To create a new product, navigate to the “Settings” side menu. Select “Products” to get to the Product Management page.
On this page, you’ll see two buttons: “Create Category” and “Create Product.” Click “Create Product” to create your first product.
You can also add a new product after you have already created Categories (think of these as folders for Products).
Simply hover over the Category name and click on the “Add Product” button.
In the side panel, you can add a name, product type, price, and description for your product, assign an admin, add filter options, set an availability/expiration date, quota setting, locking rule, waitlist, and more.
You must add a name and a price for each product you create.
There are five different product types: “Offering with Sessions”, “One-Time Events / All Day Activities / Services,” and “Discount”, “Recurring / Donations / Memberships / Subscriptions”, and “Merchandise”
A little more information on product settings:
- Offering with Sessions
- Here you can select the dates, days, and times of the service. If you like you can create multiple options. This works great for creating reoccurring sessions that occur in a set period of time. Based on your selections that system will automatically create sub-products that will allow check-in, reporting, and additional options per day.
- You can read more about Dates and Sessions here.
- Recurring / Donations / Memberships / Subscriptions
- Offerings that require recurring billing, memberships, donations, and seat-based billing. Recurring products will be added automatically to the user’s cart at the intervals you set. The system will also auto-charge them on those dates.
- Static product options like one-time events or activities or services. Dates are mandatory for this product type, but there are no options to choose dates within a range (like the Offering with Sessions). Time conflict is off by default. Prorating is also not possible, unlike with sessions.
- Physical products like merchandise or literature, or zero-priced product options. This product type offers limited functionality, and should only be used for physical products.
- Reduces the price of the entire cart or the price of specific products. Can be a fixed value or a percentage.
There are some other options available to further clarify your products.
Scroll down the menu to view these.
- Can only be ordered once
- As the description states, selecting “On” will ensure that this product can only be picked once by an account or sub-account.
- Leaving it unchecked will allow your registrants to select more than one of these products.
- Available to users for selection-
- When this is “On”, this product will be available for selection when a registrant is selecting their products.
- Leaving this unchecked would ensure that users do not see this product.
- This can be useful when adding a registration fee that should automatically add to a user’s cart rather than be selected by the registrant.
The product properties and settings differ among the different product types.
Assign Admins or Instructors with Sessions
The product types — “Offering with Sessions” and “One Time Events/All Day Activities / Services” — can now have an admin attached to the offering. A great example is assigning an instructor to a course offering.
Assign Admins / Set Instructors
When assigning a product to an admin they will get notifications on changes and you can search based on their name on the front-end.
Use this option to manage instructors or admins that are responsible for the offering.
In any of your products, you can also add or edit the description of your product offering with the source code (html). You can add a picture or video this way.
In both “Offering with Sessions” and “One-Time Events / All Day Activities / Services” you can add a filtering/reporting option to help your applicants filter your products or your admin’s report on your products easier.
Filtering and Reporting Options
Internal ID- This information can be presented in the product report. Use this if you have an internal reference to this offering.
Location – When the products are presented to users you can allow them to filter based on location. This information can also be presented in the product report.
Misc 1 / 2 – When the products are presented to users you can allow them to filter based on this option. When setting up the product presentation you can give the option a name. This information can also be presented in the product report (will be presented as misc1 or misc2).
In “One-Time Events / All Day Activities / Services” you can also add a Start / End date.
Use this ONLY when the activity is a one-time event, the dates are fixed, and it is not possible to select partial dates.
If you have activities that are reoccurring or you need partial dates, then make this product an “Offering with Sessions ” or “Recurring” type of product instead.
Product Locking Settings
Lock for changes once any amount is allocated to the product.
Use this option when you enable Autobill with split payments or when you auto split the payments between products. This will make sure that the product is locked once funds are allocated to it. If you are allowing auto pro-rating of sessions, it’s highly advised to set this to “On”.
Lock for changes once fully paid- Turning this on will ensure that your registrants cannot change what they’ve selected after the product has been paid for completely. This is selected by default.
Lock once added to cart- Turning this on will ensure that once this product has been added to a cart, it cannot be removed. This is especially useful for registration fees.
Fund Allocation Settings
Turning this option on will force the payments made by a user to allocate themselves to this product first.
Here you can adjust when a product will be made available in the system, or when it will stop appearing as available to users.
Quotas can be used to limit the amount of your product that is available for selection.
Adding a quota to “items that user’s cart” means that once a user selects this product, they will take up a slot in the quota (even if they have not paid for it).
Allow waitlist: This determines whether registrants can still select a product after the quota has been met. Registrants can be added to a waitlist for your product.
Recurring Product Setup
Refer to this article on the settings related to recurring products.