Book a User onto a Course through the Checkout Basket

Owned by Jenna Buttershaw
Last updated: 12 Dec, 2023 by Hannah Letch
9 min read

Steps to book a User onto a Course through the Checkout 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 menu

Please note, this page relates to the accessplanit Checkout Basket. To learn how to process a booking through the Shopping Basket, our guide on ‘Book a User onto a Course through the Shopping 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 your customer is booking a Classroom, Webinar, eLearning, or Document Course, open the relevant Courses DataGrid on the main menu on the left

    Courses Tab

     

  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

     

Select or register the Booking User

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.

If the Booking User already exists in your accessplanit platform, please follow the steps to ‘Select the Booking User’.

If the Booking User has not booked with you before, and do not yet exist as a User in your accessplanit platform, please follow the steps to ‘Create a new 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

     

  1. Provide the required information needed for the new User

     

  2. Click ‘Create & Assign’

     

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

Select or register the Delegate Users

 

  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

Optional - Select the Sessions

 

Optional - Manage Product & Service add-ons

 

Complete the payment stage

 

Optional - Complete the Manage Booking stage