EMDR Consulting

Training Checkout Rewrite

A staged training checkout that supports multiple people on one order, collecting each participant's information before payment.

WordPress
WooCommerce
JavaScript

View It Live

EMDR Consulting checkout showing the Agreements, Participant, and Checkout stages above a participant form filled with demo details.

The problem

Registering for EMDR training involves more than buying a seat. The checkout needs to collect eligibility agreements and contact and professional information for each participant. A purchaser can register on behalf of someone else or purchase for multiple people on one order, so the participant information collected needs to match the quantity purchased.

What I built

I rewrote the training checkout as a staged registration flow on EMDR Consulting’s WordPress and WooCommerce site. A three-step indicator follows the visitor through Agreements, Participant, and Checkout.

The agreements stage separates eligibility requirements, the notice of disclosure, and participant terms into scrollable panels. Each panel must be read through before its acknowledgement becomes available.

The participant stage collects information for each person based on the order quantity: contact details, an emergency contact, clinical status, and accommodation requests. Professional fields change with each participant’s clinical status, including license details or supporting documentation for provisional clinicians and students. The purchaser can register themselves or provide participant information on behalf of others.

The final stage brings together the purchaser’s contact and billing information, order summary, coupons, and payment options.

Hard parts

Multiple participants on one order. The checkout needs to collect a separate set of participant data for each person represented by the quantity purchased, while allowing one purchaser to register and pay on their behalf.
Eligibility changes the form. Independently licensed clinicians, provisional clinicians, and students have different information and documentation requirements.
Agreements are part of registration. Acknowledgements have to fit into the checkout before the participant reaches payment.

Result

The checkout is live on EMDR Consulting’s training site. The screenshots below follow one standard-price virtual training registration from rate selection through the final payment page, using fictional participant details. The walkthrough stopped before placing an order or entering card information.

Screenshots

Training registration options with standard and discounted rates, quantity, and a Register button. — Choose a registration rate on the training page. This walkthrough follows the standard-price virtual training option.

Cart showing the selected virtual training, event dates, quantity, price, and coupon field. — The cart keeps the training and event dates alongside the selected registration product.

First checkout stage showing eligibility requirements in a scrollable agreement panel. — Stage 1: eligibility, disclosure, and participant terms. Each agreement must be scrolled through before its checkbox is enabled.

Participant stage with registration type, completion agreement, name, and email fields containing demo information. — Stage 2: information is collected for each participant based on the order quantity. This walkthrough shows a single participant using fictional details.

Professional information and accommodation fields in the participant registration form. — Clinical status controls which professional details and supporting documentation the participant is asked to provide.

Final checkout stage showing billing fields, payment choices, and the order summary and total. — Stage 3: the purchaser provides billing details and pays for everyone on the order. This walkthrough shows an order for one person.

Final checkout payment section showing Card, US bank account, Klarna, Afterpay, and PayPal options beside the order total and above Place Order. — The stopping point on the final payment page, showing the available payment methods and order total. No card details were entered and Place Order was not clicked.