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Edit Product Details or Delete a Product

When you want to change what you are offering — the capacity limit, the dollar amount, a related date, or something else — you can manage those changes in the Products Module.

There are a lot of nuances to be aware of before you edit or delete your products, especially if your system is already live. Please consult our Support Team if you are unclear of the consequences of your choices if your project is currently accepting registrations.

To edit or delete a product, navigate to the Settings side menu. Select Products to get to the Product Management page.

TO DELETE A PRODUCT:

Navigate to the product that you want to delete. Hover over it and click the Edit button.

edit products

You will see a box pop up that will allow you to edit or delete your product. To delete, click the “Delete” button on the bottom left of the editor form. You’ll be asked to confirm  you’d like to delete the product.

product settings

To delete your product, click the red Delete button in the bottom left corner of the edit pop-up.

delete

 

EDIT A PRODUCT:

Navigate to the product that you want to edit. Hover over it and click the Edit button.

edit product

There are three different product types: “Offering that has Sessions (Courses, Events, Camps etc…),” “Services / Physical Product / Merchandise,” and “Discount.”

A little more information on product settings: 

  • 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.
    • You can read more about Dates and Sessions here.
  • 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.

product options

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

TO EDIT A SESSION:

Navigate to the product that you want to edit. Hover over it and click the Edit Sessions button.

edit sessions

Next hover over the session you would like to edit and click Edit Session.

edit session

The Configuration section will pop up, which includes the start and end date of the session, which days of the week are available, what time period during those days are available, if users can sign up for part of the session, if there’s a surcharge for that, and if there’s a minimum or maximum number of days that can be selected.

start/end date

Each day can have a different time associated with it.

time of session

  • 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

You can also navigate 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.