Home » Help Center » Create a New Product or Session

Create a New Product or Session

create products class system

To create a new product, navigate to the “Settings” side menu. Select “Products” to get to the Product Management page.

 Product design

On this page, you’ll see two buttons: “Create Category” and “Create Product.” Click “Create Product” to create your first product.

create new 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.

add product

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.

product types

There are three different product types in the system. They are as follows:

  • Offering that has Sessions (Courses, Events, Camps etc…)
    • 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.
    • Select this product type for anything that does not have dates connected to it.
    • This is great for reoccurring products like memberships, physical products like books, t-shirts or online offerings.
    • Use this also for zero priced 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 theses.

only ordered once

  • 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 this product.
  • 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.

Offering that has Sessions (Courses, Events, Camps etc…):

session properties

Services / Physical Product / Merchandise:

service properties

Discount:

discount properties

The product types — “Offering that has Sessions (Courses, Events, Camps etc…)” and “Services / Physical Product / Merchandise” — 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 allow to search based on their name on the front-end.
      Use this option to manage instructors or admins that are responsible for the offering.

assign admin

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 that has Sessions (Courses, Events, Camps etc…)” and “Services / Physical Product / Merchandise” you can add a filtering/reporting option to help your applicants filter your products or your admins 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).

filtering and reporting

In “Services / Physical Product / Merchandise” 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 that has Sessions (Courses, Events, Camps etc…)” type of product instead and add a session.

start/end date

  • Product Locking Settings
    • Lock for changes once paid-  
      • Turning this on will ensure that your registrants cannot change what they’ve selected after the product has been paid for.
      • 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.

product locking

  • Fund Allocation Settings- Turning this option on will force the payments made by a user allocate themselves to this product first.

fund allocation

  • Availability/Expiration Date- here you can adjust when a product will be made available in the system, or when it will stop appearing as available to users.

availability / expiration

  • Quota Settings– Quotas can be used to limit the amount of your product that is available for selection.
    • Adding a quota to “items that users have ordered” 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).
    • Inversely, “Items that users have paid for” determines that a slot will not be taken until the user makes a payment. When adding a quota to this, a Partial Payment option will show up — this will allow users to take up a slot in the quota when they have only made a partial payment and the product is not yet paid for (such as when users pay a deposit before paying for a full product).
    • 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.

quota / waitlist

HOW TO CREATE AND MANAGE A SESSION:

Select the “Offering that has Sessions (Courses, Events, Camps etc…)” product type, add a name and price, then click the “create and setup sessions” button to create your first session.

Another side panel (configuration section) will pop up, asking you for the start and end dates of your first session and what the full price should be.

You can also set other options, but you must enter a start / end date and full price.

create session

 

You can add a timeframe for the days you’re offering in the session. Each day can have a different time associated with it.

time of session

Next you can decide if your users can select part of your session or must select all of your session offering.

  • Use this option if you allow users to select just part of the session (you can set the minimum number of days to select and the surcharge when a partial session is selected). If you only offer full enrollment leave this option off.
    Enabling this option might lower your income. “Off” is the recommended setting.
  • When you are allowing users to select specific days of the session a calendar with the sessions dates will appear. The system can auto-select all days and the users will remove the days they do not want or the system can not select any days and users will need to select the days they want. “On” is the recommended settings as it will grow your income.

partial selection

  • When creating sessions the system auto calculates the price per day. Adding a surcharge will change the cost per day accordingly. Note that users will not directly see the price per day but only the overall price of their selection.
  • Minimum / Maximum number of days user may select

more partial selection

Click “Create Session” to finalize your choices. Then you can click “Edit Session” to jump back in and alter more, like navigating to the Settings section of the session, which has all the usual product option already covered.

session settings

Make sure to click the “Update Product” button to save your changes.

How to copy an existing product

Sometimes it’s easier to create a new product by copying one that already exists.

To do this is simple.

Select the product you’d like to copy by click the box to the left of the product. Then click “Copy Products” at the top.

copy product

If you copy a product with sessions, and do NOT select specific sessions, all of the sessions will be copied over. If you want to copy over only specific sessions, then select the sessions you want to copy.

Note: Triggers are NOT copied over. This is to prevent any errors with your flow. Once you copy your selected product(s), create new triggers if needed.