Products, appointments, classes, events, or Purchase Options can be restricted to specific client types or members of specific client groups.
🔑Key tips before you begin
Clients who are restricted from purchasing a product won’t be able to view that product in the store.
If a product or service is restricted to multiple client types or groups, it will be available to any client who meets at least one of the conditions. They don't need to be in all of the client types or groups to see the product or service.
If no client types or groups are selected, these options will default to Deny all client types and Deny all client groups, which will only allow walk-in clients to purchase the product.
📋Restrict a product
To restrict a product to specific client types or groups, follow these steps:
Click the App Drawer button
then click View All > Setup > Store Configuration > Products.On the Products page, add or modify a product.
In the product's Advanced Settings, under Purchase Restrictions, click Available to selected client groups or types only.
Under Client Types, select the client types that can view this product.
Under Client Groups, select the client groups that can view this product.
Click Save.
📋Restrict a service
To restrict a service to specific client types or groups, follow these steps:
Click the App Drawer button
then click View All > Setup > Services.On the Services menu, click Appointments, Classes, or Events.
Click the service you want to modify.
Set client booking restrictions:
In Advanced Settings, under Client Online Booking, click Only selected client groups or types can book online.
Under Client Types, select the client types that can book this service.
Under Client Groups, select the client groups that can book this service.
If no client types or groups are selected, these options will default to Deny all client types and Deny all client groups, which will only allow walk-in clients to purchase the service.
Choose a visibility setting for the service:
Select Display service to all clients to keep the service visible to all clients. If an ineligible client attempts to book it online, they will be asked to contact your business.
Select Display service to selected client types or groups to only display the service to clients who are members of the selected client types or groups.
Set staff booking restrictions (optional):
Under Staff Booking, click Staff can only book selected Client Types.
Select the client types to make available.
Click Save.