Checkout scenarios testing guide

Owned by Hannah Churchman (Unlicensed)
Last updated: 24 Oct, 2023 by Hannah Letch
5 min read

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What is Checkout?

Checkout is accessplanit’s latest shopping basket/cart and is integrated into your accessplanit platform for your customers and end-users to use to purchase your courses and products.

Checkout provides NEW features such as a Registration Form builder, the ability to capture additional delegate information post-booking, and the ability to automate reminders to your customers about their abandoned baskets to encourage booking completion.

Testing common scenarios during your switch to Checkout

Before switching to Checkout from previous shopping basket versions, it is important that you test using your Sandbox or Test environment to ensure that you familiarise yourself with the user journey.

We have provided a number of common scenarios that you can test with below as well as including your own. There is also a handy document to download if you prefer.

Please note - When testing a manager, they will need their Customer Manager role switching to AP-MNG, the Customer Manager Role will prevent certain features from working. You can contact our Support Team for help on this.

Ref

Process

What to test

Expectation

A-1

Making a delegate booking as an Administrator

While already logged in as an admin, find a course, add to your basket, and complete the basket process to add a  single delegate to the course.

The delegate is added onto the course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

A-2

Making a placeholder booking as an Administrator

While already logged in as an admin, find a course, add to your basket, and complete the basket process to add a  placeholder to the course.

The placeholder is added onto the course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

A-3

Making a multi-course booking as an Administrator

While already logged in as an admin, find a course, add to your basket, repeat with another course, complete the basket process adding delegates to the courses.

The delegates are added onto the courses
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

A-4

Making a sessional course booking as an administrator

While already logged in as an admin, find a sessional course, add to your basket, adding delegates or a placeholder to the course.

The delegates/placeholder are added onto the sessional course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

A-5

Making a waiting list booking as an Administrator

While already logged in as an admin, find a fully booked course with WL enabled, add to your basket, adding delegates to the course.

The delegate(s) are added onto the course with a waiting list status
A booking is created in the Bookings DataGrid
An invoice may be generated (subject to the booking) but no payment should be made

B-1

Making a booking onto a free classroom course as an individual

While logged in as an individual, find a classroom course from the portal search, add to your basket and complete your booking.

The delegate is added onto the course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

B-2

Making a booking onto an eLearning course with a cost as an individual

While logged in as an individual, find an eLearning course from the portal search, add to your basket and complete your booking.

The delegate is added onto the eLearning course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

B-3

Completing the registration form as an individual to book a single course booking 

Find a future course date and copy the booking link, log out, and then follow the booking link. Register without company information and complete your booking.

A new user is registered in the guest account
The user/delegate is added onto the eLearning course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

C-1

Completing the registration form as a manager to book a multi-course booking 

Find two future course dates and copy their booking links, log out, and then follow the first booking link. Register with company information, follow the second booking link, and complete your booking.

A new user is registered in a new account
The delegates are added onto the courses
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

C-2

Making a sessional course booking as a manager

While logged in as a manager, find a sessional course from the course list page, add to your basket and book several employees on, complete your booking.

The delegates are added onto the sessional course (and each session booked)
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking)

D-1

Making a booking onto a webinar course with a cost as an individual with a automatic discount

Create an automatic discount as an admin. While logged in as an individual, find a webinar course from the portal search, add to your basket and complete your booking with the discount.

The discount shows correctly in the basket
The delegate is added onto the webinar course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking) including the discount.

D-2

Making a booking onto a classroom course with a cost as a manager with a manual discount

Create a manual discount as an admin.
While logged in as a manager, find a classroom course from the course list, add to your basket and complete your booking with the discount code.

The discount shows correctly in the basket
The delegate(s) are added onto the course
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking) including the discount.

D-3

Making a booking onto multple course with costs as an administrator with a manual discount

Create a manual discount as an admin.
While logged in as a admin, add multiple courses to your basket and complete your booking with the discount code.

The discount shows correctly in the basket
The delegates are added onto the courses
A booking is created in the Bookings DataGrid
An invoice may be generated with a payment (subject to the booking) including the discount.

E-1

Making a booking and selecting the invoice payment method

While already logged in as an admin, find a course, add to your basket, and complete the basket process by selecting the Invoice payment method.

The delegate is added onto the course
A booking is created in the Bookings DataGrid
An invoice may be generated (subject to settings), no payment is logged.

E-2

Making a booking and paying via a pyment gateway (i.e Stripe / PayPal / Opayo)

While logged in as a manager, add a course to your basket from the course list and book several employees on, complete your booking by paying using the payment gateway. Ensure to test over and under £30/€30.

The delegates are added onto the course
A booking is created in the Bookings DataGrid
An invoice is generated, a payment is logged.

Please see our Checkout Scenarios Template for further support with testing Checkout: