Once you have products available you may wish to add or invite people to join or purchase them. Read on to learn how this process works and the difference between adding and inviting to products.
Note: You will first need to ensure you have created the product(s) you wish to invite or add your contacts to. To learn how to set up products please take a look at our help article on how to add products
Tip: If your product offers an instalment payment option, then you must invite your customers to the product. The invitation process allows your customers to choose how many instalments they wish to pay in.
If you 'Add to product'', the option to pay by instalments will not be available.
Inviting to products
An example of when you may wish to invite a person to join/purchase a product is when you are running a special event and want to notify your existing contacts, or if you are inviting your members to sign up for a new class.
Inviting a person to a product will send an email invitation, with an option to accept or decline. Contacts will be sent directly to the product in your shop with the option to purchase and choose any available dates or prices.
To access all of their product invitations, individuals can simply sign into their online account at https://app.joinin.online and go to the Invitations section in the left-hand menu.
Steps:
From Contacts section
- Navigate to Home > Contacts
- Select the contacts you wish to invite
- On the left sidebar, click "Manage" then "Invite to product"
- Select the relevant Product, Price and Schedule
- Select "Submit"
From Timetable section
- Navigate to Home > Timetable/Calendar & Fixtures
- Choose the relevant session
- From the Manage view, select the contacts you wish to invite
- Select the 'Actions' button and then "Invite to product"
- Select the relevant options
- Select "Submit"
Adding to products
When you add a person to a product, you are directly adding that person, with the option to raise an immediate invoice.
An example of when you may add a person to a product is when you need to add a person to a private class or generate a missing invoice.
Steps:
From Contacts
- Navigate to Home > Contacts
- Select the contacts you wish to add
- On the left sidebar, click 'Manage' then 'Add to product'
- Select the relevant options
- Select 'Preview changes'
- Finalise your choices and click 'Process orders'
From Timetable
- Navigate to Home > Timetable
- Select a session with the contact(s) you wish to add
- From the Manage view, select the contacts you wish to add
- Click on 'Actions' then 'Add to product'
- Select the relevant options
- Select 'Preview changes'
- Finalise your choices and click 'Process orders'
Tip: For full information on adding to products and the options available, visit the full article here.