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Storefronts: Displaying Plans Online and at Kiosks in Gym

Storefronts enable you to display your Plans (Memberships, Bookings, Passes, Agreements, and Online Gift Card) to your customers online via your website or at a kiosk in the gym.

At minimum, each facility will have a Web Home storefront and a Kiosk storefront, but additional storefronts can be configured to meet your needs. The same kiosk url can be used across multiple devices.

For info on configuring your Kiosks (ipad or chromebooks) SEE HERE

 

Build > Storefronts > Global Settings

In Build > Storefront > Global Settings, configure the following:

Navigation Bar Settings

This sets the top bar of your storefront

  • Add your Logo.
  • Top Bar Text field is the display text for the URL provided in the Top Bar Link field. It displays in the bar along the top of the storefront/customer profile and is the link to get back to your website.
  • URL in the " Top Bar Link" field needs to include the prefix I.E. https://www.example.com

Check-In Settings

Enable this setting to allow customers to access a QR code in their customer portal to check in at your front desk.

Customers can bookmark this page for quick access to check in with their phone. 

A customer’s ability to use this feature can also be controlled on their customer record. Customers default to following the storefront's global settings, but can be adjusted to

  • Override On = Enables Online Check-in regardless of the facility settings
  • Override Off = Disables Online Check-in regardless of the facility setting



Customer Edit Settings

Toggle to allow the customer to edit their personal information.  To disallow a customer editing their name and DOB from their customer portal profile, disable this setting.

 

Online Profile Age Restriction

This setting limits the age of customers that can create an online customer profile.  

By default this is enabled and set to 13 years old. 

 

Contact Us Settings

Enable the Contact Us form here . This adds a Contact Us link at the top right of the customer portal/storefront where customers can complete a form that creates a ticket in that facilities ticket system.

 

Invite Link Welcome Settings

If a customer does not have an online profile, a "Send Invite Link" button will show on their customer record Summary page.  Clicking this button will send them a link to set up their online profile that is immediately tied to their customer record.

When your customer clicks the link in a Profile Invitation Link, they are taken to the Facility Home Page of their Home Facility (the facility on their customer record) and a message is displayed. Configure that message here.

 

Organization Branding Config

Set the Global theme colors for your entire organization. These colors display on the main landing page you see at your portal url (ie portal.climbinggym.com)

To edit the brand colors for different facilities, should they differ from the organization-wide branding, select the facility in Redpoint and navigate to

Manage > Organization & Facility Settings > Storefront Facility Settings.  Scroll down to 'Branding Configuration.' These colors will override those in the Organization Branding Config in the Global Settings when viewing a local storefront.  Leave blank to allow the Global Settings to persist. 

 

Configure your Storefronts: Build > Storefronts

Web Storefronts

Web storefronts are designed to be fully self-serve - they take payment, if payment is owed for a plan, and require the customer log in to complete a plan (no guest checkout as is possible on kiosk storefront).

**A web home storefront MUST be created to view that facility's plans online.
Make ONE web home storefront for each gym. Within it you can add plans directly, add categories, and add calendar view.**

The web home storefront is the main portal landing page for a facility. Customers can navigate back to it from any plan they are viewing online and you can link it directly to your website.

The best practice is to have your web home storefront mirror the categorization of your website.  You can then take embed code links from each category within your single web home storefront to link as you need in your website.
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Go To Build > Storefronts. Then Click 'Add Web Storefront'

  • An untitled storefront is created.
    • Click Edit to set it up.
    • Expand the row to access the url for that storefront
    • MUTLI-GYM: you must be in that facility to make the storefront.  Once created, you can edit from any location.
  • Storefront Name is an internal label
  • Description is also internal - you decide.
  • Unique Storefront URL: The system will autogenerate a string of characters to append to the end of your portal URL. You can optionally change this string to something else. If it is already in use, the system will warn you. Do not enter the whole URL, just the text to display at the end of the URL.
  • Toggle ‘Use as Facility Home Page’ This should be toggled ON for ONE web storefront in each location.

Kiosk Storefronts

Kiosk storefronts are intended for use in the gym.

One Kiosk storefront url can be used on multiple devices.

Kiosk storefronts can be configured in additional ways that web storefronts cannot:

1. Collect money at this Kiosk:

Toggle ON to take payment directly through the kiosk.

Toggled OFF, no payments will be taken at the kiosk; instead, an invoice will be created and attached to the customer. The customer can then be looked up in Point of Sale, and the contract can be selected and paid for at the register.

Front Desk Workflow when Payments toggles OFF: Go to Contracts Module. Kiosk documents appear on this first tab. Click Open in Cart to jump to the front desk to collect the payment. This turns the draft contract into a completed and confirmed/active contract.

If payment is NOT taken at POS, the draft contract sits waiting to be completed - it is not complete.  Find these in the Contracts module > Draft Contracts tab. 

2. Allow Accessing Profile:

Toggle on to allow profile login from this kiosk - you likely want this so customers can log in and complete their forms, but you want to set the Idle Timeout and message in conjunction with this so that it logs out. Better enabled at staff-controlled kiosks where you might guide someone through submitting a ticket/view their account.

Even when toggled on, the customer will automatically log out when completing the form. Consider having your web storefront available via a qr code for customers needing to sign multiple things.

3. Allow Guest Checkout (Only for Enabled Plans):

Toggle on to allow Guest Checkout for any plans in the storefront that allow Guest Checkout. See HERE for more info on Guest Checkout setting within the Plan.

4. Idle Timeout:

Time in seconds that the Kiosk will refresh after being idle, logging out of the current profile.

5. Idle Timeout Message:

Message displayed to the customer after Kiosk is idle. Has default message if template left blank.

 

Customize requirements for Guest Checkout when purchasing Plans at Kiosks.

Ask your customer to provide contact information when purchasing from kiosks using 'Guest Checkout.' (For purchases made not tied to existing customer profiles.)

In Build Menu > Plans > Manage Plans 'Directories' (Tab) > 'Edit' a Plan > General (Tab) > Allow Guest Checkout (Toggle)

 

Adding plans, categories, and calendars to your Storefront

Click the '+ Add Catalogue' button to create a new catalog.  Click the catalog in the left sidebar to edit. This will bring up the editable fields for that category in the center of the screen.

Click the 'Configure Homepage' button to return to the top of the storefront homepage (top of the hierarchy).  

Mirror the categorization or your website.

To Edit Category and Calendars added to your storefront, select it in the left sidebar and then edit in the center of the screen.  Image and short description can be added.

You can select plans in the left sidebar list and add photo and short description, but that can also be configured in the Plan Presentation Configuration spoke.   

 

Show in Linkbar will show the that plan/category/calendar in the linkbar across the top of the storefront.  This is shown at the top of every page in the web home storefront.

 

Add 'Verified Kiosks' Storefronts.

Do this on your kiosks in the gym to bypass the captcha on this device. 

In Build > Storefronts > Manage  'Manage Kiosks' (Tab) > Add Verified Kiosk button

Once selected, a pop-up window will appear with a 6-digit code, used to pair the kiosk.

Kiosks that have been verified will have a token saved to local memory to retain verified status.

 

Linking the Customer Portal to your Website

As part of your set up, you will have a designated portal url created (ie, portal.climbinggym.com).  add /profile to your url to direct your customers to an online profile log in page. (ie portal.climbinggym.com/profile).

The web home storefront is accessible from this customer portal profile page.

In this example, you can see that the Tradrocks website has a link to the customer portal, accessible to any customer with an online profile in RedpointHQ. The Phone/Email window is shown and the customer logs into their profile within their Home Gym.

 

 

Adding storefronts, categories, and plans to your website - Embed codes and urls.

The entire web home storefront can be linked to your website.  In addition, remember you can link a customer portal log in to your website as well

Go to Build > Storefronts.

  • Click Edit to open your Web Home storefront,
  • select a Catalog in the left sidebar,
  • then click Get Embed Code at right. 

Embed Mode

The Embed Code modal has an Embed Mode dropdown selection. Select how you would like to display the storefront. The Modal Lightbox option will open a modal on the same page. The Same Page option will open the selection on the same page. The New Page option will open the selection on a new page. 

Embed Code for a Single Plan

Go to Build > Plans. Find the plan, click the Presentation spoke, Edit, and click the button to get embed code or link.