Form Management | Payments and Orders

There are 4 options in the Forms module to add widgets that pull information from other parts of your project. These are: 

1. Products and Services
2. Cart
3. Checkout
4. Autobilling Options

Products and Services

When presenting your offerings during your registration flow, you will use the product widget.

The product widget has several options to customize the experience your applicants have, including:

• the option to show all or some of your products
• the option to add a filter on the front end for applicants to filter through your product offerings
• the option to name or label your product widget as it presents on the form

Label 

Leave this blank if you prefer to have the category names shown. If you’d like to give the widget another name, enter it in the Label field.

Products to Present 

The widget allows you to control the products that are shown on that form. You can choose to have all products presented or set specific products to show. This is a great option if you separate your product offerings on your forms; for example merchandise and program selection.

Note: If your products have triggers, users will see only the products they are eligible for, based on your trigger setup.

To select only some products, simply click Set Products to select the products you’d like included for this widget, on this form.

Filtering and Search 

If you’d like to allow users to filter for your products and services, you can enable product filtering on the widget settings.

Under Filtering and Search, click On for Allow Product Filtering. From there you can edit the text shown on the filter on the front end including the dates, instructor information, location, Misc 1, and Misc 2 fields.

Choose Labels for Products

Now that you've turned on filtering and selected which filters you'd like to present to your users, you'll want to apply the options within those filters to each product to ensure they show up when selected.

• Head to Settings → Products.
• Hover over the product you wish to add a label to and click Edit → Edit Session if you are adding labels to a session.
• Open up the Options tab for sessions or Settings tab for non-sessions.
• Expand Filter and Reporting Options and add your labels. (for assigning an admin, this is under Assign Admins/Set Instructors).
• Click Update Product.

Product Filter Options 

Note that the filter options you select will only show if at least 1 product has that variable. If you select Location as a filter option, but no product has a location, it will not show this filter option on the front end.

• Category: The category is whatever category in the Products module the product is under.
• Dates: Allows filtering by dates, which are set on the product and session level. If this field is left blank, the system will present the date range of your initial offerings as the “name” of this filter. When filtering by date, the system will ONLY show products and sessions with dates.
• Instructor: The system will filter by the admin(s) assigned to the product or session. Admins can be managed in Admin Management. You can view the Instructor assignment in the video below, under Location. Under the settings for every product/session, head to Assign Admins/Set Instructors and select from admins in your system to assign a product/session to an admin/instructor. You can assign multiple admins to every product/session.
• Location: The location field is found on the product/sessions level in the Products module. To set this value, edit a product/session and navigate to Settings → Filtering and Reporting, where you can enter the location. Misc 1/2 are fields that are found on the product/sessions level in the Products module, as shown above. To set these values, edit a product/session and navigate to Settings → Filtering and Reporting, where you can enter data into these fields. See the video above.  

Note: these filtering labels will NOT appear to your users.

Cart

The cart widget shows the user's order and allows them to remove products from their cart. This is most commonly used on a Confirm Cart form.

Checkout

You can use the options in the checkout widget to set allowed payment methods and control the amount paid settings.

To access the settings of the checkout widget:

Navigate to Settings → Forms → Checkout form → Edit Form Fields → select the Checkout widget

A side panel will open and display the widget options:

Widget Settings: 

Allowed Payment Methods: 

• You can disable/allow ACH and Credit Card payments
• You can set the default payment method as ACH or Credit Cards

Saving Payment Method Options:

• Choose to auto save the payment method entered for the user for future payments (like autobill or one-time charges)
• Decide if you'd like to show/hide the checkbox allowing for the payment method to be saved on file
• Allow for Manual payments so users can bypass the checkout step and send a check or cash by mail

Amount Settings:  For group or family systems, these settings give you control over how users can include or exclude payments on the checkout form for all users in the group.

1. Disable the ability to exclude ANY user when issuing a payment: You can turn this setting on to force the user to pay for all open balances of their group. Off is recommended as it allows for flexibility for the user when making a payment to exclude some of their sub-unit's payments.
    
2. Disable the ability to exclude the current user when issuing a payment: The default will exclude all user payments other than the current user when reaching the checkout form. If you would like to prevent the end-user from removing the current user payment from the checkout, turn this setting on.
    
3. Allow users to change the amount presented: This shows a field that allows users to change the amount of the current payment. By default, the system will show the balance. Turning this setting on allows the user to change the amount to pay to any amount they choose. We do NOT recommend this as it can affect your revenue and cash flow.

Autobilling Options

The Autobilling Options widget lets your users see and select an autobill plan that has been created within the project. The widget can be marked as Mandatory or not, as a way to have users either have to select a plan, or have the option to select a plan.