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Learn how to make a Delegate booking as an admin, on behalf of your customer, through your accessplanit shopping basket!

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.

1. Depending on whether your customer is booking a Classroom, Webinar, eLearning, or Document Course, open the relevant Courses DataGrid on the main menu on the left

   

2. Once you have opened your Course DataGrid, you can find the Course for their booking by applying filters and/or searching the Courses DataGrid

   

3. Right click on your selected Course to view the context menu options, and click on the ‘Add to Basket’ context menu option

   

4. You will see a confirmation pop-up to let you know when the Course has been added to your basket

   

5. Once your Course has been added, you can go ahead and view your basket

   

6. The first page will show you the Course(s) that are within your basket, within the Order Summary you can select how many Delegates you wish to book onto this Course

   

The Booker is the key contact for this booking, this is typically the person that you are speaking with to process the booking, they will receive the booking confirmation email

Please note, the Booker can also selected as a Delegate to attend the course, in addition to being the Booking User.

1. Click the ‘Select Booker’ button

   

2. This will display a pop-up with a list of Users from your platform to select as the Booking User, you can use the ‘Filters’ option at the top of the pop-up box to refine your list of Users to find your Booker

   

3. Select the Booker you wish to add to the Booking, all other Users within the list will be greyed out as you can only have one Booker per Booking

   

4. Click ‘Confirm’ to apply your selected Booker to the Booking

   

5. This will populate the Booker option with their name

   

1. Click the ‘Select Booker’ button

   

2. This will display a pop-up with a list of Bookers for you to choose from.

   

3. Click ‘Create New’ in the bottom Left corner of the pop-up box

   

4. Provide the required information needed for the new User

   

5. Click ‘Create & Assign’

   

6. The new User has now been added to your platform and they will be assigned to your basket as the Booker

   

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.

1. Click the ‘Select Delegates’ button for your Course

   

2. This will display a pop-up with a list of Delegates for you to choose from, you can use the ‘Filter’ option at the top of the pop-up box to search through the Users to find the right people to be added as Delegates to the Course

   

3. Select the Delegate(s) you wish to add to the Booking.

   

4. Click ‘Confirm’

   

5. This will populate the Delegate option

   

6. If you have no optional Sessions or Product & Services, then please proceed to Payment stage

1. Click the ‘Select Delegates’ button

   

2. This will display a pop-up with a list of Delegate's for you to choose from .

   

3. Click ‘Create Delegate’ in the bottom left corner of the pop-up box

   

4. The registration form will appear. Provide the information required for the new Delegate

   

5. Click ‘Create New’

   

6. Your new Delegate will now be selected

   

7. Click ‘Confirm’

   

8. Your new Delegate will now be added to the Delegate option

   

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.

1. Sessions are listed under the Course information on your ‘Order Summary' within Checkout

   

2. Here you can select one session, both sessions or non of the sessions. Mandatory sessions will automatically be highlighted and greyed out.

   

3. By highlighting the required session, this will amend your basket value

   

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

1. Products and Services are listed under the Course information on your ‘Order Summary' within Checkout (also known as ‘optional add-ons’)

   

2. Here you can choose the quantity of the Product or Service and set to 0 if you choose not to add this on

   

3. Depending on the quantity your choose, the total basket value will change

   

The last stage of checkout 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.

1. Once you proceed to payment, you will see a full ‘Order Summary’ and Payment options

   

2. Use the ‘Bill To’ to select the User or Account that will be charged for this booking

   

3. If your Checkout Basket requires Billing Addresses, select the ‘Billing Address’ for this booking, if no addresses are available from the drop-down box, you will need to use the ‘Create new…’ option and provide the details

   

4. Once your address has been selected, you will need to provide a Billing Email Address

   

5. Use the ‘Discount Code’ option to apply any discount codes to the booking for manual discounts, please note that any automatic discounts will have already applied

   

6. Choose your ‘Payment Type’, this will include any Payment Methods that you have enabled on your platform (such as your chosen Payment Gateway) and may vary

   

7. You will be required to Accept the Terms & Conditions

   

8. Click ‘Make Payment’ to complete the booking

   

9. Once Payment has Completed, you will see an ‘Order Summary’ confirming your Booking

   

10. From here you can ‘Download Receipt’ and ‘Download Calendar Appointment’

Your Booking is now complete.

If your Checkout basket has a Manage Booking step, to collect additional information about your Delegates or their Booking, you can provide these details in this final step of the basket.

1. Once you have clicked ‘Make Payment’ a pop up will appear asking you if you would like to Complete the ‘Manage Booking Form’

   

2. By clicking ‘Manage Booking Now’ you will have the opportunity to fill in the required fields or come back at a later date to provide the information

   

3. By clicking ‘Save Information and Complete Booking’ after providing the necessary information, this will take you straight to your Order Summary.

4. By clicking ‘Skip and Return to Manage Booking Later’ a pop-up will appear asking you to confirm if you would like to Skip or Continue the Manage Booking Stage

   

5. When clicking ‘Skip and Manage Later’, it will take you straight to the Order Summary page.