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Steps to book a User onto a Course through the Shopping Basket
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Learn how to make a Delegate booking as an admin, on behalf of your customer, through your accessplanit shopping basket! |
There may be times when your customers are not able to make their own Course bookings, whether they do not have access to the Internet, or they do not have the confidence to use a computer, in these cases you are able to process the booking for them!
Please note, this page relates to the accessplanit Shopping Basket (also known as SB3). To learn how to process a booking through Checkout, our guide on ‘Book a User onto a Course through the Checkout Basket’ is more relevant.
Follow this page to learn the steps to take a booking on behalf of a customer!
🛒 Find and add the Course(s) to your basket
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You will first need to identify which Course your customer would like to book onto, adding the Course to your Basket will allow you to select Delegates and/or create new Users to attend. |
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🧑 Select or register the Booking User
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A Booking User can be the Delegate attending the course or they can be an employee that is responsible for making bookings. |
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If your Booker is not listed as an existing User, please follow the next process to register them as a new User |
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Please note, your registration form may look different depending on what configuration you have.
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🧑 Select or register the Delegate Users
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Now you can choose the Delegates who will be attending the course, these users will receive any automated communication you have set up and will be able to access the portal to view their bookings. |
Please note that, unless you are booking an eLearning/Document Course or you are booking onto a waiting list, you can proceed to the Payment step without selecting Delegates if you do not know who will be attending. This is called a ‘Placeholder Booking’.
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If your Delegate is not listed as an existing User, please follow the next process to register them. |
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☑️ Optional - Manage Product & Service add-ons
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If the Course you are processing the booking for has optional Products & Services assigned to it, you will have the option to add these to the booking |
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☑️ Optional - Select the Sessions
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Sessional courses are made up of multiple course dates, when booking a sessional course you will have the option to select from any non mandatory sessions. |
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💵 Complete the payment stage
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The last stage of the basket is to select your payment method, there are multiple payment methods available. Please see our Account Finance Options for the different methods available to you. |
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