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Portal Booking Status | User Action | Records Created |
|---|---|---|
Estimate;Email | User confirmed Booking in SWchose to pay by Bank Transfer; User confirmed Booking; User received “No Payment” confirmation email | Enquiry, Estimate |
Estimate | User chose to pay by Credit Card; User confirmed Booking; User ended process | Enquiry, Estimate |
Estimate;Booking CancelledUser pressed Cancel Booking on | SW pageUser chose to pay by Credit Card; User confirmed Booking; User pressed “Cancel Booking” | Enquiry, Estimate |
Estimate;Payment Registered | User pressed Pay on SW page (and potentially pressed Back button on WooshPay payment page)chose to pay by Credit Card; User confirmed Booking; User pressed “Pay” to go through to Wooshpay portal | Enquiry, Estimate |
Estimate;Payment Registered;Booking Cancelled | User pressed Pay on SW page, then Back on WooshPay payment page, then Cancel Booking on SW pagechose to pay by Credit Card; User confirmed Booking; User pressed “Pay”to go through to Wooshpay portal; User pressed “Back” on WooshPay portal; User pressed “Cancel Booking” | Enquiry, Estimate |
Estimate;Payment Registered;Payment Successful;Enrolment;Invoice;Receipt;Email | User chose to pay by Credit Card; User confirmed Booking; User successfully paid, enrolment converted, user received confirmation emailpressed “Pay”to go through to Wooshpay portal; User successfully paid; Account/Enrolment/Invoice/Receipt created; User received confirmation email | Enquiry, Estimate, Account, Enrolment |
Estimate;Payment Registered;Payment Error/Declined | User chose to pay by Credit Card; User confirmed Booking; User pressed “Pay”to go through to Wooshpay portal; User has error with payment (declined or other) | Enquiry, Estimate |
If any Enquiry records have a Portal Booking Status with values different to the above, please contact Schoolworks Support.