How To: Placeholder Management

How to add a Placeholder through the DataGrid

Right click the course you want to add a Placeholder to, and select Placeholders from the context menu.
Click the Add button at the top of the DataGrid.
Select whether the Owner of the Placeholder(s) will be an Account or a User using the dropdown, and then click the Select button to select the Owner from the list. Adjust the quantity of Places Reserved. If the course is sessional, select the subsessions you wish the Placeholders to be booked onto by clicking Select.
Click Save to add the Placeholders to the course.

How to assign a Delegate to a Placeholder place

Allocate Placeholder places to Delegates

How to add additional places to a Placeholder booking.

Increase the quantity of places on a Placeholder

How to Cancel all Placeholders on a Placeholder Booking

Cancel a Placeholder

FAQs

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.

On this page:

1 How to add a Placeholder through the DataGrid
2 How to assign a Delegate to a Placeholder place
3 How to add additional places to a Placeholder booking.
4 How to Cancel all Placeholders on a Placeholder Booking
5 FAQs

Knowledge Base

💡Knowledge Base Home | 🚀What's New | 📅Upcoming Training Events