Client Web App: Making a purchase

Clients can access your store and make purchases using the Client Web App. Items clients can purchase include products, Purchase Options, Events and gift cards.

NoteOnly one gift card can be used at checkout.

NoteAn Event can only be bought in the store if the appropriate purchase rules have been set up for the Event.

NoteIf you increase the quantity of an Event purchase, you will only be booked into that Event once, but you can ask a staff member to transfer your additional Event purchases to other clients, such as friends and relatives, to book them into that Event.

To make a purchase:

  1. In the top menu, click Store.
  2. Under CHOOSE LOCATION, select a location. This is only required if the business has made it necessary for clients to choose a location.
    • If you select a location, only Purchase Options available at that location will be displayed in the store unless the business has set up their store to display Purchase Options regardless of location.
  3. Search for and select the item you want to purchase, and then click Add to cart.
    • If you select a gift card, enter the recipient’s information in the Send to: boxes, enter your information in the From: box, and click Add to cart. 
    • Hover over an item in the store to see additional information about that item. The information displayed for an item is taken from the settings for that item.
  4. Add any other items to the shopping cart, as required.
    • To change the quantity of an item in the shopping cart, enter a new value in the Qty field under the item.
    • To remove an item from the shopping cart, click the Options button  and select Remove from Cart.
    • To remove all items from the shopping cart, click CLEAR CART. In the confirmation popup, click YES.
  5. To apply a discount code to your shopping cart:
    1. Click Add discount code.
    2. Under ENTER DISCOUNT CODE:, enter your discount code.
    3. Click the Confirm button .
  1. Click Proceed to Checkout.
    • If an item in your shopping cart requires you to sign a contract, the Sign Contract button will be displayed instead. Click Sign Contract, review and sign the contract, and then click I Agree to Use Electronic Signatures.
  2. Select each payment method you want to use (e.g., Credit Card, Account Balance).
    • If you select multiple payment methods, the total payment will be split equally between them, however, you can adjust the amounts as required.
  3. If you want to use a gift card or coupon, enter the appropriate information in the Gift Card # or Coupon field in the shopping cart.
  4. Click Complete. The purchase is complete.
    • A receipt can be printed or emailed to the client at this time. For more information, see Printing receipts and Emailing receipts.
    • Under Get Points By Sharing Your Purchase, click Facebook or Twitter to share your purchase on each respective social media platform. 
Tagged:
Was this article helpful?
64
(64 out of 65 people found this article helpful)
Cancel