Users can click the edit button on a membership to edit details for that membership. The user can select a new membership type, change their dues option, or change any additional options on the membership. If the user changes their membership type selection, all required and optional items are removed from their cart. When the user returns to the checkout page, any changes made to their membership are shown in the cart and the total cost of the membership is updated. Users can also click to remove a membership from the cart. When trying to submit the order, the user is notified if there is no dues product selected or if there are some required products not selected, and the order is not submitted.
Removing Merchandise Products from the Cart
Users can remove individual merchandise products from their cart upon confirmation of removal. Relevant totals are adjusted when a product is removed from their cart.
Users can adjust the quantity of products they'd like to order on the Checkout page. Relevant totals are adjusted when the quantity is changed.
Adjusting Quantity Below the Limit and with Sufficient Inventory
When users adjust the quantity to less than or equal to the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can update the quantity of merchandise products in their cart.
Adjusting Quantity Above the Limit or with Insufficient Inventory
When users adjust the quantity to more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot update the quantity of merchandise products in their cart and are shown a message letting them know that they must enter a lesser quantity and then tells them the maximum they can enter.
Inventory Decreased After Adding Merchandise Products to the Cart
If inventory is tracked and the inventory of a merchandise product goes below the quantity users added to their cart, they are shown a message letting them know that they must enter a lesser quantity. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.
Out of Stock Merchandise Products
If inventory is tracked and a merchandise product users added to their cart goes out of stock, they are shown a message letting them know that the item is out of stock and that it must be removed. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.
Entering a Coupon Code
Users can enter a coupon code that they received from staff and click to apply it. A message is shown at the top of the page letting users know that the coupon has been applied, the card shows the coupon code that's been applied as well as the discount amount, and the order total is updated. Alternatively, a message is shown to users letting them know when a coupon code does not apply to product in their cart, or has expired. Finally, users can also click to remove the coupon code if they don't want to use it. A message is shown at the top of the page letting users know that the coupon has been removed, the card allows users to enter a coupon code, and the order total is updated.
Editing a Shipping Address
When a constituent checks out with shippable merchandise products in their cart, the shipping address fields are automatically populated from the
Shipping Address on their account. If the
Shipping Address is not populated on the account, the constituent must complete all required fields before continuing the checkout process. After the constituent enters their shipping address and clicks Calculate Tax & Shipping, the shipping options and updated Total Tax are displayed.
If users enter their shipping address at checkout, the address is saved to the Cart Item and the Order Item, but it is not saved to the user's Account.
Picking a Shipping Method
Community Hub users can select a shipping method during the checkout process if shippable merchandise products are included in their order. Users can select the desired shipping method from the list of available methods and the appropriate fees will be added to the cart total. Shipping address fields will only be shown to users if they have selected shippable merchandise products and the user must enter information into all fields to see available shipping options.
Users will only see shipping methods that have
Self Service Enabled selected in Staff View. Users are required to select a shipping method if a shippable merchandise product is added to the cart. If users do not select a shipping method, they will be prompted to do so before submitting the order.
A Community Hub cart cannot currently have more than one Cart Item that contains shippable products. All shippable products should be grouped within a single Cart Item.
When users browse to the Checkout page, they are notified if any chosen event session(s) are now full, and are prompted to remove the session(s) in order to checkout. The Checkout button is deactivated until the full sessions are removed from the cart.
Users can click to remove a registration, or to edit the details for a registration. Users can update their session selection, add or remove guests, update badge information and answers to questions; depending on what is set up for the event. When users return to the checkout page, any changes in guest registrations or session selection are shown in the cart and the total cost of the registration is updated.
If the event setup is simple, like a webinar, when users click Edit, the Checkout page will simply refresh, as there is nothing to edit in the registration.
The Event is not setup to allow colleague registration
The Event is not setup with at least one Session or Question that is limited to a Registration Type
The Event is not setup with more than one session
The Event is not setup with one session that is not required
The Event is not setup with guest registration options
The Event is not setup to collect attendee badge information
The Event is not setup with at least one question
When trying to submit the order, users are notified if there are any sessions that must be selected, questions that must be answered, and/or any badge information that is needed, and the order is not submitted.
If the Event is setup with a group of sessions that requires the user to select a session, but does not configure any of the sessions in the group to show in Community Hub, users will not be able to submit their order.
Users can see any session or guest they are adding (shown in green) as well as the amount they will need to pay or be refunded based on their changes.
Users can see the registration which they are canceling, any cancellation fees (shown in red), as well as the amount they will be refunded. Each registration on the order states whether it's being cancelled or if it was canceled in the past.
Staff can enable a cancellation reason to be shown on Checkout. When enabled, Community Hub Users can enter a reason for canceling their registration and if the field is set to be required in Staff View, users must enter a cancellation reason in order to submit their cancellation.
In some cases, users will be automatically refunded when editing or canceling a registration. In other cases, a cancellation cannot be handled automatically, and requires staff intervention. In each case where a refund can't be handled automatically, users are told why the edit or cancellation can't be submitted, and what they can do to edit or cancel their registration.
Editing or Canceling a Registration Paid for with a Credit Card Within 24 Hours
Due to credit card processing limitations, users will not be able to edit or cancel a registration that was paid for with a credit card within 24 hours. The payment card is not be shown to users, instead, a message is shown at the top of the page letting them know that that they can either contact staff for assistance or edit or cancel the registration the following day.
Editing or Canceling a Registration Paid for with a Credit Card After 120 Days
Due to credit card processing limitations, users will not be able to edit or cancel a registration that was paid for with a credit card after 120 days. The payment card is not be shown to users, instead, a message is shown at the top of the page letting them know that that they need to contact staff for assistance.
Editing or Canceling a Registration Paid with Something Other Than a Credit Card
Users will not be able to edit or cancel a registration that was paid for with something other than a credit card. The payment card is not be shown to users, instead, a message is shown at the top of the page letting them know that that they need to contact staff for assistance.
If an order has no cost, users are not shown the Payment card and can submit the order without entering credit card information.
Cost with Credit Card Payment
Users use the Payment card to enter credit card information to submit their order.
Cost with Multiple Payment Options
Picking an Option
If only some of the products in a user's cart are Bill Me enabled, the card shows a message letting them know they can't use "Pay Later" to check out with products that are not Bill Me enabled. In this case, users can check out using a credit card.
If all products in a user's cart are Bill Me enabled, users can select "Pay Later" and the payment card is removed from the page, and the Bill Me cards are shown instead.
Entering Billing Address
Users checking out using Bill Me must provide their billing address information in order to check out. By default, Bill Me uses the
Billing Address on the Account, but administrators can customize which address to used.
If user's billing address is not set on their Account, the card shows a warning that the fields must be filled out to use Bill Me, and provides a link to the My Profile page where users can update their information. When users submit their information, they are taken back to the Checkout page to continue checking out.
If user's Billing Address is set on their Account, the card shows the billing address fields and a message letting users know they are using Bill Me, and provides a link to the My Profile page where users can update their address information. When users submit their information, they are taken back to the Checkout page to continue checking out.
Entering Additional Information
When checking out using the "Pay Later" users can provide additional information which is saved on the Cart record for their order. By default, users can provide a purchase order number and a note for the invoice, but administrators can customize what additional information they want users to provide.
The tax for a product calculates when the product is added to the cart. If there are taxable items in the cart, Total Tax is displayed on the Total Details card. If there are no taxable items in the cart at checkout, Total Tax is not displayed on the Total Details card.
If a taxable item is removed from the cart or if the quantity of a taxable item is updated, Total Tax is updated to reflect the change.
When taxable products are also set as shippable, the Shipping Address card is displayed. If the constituent changes the shipping address and clicks Calculate Tax & Shipping, Total Tax is updated.
When users click Submit, a number of checks are done to ensure the cart is complete and will not interfere with any other orders.
Locking the Cart
To prevent Community Hub constituents from potentially submitting their cart and making a payment twice, the cart is locked during cart and payment submission. This prevents duplicate submissions and is invisible to the constituents.
Staff also locks the cart during submission, but the payment is not locked.
Checking for a Conflicting Order Adjustment
By default, Nimble AMS allows multiple users to submit an edit to the same order item. This is not recommended as orders could be impacted in unforeseen ways if multiple edits are made to an order at the same time.
When order adjustment versioning is enabled, Nimble AMS does not submit an order with a conflicting edit and shows a message letting users know they cannot submit the order because it includes items which have been modified by another user.
Credit Card Payment Authorization
When constituents pay with a credit card and submit their order, a callout is made to the configured payment gateway to ensure the card was entered correctly and there are enough funds for the payment. A second callout is made to the payment gateway to capture and process the transaction for the credit card payment. When the process completes, the constituents will see an order confirmation. Learn more on Credit Card Payment Processing.
From time to time, a failure can occur during this process. If the failure is on payment authorization, no records are created in Nimble AMS and the transaction in the payment gateway is cancelled.
Please contact NimbleUser Support if there is a failure in processing a credit card payment.
Cards on the Page
|AdjustmentMessage||Plain Text Card Type|
|CancellationReason||Bulk Field Set Form Card Type|
|AddAnotherCard||Button Row Card Type|
|MembershipDetails||Membership Order Details Card Type|
|RegistrationDetails||Registration Order Details Card Type|
|SubscriptionDetails||Subscription Order Details Card Type|
|ItemDetails||Order Item Details Card Type|
|CouponCode||CouponCode Card Type|
|Shipping||Shipping Card Type|
|PaymentOptions||Option Selection Card Type|
|BillMeAddress||Bill Me Address Card Type|
|BillMeDetail||Bill Me Details Card Type|
|Payment||Credit Card Payment Card Type|
|TotalDisplay||Total Display Card Type|
Messages on the Page
|Error||Users try to submit a cart that contains a membership that is missing a Primary Membership Product.||ChooseDuesOption|
|Error||Users try to submit a cart that contains a membership that is missing all Required Membership Products.||ChooseRequiredOptions|
|Error||Users try to submit their order and there is an issue processing the credit card payment.||TransactionDeclined|
|Error||Users try to submit their order and they have not populated a required field on the attendee and/or guest badge(s).||ProvideAllRequiredBadgeInformation|
|Error||Users try to submit their order and they have not selected at least one session from a group of sessions that requires selection.||SelectAllRequiredSessions|
|Error||Users try to submit their order and they have not answered a required question.||AnswerAllRequiredQuestions|
|Error||User try to submit their order using Bill Me and they have not entered their billing address.||BillingAddressNotProvided|
|Message||Users try to cancel a registration within 24 hours after payment.||CancelWithin24HoursCreditCard - This is part of the AMS package|
|Message||Users try to cancel a registration 120 days after payment.||Past120ContactOfficeProcessRefund - This is part of the AMS package|
|Message||Users try to cancel a registration that was not paid with a form other than a credit card.||OtherPaymentTypeContactOfficeProcessRefund - This is part of the AMS package|
|Message||Users are canceling a registration an order with multiple registrations on it.||MultipleOrderItemsCancelItem|
|Message||Users browse to the checkout page with event sessions that are no longer available.||OneOrMoreRemoved|