How to place an order for a customer via Wordpress Front End (suitable for Calendar and Non calendar Products)

For a video of the process, see here.

This guide can be used for both calendar and non calendar products

After placing a calendar product in the cart for a customer, such as an exam, you only have 20 minutes for the customer to make a successful payment. Otherwise, the customer will lose their reservation for that date and time and you'll need to start the process again.

Before starting

• The learner will need their own PFS user account.

• We’d encourage learners to create this themselves where possible, but if needed create an account for them. You will need to provide the learner with these details

To create a learner User

> Go to passfunctionalskills.co.uk

> Click Login button in the top right

> Click Signup

> Enter learner email and create a password

> Send the password to the learner and have them login

Before continuing, make sure you have:

One window open for WP Admin, logged in using your account
The customer on the phone and logged into their account to finalise payment
The customer has not added anything to their cart

Remember if you are buying a calendar product the process needs to be completed within 20 minutes of adding the product to the cart, so make sure the learner is ready

———— The process ————

For a video of the process, see here.

> Open incognito and log into your Wordpress

> Click 'Users > All Users" from the left menu

> Search the user's email (the one connected to their account)

> Click the "Login as:" button. This will log you in as the customer and open passfunctionalskills.co.uk

> Place an order as the Customer. For example, go to Functional Skills Level 2 exam, choose their date and time, and add to cart. Remember, from this point you have 20 minutes to complete the process before the reservation for this date and time runs out

> Go to checkout

> Click checkout securely

> Fill out the Learner details

> Select "Yes, please update my existing learning portal account" under learning portal set up and enter the learner's email

> Tick the terms and conditions check box

> Select Clearpay as a payment method then click the Place Order button:

> A window should open for Clearpay.

> Minimise the window but don't close it

> Go back to the window where you are logged into your own Wordpress

> Go to Woocommerce Orders

> Search the customer's email address

> A new order should have been created for the customer with a "Pending Payment" status

> Click the order

> Right-click the "Customer payment page" link and Copy Link address

> Don't worry if the page is invalid, as it only works when the Customer is logged in

> If Copy Link address is not available as an option, you can also open the link in a new tab and copy the URL

> Send this link to the customer

> Ask the customer to open the Customer payment page link to the customer

> The customer must visit the link in the same window where they are logged into their PFS user account

> Once the customer has paid their order should show as Processing or Completed within their account and on Woocommerce Orders

> During payment, they may be asked to authorise their payment with their bank