Make a CITB Booking

Book a CITB customer onto a Public course

When should I follow this procedure?

A CITB membership customer wants to be booked onto a public course.

1. Click the Make a booking tab

Home | Salesforce and 3 more pages - Work - Microsoft​ Edge

2. Select the check box next to the course intend to book the student into. Then click Add Public Attendee

ManageBookings | Salesforce and 4 more pages - Work - Microsoft​ Edge

3. Select a Student or Create a New Student

ManageBookings | Salesforce and 4 more pages - Work - Microsoft​ Edge

4. Select the Construction Industry Training Board Membership account

ManageBookings | Salesforce and 4 more pages - Work - Microsoft​ Edge

5. Enter the Student's CITB number in the PO Number field. Then click Add Attendee

ManageBookings | Salesforce and 4 more pages - Work - Microsoft​ Edge

6. Select the Contact Paying check box. Then click Proceed to Payment

ManageBookings | Salesforce and 4 more pages - Work - Microsoft​ Edge

7. Complete the Payment Details section and click Process Payment. Then click Finished

PhonePayment | Salesforce and 4 more pages - Work - Microsoft​ Edge

8. You may now view the Booking record. Scroll to the Order section and click the Opportunity hyperlink to review the Order.

B-153498 | Salesforce and 4 more pages - Work - Microsoft​ Edge

9. An Invoice has automatically been sent to MYOB to charge CITB the remainder.

Shay McAuley-Provide First Aid | Salesforce and 4 more pages - Work - Microsoft​ Edge