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Learn about Checkout Baskets

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Supporting Resources

📺 On demand webinar: Getting the most out of your Checkout basket

(info) About Checkout Baskets

The Checkout Baskets DataGrid displays all Checkout transactions both current and historic that have taken place within your accessplanit platform.

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The DataGrid displays who created the Basket, the Booking ID, Billing Object, Status, and the stage that Basket is currently at.

(tick) Benefits

Here are the benefits of using Checkout Baskets

Tracking

By tracking Checkout Baskets, you can see what items were purchased, when they were purchased, and who it was that made the purchase

Abandoned Baskets

Checkout Baskets help you to identify the content of abandoned baskets, allowing you to look for patterns, e,g, customers adding a specific course but not finishing the booking

Missing Information

Identify baskets that have not had the Additional Information step completed & flag baskets as having Additional Information if this has been supplied separately 

🔑 Key Terms and Glossary

Booked User ID

The User ID of the booked user

Purchaser Label

The full name of the user, or account that has made the booking

Purchaser Type

Identifies if the purchaser is an account (company) or user (individual)

Purchaser ID

The user ID of the purchaser's account

Status 

Status shows the Status of the Checkout Basket and can help determine what stage the Basket is at, here is a list of Statuses that may show:
Active - This is an active record that is yet to fully complete the Checkout Process
Awaiting Completion - is a Checkout Basket that has been marked as Completed, so payment has been taken, but not yet been picked up by the background process, so the user Course record and Invoice won't yet exist
Completed - This is a fully completed and Checkout Basket
Completion Failed - Should something fail in the creation of your Checkout records, the Basket will be attempted again during the next background process, this will be attempted up to a maximum of 3 times, after which it will be marked as "Completion Failed" and will not be attempted again.

(lightbulb) Using Checkout Baskets

Within the Checkout Baskets DataGrid, there is nowhere to create a new basket - instead, these are created by users when they select ‘add to basket’ via the admin mode, the portal, or lastly, if you are using Web Integration, booking links on your website.

Checkout Baskets can be viewed and each row can be opened to display its own items. 

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When right-clicking on a Checkout Basket, you will have the option to view the ‘Items’ within the Basket, this can be Courses, or Products and Services.

You can also complete the ‘Manage Booking Step’ by right clicking - if the ‘Complete Manage Step’ is greyed out, this means it has already been completed.

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If a Basket is showing blank with no information such as Name, Bill To, Bill To Type but has the status of Active, this means that the Basket is either still active (and a Booker is in the process of filling in their information) or it means that the Item was added to the Basket and then abandoned.

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You can track abandoned Baskets using Google Analytics

🔍 Where to find Checkout Baskets

Expand
titleWhere to find Checkout Baskets

  1. Click ‘Checkout Baskets’ from the Main Navigation Menu

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  2. This will open the Checkout Basket DataGrid

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🧑‍💼 Checkout Basket Management

Learn how to create and manage Checkout baskets in your platform:

💳 How To - Checkout

🔃 Switching to Checkout

🧺 Integrate your Basket with Google Analytics (GA4)

👤 Book User onto a Course through Checkout

(question) FAQ’s

Expand
titleCan I email customers about their baskets from this DataGrid?

No, but you can send abandoned emails via Workflows to remind your Customers that there is something still in their basket

Expand
titleWhy do some baskets not have a booker name?

These represent baskets for people who haven't passed the login/register step of the basket yet

Expand
titleCan I delete baskets?

It is not currently possible for Administrators to Delete Checkout Baskets directly from the DataGrid.

If this is something that is needed, we recommend that you reach out to our Customer Support Team - they will be able to delete Baskets on request.