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In this page we'll cover the following:
Before we can allow clients to purchase packages we must enable the "Store" portion of the scheduler, to accomplish this go to Settings → Mini Website Design → Color Scheme & Styling:
Locate the "Store" category, check the "Enable" box in the "Style Properties" section, the box next to "Packages" should check automatically, scroll to the top of the page and click Save:
Now that we've enabled the Packages for clients, when they reach your scheduler they will see a Packages option in the navigation menu:
Note: In order for clients to purchase and redeem packages they must register if they are a new client or login using their email and password if they are returning clients.
For this example we'll assume that our business offers kickboxing classes as well as private lessons, we created 2 packages, one for each type of service. When clients go to our mini website and they click the Packages option in the navigation menu they will see the 2 packages we created:
Packages will show the following information:
- Package Name
- Number of Appointments in Package
- Price
- Package Image (optional)
- Package Description (optional)
- Service Services & Classes Included in Package
- Expiration
Clients may purchase one or multiple packages, when they decide on which package they want to purchase and click the Add to Cart button below the package card, this they will be automatically added to the cart:
While in the cart, clients will see the packages they selected listed on the left side of the screen. Within this section they have the option to increase the quantity of packages they want to purchase (1) or click the "Remove" option to remove the package from the cart (2):
While the left portion of the screen displays the packages the client added to the cart, they right side portion of the screen will display the Order Summary. In this section clients will see the Subtotal (1), apply coupons (optional)(2), tax (optional)(3), transaction fee (optional)(4), and total (5). To begin the checkout process the client must click the Continue to CheckOut button at the bottom of the Order Summary section:
After the Continue to CheckOut the "Continue to Checkout" button is clicked the Client Login window will appear, here clients will have to option to enter their email and password to continue the checkout process or select the option to register if they're a new client. For this example, we'll assume that the client purchasing the packages is an existing client:
After the client logs in, they will be redirected to the Invoice Detail panel where they will see a summary of the charges and have the option to pay and download their invoice. To continue to the next step of the checkout process the client must click Pay Now:
In the Card Information panel the client will enter their credit card information, save the card for future payments (optional if using Stripe or Square), and click the Pay button:
After the payment is processed the client will see the Invoice Detail panel where invoice status will now appear as "Closed: Paid" and the client will once again have the option to download a copy of the invoice for their records:
The client can choose to view their packages they just purchased by selection selecting "My Account" in the navigation menu and then selecting choosing My Profile:
Once in their profile, they can click the "View" dropdown and select Packages:
In the Packages panel the client will see relevant information regarding their package as well as the appointments they have redeemed using with their packages, which we will cover in the next section:
