How to use the Checkout feature

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In this article we will take you through everything in our Checkout feature, which allows you to process multiple items in the one cart

1. What is the Checkout Feature
2. What are the benefits of the new Checkout feature?
3. How do I use the new Checkout feature?

 

What is the Checkout Feature?

The Checkout feature is a new way of processing transactions through the Dashboard.
It is a new cart which allows you to combine Store Products,  Unlimited Memberships and Restricted Memberships into a single transaction which will provide a more streamlined approach.
The old cart feature still remains on your Dashboard for additional purchases not yet available in our new checkout feature

 

What are the benefits of the checkout feature?

The checkout feature will allow you to combine multiple items into one transaction instead of putting each one through separately. This will allow for a quick experience from the admin side. 

Quick and easy search options allow you to choose the right items for the purchase, while clear and concise details of taxes, discounts, subtotals and totals are clearly displayed.

From a members perspective they will receive one receipt with all their items instead of multiple receipts. 

 

How do I use the new Checkout feature?

You can access the new Checkout feature via the "Checkout" button in the top right of the Dashboard.

  1. Click the Checkout icon on the left side of the Dashboard
  2. On the new page, select the client you wish to purchase an item or items for by clicking "Select Client"
  3. Click select item and select the product/service you wish to purchase for the client.
  4. If required click select item again to select additional products or services for the client.
  5. Select the payment method on the right of the page, under the Payment breakdown
  6. Click "Pay"
  7. Once the transaction has been completed you can "Close Cart" to return to the Dashboard or start a "New Checkout"

If you wish to use a barcode scanner to scan store items during the checkout flow, you can do this. All you need to do is add the inventory reference code in the title of the store item, and when the item is scanned, it will appear in the cart.

For example, if you are selling a green sweatshirt, size L, and the barcode on the item is 112233, you should name the product in the store something like: Sweatshirt Green Size L 112233.

 

Dashboard_Checkout.gif

Please Note:

  • When purchasing a next term membership (pro-rated or future), Checkout will only show the amount to be charged at that time, not the full membership price. 
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