Create a Banner Message with a link for your Clients to Purchase or Book

3 min. readlast update: 02.20.2024

Previously, we've discussed how to create a banner message for announcements. This guide will help you promote your merchandise/retail products or promote an event/class for your business. You can create a banner message for it with a link that will direct your clients to the "Make Purchase" flow to purchase and/or book.

Retail Products

To add a link for your merchandise/retail product on your banner message, add a retail product on the "Retail Products" section. To do this, go to 1 - ADMIN > 2 - Products & Services > 3 - Retail Products, then click 4 - + Add Retail Product.

undefined

Fill out the "+Add Retail Product" form and hit SAVE.

undefined

Go to the "Business Tools" section under "Business Setup & Customization" and scroll down to "All Products".

undefined

Select the retail product you've created from the pulldown and click the copy icon to copy the link.

undefined

 

undefined

Then, click "Communications" at the left, click the title of the banner message to open it and hit "Edit".

undefined

 

undefined

Add a text and highlight where you want to paste the link to the retail product.

undefined

Click the link button and paste the retail product's link on the "Link Info" tab.

undefined

 

undefined

Click the "Target" tab, select "New Window (_blank)" from the pulldown and hit OK.

undefined

Click "Update". Very Important!

undefined

When done, a message at the top will confirm that you've successfully updated the banner message!

undefined

 

Retail Product Client View

The banner message will appear like a heading on your clients' end on your business profile, public schedule and appointments sections. Clients can make the banner message go away and not show it again by clicking the small "x" on the right side.

undefined

If they click the clickable link you've created, a new tab will open where they can purchase your merchandise! 

undefined

 

undefined

 

Class/Event

To add a link for your class/event on your banner message, add a class/event on your calendar. Then, click the class/event to open its profile.

undefined

Click the copy icon beside its name to copy the link.

undefined

Go to the "Communications" section to add your banner message. Click the "New Banner Message" button.

undefined

Fill out the "Create Banner Message" form.

undefined

Highlight the text where you want to paste the link to the class/event. Click the link button and paste the class/event link on the "Link Info" tab. 

undefined

 

undefined

Click the "Target" tab, select "New Window (_blank)" from the pulldown and hit OK.

undefined

Click CREATE to save. Very Important!

undefined

When done, a message at the top will confirm that you've successfully created the banner message!

undefined

 

Class/Event Client View

The banner message will appear like a heading on your clients' end on your business profile, public schedule and appointments sections. Clients can make the banner message go away and not show it again by clicking the small "x" on the right side.

undefined

If they click the clickable link you've created, a new tab will open that will show the Session Profile where they can book the class/event.

undefined

 

undefined

If they click BOOK, they'll be directed to the Make Purchase section where they can select their preferred payment method or book using their balance if they have any. In the example below, the customer has no balance applicable to the class/event.

undefined

On the next page, they'll be asked to enter their payment information (if they don't have anything saved) and complete the booking process.

undefined

 

undefined

That's about it! Any questions? Chat with us or send us an email to support@fitli.com.

Was this article helpful?