How To: Placeholder Management

When someone makes a booking using a Placeholder, it means they’re reserving a spot on a course without assigning a delegate at the time of booking. This is really useful when the actual attendee hasn’t been confirmed yet, but there are a few things you should be aware of. Because there’s no Delegate selected, your basket can’t apply any delegate-level validations. this includes: Age restrictions (e.g. Delegates must be over 18) Required awards (e.g. they must complete level 1 to book onto level 2) These checks only run when a named Delegate is added to the basket. That means, if you choose to make Placeholder bookings available to your customers, those validations can effectively be bypassed. The booking will still go through, even if someone without the required criteria eventually takes the place. If age or Award validations are important for your Courses, we recommend keeping this in mind when deciding whether to allow Placeholder bookings, or putting processes in place to review Delegate details once they’re assigned.

Placeholders are reserved spots on a course that don't have a specific delegate assigned at the time of booking. They're useful when an account wants to secure places without specifying who will attend yet. Here's how to manage them: Adding a Placeholder: Right-click on the course in the DataGrid and select Placeholders from the context menu. Click the Add button at the top of the DataGrid. Choose whether the Owner will be an Account or a User using the dropdown, then click Select to choose the Owner. Set the number of Places Reserved. If the course is sessional, click Select to choose which subsessions to book onto. Click Save. Assigning a Delegate to a Placeholder: Right-click on your Placeholder from its DataGrid and select Assign Delegates — this lets you assign specific users to the reserved places. For full steps, see . Changing the number of places: You can increase or decrease the quantity of places on an existing Placeholder booking: Cancelling Placeholders: