list of plugins with a new Menu Option to configure the Plugin Settings (top left of screen)
- Click Administrate in the WordPress Panel and select the API tab. We recommend leaving the service mode as ‘Demo’ to use our demo database for testing.
Live Mode
Once you’ve got Course and Event information pulling from our Demo Mode, follow the instructions below to switch the Administrate WordPress Plugin to Live Mode, which will pull data from your own Administrate database.
- Click Administrate in the WordPress panel and select the API tab.
- Change the Service Mode to Live to connect to your database.
- Set the Domain to your Administrate instance URL without the preceding https. For example, if your Administrate address is https://trainingcompany.administrateapp.com , then your Domain would be trainingcompany.administrateapp.com
- Enter your Administrate API Email Address that you created from Administrate Setup - Create an API User.
- Enter your Administrate API Password that you created from Administrate Setup - Create an API User.
- Set the Cache Time: this is how often you want your website to refresh the data from Administrate. We recommend using at least a 15 minute cache time to improve performance.
Congratulations! You’ve now connected your website to Administrate!
Admin Panel
The Admin Panel for the plugin will allow you to configure several options categorised by tabs.

The Administrate WordPress plugin Admin panel
- The Welcome tab will provide instructions for upgrades and a change log outlining the changes in recent updates.
- The API tab includes configurations for caching, error logs allows you to toggle between Demo and Live Modes.
- The Courses tab outlines details and options related to the courses available, how they can be displayed and be included as part of the website navigation.
- The Events tab outlines details and options related to the events offered as they will appear in any of the Events widgets.
- The Learning Paths tab provides details and settings for Learning Paths that can be offered through your site.
- The Pricing tab will provide options related to taxes and currencies.
- The Registration tab outlines options related to the screen provided for students to book onto events and submit payment.
- The SEO tab helps provide Search Engine Optimization by allowing titles and keywords for each course.
- The Logs tab will provide access to logs recorded by the plugin.
- The Reference tab lists tables can be used as reference for category, subcategory, and course shortcode attributes
- The Health Check tab provides a tool to identify if your site will have any issues running the Administrate plugin by checking key components such as server configuration, bandwidth and error logs.
Order Details
When taking a registration through your Wordpress Plugin you can have the customer's details feed into your instance of Administrate. This allows you to review them and then create a record for the customer in your CRM. By default the order details will end up in the workspace called "Website Orders (pending)" which lives under the Financial tab.
Alternatively you can choose to have these details enter into the Sales Opportunities workspace which exists in the CRM tab. By navigating to the Registration Tab within the Plugin and selecting this button:
Important: The Website Orders (Pending) feature is being retired and has an End of Support Date of 31st December 2020. More information can be found in the Deprecation Announcement.
Registration Deadlines
On the Event’s screen in Administrate, you can define a ‘Registration Deadline.’ When set, the Registration Deadline becomes the last available date to checkout. Thereafter, the Event won’t display on your website.
In absence of a Registration Deadline, WebLink will display an event based on the Event’s Learning Mode. Events with a Classroom or Blended Learning Mode will be displayed on your website up until the start date of the Event. Events with a Self-Paced (LMS) Learning Mode will be displayed on your website up until the end date of the Event. If there is no end date set for an LMS Event, the Event will be displayed on your website indefinitely.
The Registration Deadline is defined in UTC and can be before - or after - the Event starts. This means you can close registration for an Event a few days early, or let clients register to an Event a few days after it has started. When set, this will show on the Event list, table and slider, in addition to the title, start date, price, etc.
By default, the Registration Deadline is displayed in UTC, but this can be configured using the registration_deadline_timezone option, which is detailed in the options list for the Event Table Widget.
Configuration
Event Registration Page
You can allow your customers to register for your upcoming Events.
- Create a page in WordPress that will be your event registration page.
- Go the “Registration” tab in the Administrate plugin.
- Select the page you created in the “Event Registration Page” drop-down.
- Scroll down to the bottom of the page and click the “Save Changes” button.
- The event registration page will now allow users to register for your upcoming events.
Category List
The Category List widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display a list of your course categories elsewhere, use the shortcode:
[administrate_category_list show_subcategories="true|false"]
Note: You must define a “Course Information Page” on the “Courses” tab so that the links in the Category List widget will point to the right place.
Subcategory List
The Subcategory List widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display a list of your course subcategories elsewhere, use the shortcode:
[administrate_subcategory_list category="category ID"]
Note: You must define a “Course Information Page” on the “Courses” tab so that the links in the Subcategory List widget will point to the right place.
Category
The Category widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display a single category elsewhere, use the shortcode:
[administrate_category category="category ID" show_codes="true|false"]
Note: You must define a “Course Information Page” on the “Courses” tab so that the links in the Category widget will point to the right place. The show_codes attribute indicates whether course names should include their course codes.
Subcategory
The Subcategory widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display a single subcategory elsewhere, use the shortcode:
[administrate_subcategory subcategory="category ID" show_codes="true|false"]
Note: You must define a “Course Information Page” on the “Courses” tab so that the links in the Subcategory widget will point to the right place. The show_codes attribute indicates whether course names should include their course codes.
Course List
The Course List widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display a list of your courses elsewhere, use the shortcode:
[administrate_course_list category="category ID" subcategory="subcategory ID" show_codes="true|false"]
Note: You must define a “Course Information Page” on the “Courses” tab so that the links in the Course List widget will point to the right place. You must specify either the category or subcategory attribute. The show_codes attribute indicates whether course names should include their course codes.
Course
The Course widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display a single category elsewhere, use the shortcode:
[administrate_course course="course ID" show_code="true|false"]
Note: You must define an “Event Registration Page” on the “Registration” tab so that the links in the Category widget will point to the right place.
Event List
If you wish to display a list of your upcoming events, use the shortcode:
[administrate_event_list show_dates="true|false" show_codes="true|false" num_months="1...12" category="category ID" course="course code" location="location name" group_by="none|course|category|location" group_title_pre="text to prepend" group_title_post="text to append"]
Note: You must define an “Event Registration Page” on the “Registration” tab so that the links in the Event List widget will point to the right place.
You may use the following attributes:
- show_dates indicates whether to show the event date(s).
- show_codes indicates whether to show the course code in front of the course title.
- num_months indicates how many months in the future to show.
- category limits the events to the specified category ID.
- course limits the events to the specified course code.
- location limits the events to the specified location name.
- group_by groups the events by the specified method and adds a title to each group.
- group_title_pre prepends the specified string to the beginning of all group titles.
- group_title_post appends the specified string to the end of all group titles.
- registration_deadline_timezone is the timezone to be used when displaying the registration deadline, which is defined in UTC in the application. Accepts either an ISO string (‘Europe/London’, ‘America/Los_Angeles’), or an offset in hours (+1, -3, +5.5).
Event Slider
This displays 4 Events at a time within a sliding table.
[administrate_event_slider]
Note: You must define an “Event Registration Page” on the “Registration” tab so that the links in the Event List widget will point to the right place.
You may use the following attributes:
- show_dates indicates whether to show the event date(s).
- show_codes indicates whether to show the course code in front of the course title.
- registration_deadline_timezone is the timezone to be used when displaying the registration deadline, which is defined in UTC in the application. Accepts either an ISO string (‘Europe/London’, ‘America/Los_Angeles’), or an offset in hours (+1, -3, +5.5).
Event Table
The Event Table widget will automatically display on the page you designate as your “Course Information Page” on the “Courses” tab.
If you wish to display an event table elsewhere, use the shortcode:
[administrate_event_table show_prices="true|false" num_months="1-12" course="course code" show_categories="true|false" show_names="true|false" show_codes="true|false"]
Note: You must define an “Event Registration Page” on the “Registration” tab so that the links in the Event Table widget will point to the right place.
You may use the following attributes:
- show_prices indicates whether or not to show the event prices in the table.
- num_months indicates how many months in the future to show by default. Note that users will be able to change the view from 1-12 months.
- course limits the events to the course code specified.
- show_categories indicates whether or not to allow the user to filter events by course category.
- show_names indicates whether or not to show the course names in the table.
- show_codes indicates whether or not to show the course codes in the table.
- registration_deadline_timezone is the timezone to be used when displaying the registration deadline, which is defined in UTC in the application. Accepts either an ISO string (‘Europe/London’, ‘America/Los_Angeles’), or an offset in hours (+1, -3, +5.5).
Learning Path List
This displays a list of Learning Paths which can be purchased by clicking Register Now , or view further information by clicking on its name.
NOTE: You must be using the new sales opportunities system to accept orders for this to work. You can turn this on or off in the ‘Registration’ tab of the administration menu.
[administrate_learning_track_list]
You may use the following attributes:
- group_size: Number of learning paths to show per page. (default: show all)
- no_learning_tracks: Message to show when there are no learning paths available. (default: no message)
- currency: Currency in which learning paths will be sold. Paths will show regardless, but can only be booked if a price exists in the application for this currency. (default: GBP)
Configuring PayPal
Update Your Administrate Plugin Settings
On the WordPress Administrate plugin 'Registration' tab, ensure the "Accept payment by credit card (Requires 3rd-party payment processor)" option is selected, and that the "Payment Processor" is set to PayPal.
Configure PayPal to Turn on Auto Return
Make sure you have set “Auto Return” to “ON” within your PayPal account. Navigate to “Profile” > “My Selling Preferences”. And click “update” on the “Website Preferences” line, which may be found within the “Selling Online” section. Set auto-return to On and the return URL to your web site address. Remember to click “Save” at the bottom of the page to make these change permanent.
Enter Your PayPal Credentials
To find the API details log in to PayPal and select “Profile” > “My Selling Preferences” from the top menu. Click “update” on the “API Access” line, which may be found within the “Selling Online” section. Select option 2 “View API Signature” to generate (or show if you have previously generated) your API credentials.
If you’ve not generated your API credentials before, select “Request API signature” and click “Agree and Submit” to generate your credentials. Copy and paste each of these from PayPal into the relevant section at the bottom of the WordPress plugin control panel:
- API Username
- API Password
- Signature
Important Note: PayPal recently dropped support for testing using the Sandbox mode. This option will be removed in a future version.
Configuring SagePay
Update Your Administrate Plugin Settings
On the WordPress Administrate plugin settings page change allowable payment types to allow payment by credit card and ensure the online payment processor is set to SagePay.
Add Your Website IP Address to SagePay
You’ll need the public IP address of your website. If you’re unsure of this, you’ll be able to find this out from your web host. Then, follow the instructions here to add the IP address to SagePay:
Configuring Stripe
Update Your Administrate Plugin Settings
On the WordPress plugin settings page, in the Registration tab, ensure that “Accept payment by credit card” is checked and that the online payment processor is set to Stripe.
Enter Stripe Credentials
You’ll then need to provide the following Stripe user credentials:
- Stripe Secret Key,
- Stripe Public Key.
From Stripe:
Configuring WPM
Update Your Administrate Plugin Settings
On the WordPress plugin settings page, in the Registration tab, ensure that “Accept payment by credit card” is checked and that the online payment processor is set to WPM.
Enter WPM Details
You’ll then need to provide the following WPM user details:
- Payment Pathway URL
- Pathway ID
- Client ID
- Shared Key
- Department ID
These will be provided by WPM.
Multiple Currencies
When you have Events that use different currencies, your website visitors will be able to select by which currency they wish to view Events. For example, if you are a UK business but you also run Events in the US, or provide pricing in USD for online events, then your visitors will be able to filter your events by those purchasable in USD.

If your Events run over multiple currencies, a drop-down menu will appear allowing to sort by currency.
If your payment processor, e.g. SagePay, etc. only allows a single currency, then you may have to set up another different payment processor for the different currencies you offer payment in, or use a multi-currency payment processor. The WordPress plugin will allow you to set this up through the Pricing tab.
Note
When using multiple currencies, a payment processor must be set up for each currency, including the default currency. Courses will only be displayed if their currency is set up with a payment processor, so if you do not have the default currency linked with a payment processor, then your default currency Events will not be displayed.

Multiple currencies can be set up in the Administrate WordPress Plugin
Frequently Asked Questions
- I made and saved changes in my Administrate WordPress Plugin, why aren’t they reflected on my website?
- What payment providers do you support?
- How do I change the look and feel of the plugin screens?
- Can I reword anything on the generated pages?
- I’m an Enterprise User with multiple Companies, how do I display Events from a single Company only?
- Can I hide the ‘Powered By Administrate’ footer on the checkout screen because it doesn’t match my website?
- My WordPress site is not working properly and I have other WordPress plugins installed, could they be conflicting?
- I have added an event to my Administrate instance but I cannot see it in the Wordpress plugin!
I made and saved changes in my Administrate WordPress Plugin, why aren’t they reflected on my website?
You should purge your current cached copy of the website and rebuild it, as well as do a hard refresh your browser. To do this, go to the API tab of the Administrate WordPress Plugin and in the section titled, ‘Cache Actions’, click on each of the buttons in order (allowing for each to be actioned before clicking on the next one):
- Purge Cache
- Build Cache
- Refresh URLs
Then, in your browser, force a refresh of the cache. This is different from the standard reload icon or standard F5 (on a PC) shortcut. The actual command may vary between browsers and platforms, but typically on a PC this is CTRL-F5 or CMD-R on a Mac.
If you are having issues getting your price to populate, please review our pricing documentation to ensure it has been set up properly: Pricing.
How do I check which version of Wordpress I am using?
To check the version of Wordpress you are currently using, access your Wordpress Admin page and select “Dashboard → Updates” in the left-hand side menu. You should see your version (or a request to update your version) on that page.
Here is an example image:
What payment providers do you support?
We currently support:
We have plans to support other providers on a case by case basis.
How do I change the look and feel of the plugin screens?
You can use CSS to change the look and feel of the plugin from within your WordPress theme. CSS will allow you to radically reposition elements, change colours, fonts, etc., and these changes will be saved within your WordPress theme so upgrades to the plugin won’t destroy your visual customisations. We recommend checking the plugin pages after each upgrade just to be sure we haven’t added anything that you may now need to style.
Can I reword anything on the generated pages?
The wording of error messages can be controlled from the WordPress Administrate plugin settings page. If you want to reword the content of the templates within the 4-stage checkout process, please create your own custom template designs as detailed above.
I’m an Enterprise User with multiple Companies, how do I display Events from a single Company only?
You can filter the individual widgets by Course Category and/or Location , assuming each Course Category is owned by a Company . For example, to insert a table of Events related to Courses of 2 categories only:
[administrate_course_list category="54,55" show_codes="false"]
In this example, the category IDs are 54 and 55. To identify the category IDs, please check the ‘Reference’ tab of Administrate WordPress Plugin.
My WordPress site is not working properly and I have other WordPress plugins installed, could they be conflicting?
It is possible. In such situations, we advise that you disable all the other WordPress plugins, and reenable them one by one, checking your site after each change (using these steps) to whittle down which plugin is causing the issue.
Known Plugins that Conflict with the Administrate Plugin:
- WP Super Cache ver 1.6.4 - A potential conflict with the booking process that may persist customer data during bookings. To resolve this you can configure WP Super Cache to exclude the /bookings/ pages - see example below:
If you come across any plugins that you know cause an issue with the Administrate WordPress Plugin, please let us know.
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