eCommerce

How To Remove The Featured Item In Your E-Commerce Site

How To Remove The Featured Item In Your E-Commerce Site Go To E-commerce tab then select 'Automations' from the drop down menu Go to the product that you want the featured item removed. Click on the 3 dotted drop down menu on the rightmost part then click on 'View/Edit' Un-check the featured item box then click the Save button

Creating Service Type for your E-Commerce Service Package

Step 1: From your dashboard, click on Calendar and then go to Settings. Step 2: Click on the Service type tab Step 3: Click 'create new service type' Step 4: Type the name of the new service type and click Save. Step 5: The added service type will now show up on the drop-down menu when you create a new Service Package

How To Publish Your Ecommerces Pages Publicly

Step 1 On your PTE dashboard, click on 'Ecommerce'. Tick the boxes that says 'in marketing site' and 'in client portal' for the following tabs: Service, Products, Downloads, Events, Combos, and Automation.

How To Unpublish Your Shop Page

Step 1 On your PTE dashboard, click on 'Ecommerce'. Untick the boxes that says 'in marketing site' and 'in client portal' for the following tabs: Service, Products, Downloads, Events, Combos, and Automation.

How To Set Up Shipping Countries

1. Go to Ecommerce > Settings 2. Click the Shipping Tab. Scroll down to Shipping countries then select the countries that you want to show up on your drop-down menu. Then Click the 'Save Changes' button

4. Adding Credit to Service Balance

NOTE: If the payment was made outside of ptEnhance the appointment would be debited in their account. In order to resolve that you can add credits in their account on the moment the payment was made. The payment system within ptEnhance is paypal. For cash, check and direct debit card payments, they are done manually. Since the transaction was manual and no payment was made within the system it will automatically be debited to your clients account. In order to fix this the best thing to do is ...

3. Setting Up Your Paypal Account is Easy

Step 1: Once you have you account set up all you have to do inside ptEnhance is enter the email address you used for the account into the 'Paypal account email' field on the 'Ecommerce>Settings>Paypal & Tax' page. Step 2: Creating Packages of Services to Sell Step 3: To view or edit an existing package click it's name. Step 4: To create a new one click the create new package button.

2. How Automations Work

How Automations Work Step 1: To create an Automation hover over ecommerce and click on 'Automations' Step 2: Then click on create new automation Step 3: A form will pop and you need to fill it out. Once you have filled it out you can click on create Step 4: In your automation you can schedule messages to be sent out to your clients by clicking on schedule messages Step 5: Fill out the subject, message and the number of days or weeks Step 6: Once you have assig...

1. Adding Products to E-commerce Guide

1. Adding Products to E-commerce Guide Step 1: In the dashboard, hover over ecommerce in the left navigation bar, then click on products Step 2: Click 'New Product' then Fill in the form with the package details Important note: Remember to tick and check the box to show the products on the marketing site and the client portal Step 3: Go to settings and fill in your paypal email address and make sure to check live payments

How To Assign A Member To An Automation Product

How To Assign A Member To An Automation Product On your dashboard, Go to eCommerce, then click ‘Automations’ Select the Automation you want the member added, then click ‘Add Member’. Select the member you wanted to add to the Automation and then click, ‘Activate'