How do I add a contact to a product?

By manually adding a contact to a product, you gain more control over the invoice details, including the amount they will be charged and the invoicing date. This differs from inviting to products which sends a product invitation to the contact, allowing them to decide if they want to make a purchase or not.

 

Adding a Contact to a Product via the Contact Record

For adding an individual contact, the quickest method is to use their contact record. 

(To enlarge, right-click on the animation and choose to open in a new tab)  

Steps

• Open the record for the person you want to add
• Click the Actions button at the top-left
• Select Add to and then choose Product
• The Add to Product step-by-step page will now appear. From here, you can select the product, schedule sessions, and choose start dates.

There are four sections:

 

1. Select Product

In this section, choose the product you are adding the person to. You can type to search or use the dropdown menu.

Follow the steps to choose your schedule, starting sessions, and the day and time.

 

2. Confirm Attendees

Choose the attendees you wish to add.

You can also add people directly to a waiting list by ticking the checkbox in the Waiting list column.

 

3. Payment Settings

Payment settings will default to those defined in the product’s price and billing settings, including the date of the first scheduled invoice.

If you need to adjust the invoice amount or scheduled date:

• Click Modify attendee billing

• On the next screen, select the invoice you wish to edit

• This will open the modification menu, allowing you to make changes

(To enlarge, right-click on the animation and choose to open in a new tab)  

4. Confirm

The final step provides a summary of:

• The actions you have confirmed

• Planned invoicing

• Any issues identified (e.g., someone outside the age restrictions)