How to activate memberships and single washes on your Patheon E-Commerce site for use in Rinsed CRM
In order to sell memberships and single washes through Rinsed, you'll need to activate the items on your Patheon E-Commerce site. This allows the items to be visible to Rinsed so that you can use them in your Rinsed Checkout Forms, Downsells, Switch Plans, etc.
To activate a monthly plan or single wash on your Patheon E-Commerce site:
- Log into the Patheon Portal.
- For monthly plans, navigate to the Plans tab (please see step #7 for single washes)
- Select Membership and locate the plan you want to update.
- Click Edit on the selected plan:
- Scroll down to the Sites section
- Click the Edit button
- Click the Edit button
- Locate your E-Commerce site
- Find the site labeled -WEB, which represents the E-Commerce platform.
- Toggle the checkbox to enable it.
- Click Save.
- Verify Activation
- Confirm that -WEB is now labeled as Active in the sites list.
- Rinse and repeat for all desired plans.
- For Single Washes, navigate to the Products instead of Plans at Step #2
- Follow steps 2a - 5a to add these items to the Ecommerce site
If you need help adding items to E-Commerce in Patheon:
Send a request email to knowledgecenter@drb.com. The email should include a list of all items that need to be activated at the eCommerce site.