With Habu you can create a wide variety products that you can keep as simple or make as complex as suits your needs. You can add products with allowances such as day passes and bundles of day passes, include expiry dates. You can even embed the product in your website and sell it through your own branded shopping cart if you've integrated your Habu account with Stripe.
To create and configure products go to Settings > Products:
Creating a product follows the same process as setting up memberships. The fundamental difference between product and memberships are that products with allowances do not recur. Once the allowances have been used up, your customer will need to purchase another product or sign up for a membership if they want to use your workspace.
- Price: This is the total price of the product
- Description: Currently has no effect. Will be used when full user accounts are released
- Account / Product Code: These are used for your accounting purposes.
- Availability: You have two options 1) "Public - Available through your website" and 2) "Private - Admin only". Selecting the 'Public' option will create HTML code that you can use to embed a direct link to the product in Habu and your website. You can read more about how to do that here [link]. Selecting 'Private' means that only admins can add the particular product to a contact's account, and won't be visible anywhere else.
- Spaces: You can add either your flexible spaces or bookable spaces per allowance. For example, when you choose a flexible space, your bookable spaces won't selectable for this particular allowance. You can select multiple spaces that you'd like to have the same quantity allowance for.
- Quantity: You can specify if the allowance is to be treated as an hour allowance or a day allowance.
- Expiry: The expiry date is applied from as soon as the product is purchased or added to a contact's account. Once the product expiry date passes, your contact will no longer be able to use the product. This will be reflected under the contact page in the Allowance section as an active or past allowance.
You can add multiple allowances to a product, just as you can do for membership plans too:
When you've set your product to "Public - Available through your website" and saved it Habu will generate HTML code that you can use in your website:
This code is a HTML form that you can embed in a button in your website. If you're a techie you'll know exactly what to do with this. If you're not, you can find out how to by reading more here [Link coming VERY soon!!!].
By embedding this code in a button on your website you enable a white-labelled shopping cart that allows you to take direct payments via Stripe if you've integrated it with Habu.
Once you've set your product up and embedded it, this is the user flow that your customer will experience starting with an example of a product in this website:
Clicking on 'Buy a Day Pass' takes your customer through to your white-labelled Habu cart which will look like this:
Your customer then has a user friendly, simple form to work through. The form is responsive to how you've set things up. If you have a free coworking day and haven't add a cost, the payment details section won't show. Likewise, if you haven't added terms and conditions, the 'I agree to the terms and conditions' box won't appear.
Terms and conditions can be set on Settings > Hub. By using mark up you can nicely format the T&C's too. There's a helpful article on that here. In the meantime, this is an example of what happens when the T&C's are clicked:
When they close the T&S's and hit the 'Confirm and Pay' button, they'll then be taken to a confirmation screen show any instructions that you might have added under Settings > Products as well as being able to view and download their receipt. An email with the same details are also sent out which will look something like this:
Now, let's look at what happens from an admin perspective in Habu once the form has been completed by the customer:
- A contact is created
- Their card is added to their account
- The product is shown under orders
- A paid invoice is automatically created
- Any allowances that are attached to the product appear in the allowance section.
Allowances, just as with membership plans, are used when bookings or check-ins are made. If an expiry date has been set and that date has been passed, then the allowance will be marked as inactive and won't count be redeemable.
Note: We will be adding email notifications for admins when products have been purchased by the end of September.
Adding Products to Contact Accounts
It's a simple process to add a product to a pre-existing contact's account. Head over to their account, select 'Edit' in the Orders section, then select '+ Order', choose the product you'd like to add to their order, and select 'Save'.
This will create a charge. You then have a few choices. You can create an invoice immediately for this and email to them to pay by your preferred means. If they have a card on file and you have their permission, you can take direct payment. If you have full automation with billing and payments and you're happy to wait, you can leave the charge a live and let the charge for the order be added to the invoice at the end of the month.