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The integration with Barclays in Checkout is a redirect integration, this . This means that when they click to make a payment through your Checkout basket, your customers are directed to a secure Barclays page to enter their card information.
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It is now possible to allow your customers to make deposits for their Courses through your Checkout basket, instead of paying the full balance up frontupfront.
This feature can be a valuable tool to boost bookings, especially for high-value courses, as it allows your customers to spread their payments and reduces their upfront financial commitment!
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Your customers can then make further payments via their portal! Alternatively, most payment gateways allow your administrator team to process payments for your customers over the phone via the Make Payment option.
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To offer a partial payments on your Courses, scroll down to the Financial section when editing your Course and provide a partial payment amount. This can either be a fixed amount, for example £80, or it can be a percentage amount, for example 50% of the course cost.
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Your accessplanit platform is built to be configurable to support a big wide range of processes and ways of working, and Custom Fields plays play a big role in this.
Using Custom Fields, you can capture extra information to support your business processes!
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You can already add your own Custom Fields into your accessplanit platform for Users, Accounts, Course Templates, Courses, Invoices, and Bookings and now, we have expanded the Custom Field options to now also cover Resources!
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Resource-based Custom Fields are not only available for you to include and filter-on within your Resources DataGrid -:
You will also be able to access all Trainer and Venue Custom Fields within the Trainer and Venue API Feeds
You will also be able to import data to your Trainer and Venue Custom Fields via the built-in platform Import Tool
You will also be able to filter your Resources by your Custom Fields when you are choosing which Trainer/Venue/Resource to use on a Course
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Highest Qualification Level
Store your trainers' highest academic degree or professional certificationsAreas of Expertise
List the subjects or topics each trainer specialises inTeaching Experience
Record the number of years each trainer has been teachingTraining Formats
Store whether your trainers are available to lead classroom courses, webinar courses, or both!Feedback / avg ratings
Store your trainers' average rating from your customer feedbackLanguages Spoken
If you run courses in a variety of languages, store the languages each trainer can deliver inTraining Style
Store your trainers' approach to teaching (such as; authoritative, delegative, facilitator, demonstrator)
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To add this to your Credit Notes DataGrid, click on the ‘Change Columns’ button at the top-right of your DataGrid.
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Click a ‘+' button to add a new Column in, and use the drop-down box of your new column to select the 'Linked Invoice’ option.
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Price Schemes - Update to price lookup on Class & Web Courses
In this release, there is an update to the way that Price Schemes are looked-up when they are applied to Bookings & Invoices.
Price Schemes are used to define fixed, alternative , costs on your Courses for specific customers. These costs override the standard cost of the Course! This makes Price Schemes great for scenarios where Discounts are not suitable, or you have a contracted price with a customer for a Course that you offer.
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It is now possible to tab to the red 'X' buttons displayed to the right of the Booker and Delegate names, these . These buttons are used to clear the selected Booker or Delegate , so that a different user can be selected instead.
This change means that keyboard-only users; , including those who have trouble with using a mouse due to mobility issues , and including those who navigate the web using a screen-reader, can now access these buttons.
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The second accessibility change is within the Learner Portal, the . The logo displayed at the top-left of all the Learner Portal pages is not only used for branding, it is also a link back to the homepage of the Learner Portal.
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