How to Add a Product to a User's Cart
- Navigate to User Management → select the user you want to add a product to.
- Select the Cart tab on the user's account.
- Click on Add Products/Services at the bottom right of the Cart tab.
Select the product/s you want to add and click Add Products/Services.
Note: If you are trying to add a product that the user does not meet the trigger condition for, or an expired product, then you will need to click on Disable Triggers or Disable Time Restrictions in order to see the product. Please be aware that these buttons can only be seen by a Super Admin marked as an Owner.
How to Remove a Product from a User's Cart
Sometimes your applicants will mistakenly choose the wrong products. It’s up to you to decide whether they should be able to remove these products themselves or if only an admin can remove the products from their cart.
Let’s begin in User Management.
Locate your users by searching their names or email addresses. Or utilize our filter tool to narrow your search to those that meet your criteria (fields, products, payments, and more). If you have a Group System, be sure to make changes on the correct account.
Once you’ve located the user(s), open their cart to edit it. You can open their cart by either clicking on the first dollar amount next to their progress bar or by clicking into their profile and selecting the cart tab.
The user side panel will appear with Cart details.
From here hover over the product you’d like to remove. An option to remove the item will appear. Click remove, you’ll be asked to confirm that you want to remove the product.
In some cases, a product is marked “Unlock (Admin’s Only)” instead of “Remove”. Simply click the “yes” button and confirm you’d like to unlock the product. Then you can remove the product or units and re-lock the product.
Note: You can also add a product to the user’s cart in this menu as well. Simply click the “Add Products/Services” button on the bottom right.