Online Booking Form Scoping Meeting - 27/06/2023
Date: |
27/06/2023 |
Location: |
Online |
Present: |
LSE: Shirley, Natasha, Faeza SW: Brett, Richard |
Apologies: |
N/A |
Minutes
Restaurant Pass
Very much broken.
At a sensitive time in the booking journey.
May abandon the process because the value is wrong.
Price calculation on days not weeks.
Originally wanted the automation of adding.
But now would like to reset requirement - either fix or remove.
Would prefer to pause rather than spend hours on it now, particularly if Packages functionality is in pipeline.
Brett, possible solutions:
Add a separate Restaurant Pass page (would be 7-10 days dev time)
Expand the Sundry functionality to allow sale of products with start and end date (2-3 days dev). Easier, but would clash if any new requirement to start selling other Sundry products.
Deactivate the Restaurent Pass
Faeza to discuss internally which option they would prefer.
Payment Methods
Natasha queried options:
Opayo (formerly SagePay); LSE previously used this. LSE would need to reagree the service, then it could be switched on again.
Swoosh. Recently added. Similar to FlyWire. Steve Brent. Offer local currency payment, bank transfer, credit card.
Stripe in pipeline; more expensive rates.
Faeza for LSE to discuss internally.
New SW Functionality
Ability to divert asking for payment based on the Service Type, for example, not taking money for “scarce” resources
Estimate links can then go back to the student for payment and automatic conversion.
Agent Links:
Brett - a day’s effort to config a new site for the Agent Portal. There is an option for the Agent to select who is paying.
Students Choosing Invoice Method
Faeza - can students choose invoice method?
Problem - often need to reprocess the booking: process the booking Student Direct but then client comes back to say “Please bill my company”. Would like client to be able to indicate this through the online booking system.
Possible now to enter work address, or possible to add a new custom field.
Need to test existing functionality with using Work Address - does this address feed on to the invoice?
But LSE still want to put the fees on the Company Accounts.
Abandoned basket
Natasha would like to be able to send an email from Pardot. “looks like you have forgotten to check out”, then subsequent follow up emails.
Possible solutions:
Create lead on personal Details page
Use “login” feature
Move email address (and other details) to front of process
use Google Tag Manager to capture data for this.
LSE to discuss internally and revert.
Other Items
Changing Level Names
Adjusting Nationalities (three fields and inconsistent)
Allow clash
Insurance dates not always mapping.
Next Steps
Faeza to create tickets for those items that are straightforward and agree; to then create future tickets once internal agreement/priority discussed.