You have the flexibility to manually add contacts to a product, whenever you need to. This can be done right after uploading your contacts to the LoveAdmin system or when adding someone to a new class, for instance.
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.
Tip: For a detailed visual walkthrough of the 'add to product' process, please refer to the Video Guide located at the end of this article.
Note: You can add contacts to products from most areas of the system, such as the Timetable, Contacts page and Product Sales Report.
Adding people to products via the Contacts page
Steps:
- Navigate to Home > Contacts
- Select the contact(s) you wish to add to a product by selecting the checkbox next to their name
- Once you have selected your contacts, expand the 'Add to' tab in the left side menu and choose 'Product'
- Select the product you wish to add the person(s) to
- Choose your options
*These are outlined below for each product type - Click Preview Changes
- The next window allows you to select the contact(s) and change the final price and billing date, should you choose to:
- Edit final cost - lets you set a final price to be billed
- Edit date the invoice is generated - lets you schedule the payment as an order, to be invoiced later
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- Remove contact - lets you remove the contact from the actions you are processing
- Lock price for renewals - tick this box to keep this price for all future renewals. If unticked, the price will apply to the current invoice, then continue at the standard price on renewal.
- Click Process orders to finalise
Tip: If the order cannot be processed, there will be an additional tab "Cannot be purchased" with the reason listed for the failure. You can view our full article reasons and how to amend them here.
The basic steps for adding to a product will always be the same, but depending on what type of product you're adding contacts to, you may get a different set of options. To make these easy to follow, they have been laid out separately below.
Options for a Membership/Subscription Product
- Price - Choose the price from your product settings
- Subscription start date - choose when this subscription/membership starts
- Subscription end date - choose when this subscription/membership ends
- This doesn't have to match your fixed length from the product settings. You could set a membership that is normally a year long, to finish early, in line with your next season starting.
Options for a Merchandise Product
- Quantity - Set a quantity to be purchased
- Price - Choose the price from your product settings
Options for a Class, Event or Team Product
- Schedule - Let's you choose which schedule to add the contact to
- Price - Choose the price from your product settings
- Schedule times (appears if your pricing is "same day of week, same time") - Let's you choose the session day and time for recurring classes
- 'To' - Choose specific days, dates and times to add the contact to
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- All future sessions from this day forward: Adds the contact to all relevant sessions from the schedule, moving forward
- Specific sessions: Adds the contact to the dates/times you choose
- From (and including) a specific session: Adds the contact to all relevant sessions on the schedule starting from the specified date
- None (just raise the invoice) : does not add the contact to the schedule. This option can be used to collect ad hoc payments
Invoicing - Choose your invoicing options
- No charge: This will not charge the member in the first instance only. Any renewals will be charged at the standard price selected above (unless you lock the price).
- Raise invoice according to product price and billing: Will default to charging at the standard price rate above
- Raise invoice for fixed amount: Allows you to set a custom fee
- Initial payment provider (does not appear if "No charge" is selected): Select the payment provider you'd like to use
- Subsequent payment provider (does not appear if the product does not auto-renew): Select the payment providers you'd like to use for recurring payments
Video Guide