Create Products

 

At the top, under “Manage,” administrators can click on “Products” to create a resource or manage existing ones.

 

Click on the Add New button to add a new resource.

 

Create Products

There are five steps to complete to create your resource. On the first step, Administrators can specify:

 

• Name (enter the name the same way it appears in your advertised materials)
• Price
• Tax
• Total Units
• Revenue Account
• Estimated Delivery Time
• Sku
• An option to include on the “Offers” page
• Description

 

Workflow: If “Request workflow” is chosen, the resource will be available for any user to book online. If “Mandatory workflow” is chosen, it means Administrators can push invoices to selected users based on a pre-existing contract and paying that invoice is mandatory, and Administrators should provide interest options, that interest will be applied to unpaid invoices.

 

Click the button to store your new product item.

 

Add Prices

Product prices may be different for members. Here, administrators can set tiered pricing based on Membership.  Click Add New to enter a new price or proceed with the default price that was setup under Create Product.

 

To add tiered pricing click on New Price and fill out the fields.

Tiered pricing can be added for members based on Membership purchased or inherited.  All membership have one role and many memberships can have the same role.  For convenience, you can set the price to be associated with a role.  For example, the base price would apply to all.  The new tiered pricing can be a value lower than the base price and assigned to Residents.

 

Ask Questions

If there is any information needed to be collected from resource customers, administrators  can set different types of questions and make it optional or mandatory.  Then in the process of registering for the resource, they see the questions and answer them.  Please refer to Profile Questionnaire for more information on how to add questions.

 

 

Restrictions

• If you want to set age or gender restriction for users who purchase this product, it can be done from here.

 

• To define which age range is eligible for this membership click the Age button.

 

• Enter a minimum and maximum age and an effective date.  Click the Create Restriction button to store your changes.  For example, if a member must be 18 to be eligible to make this purchase select an Effective as of date.

 

• To define which genders is eligible, click the Gender button.

 

• Select either Male or Female and click Create Restriction.

 

• If a pre-requisite is required in order to purchase this resource, click Add New and then select the item from the dropdown list.

 

Add Waiver

Administrators can put in terms and conditions, waiver and/or any other important messages related to the resource here.

 

After creating resources, administrators can publish, un-publish, clone and edit them by clicking on the icons on the tile. Resources cannot be edited while published so to edit Administrators need to un-publish first which will take it off the website and then edit it. Clone lets administrators to create a copy of the resource, allowing them to create more resources without having to start from scratch; cloned resources include pricing, questions and restriction data. Group actions are also available if administrators want to publish, un-publish or clone more than one resource.

 

Product Details Page

Clicking on the Details icon from the Manage Products page or by searching on the product will lead the admin to the Product Details page: