Modifying a Purchase Option

You can modify an existing Purchase Option to change specific details, such as the description, price, and auto-renew rules. See the list below for details on what happens when you modify a Purchase Option:

  • Previously sold Purchase Options that have not been customized will not be affected by price changes however, they will be affected by all other changes.
  • Modifications made to a Purchase Option in setup will apply to all Purchase Options of this type sold in the future.
  • Changes to the set number of visits for a previously sold session pass will not take effect until the next auto-renewal of the session pass, after which the set number of visits will be changed to reflect your modifications.
  • Individually customized Purchase Options that were sold before any modifications were made in setup will only be affected by changes to the Purchase Option’s name. If you want customized Purchase Options to be affected by changes (except price changes as noted above), you can reset the customer’s Purchase Option.

NotePurchase Options that have been sold will have a Shopping Cart icon on the Purchase Option page when the page is set to tile view.

NoteAny Purchase Option that has not been sold will be displayed with a New tag on the Purchase Options page when the page is set to list view.

NoteTo ensure that your accounting is always correct, the expiration rules for session passes become uneditable after a client has purchased the pass. If you want to change the expiration rules, you must create a new session pass.

CautionIf you are modifying an existing Purchase Option, any changes you make will affect clients who currently own that Purchase Option unless a staff member has customized a client’s individual Purchase Option. You should not make drastic changes to a Purchase Option without notifying all the clients who own that Purchase Option.

For example, if clients own a membership with an attendance restriction of 4 visits per week, and you modify that membership to only allow 3 visits per week, the clients who own that membership will now only be allowed to use that membership to book 3 visits during a week.

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