By manually adding a contact to a product, you gain more control over the invoice details, including the amount they will be charged and when. This differs from inviting to products which sends the contact an invitation to purchase via the shop, or decline.
Note: You can add contacts to products from many areas of the platform, including your reports, registers, their record, or the Contacts page.
Steps:
If you’re adding one contact to a product (or multiple products), the quickest way is via their contact record. If you’re adding multiple contacts to the same product, the Contacts page or any other list is best. However, the steps are mostly the same wherever you are in the system:
- Search for the contact and click their name
- Click ‘Actions’ in the top-left, then ‘Add to’ and choose ‘Product’
- If adding multiple contacts, select them using the checkboxes then ‘Add to’ > ‘Product’
- The step-by-step interface will open, which has four sections
1. Select Product
In this section, choose the product you are adding them to. You can type to search or use the dropdown menu.
If you’re adding the contact to a class or event, choose your schedule, sessions, and when they’ll attend or start attending.
Important: When choosing to add people to specific sessions, these attendees will not renew automatically into subsequent sessions regardless of the class setup.
2. Confirm Attendees
Confirm the contacts you wish to add – this section will also inform you if they’re ineligible for any reason, such as age – which you can override if you wish. You can also add people directly to a waiting list by ticking the checkbox on the right-hand side.
3. Payment Settings
The payment settings, including price and invoice date will default to those defined in the product’s settings, but you can adjust these as needed:
- Click ‘Modify attendee billing’
- On the next screen, select the invoice you wish to edit
- Click ‘Change invoice date or ‘Change amount’
- Choose whether you wish to lock-in the invoice date or value for future billing
- Click ‘Update’ before proceeding to the final section
4. Confirm
The final section provides a summary of who you’re adding, what to and when, and planned invoicing details.
Toggle ‘Send notification’ off if you do not wish the contact to be notified they’ve been added to the product. The associated email template can be found in Communication > Email templates.