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.

When making a purchase, keep the following information in mind:

• Users who sign in to the Client Web App as guests, can only purchase the items made available to them in your store settings, and can only complete a purchase if the virtual terminal or ACH payment methods have been enabled.
• Clients can’t select ACH as a payment method during online checkout. Only staff members can process a client’s transaction using the default ACH payment method. A custom ACH payment method must be set up to allow clients to use their ACH account.
• An event can only be bought in the store if the appropriate purchase rules have been set up for that event.
• If you increase the quantity of an event purchase, you will only be booked into that event once. However, you can ask a staff member to transfer your additional event purchases to other clients, such as friends and relatives, and 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: fields, enter your information in the From: field, and click Add to cart.
   • Click MORE DETAILS on an item to view the description or image(s) for that item, if any is available.
   • To sort items in the store, click the Sort button and select one of the following options:
     • Date – The items will be sorted based on the date they were created. Items can be listed with the most recently created item listed first (Newest on top) or the oldest item listed first (Oldest on top).
     • Name – The items will be sorted in an alphanumeric order. Items can be sorted A-Z (Ascending) or Z-A (Descending).
     • Price – The items will be sorted based on their price. Items can be sorted with the lowest priced item listed first (Low to high) or the highest priced item listed first (High to low).
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. 1. Click Add discount code.
   2. Under ENTER DISCOUNT CODE:, enter your discount code.
   3. Click the Confirm button .

5. Click Proceed to Checkout.
   • If you are not already signed in, you must sign in before selecting a payment method.
   • 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.
6. Select each payment method you want to use (such as 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.
   • If you are signed in as a guest, you must enter your email address and credit card information. When you complete your purchase, a guest profile will be created for you at this business.
     • Guests can only purchase products and/or gift cards.
     • When you complete a purchase as a guest, a guest profile will be created for you at this business and you will receive a Purchase Receipt notification.
     • Guests do not have to sign a business’s waiver when they complete a purchase.
     • If you are an existing client at this business and are trying to complete a purchase as a guest, you will be prompted to sign in to your account when you enter your email address.
   • If you want to use a gift card or voucher to pay for your purchase, enter the appropriate information in the ENTER GIFT CARD OR VOUCHER CODE field.
     • Only one gift card can be used at checkout.
7. 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.