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Reference: This section is only for purchasing standalone packages. For more information on purchasing package subscriptions, proceed to Purchase Package Subscriptions.
Purchase Packages
- Once logged-in, navigate to Shop > Shop Packages.
- Select Shop Packages and the packages that have been configured for your Customer Portal will populate here.
- To view which packages you have enabled in the portal, navigate to Admin > Packages & Subscriptions, and scroll to the right to view the column, "Can Purchase Through Customer Portal."
- Customers will then select which package they'd like to add to the cart. You are able to toggle between the Retail and Packages shops throughout this.
A green success message will appear saying "Item Successfully Added" which means this package is now in their cart.
- Select the Cart icon in the top right to open the cart details. If the customer has anything else in their cart, the full cart details will be displayed here.
- When ready to checkout, they can click the Payment button, which takes them to the final step of this process. Customers with cards on file can click on their card to checkout, or they can add a new card from this page.
If they choose to pay with a new card, the credit card payment box will appear for the customer to input their credit card Information.
- They will then select "Use this Card" to save the card details, then select the Checkout button to finalize the transaction. If using the Card on File, they will just click Checkout.
Related Resources
- Packages in Customer Portal 2.0 Topic Outline
- Purchase Package Subscriptions How-To
- View Remaining Package Credits How-To
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