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.
For example, if item 1 in the cart has a price of $100 and a discount of 20% is applied to the item and item 2 in the cart has a price of $20, the subtotal for the cart will be $100. Then, if a discount of 5% is also applied to the entire cart, the cart’s total will be $95.
For more information on applying discounts to the shopping cart, see Making a sale.
In this article:
Product options
| Options | Description |
| Edit Details | Apply an individual discount to the product. It can be a percentage or fixed discount. You can click the More button |
| Remove from cart | Removes the product from the shopping cart. You can click the More button |
Gift card options
| Options | Description |
| Edit Details | Apply an individual discount to the gift card. It can be a percentage or fixed discount. You can click the More 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 cart | Removes the gift card from the shopping cart. You can click the More button |
Membership options
| Options | Description |
| Price | You can enter a custom price for the membership.
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| Taxes | If a tax is applied to the membership, you can enter a custom value for that tax.
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| Edit Details | Click the More button and select Edit Details to reveal several new options:
NoteMemberships will not convert if you change their start date to a point in the past where they would have already converted by the present date; instead, they will auto-renew until the present date and then convert upon the next expiration date. For example, if you sell a 1-month membership on March 15 and you set its start date to January 1, it will automatically renew on February 1 and March 1, but then convert as intended on April 1. |
| Transfer | Transfer 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 cart | Remove 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
| Options | Description |
| Price | You can enter a custom price for the event. |
| Edit Details | Click the More buttonand select Edit Details to apply a discount to the Event:
|
| Transfer | Transfer the Event to another client. For more information, see Transferring an Event session to a family member. You can click the More button |
| Remove from cart | Remove the Event from the shopping cart. You can click the More button |
| Quantity | Next 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 Pass options
| Options | Description |
| Price | You can enter a custom price for the session pass.
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| Taxes | If a tax is applied to the session pass, you can enter a custom value for that tax.
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| Edit Details | Click the More buttonand select Edit Details to reveal several new options:
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| Transfer | Transfer 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 cart | Removes 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. |
Package options
| Options | Description |
| Edit Details | You can click the More button and select Edit Details to reveal several new fields. These settings allow you to:
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| Transfer | Transfer 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 cart | Removes 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. |
