*Cart Setup

Video The cart from a registrant's perspective   

Overview: You may find it helpful to use a 'shopping cart' process if:

• Your registrants often register for more than one class at a time, or
• Your registrants are often groups, such as families, which want to make a single payment for all registrations, or
• One person signs up multiple persons at one time

We recommend that you reach out to Learning Stream support for guidance on this feature before implementing this into your existing account.  The process is complex and will introduce extra steps for you and your registrants.  This must be enabled in your account before using it.  The Database feature is also required for this functionality.

To begin, click on Cart Setup and then “Add Cart Configuration”.

Basic Cart Settings

1. Name your cart configuration for internal identification purposes. (You can have more than one cart configured.)
2. Select a bar background color. A bar will appear at the top of the screen with links for account setup, checkout, etc. If you have a page theme associated with the cart, it will take precedence over any color selected here.
3. Cart Expiration in Minutes: Registrants may add event registrations to their cart, but fail to complete the checkout process. You may limit how long those items can stay in the cart before being automatically canceled when the cart expires.
4. Type of Events: Specify wording for the items registrants will choose from, such as classes, training, etc.  This will relabel some of the instances where you see the word "events' but not all that are hard-coded into the system.
5. Division: If you have multiple divisions within your account, you can set up a cart for each one. Such items as the division’s credit card processing information will be associated with the cart.
6. Theme: If you have created a page theme, you can associate it with the cart.  This is recommended to improve the registrant's experience including registration on mobile devices.
7. Discount Policy: This enables you to create a discount for either a dollar or a percentage amount. It must be set up in Cart Discount Policy.
8. Allow Registrant to Setup Dependent Accounts: When this box is checked, a registrant can add other persons, such as family members or company associates, to an account. If an account has multiple registrants, only the main registrant can register if the cart configuration is set to prevent dependent accounts.
9. Allow ID and Password Setup for Dependent Accounts: Rather than have an ID/password only for the primary registrant, this function allows the registrant to create ID's and passwords for each registrant tied to the account.
10. Allow Changes to Dependent Account Information under My Account Removes the "edit" link from dependent accounts.
11. Allow New Account Setup: Uncheck this box if you want to set up all new accounts internally, rather than allowing registrants to do it.
12. Enable Toolbar Account Setup Option: Registrants will simultaneously create an account the first time they register for an event. They can also create an account without registering via the “Create Account” link on the cart toolbar. You can turn off this option so they only create an account when registering for an event.
13. Enable Toolbar Account Maintenance Option: Even if a registrant can’t create an account separate from registering, they can edit it via the “My Account” link on the cart toolbar. Disable this function by un-checking the box.
14. Require Immediate Login on Calendar Load: By default, registrants can view a cart's event listing or calendar, as well as event descriptions, before being required to log in or create an account. Activating this option will require log-in to view the calendar or listing.
15. Show Registration Detail on Cart Statement: Itemizes fee-related registration responses, if applicable, and not only the overall amount paid.
16. Include Credit Card Payment Detail in the Statement Header: The payer's name and the last four digits of the card number will appear in the statement header.
17. Allow Guest Registrations: If you have events that draw a mix of internal (e.g. employees) and external (public) registrants, you can allow guests to sign up without requiring them to set up an account. This setting can be overridden in Event Setup > Restrictions.

Payment Options

These options mirror those found under Event Setup for each event.

• If you allow payment by check, for example, it is possible for a registrant to choose that option, check out and receive a confirmation message without making a payment.
• If you allow check payment on your cart configuration, but do not allow it on a specific event, the option will not appear on the checkout page for that event.
• You do not have to require payment to use the cart.
• You can add one email address to receive a copy of registrants' statements.

Custom Cart Pages

1. Log-in Page: Customize this page with your branding. A registrant, if not logged in, will come to this page after clicking on an event page or form. They can enter their login info, create a new account, or request an auto-email with their password. 
2. New Account Setup: You may customize the area above the actual account setup form, including providing specific instructions you want to convey to a new registrant. A registrant will see this form only if clicking on the Create Account button on the Cart bar at the top of the screen in the upper right corner if that is configured to display. A registrant will see a different form—to create an account and register for an event—if first clicking on an event to register. Note: If preferred, change the wording of the fields on the new account setup page by using the Alternate Input Field Labels for first name, last name, phone number, and address. These alternate labels affect only the fields on the New Account Setup.
3. Checkout Page: This secure page contains the credit card fields a registrant must complete to process a payment. If a registrant does not complete checkout, they will receive an automated email message once the cart expires. See the Cart expiration message below.
4. Checkout Error Page: The registrant will land on this page should there be a problem processing the credit card number. It includes a link taking them back to the Checkout Page. If the number entered is incorrect, an invalid credit card number message will appear on the Checkout Page.
5. Lost Password Page: The registrant will enter their email address on this page to receive an auto email with their password.
6. Registrant Selection List: Customize this page, which a registrant will see once at least one registrant has been added to an account. After logging in and selecting an event for registration, the registrant will see the selection list showing all registrants (i.e. children in the family) in that account. You can also customize the button text that by default says “Click Here to Add Another Registrant to Your Account”. If you have turned off this option, the button will not appear.
7. Cart View: A registrant will see this page after completing a registration form. Add text above the form, which shows what a registrant has signed up for, plus any amount due. Registrants will be able to check out at this point or perform other functions such as registering someone else for the same event or registering the same person for another event. You may also edit the text for the three buttons. If you remove the text for any button entirely, the button will no longer appear.
8. Checkout Landing Page: A successful transaction will lead to this page, which will contain basic information including the name of the event and the amount paid.
9. Account Maintenance Page: This page contains the main contact information for the account, including a list of active registrants within the account, registration history, and payment history. Information can be added above and below the form.
10. Registration Landing Page: You may choose to skip this page altogether and send the registrant directly to the Cart View. This can be done by checking the box at the bottom of the screen. However, you can use the page to give the registrant options, such as going back to a list of events or adding another registrant.

Activating a Cart

 Once you have configured a cart under Interface > Cart Setup, you can tie it to calendars and listings.

1. Under Interface > Calendars and Listings, click edit next to the Calendars/Event Listing that you wish to connect with the cart.
2. You will a Cart dropdown list near the bottom of the screen.
3. If you are setting up a cart for the first time, “Not Assigned” will be the first option on the list. Choose the configuration from the dropdown list.
4. Save your changes. Subsequently, anyone who attempts to register for an event via that calendar/listing will use the shopping cart.
5. Click the Preview link for the calendar/listing. A toolbar at the top of the screen will now have cart links.

The cart function must be connected to a calendar/listing so that registrants can use a cart. If you provide a link directly to an event, it will not be connected to the cart.

Cart expiration message

The cart owner will receive a message like the one below if they do not complete the checkout before the cart expires. This message can be edited under Interface > Cart Setup, then Edit the Cart.  In the Cart Settings, near the bottom of the options, click to edit the Cart Expiration Message: