Setting up the new checkout

What: This guide explains how to customize the checkout flow for your course catalogue, once SpeedAdmin support has activated it for your school.

Why: These settings control what applicants see and need to agree to when registering, so getting them right up front means the checkout matches your school's own terms and the information you need to collect.

How: Follow the steps below

Step 1: Set up "Registration Settings"

1. Go to "Settings"
2. Click on "Registration".
3. Open "Registration Settings".

Step 2: Check your "Course catalogue" settings (General tab)

• Decide whether to hide the birth year filter from applicants.
• Decide whether to only display schools that have published courses.

Step 3: Add your terms and conditions texts (Terms and conditions tab)

Review the following texts. Any left empty will not be shown to applicants during checkout:

• "T&C general"
• "T&C for school provision" (not in use yet)
• "Discount agreement text", shown when applying for a discount
• "Instrument hire text", shown when applying for instrument hire
• "GDPR agreement"
• "IBAN/BIC T&C" 
• "Right to withdrawal text" 

Not every text will apply to your school. Some of them only appear once those options are switched on for your school.

Scroll to the bottom of the page and click "Save".

Step 4: Set up your checkout confirmation messages (Checkout confirmation tab)

Use it to set the welcome message a guardian sees on their landing page after registering, one for a guardian completing checkout for the first time, and a different one for a guardian who's registered before.

Leave a textbox empty and no welcome message is shown.

Scroll to the bottom of the page and click "Save".

This is how the confirmation will be shown:

Step 5: Create the "Fieldsets" the school needs (Fieldsets tab)

Click on "+ Create new fieldset", give it a name, and click on "Create"

If your school/hub already have many fieldsets in Legacy, and you want to keep them, open the Legacy "Fieldset" tab in a separate browser tab so you can recreate them manually. For each field, set it to visible or hidden based on need, mark it as required where relevant, and add help text to explain the field.

If you need to ask an extra question that isn't already covered, go to "Settings" > "Custom fields" and click "+ Create". Once created, it appears as an option in the fieldset.

Step 6: Assign the new fieldset(s) to your courses (Registration fields mapping tab)

Each line in the list represents one fieldset from Legacy. For each line, choose the new Play fieldset it should map to, then click "Save".

The Outcome: Once you've reviewed these settings, your course catalogue and registration texts and fields are ready for the new checkout. Let SpeedAdmin know, and we'll activate the new checkout for your school.