Managing items in the shopping cart

This article describes various options available for managing items in the shopping cart. Items can be products, gift cards, memberships, session passes, or packages. The shopping cart is where you place any items your client intends to buy when making a purchase

Options for managing items include discounting items individually, changing the start date of Purchase Options, or transferring Purchase Options to other clients. You can also offer items for free. Different items have different management options.

In this article:

Products options

Options Description
Edit Details Apply an individual discount to the product. It can be a percentage or fixed discount. 

You can click the More button   and select Edit Details to apply an individual discount to the product. 

Remove from cart Removes the product from the shopping cart. 

You can click the More button  and select click Remove from Cart to remove the product from the shopping cart.

Gift Cards options

Options Description
Edit Details Apply an individual discount to the gift card. It can be a percentage or fixed discount. 

You can click the More button and select Edit Details to apply an individual discount to the gift card.

NoteA discount does not affect the redeemable value of the gift card. For example: A $20 gift card is discounted by 50%, making the selling price of the gift card is $10. However, the gift card will still be redeemed for $20.
Remove from cart Removes the gift card from the shopping cart. 

You can click the More button  and select Remove from Cart to remove the gift card from the shopping cart.

Memberships options

Options Description
Edit Details You can click the More button   and select Edit Details to reveal several new fields. These settings allow you to:

  • Apply a discount to the membership. It can be a percentage or fixed discount. 
  • Under START ON, you can set the start date of the membership. 
    • If the start date is set to occur in the future and the client should not be billed until this start date, set the Don’t bill the client until this date option to ON. 
  • Turn Auto-Renew either ON or OFF. Setting this to ON will renew the membership once it has expired. 
  • Turn Prorate first payment either ON or OFF. For more information, see Prorating membership payment. 
    • Set the Pay for prorated period only option to ON to only charge a prorated amount for the first billing period.
Transfer Transfer a membership to another client. For more information, see Transferring a Purchase Option. 
You can click the More button  and select Transfer to transfer the membership to another client. Under Transfer this purchase option to, search for the client’s name in the search field. 
Remove from cart Removes the membership from the shopping cart. 
You can click the More button   and select Remove from Cart to remove the membership from the shopping cart. 

Session Passes options

Options Description
Edit Details You can click the More button  and select Edit Details to reveal several new fields. These settings allow you to:
 

  • Apply a discount to the session pass. It can be a percentage or fixed discount.
  • Turn Auto-Renew either ON or OFF. 
  • Under START ON, you can set the start  date of the session pass. 
    • If the start date is set to occur in the future and the client should not be billed until this start date, set the Don’t bill the client until this date option to ON. 
Transfer Transfer the session pass to another client.  
You can click the More button  and select Transfer to transfer the session pass to another client. Under Transfer this purchase option to, search for the client’s name in the search field. 
Remove from cart Removes the session pass from the shopping cart.
You can click the 
More button   and select Remove from Cart to remove the session pass from the shopping cart. 

Packages options

Options Description
Edit Details You can click the More button  and select Edit Details to reveal several new fields. These settings allow you to:
 

  • Apply a discount to the package. It can be a percentage or fixed discount.
     
  • Under START ON, you can set the start  date of the package, this will also affect any memberships in the package. 
    • If the start date is set to occur in the future and the client should not be billed until this start date, set the Don’t bill the client until this date option to ON.
Transfer Transfer the package to another client.  
You can click the More button  and select Transfer to transfer the package to another client. Under Transfer this purchase option to, search for the client’s name in the search field. 
Remove from cart Removes the package from the shopping cart.
You can click the
More button   and select Remove from Cart to remove the package from the shopping cart. 
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