Purchase rules

Purchase rules allow you to specify how and when clients pay for your services. The tables below outline the purchase rules you may choose from when creating or modifying appointments, classes, events, and Book-a-Spot assets.

NoteIf your business doesn’t have merchant processing set up, certain purchase rules won’t be accessible.

In this article:

    Appointment purchase rules

    Purchase RuleDescription
    Client must purchase online at the time of bookingSelect this option to require the client to pay for this appointment right away when they book online. This option is only available if your business has set up merchant processing.
    Clients can only pay when they visit. Online payment is not available.Select this option to require the client to pay for this appointment in person. This means online payment options will be unavailable and the client will pay when they visit your location.
    Online Payment is optional. Client will pay for the service when they visit.Select this option to allow the client to choose whether to pay for this appointment in person or online.
    Client must authorize a credit card at the time of booking.Select this option to require clients to authorize a credit card when they select the drop-in rate to book this appointment. This means authorization will be required from the credit card issuer before the client can use the credit card to pay for the appointment. A $1.00 hold will be applied to the credit card, which will be removed later.

    NoteCredit card authorization isn’t required when clients purchase an applicable purchase option at the time of booking.

    NoteIf you choose this option, we recommend disabling QUICK buy products for this appointment under Advanced Settings. If you enable QUICK buy products, new clients who sign up when booking this appointment may not be prompted to authorize a credit card.
    Client must leave a deposit at the time of booking.Select this option to require a deposit from the client when they book the appointment. This means the client must pay the amount you specify before attending, then pay the remaining amount when they attend.

    When you select this option, a field and list are displayed. Determine whether the deposit should be a flat amount or a percentage of the appointment cost by selecting Flat or Percent from the list. Then, enter the desired flat amount or percentage in the field.

    Display applicable Purchase Options during bookingSelect this option to show purchase options that can be used to pay for the appointment when clients are booking it.
    Hide applicable Purchase Options from clientsSelect this option to hide purchase options that can be used to pay for the appointment from clients when booking this appointment. Clients will be required to pay the price per session when they book this appointment.
    Hide applicable Purchase Options from clients and staff membersSelect this option to hide purchase options that can be used to pay for the appointment from staff members and clients when booking this appointment. Clients will be required to pay the price per session when they book this appointment.

    Class purchase rules

    Purchase RuleDescription
    Sell individual sessionsSelect this option to allow clients to purchase one-time sessions of this class. This means that clients will be able to purchase a class without a pass or membership. Enter the desired cost of each class in the COST PER SESSION box.

    NoteSingle session Purchase Options for classes can only be shared with a related client or transferred to another client from the shopping cart at the time of purchase.
    Do not sell individual sessions. Must be paid using Purchase OptionsSelect this option to require clients to have a related purchase option to purchase and attend this class. If a class is priced at $0, clients will need to purchase the required purchase option to book this class and the booked session will be counted as a visit on their purchase option.
    Client must purchase online at the time of bookingSelect this option to require the client to pay for this class right away when they book online. This option is only available if your business has set up merchant processing.
    Clients can only pay when they visit. Online payment is not availableSelect this option to require the client to pay for this class in person. This means online payment options will be unavailable and the client will pay when they visit your location.
    Clients can pay online or pay when they visitSelect this option to allow the client to choose whether to pay for this class in person or online. This option is only available if your business has set up merchant processing.
    Display applicable Purchase Options during bookingSelect this option to show purchase options that can be used to pay for the class when clients are booking it.
    Hide applicable Purchase Options from clientsSelect this option to hide purchase options that can be used to pay for the class from clients when booking this appointment. Clients will be required to pay the price per session when they book this class.
    Hide applicable Purchase Options from clients and staff membersSelect this option to hide purchase options that can be used to pay for the class from staff members and clients when booking this class. Clients will be required to pay the price per session when they book this class.
    Show individual session price during booking to clients with applicable purchase optionsSelect this option to display the cost per session for the class in the Client Web App and Achieve Client App to clients who have an applicable purchase option for the class. This option is only visible if the Sell individual sessions option is selected.
    Hide individual session price during booking from clients with applicable purchase optionsSelect this option to hide the cost per session for the class in the Client Web App and Achieve Client App even if the client has an applicable purchase option for the class. This option is only visible if the Sell individual sessions option is selected.

     

    Event purchase rules

    Purchase RuleDescription
    Client must purchase online at the time of bookingSelect this option to require the client to pay for this event right away when they book online. This option is only available if your business has set up merchant processing.
    Clients can only pay when they visit. Online payment is not availableSelect this option to require the client to pay for this event in person. This means online payment options will be unavailable and the client will pay when they visit your location.
    Clients can pay online or pay when they visitSelect this option to allow the client to choose whether to pay for this event in person or online. This option is only available if your business has set up merchant processing.
    Client must leave a deposit at the time of bookingSelect this option to require a deposit from the client when they book the event. This means that the client must pay the amount that you specify before attending, then pay the remaining amount when they attend.

    When you select this option, a field and list are displayed. Determine whether the deposit should be a flat amount or a percentage of the event cost by selecting Flat or Percent from the list. Then, enter the desired flat amount or percentage in the field.

    NoteIf you select this option, then clients will be unable to use any payment plans you set up.
    Clients are automatically enrolled in all sessions when purchasingSelect this option to require clients to book all sessions of the event.

    NoteAfter an event with the purchase rule Clients can book individual sessions has been created and a session of the event has been scheduled, the event can’t be modified to select the purchase rule Clients are automatically enrolled in all sessions when purchasing. This limitation exists because the initial purchase rule allows individual sessions to be booked, while the other requires that all sessions are booked at once. If the purchase rule could be changed, a client who booked an individual session at a per session rate would be required to book all sessions at a block rate. To avoid this type of conflict, this change can’t be made. If you need to make this change to an event, we recommend creating a new event with the desired purchase rule.
    Clients can book individual sessionsSelect this option to allow the clients to book sessions of this event separately from one another. This means that clients will be able to choose the parts of the event they want to attend, and they can also enroll into all event instances at the time of booking.

    To allow clients to use a purchase option to pay for an event, you must select this option, then select Clients can purchase the event/session or select a purchase option or Client can only buy purchase option for this event.

    Clients are enrolled in all sessions, but staff can book individual sessionsSelect this option to enable your clients to book all sessions of the event online and allow your staff members to determine which sessions of the event the client can enroll into and attend.

    NoteIf this option is selected, clicking MULTIPLE SESSIONS when adding a client to an attendance list for an ongoing event will book the client into all previous sessions of the event instance. To prevent this, you must click SELECTED SESSION and individually book each session that the client wants to attend. For more information, see To book an event from the schedule in Booking an event.
    Clients can purchase individual sessionsSelect this option to allow clients to pay for only the sessions that they want to attend. Enter the cost per session in the labeled field. This option is only available if you select Clients can book individual sessions or Clients are enrolled in all sessions, but staff can book individual sessions.
    Clients can purchase the event/session or select a purchase optionSelect this option to allow clients to purchase this event in the store or use applicable purchase options to pay for the event booking. This purchase rule is automatically selected when Clients are automatically enrolled in all sessions when purchasing is selected.
    Client can only buy purchase option for this eventSelect this option to require that clients use an applicable purchase option to purchase the entire event.

    NoteIf this option is selected, early bird discounts won’t be applied. In this case, the session doesn’t have an individual price, so there is no discount applied.
    Clients must pre-register before the start of the eventSelect this option to require clients to register for the event before the event’s start date. If you select this option, your clients won’t be able to register for an event that’s in progress. This option is only available when you select Clients are automatically enrolled in all sessions when purchasing or Clients are enrolled in all sessions, but staff can book individual sessions.
    Clients can enroll into an event that is in progressSelect this option to allow the clients to register for an event that’s already in progress and pay for any upcoming event instances on a prorated basis. This option is only available when you select Clients are automatically enrolled in all sessions when purchasing or Clients are enrolled in all sessions, but staff can book individual sessions.

    For example, if an event consists of four instances priced at $25 each and is scheduled to start on December 1, and a client is enrolled into the event on December 2, the client will only be required to pay $75 for the three remaining instances.

    Clients can enroll into an event that is in progress and pay full priceSelect this option to allow the clients to register for an event that is already in progress and pay for all event instances, irrespective of any past instances that have occurred before the client was enrolled. This option is only available when you select Clients are automatically enrolled in all sessions when purchasing or Clients are enrolled in all sessions, but staff can book individual sessions.

    For example, if an event consists of four instances priced at $25 each and is scheduled to start on December 1 and a client is enrolled into the event on December 2, the client will be required to pay $100 for all four instances.

    Display applicable Purchase Options during bookingSelect this option to show purchase options that can be used to pay for the event when clients are booking it.
    Hide applicable Purchase Options from clientsSelect this option to hide purchase options that can be used to pay for the event from clients when booking this event. Clients will be required to pay the price per session when they book this event. This option can’t be selected if you choose Client can only buy purchase option for this event.
    Hide applicable Purchase Options from clients and staff membersSelect this option to hide purchase options that can be used to pay for the event from staff members and clients when booking this event. Clients will be required to pay the price per session when they book this event. This option can’t be selected if you choose Client can only buy purchase option for this event.

    Book-a-Spot asset purchase rules

    Purchase RuleDescription
    Sell individual sessionsSelect this option to allow clients to purchase one-time sessions of this asset. This means that clients will be able to purchase an asset without a session pass or membership.
    Do not sell individual sessions. Must be paid using Purchase Options.Select this option to require that clients have a related purchase option to purchase this asset.
    Client must purchase online at the time of bookingSelect this option to require the client to pay for this asset right away when they book online. This option is only available if your business has set up merchant processing.
    Clients can only pay when they visit. Online payment is not available.Select this option to require the client to pay for this asset in person. This means online payment options will be unavailable and the client will pay when they visit your location.
    Online Payment is optional. Client will pay for the service when they visit.Select this option to allow the client to choose whether to pay for this asset in person or online.
    Client must authorize a credit card at the time of booking.Select this option to require clients to use an authorized credit card to book this asset. This means an authorized payment will be required before they can use the asset.
    Client must leave a deposit at the time of booking.Select this option to require a deposit from the client when they book the asset. This means the client must pay the amount you specify before attending, then pay the remaining amount when they attend.

    When you select this option, a field and list are displayed. Determine whether the deposit should be a flat amount or a percentage of the asset cost by selecting Flat or Percent from the list. Then, enter the desired flat amount or percentage in the field.

    Display applicable Purchase Options during bookingSelect this option to show purchase options that can be used to pay for the asset when clients are booking it.
    Hide applicable Purchase Options from clientsSelect this option to hide purchase options that can be used to pay for the asset from clients when booking this asset. Clients will be required to pay the price per session when they book this asset.
    Hide applicable Purchase Options from clients and staff membersSelect this option to hide purchase options that can be used to pay for the asset from staff members and clients when booking this asset. Clients will be required to pay the price per session when they book this asset.
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