Setting up your Online Sales Portal

Follow
Wodify Banner Grow Promote FreeU.png

This article will comprehensively walk you through everything you need to know about setting up the Online Sales Portal (OSP). This includes enabling, customizing, and displaying memberships on the Online Sales Portal.

 

In this article we will cover:

 

Enabling the Online Sales Portal

Wodify's Online Sales Portal (OSP) allows new or existing clients to purchase membership plans for your business. Free Trials and Drop-ins are able to make reservations, sign waivers, and pay their drop-in fee through the Online Sales portal before setting foot in your business. 

 

Your sales portal is customized to your business' needs and can be linked to any part of your website.

To enable the Online Sales Portal:

  1. Go to Digital Presence > Sales Portal Settings 
  2. Click 'Enable' to turn on the Online Sales Portal feature
  3. Enter a sub-domain for your clients to access your online sale portal through
  • This URL can be linked directly onto your business website and Free-Trial and Drop-Ins
  • This URL is unique to your Wodify account
  • We suggest your subdomain be the name of your business (e.g. 1force.wodify.com)

Customizing the Online Sales Portal

Add a Logo Image that will appear on the top of your sales portal:

  1. Scroll down to the Logo Image Section.
  2. Select a file and upload it. 
  3. Preview your Online Sales Portal via the 'Your URL' link at the top of the page

Add a Banner Image that will appear on the top of your sales portal:

  1. Scroll down to the Banner Image Section.
  2. Select a file and upload it. 
  3. For best results, make sure the image is at least 1000px wide (.png, .jpg, .gif)
  4. Preview your Online Sales Portal via the 'Your URL' link at the top of the page

TIP!: The Logo Image will display on top of and centered on the Banner Image. 

 

Customizing the Purchase Confirmation Page on the Online Sales Portal

Once a client has purchased a membership on your Online Sales Portal. They are brought to a landing page that confirms their purchase. Most times, this is your first impression with these clients! We know how important first impressions are, so we have made this page customizable from membership to membership. 

 

Updating the Confirmation Page for Class Memberships:

  1. Go to Classes > Pricing
  2. Select the Membership you'd like to update the confirmation for
  3. Scroll to the Online Sales Portal section
  4. Edit this text as needed
  5. Hit Save

Updating the Confirmation Page for Appointment Memberships:

  1. Go to Appointments > Pricing
  2. Select the Membership you'd like to update the confirmation for
  3. Scroll to the Online Sales Portal section
  4. Edit this text as needed 
  5. Hit Save

Displaying Memberships on the Online Sales Portal

 

Here's how:

  1. Head over to Digital Presence > Sales Portal Settings.
  2. In the Memberships section and for each desired location, click the checkbox next to the membership plan(s) that you would like to enable.
  3. Next, you'll select each payment plan that should be available online. 
  4. Select the earliest date clients can start this plan.
  5. Click Save

Repeat these steps for Class Packs and Appointments Packs, if applicable.       

Note: You can utilize the Copy Permalink next to a Payment Plan to send a client their own unique combination of Membership + Payment Plan. Neither the membership or the plan have to be available in the online sales portal for this link to work. For more information and use cases, check out our article on Private Membership Sales Links!

 

Setting a Date for a Membership Sales to Begin on the Online Sales Portal

When choosing which membership plans and sessions are sold online, determine the earliest date the client can begin after purchasing his or her membership. 

To configure the earliest start date:

  1. Go to Digital Presence > Sales Portal Settings
  2. Click Edit next to the membership plan or session of choice
  3. Select the Earliest Start Date using the date picker
  4. Click Save

Note: Clients will be able to purchase the membership prior to this date and will be charged at the time of purchase. When purchasing they will not be able to choose a 'Start Date' for the membership prior to the date selected on this page.

 

More information and related articles:

If you have any further questions about setting up your Online Sales Portal, reach out to our team at support@wodify.com or via Priority Live Chat in your admin account (Promote only).

Comments

Check the current status of our products

View status