Book a User onto a Course through the Shopping Basket

Owned by Jenna Buttershaw
Last updated: 27 Dec, 2023
8 min read

Steps to book a User onto a Course through the Shopping Basket

 

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!

Basket option top right of platform page

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

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 you are checking Courses in a Classroom or Online, open the relevant Courses DataGrid on the main menu on the left

    Courses Tab

     

  2. Once you have opened your Course DataGrid, you can search for your Course using the Search bar at the top right hand side

     

  3. Right click on your selected Course and click ‘Add to Basket’

     

  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, and here you can select how many Delegates you wish to add to this Course

     

  7. Click the ‘Next Step’ button to progress to the ‘Login’ step where you will select the Booking User for this booking.

Select or register the Booking User

A Booking User can be the Delegate attending the course or they can be an employee that is responsible for making bookings.

 

  1. Your name will auto populate the Booker option

  1. You can change the Booker by clicking the ‘Select Another Account’ button

  1. This will display a pop-up with a list of Booker's for you to choose from. You can use the search criteria at the top of the pop-up box to define your search.

 

  1. Click ‘Select’ button next to the Bookers name, this will populate the Booker option

     

  2. You can now click ‘Continue’ for the next step

 

  1. If your Booker is not listed as an existing User, you will need to register them as a new User

     

  2. You can register the User by clicking the ‘Register and Continue’ button

     

  3. Provide the Users Email address and Password

     

  4. Click ‘Next Step’ to complete the Registration Form steps

     

 

  1. Provide the required information needed for the User

     

  2. Click ‘Next Step’

     

  3. You will receive confirmation that your new User has now been created. From here you can return to Basket.

Select or register the Delegate Users

 

  1. Once your Booker has been selected, the next step is to add your Delegate(s)

  2. You may see your name will automatically populate as the selected Delegate, to change this, click the ‘Remove’ link next to your name

     

  3. A pop-up window will appear asking you to confirm you want to remove yourself as the Delegate

 

  1. Click ‘Yes’

     

  2. Once you have removed yourself, click ‘Assign Delegate’ to select a different User

     

  3. This will display a pop-up with a list of Users for you to choose from, you can use the search criteria at the top of the pop-up box to filter the list of Users and search for the right person

 

  1. Click ‘Select’ next to the required Delegate, this will populate the Delegate option

     

  2. You can now click ‘Next Step’ to proceed to the payment step of the basket

 

  1. Once your Booker has been selected, the next step is to add your Delegate(s). You will see your name will automatically populate

     

  2. To change this, click ‘Remove’

 

  1. A pop-up window will appear asking you to confirm you want to remove yourself as the Delegate

     

  2. Click ‘Yes’

     

  3. Once you have removed yourself as the Delegate, click ‘Assign Delegate’

     

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

  1. In the bottom right, click the ‘Create New’ button

     

  2. A new pop-up box will appear with a new form for you to provide the details of the new User

     

  3. Once the form has been populated, you can go ahead and click ‘Save Delegate Details’ in the bottom right

     

  4. Once saved, the new Delegate name will appear in the Delegate option

     

  5. Click ‘Next Step’

Optional - Manage Product & Service add-ons

 

Optional - Select the Sessions

 

Complete the payment stage