Creating a Public Attendee Booking
Complete this procedure to create a booking for a public attendee. A public attendee is a member of the general public whose attendance on the course will not be billed to a corporate account.
For instructions on how to create a corporate booking, see Creating a Corporate Booking.
1. Access 'Make a booking' module
Click on the 9 dot icon on the top left corner of the screen, enter 'make a' in the search field and click on Make a booking.
The Select a Product screen is displayed. A 'Make a booking' tab will appear at the top of the page.
2. Search for the course
In the Select a Product section, complete the following fields:
- Product: Search for and select the training product.
- Region: Select the relevant option.
SA: Select either 'Adelaide Metro' or 'SA Regional'.
- Month: Select the required month and year. Note: The calendar will default to the current month. If required, change the month to pick future courses.
Click the Filter button. Courses meeting your search criteria are displayed.
3. Select the course
Scroll through and select the course you wish to make a booking for.
Check the Rem. Spots column to confirm the course has enough seats for the attendees being booked in for this transaction.
4. Create the booking and add the attendees
Once you have selected the course, click the Add Public Attendee button.
The Booking Attendees screen is displayed.
In the Add New Attendee section, complete the following fields:
- Student Name: Search for and select the name of the student.
- Membership: Enter a membership code, if relevant. In SA, this is used for Construction Industry Training Board (CITB) members.
- PO Number: If a membership is entered, you will also need to enter the membership number. In SA, this is the PCRN (for CITB members).
If the student does not exist, you will need to create a contact record for the student before proceeding. You should create a new contact in the Contacts screen. See Creating a New Contact (Student) for further information. Do NOT use the Create New Student button to create a new contact record.
Click Add Attendee. The student's name and number will be displayed in the Attendees section.
Repeat the steps above to add more attendees to the booking.
Tick the Contact Paying checkbox next to the student who will be paying for the booking.
USI details are not required at the time of booking. It will be required for the attendee to receive their certificate.
5. Process the payment
In the Booking Attendees screen, click the Proceed to Payment button.
The Payment Details screen is displayed.
Select the required Payment Method, e.g. Credit Card.
For instructions on how to process the different types of payment, refer to the relevant guide:
If the payment is successful, the following message is displayed.
A booking confirmation email will be sent to the 'Contact Paying'.
6. Review booking details
To return to the booking, click on Recently Viewed at the top of the screen. A booking reference number (B-######) will be generated.
Bookings for public attendees will be displayed as 'Public Cash Sale Account'.
To review the details of the booking, click on the relevant link in the Booking Name column.
This will take you back to the Booking screen where you can confirm all details of the booking, e.g. Payment Status, Payment Method, Status, Account and so on.
7. Send booking confirmation
To send a booking confirmation to the contact who paid for the booking, click Booking Confirmation.
The BOOKING window is displayed.
1. Select the contact.
2. Select the package.
3. Select the delivery method.
- Select 'Download' if you wish to send the email from your own or another email address that is different from the email address stored in the system.
- Select 'Email' if you want the email to be automatically sent by the system.
4. Click Run.
5. If you selected 'Download', attach the PDF to an email and send.