Setting up Products on Members Portal 5

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The Store is enabled as long as you have at least one product published on the Members Portal. To disable the Store, you'll need to make sure you don't have any published products on the Members Portal.

The store is visible to the public by default in Version 5.

Portal access settings for the Store have been deprecated.

If you want to sell products in the Store, you'll need to define your payment settings. Then you can publish products.

Migrating from Version 4 or previous versions?

We recommend treating these steps as an audit for your space. You can also make sure you're taking advantage of all the new features added in Version 5.

You can also customize the appearance of your Store using the Editor.

Defining Payment Settings

You can control how customers pay for products according to their customer group.

Members

Product purchases by members are included in their next invoice by default.

If you'd like members to pay for products upfront, you'll need toggle on Always invoice products purchased by members as they are purchased under the Checkout tab under Settings > Sign-up and checkout on the Admin Panel.

AlwaysInvoiceProductsPurchasedByMembersToggle.png

Contacts

Contacts always pay for products upfront.

Users Without an Account

If you want to let users without an account purchase products, you'll need to enable guest checkout.

Guest checkout is only available for products without benefits.
Enabling guest checkout for products also enables it for bookings and event tickets.

Users without an account always pay for products upfront.

Publishing Products

You need to publish at least one product to enable the Store on the Members Portal.

Products aren't available on the Members Portal by default.

You can easily publish any product from the Admin Panel by opening its record under Inventory > Products. Under Product details > Portal and apps, toggle on Display this plan on the website and the App.

PublishProductToggle.png

You should also make sure you've defined the following details for your plan:

  • Product kind: defines where the plan is listed in the navigation
  • Plan description: lets customers see at a glance what the plan offers
  • Product image: lets customers see what the product is at a glance
  • The position to display this plan at: defines the order in which plans are displayed

Once you've published your products, customers can easily purchase them from the Members Portal.