Restricting a product or service to specific client types or groups

Staff members can restrict a product, appointment, class, event, or Purchase Option to specific client types or members of specific client groups. Clients who are restricted from purchasing a product won’t be able to view that product in the store, but you can choose whether to display restricted services to ineligible clients on a service-by-service basis.

In this article:

To restrict a product to specific client types or groups:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Store Configuration.
5. On the Store Configuration menu, click Products.
6. On the Products page, add or modify a product:
   • To create a new product, click ADD PRODUCT.
   • To modify an existing product, click the product you want to modify in the list. You may have to browse the list, use the Search option, or filter the list to find the product.
7. In Advanced Settings, under Purchase Restrictions, click Available to selected client groups or types only.
8. Under CLIENT TYPES, select the client types to whom you want to restrict this product.
9. Under CLIENT GROUPS, select the client groups to which you want to restrict this product.
   • If no client types or groups are selected, these options will default to Deny all client types and Deny all client groups, which will only allow walk-in clients to purchase the product.
10. Click SAVE.

To restrict an appointment, class, or event to specific client types or groups:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Services.
5. On the Services menu, click Appointments, Classes, or Events.
6. Click the service you want to modify. You may have to browse the list, use the Search option, or filter the list to find the service.
7. Restrict the client types that can book the service:
   1. In Advanced Settings, under Client Online Booking, click Only selected client groups or types can book online.
   2. Under CLIENT TYPES, select the client types to whom you want to restrict this service.
   3. Under CLIENT GROUPS, select the client groups to which you want to restrict this service.
      • If no client types or groups are selected, these options will default to Deny all client types and Deny all client groups, which will only allow walk-in clients to purchase the service.
8. Choose a visibility setting for the service:
   • Select Display service to all clients to keep the service visible to all clients on the Client Web App and the Achieve Client App. If a client who is not eligible for the service attempts to book it online, they will be asked to contact your business.
   • Select Display service to selected client types or groups to only display the service to clients who are members of the selected client types or groups.
9. Restrict the client types that staff can book into the service:
   1. Under Staff Booking, click Staff can only book selected Client Types.
   2. Select the client types to whom you want to restrict this service. If no client types are selected, this option will default to Deny all client types, which will only allow walk-in clients to able to purchase the service.
10. Click SAVE.