Shopping Basket Options Overview

Learn about Shopping Basket Options

1 About Shopping Basket Options
2 Benefits
3 Key Terms and Glossary
4 Editing your Shopping Basket: Branding
5 Editing your Shopping Basket: Text
6 Where to find Shopping Basket Options
7 Shopping Basket Management

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About Shopping Basket Options

The Shopping Basket Options area within Administration allows you to customise the look and feel of your Shopping Basket to give your customers a seamless and informative booking experience. In this area, you can edit your Shopping Basket's appearance using the HTML editor or update your header and footer, fonts, buttons, colours, and date format.

Please Note

The Shopping Basket Options page is only available to Super Administrators, if you are not able to access this page, please speak to a Super Admin on your team to make changes

Benefits

Here are the benefits of using Shopping Basket Options

Customisable	Shopping Basket allows you to update your header, colours, fonts, button and date format to fit your company branding.
Streamlined and cohesive	By Branding your Shopping Basket, you will have a streamlined and cohesive Customer journey through your website, making it easily identifiable when a Customer make a Booking.
Track and Report	Add Google Analytics to your Shopping Basket to track Baskets, payments, page clicks and more. Bookings and payments can also be reported on using our Report Writer Tool to allow you to view all data in one place.

Key Terms and Glossary

Breadcrumbs	The Breadcrumbs area allows you to edit the style of the Breadcrumb navigation trail at the top of your Shopping Basket.
Buttons	The Buttons are for cancelling, continuing and completing during the Shopping Basket journey
Content	This area allows you to format how your content appears within your Shopping Basket, such as the background colour of your Shopping Basket, and the font of the text that displays within it. You can also define whether the border of the Shopping Basket and the Delegate Selector is curved.
Accessibility	This allows you to consider when branding your Shopping Basket, to ensure the Shopping Basket experience is inclusive to as many users as possible.
Header and Footer HTML	HTML allows you to add custom Headers & Footers so your Shopping Basket is cohesive with your company branding.
PO Number Field	You can choose whether the PO Number Field is available to your Customer allowing you to gather important information if needed

Editing your Shopping Basket: Branding

Shopping Basket settings are defined per Training Provider, so if you have multiple Providers in your system you have the flexibility to have a different set of branding for each one.

Your accessplanit system allows you to edit a lot of the details within your Shopping Basket. Here's a run-down of what everything within the Shopping Basket Options Branding tab does:

Breadcrumbs

Breadcrumb Background - defines the background colour of the full breadcrumb bar, you can use any Hex code to select the Colour

Breadcrumb Shadow - defines whether the breadcrumb bar will have a drop shadow. You can choose to enable and disable the drop shadow

Breadcrumb Font - defines the font that will be used in the breadcrumb bar. You have a number of Fonts to choose from

Breadcrumb Font Size - defines the size of the font for the breadcrumbs bar.

Breadcrumb Font Size Type - defines the size type of the font for the breadcrumbs bar (pt, px or %).

Breadcrumb Text Colour - defines the colour of the breadcrumb stage. As the User moves along the breadcrumb, the text colour will change

Other Breadcrumb Text Colour - defines the colour of the breadcrumb stages that the user is not currently at.

Buttons

Button Curve - defines the amount of curve applied to the buttons throughout the Shopping Basket

Button Colour - these can be used to define the respective button's text, background, border, and hover colour.

Content
This area allows you to format how your content appears within your Shopping Basket, such as the background colour of your Shopping Basket and the font of the text that displays within it. You can also determine whether the border of the shopping basket and the delegate selector are curved.

Accessibility

Here are a few top tips for you to consider when branding your Shopping Basket, to ensure the Shopping Basket experience is inclusive to as many users as possible.

Colour

Colour is one of the most important aspects of branding your basket to convey your brand, however, colour is also an important accessibility factor.

To cater for users with visual impairments, you should factor in the following to your decisions:

Font Colour
A 4.5:1 contrast between the text colour and the background colour is required for WCAG’s level AA
Hyperlink Link Colour
A 3:1 contrast between the link colour and the surrounding text colour is required for WCAG’s level AA
Button Colour
A 3:1 contract between the button’s colour and the background colour is required for WCAG’s level AA
A 4.5:1 contrast between the button’s text colour and the button’s colour is required for WCAG’s level AA
Button Hover Colour
A 3:1 contrast between the button’s default colour and its colour when someone hovers over the button is required for of WCAG’s level AA

Use this website to check your selected colours for accessibility

Text

If you choose to add any additional text to your basket, for example within the header and footer, please consider the points above (colour and font size).

If you implement any links into these areas, it is best practice to underline these links. This is to support users with colour blindness who may not be able to distinguish the links from the text by colour alone.

Images

If you choose to add any additional images to your basket, such as within the header and footer, please consider providing alternative text within the HTML. This is to support users who access your basket using a screen reader, such as users with no vision.

To do this, open the Code View from the editor

Then find the image within the HTML, and add the alternate text after the img src link HTML using the format alt=“Type your image’s alternate text here”

Editing your Shopping Basket: Text

In this tab, you can edit the textual content of your Shopping Basket. You can also format the HTML of certain areas of your Basket, such as your Header or Footer. Below is a breakdown of all of the fields you can customise within the Text tab:

Terms and Conditions
Within this field, you can enter your company's Terms and Conditions for purchases.

Privacy Policy
Here, you can enter your company's Privacy policy.

Provisional Bookings Only
Ticking this box will mean that Delegate bookings should be processed as Provisional, instead of being added directly to the course with a status of Booked.

Header and Footer HTML
You can use these two fields to edit the HTML of your Header and Footer. If your not a pro at using HTML, you can add your image directly into the below boxes

If you are confident using HTML, it is possible to insert HTML into these two fields by clicking the Code View button.

We recommend that you keep your Shopping Basket open in another window so that you can refresh it to see your changes as you make them. To access your Shopping Basket directly, use the below URL and update the 'platformname' to the name of your system.
https://platformname.accessplanit.com/accessplan/clientinput/shoppingbasket3/basket/wizard/editbasket

Delegate Stages

Here, you can rename the Delegate stage of your Shopping Basket.

Your text will then appear on the Delegates Stage of the Shopping Basket, replacing the word 'Delegate'. For example, when changes are applied to the standard page, the heading 'Delegate' would become 'Please select the attendees for this course'.

Complete Stages

Within this area, you can edit the text for the completion stage of your Shopping Basket.

The text you enter in this field will replace the standard text found within this area of the Shopping Basket.
In this example we have used ‘Congratulations, you are now booked onto this Course’

PO Number Label

In this field, you can change the text that displays PO Numbers.

Date Format

Here, you can customise how your date displays for courses within your Shopping Basket.

Ticking the box Include Time Zone allows you to display the time zone of your course dates.

Where to find Shopping Basket Options

Go to Profile, Administration and then select ‘Shopping Basket Options’ from the Administration Menu
This will open the Shopping Basket Options
From this DataGrid you can select and Edit any of your Shopping Basket Options for your Training Provider(s)