Inside the Shop

Charging inside the Shop

Once inside The Shop, an employee at the Front Desk of your Club can add items to the shopping cart and can charge any Customer for said products.

To add products to the shopping cart:

1. Add Products: Press on the plus sign inside the cirlce on the left side to add a product to the shopping cart (#3)
2. Search for Products: Type in the name of a Pr
3. Open Shopping Cart: Click on the blue shopping cart button with a growing value to open the shopping cart

To charge a Customer for products in the shopping cart:

1. Search for the Customer: Type in the Customer’s name and their Profile will appear in the dropdown box
2. Confirm the Location and Reservation: Notice the Location is directly connected to the Location of the Shop Dashboard you are reviewing and notice the Reservation will either auto-populate with the Event or Reservation for which the Customer is attending that day or that it is “Off-Reservation” if the Customer has not signed up for anything that day
3. Review the Cart: Verify the items in the cart are the products the Customer wants to purchase, that the taxes are correctly attributed, the charging option is correct, and click on the blue “Create Charge” button to immediately charge the Customer for their shopping cart

Once a customer is charged for their shopping cart:

• The shopping cart pop-up window will close
• A small confirmation window in the top right will appear to verify the charge is complete

Managing Inventory and Stock

Track inventory levels for your products, receive low stock alerts, and maintain a complete history of stock changes. This feature helps you stay on top of product availability and understand how inventory moves in and out of your facility.

Viewing Inventory Levels

When you open the Shop page and view your Offerings, you'll see an Inventory column showing the current stock status for each product.

Stock levels display in three states:

• In Stock - Shows the quantity available (e.g., "In Stock (25)")
• Low Stock - Appears in orange when stock reaches your alert threshold, with a warning icon
• Out of Stock - Appears in red when no inventory remains

Adjusting Stock Levels

To add or remove stock for a product:

• Open the Shop page from the main menu
• Click on a product offering to open its details drawer
• Expand the Stock Management section
• Click the edit button next to the current stock number

In the stock adjustment modal:

• Select Add or Remove from the dropdown
• Enter the quantity to adjust
• Provide a reason for the change (required)
• Review the Current Stock and New Stock preview
• Click the Add or Remove button to confirm

The reason you enter will be recorded in the stock history for reference.

Setting Low Stock Alerts

Set a threshold to receive visual warnings when stock runs low:

• Open a product offering drawer
• Expand the Stock Management section
• Enter a value in the Low Stock Alert field

When your inventory falls to or below this threshold, the product will display an orange "Low Stock" indicator with a warning icon in the Offerings table.

Viewing Stock History

Every stock change is recorded with full details:

• Open a product offering drawer
• Expand the Stock History section

The history table shows:

• Date - When the change occurred
• Description - The reason for the change and who made it

  • For manual adjustments, shows the staff member's name (clickable to view their profile)
  • For order-related changes, shows "Order" with a link to view the order details
• Quantity - The amount added (green, +) or removed (red, -)
• Total - The running stock total after the change

PLEASE NOTE: Stock is automatically reduced when products are purchased through orders. These changes appear in the Stock History with "Order" as the source.

1. Set your Low Stock Alert threshold based on how quickly products sell and your reorder lead time.
2. Always provide clear reasons when adjusting stock manually - this helps with inventory audits.
3. Use the Stock History to investigate discrepancies between physical counts and system records.
4. Click on staff names or order links in the history to get more details about a transaction.

Edit Items inside the Shop

If there are products inside your Shop you plan to edit, you can:

• Edit individual products
• Perform Bulk Actions on several products

Edit Individual Products

To either edit or delete a product from the Shop click the three vertical dots on the right side of a product and select either Edit or Remove.

If you select EDIT

If you select Edit:

• A side panel will appear and show

  • SKU - you don’t need to edit this as it is added in the Product Catalog, not the Shop
  • UPC (Barcode) - this can be edited for future scanning of a product
  • Price - the price of an individual product can be edited inside a Shop and it will not affect any other Location’s Shop with the same product
  • Tax Category - the Tax Category can be adjusted here
  • Status - the options to select from here are Draft, Published, or Archived

    • Published: the product can be added to a shopping cart and Charged to a Customer
    • Draft: the product is not yet available and your Club is planning to sell it soon
    • Archive: the product cannot be added to a shopping cart and is presumed to be no longer in use
  • Picture - this is added in the Product Catalog, not the Shop
  • Description - this is added in the Product Catalog

If you select REMOVE

If you select Remove:

• A new pop-up window will appear and ask: “Are you sure you want to remove [product name] from [Location]’s shop?”
• Click on the red “Remove” button and the product will disappear from the Shop’s view

PLEASE NOTE: If you remove a product from your Shop, you remove the product from your view in the Shop. This does not delete the product from the Product Catalog. If the product is deleted from the Product Catalog, any data from previous Customer purchases will be deleted, too. Learn more about this in the article Delete from Product Catalog.

Bulk Actions on several products

When multiple items are selected, you can click on the Bulk Actions button near to the top right of the page. A dropdown will appear and show options to:

• Assign Tax Category
• Enable in Web Shop (this is the public facing shop and is not available yet)
• Disable in Web Shop (this is the public facing shop and is not available yet)
• Enable Discounts (see below)
• Disable Discounts (see below)

Members Discounts on Products

A bulk action you can perform is also to Enable Discounts or Disable Discounts.

This refers to the discounts applied on a Membership.

When a Member has a Shop Discount Percentage, those Members will automatically receive a discount on any products where the Enable Discounts is applied.

Once the Enable Discounts button is clicked, the system will ask you to confirm with the amount of products you've selected.

The Customer's experience on the App is to see their discount when buying a product from the Shop.

Staff will also a discount applied in the Dashboard when charging a Customer for a product.

When using the Disable Discounts Bulk Action on several products, the Membership's discount will not apply to that product.