Dashboard Cart

This article provides an overview of how to use the Cart on the Dashboard, which is present for nearly all types of purchases.

Exception: when creating an Appointment or Private Training, you will see an abbreviated checkout flow.

You can access the cart 3 ways

1. By clicking the Blue Cart button on the top of the Dashboard

2. Navigating to the item you want to buy and clicking "Add User"

3. Navigating to a client profile and clicking the cart

Skip Ahead: Quickly add a client to a class or package. Including how to add for free.

Step 1 - Find the Client

• For #1 and #2 above, you will need to first select the client

• Then search and add items to the cart

Step 2 - Options & Information in the Cart

• Renewal Frequency: If you added a membership, you will see the renewal frequency in a blue box

• Editing Price: You can edit the price by clicking the pencil and then changing the price

• Note the warning when editing the price of something that renews

  • To change the ongoing price, you need to apply a discount code

• Discounts, Gift Cards, Account Balances

  • If the client has an account balance you can apply it

  • Add a gift card or use an existing one

  • Add a discount code

• Card or Cash: Choose how the client wants to pay

  • Credit Card / ACH: If the client has chosen ACH and connected their bank, it falls under "Credit Card"

• No Card on File

  • You will see a red warning if you try to pay by card with no card on file

  • Tip: You can still pay by Card without a card on file if you have enabled Pending Transactions

Adding a User to a Class/Package

• • Adding to a class/Package

    • Click Add User

    • Type in their name

    • Click "Proceed to Checkout"

      • Classes: If the client has a package it will say "Redeemed with Package"

      • If the client doesn't have a package, you can click "Previous" and add one. The system will use that package to book the class (assuming the class starts in the future)

      • Private Classes/Appointments: We have kept the old flow for adding clients to private classes and appointments.

  • Add for Free: Just edit the price like shown above to $0.00