Managing items in the shopping cart

This article describes various options available for managing items in the shopping cart. Items can be products, gift cards, memberships, session passes, or packages. The shopping cart is where you place any items your client intends to buy when making a purchase

Options for managing items include discounting items individually, changing the start date of Purchase Options, or transferring Purchase Options to other clients. You can also offer items for free. Different items have different management options.

In this article:

Products options

OptionsDescription
Edit DetailsApply an individual discount to the product. It can be a percentage or fixed discount. 

You can click the More button   and select Edit Details to apply an individual discount to the product. 

Remove from cartRemoves the product from the shopping cart. 

You can click the More button  and select click Remove from Cart to remove the product from the shopping cart.

Gift Cards options

OptionsDescription
Edit DetailsApply an individual discount to the gift card. It can be a percentage or fixed discount. 

You can click the More button and select Edit Details to apply an individual discount to the gift card.

NoteA discount does not affect the redeemable value of the gift card. For example: A $20 gift card is discounted by 50%, making the selling price of the gift card is $10. However, the gift card will still be redeemed for $20.
Remove from cartRemoves the gift card from the shopping cart. 

You can click the More button  and select Remove from Cart to remove the gift card from the shopping cart.

Memberships options

OptionsDescription
PriceYou can enter a custom price for the membership.

  • If a membership is set to auto-renew, the price you enter here is what the client will be charged when the membership auto renews. 
TaxesIf a tax is applied to the membership, you can enter a custom value for that tax.

  • If a membership is set to auto-renew, the tax value you enter here is what the client will be charged when the membership auto renews. For example, if you set the tax to 0, the client will not be charged tax when the membership auto-renews.
Edit DetailsClick the More buttonand select Edit Details to reveal several new options:

  • Click the Percent button and enter a discount percentage.
  • Click the Dollar button and enter a discount value.
  • Under START ON, enter a custom start date.
    • If the start date is set to occur in the future and the client should not be billed until this start date, set the Don’t bill the client until this date option to ON.
  • Set Auto-Renew to ON or OFF. Setting this to ON will renew the membership once it has expired.
  • Set Prorate first payment to ON or OFF. For more information, see Prorating membership payment.
    • Set the Pay for prorated period only option to ON to only charge a prorated amount for the first billing period.
TransferTransfer a membership to another client. For more information, see Transferring a Purchase Option. 
You can click the More button  and select Transfer to transfer the membership to another client. Under Transfer this purchase option to, search for the client’s name in the search field. 
Remove from cartRemove the membership from the shopping cart. 
You can click the More button   and select Remove from Cart to remove the membership from the shopping cart. 

Event options

OptionsDescription
PriceYou can enter a custom price for the event.
Edit DetailsClick the More button and select Edit Details to apply a discount to the Event:

  • Click the Percent button and enter a discount percentage.
  • Click the Dollar button and enter a discount value.
TransferTransfer the Event to another client. For more information, see Transferring an Event session to a family member.

You can click the More button and select Transfer to transfer the Event to another client. Under Transfer this purchase option to, search for the client’s name in the search field.

Remove from cartRemove the Event from the shopping cart.

You can click the More button and select Remove from Cart to remove the Event from the shopping cart.

QuantityNext to QTY, enter the number of bookings of this Event the client wants to purchase.

 

If you enter a quantity larger than 1, the client will only be booked into this Event once, but the remaining Event purchases will appear on their Passes & Memberships page in their client profile. Staff members can then transfer those remaining Event purchases to other clients.

Session Passes options

OptionsDescription
PriceYou can enter a custom price for the session pass.

  • If a session pass is set to auto-renew, the price you enter here is what the client will be charged when the session pass auto renews.
TaxesIf a tax is applied to the session pass, you can enter a custom value for that tax.

  • If a session pass is set to auto-renew, the tax value you enter here is what the client will be charged when the session pass auto renews. For example, if you set the tax to 0, the client will not be charged tax when the session pass auto-renews.
Edit DetailsClick the More buttonand select Edit Details to reveal several new options:

  • Click the Percent button and enter a discount percentage.
  • Click the Dollar button and enter a discount value.
  • Set Auto-Renew to ON or OFF. Setting this to ON will renew the session pass once it has expired.
TransferTransfer the session pass to another client.  
You can click the More button  and select Transfer to transfer the session pass to another client. Under Transfer this purchase option to, search for the client’s name in the search field. 
Remove from cartRemoves the session pass from the shopping cart.
You can click the 
More button   and select Remove from Cart to remove the session pass from the shopping cart. 

Packages options

OptionsDescription
Edit DetailsYou can click the More button  and select Edit Details to reveal several new fields. These settings allow you to:
 

  • Apply a discount to the package. It can be a percentage or fixed discount.
     
  • Under START ON, you can set the start  date of the package, this will also affect any memberships in the package. 
    • If the start date is set to occur in the future and the client should not be billed until this start date, set the Don’t bill the client until this date option to ON.
TransferTransfer the package to another client.  
You can click the More button  and select Transfer to transfer the package to another client. Under Transfer this purchase option to, search for the client’s name in the search field. 
Remove from cartRemoves the package from the shopping cart.
You can click the
More button   and select Remove from Cart to remove the package from the shopping cart. 
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