REMINDER: all video, photo and downloadable (PDF etc) Membership content must be uploaded into your dedicated Google Drive folder.

Please complete the MEMBERSHIP PREFERENCES tab if your Website Design Package includes a Membership Add On. If this does not apply to you, please leave the tab blank.

If your package includes more than one membership format, please duplicate the Membership Preferences and Membership Content tab and complete one of each for every seperate Membership format.

Memberships have a three-part structure:

1 | Membership Site Page: this is visible to all site visitors and is essentially the ‘sell’ page for your Membership.

2 | Membership Overview Page: this is the homepage for your Membership, that only your subscribers can see.

3 | Individual Membership Content Pages: these are each of the individual content pages within the Membership, whether that is a video library, blog or otherwise.

MEMBERSHIPS can also contain a COURSE. If your platform offers a Course within its Membership, please complete both MEMBERSHIP and COURSE tabs.

If your platform ONLY contains a course, please complete the COURSE sections and leave the MEMBERSHIP sections blank.

NAME

Please provide the name of your Membership

DESCRIPTION

Please provide a description of your Membership. Enter up to five Benefits included that outline what your pricing plan offers. Benefits must be 60 characters or fewer.

PRICE

When a visitor purchases a pricing plan, they create an account and become a member of your site.

There are multiple ways you can structure your pricing for your Membership Platform. You can choose from subscription, fixed-amount, or free plan structures.

1 | Subscription - Visitors pay for membership on a recurring basis (weekly, monthly, or yearly) for access to the digital products. Members only maintain access to this digital product as long as they continue to pay the recurring subscription cost.

2 | Fixed amount - Visitors pay a fixed amount for membership, either in a one-time payment or in instalments and get indefinite access to the digital products.

3| Free - Visitors can access a digital product’s gated content free of charge after creating a customer account.

You can also choose two different Pricing Plans if you would like, such as both weekly and monthly payment options.

We recommend using a tiered approach when selling more than one pricing plan. For example, you could offer a free plan for access to a videos page, with short snippet videos, as well as a fixed-amount plan for access to this video page as well as a course or blog.

If you require more Pricing Plan options than included within your Website Design Package, please reach out to us directly for an add-on quote.

MEMBERSHIP SITE PAGE

Please provide any content (text) required for your Membership Site Page

MEMBERSHIP OVERVIEW PAGE

Please provide any content (text) required for your Membership Overview Page

Please complete the MEMBERSHIP CONTENT tab if your Website Design Package includes a Membership Add On. If this does not apply to you, please leave the tab blank.

Complete one line per content offering: blog, video library or simply a website page.

NAME

Please note the name for each content offering.

DESCRIPTION 

Please provide a description for your content.

TEXT

Please provide the content itself, if it is text or blogs. Please complete one line per Blog.

If you are supplying video or downloadable files, please provide the names of each file that you have uploaded into your dedicated Google Drive within their relevant columns.

EXCERPT

This is an optional field. An excerpt is a short description of your content used to display on your overview page and in summary blocks.

VIDEO

If your lesson contains a video, please note the name of the corresponding video file that you have uploaded into your dedicated Google Drive folder.

DOWNLOAD

If your lesson contains a download, please note the name of the corresponding file that you have uploaded into your dedicated Google Drive folder.

PHOTO

This is an optional field. If you have a specific photo you would like to utilise as a video thumbnail or just simply within your content offering pages, please note the name of the corresponding photo file that you have uploaded into your dedicated Google Drive folder.

REMINDER: all video photo and downloadable (PDF etc) course content must be uploaded into your dedicated Google Drive folder.

Please complete the COURSE PREFERENCES tab if your Website Design Package includes a Courses Add On. If this does not apply to you, please leave the tab blank.

If your package includes more than one course, please duplicate the Course Preferences and Course Content tab and complete one of each for every seperate Course.

Course pages have a three-part structure:

1 | Course Site Page: this is visible to all site visitors and is essentially the ‘sell’ page for your course.

2 | Course Overview Page: this is the homepage for your course. It displays the course description, a Start course button, a progress bar, and the chapters and lessons of the course.

3 | Individual Lesson Pages: these are each of the individual lessons in the course. There are a few other elements to a course page, including chapters and the progress bar.  Lessons are the course content. They include videos, and page sections with images and text. You can add up to 250 lessons, which are then organised into ‘Chapters’. For example, Chapter 1 might contain 3 individual Lessons, Chapter 2 might contain 1 Lesson, and Chapter 3 might contain 5 Lessons - it is completely up to you

NAME

Please provide the name of your course

DESCRIPTION

Please provide a description of your course

PRICE

Please provide the cost of your course

COURSE SITE PAGE

Please provide any content (text) required for your Course Site Page

COURSE OVERVIEW PAGE

Please provide any content (text) required for your Course Overview Page

Please complete the COURSE CONTENT tab if your Website Design Package includes a Courses Add On. If this does not apply to you, please leave the tab blank.

Complete one line per Lesson.

CHAPTER NAME

Please note the name for each chapter.

LESSON NAME 

Please note your Lesson Name 

TEXT

Please provide the text for your lesson

EXCERPT

This is an optional field. An excerpt is a short description of your lesson. This displays on the course overview page and in summary blocks.

VIDEO

If your lesson contains a video, please note the name of the corresponding video file that you have uploaded into your dedicated Google Drive folder.

DOWNLOAD

If your lesson contains a download, please note the name of the corresponding file that you have uploaded into your dedicated Google Drive folder.

PHOTO

This is an optional field. If you have a specific photo you would like to utilise as a video thumbnail or just simply as the cover for a lesson, please note the name of the corresponding photo file that you have uploaded into your dedicated Google Drive folder.

When clients purchase a package they will be shown a randomly generated code, which is also emailed to them.

They can use the code to redeem immediately using quick link provided, or redeem it later. When they redeem their code it will deduct appointments booked from the balance of their package.

If you would like to utilise the Packages function, complete the dedicated section within the CSV file. If you do not require this function, please leave this tab blank.

If you require more service Package options than the allocation within your design package, please get in touch with us for a quote.

TITLE

Choose a name for each Package option you offer.

PUBLIC Y/N 

Package can be visible on your scheduling service, or hidden from view and only accessible to those with a private link.

• Public - Available for all clients to purchase from your scheduler.

• Private - Only available to clients who have the direct link and hidden from your scheduler.

Please answer Y for Public, or N for Private on your CSV file.

VALUE

Packages can be offered in the following formats. You can choose both if you wish.

• Unlimited Specific Service: you could choose to offer an unlimited number of services, and pair this with a 7 day expiry to create a seven day ‘subscription’ type Package. If you choose this option, please note which services you would like to include in this offer.

• Service Specific: You can offer Packages for individual services that are only redeemable on that particular service. You can also curate gift cards for any number of a service, for example a ‘5x Sauna Sessions Package’

If you choose this option, please note which services you would like to offer Packages for, as the quantity. Put each gift card on a separate line. If you would like to offer 1x service as a gift card, as well as 5x of the same service as a Package, please put these on their own lines also.

PRICE

Please note the total cost of each Package.

CATEGORY

Please note your chosen Category name for each Package. The most common choice here would be to name the category ‘Packages’, however this function is useful if you want to offer different types of Packages, so that you can categorise these separately.

DESCRIPTION

Please provide a description for each Package.

EXPIRY

Please note a timeframe for expiration of each Package. If you would like your Packages to have no expiration date, please note ‘N’.

If you would like to utilise the Subscription function, complete the dedicated section within the CSV file. If you do not require this function, please leave this tab blank. Please place each subscription offering on a seperate line.

If you require more Subscription options than the allocation within your package, please get in touch with us for a quote.

Subscription renewal reminder emails will automatically be sent to clients 7 days prior to their subscription renewal date.

TITLE

Choose a name for each Subscription option you offer. The title of your services will be visible to clients on your Client Scheduling Page.

PUBLIC Y/N 

Subscriptions can be visible on your scheduling service, or hidden from view and only accessible to those with a private link.

• Public - Available for all clients to purchase from your scheduler.

• Private - Only available to clients who have the direct link and hidden from your scheduler.

Please answer Y for Public, or N for Private on your CSV file.

PRICE

Please note the total cost of each Subscription option. 

BILLING CYCLES

Please note the number of times your client should be charged the subscription price. If the subscription is ongoing and has no end date, please put ‘N’.

INITIAL SETUP FEE

Clients will be charged the setup fee when they purchase the subscription, then your chosen price going forward

CATEGORY

Please note the category name for your subscription if you wish to group this into different categories. This is optional.

PHOTO

If you wish to attach a photo to this service, please note the photo file name of your preferred image from your uploaded content within your dedicated Google Drive folder.

Square or rectangle images work best and the maximum file size is 1.5mb.

DESCRIPTION

Provide a description for each subscription.

INCLUSIONS

What should clients receive each time their subscription payment is processed?

If clients get a set amount of appointments each time they're charged their subscription fee but can't carry any unused appointments over to the next billing cycle - please note: ‘RESET’ in this section.

If clients get a set amount of appointments each billing cycle and can carry over any unused appointments, in addition to receiving more credits each cycle - please note: ‘ROLLOVER’ in this section.

If clients receive the full amount of appointments up front and no new appointments each billing cycle - - please note: ‘AS IS’ in this section. This sets up a payment plan-type option where they receive all their credit for appointments up front and then pay over time.

SERVICES

Please note which services are available or included within the subscription.

VALUE

Please note how many of these service(s) are included within the subscription. Either a particular number, or unlimited.

Gift Cards help to increase sales by allowing customers to purchase an online or printable card to gift to a chosen recipient.

Every purchased gift card has a unique code. When a customer purchases a gift card, they can email the code to their recipient or themselves. 

When redeeming a gift card code at checkout, customers will see the card value subtracted from their order total. They can also see the balance remaining on the gift card. 

f you would like to utilise this function, complete the dedicated section within the CSV file, one Gift Card per line. If you do not require this function, please leave the tab blank.

If you require more Gift Card options than the allocation within your package, please get in touch with us for a quote.

Acuity Scheduling Booking Systems: Gift Card features are only available with the Growing and Powerhouse Plans, with Stripe or Square as your payment processor. They can only be used for individual services - not packages or subscriptions.

TITLE

Choose a name for each Gift Card option you offer. The title of your services will be visible to clients on your Client Scheduling Page.

PUBLIC Y/N 

Gift Cards can be visible on your scheduling service, or hidden from view and only accessible to those with a private link.

• PUBLIC: Available for all clients to purchase from your scheduler.

• PRIVATE: Only available to clients who have the direct link and hidden from your scheduler.

Please answer Y for Public, or N for Private on your CSV file.

VALUE

Gift Cards can be offered in all of the following formats. You can choose all three if you wish.

• Dollar Value: select your chosen options, such as $20, $50 and $100. These must be set amounts - the purchaser cannot enter any dollar amount they like.

• Unlimited Specific Service: you could choose to offer an unlimited number of services, and pair this with a 7 day expiry to create a seven day ‘subscription’ type gift. If you choose this option, please note which services you would like to include in this offer.

  
  

• Service Specific: You can offer gift cards for individual services that are only redeemable on that particular service. You can also curate gift cards for any number of a service, for example a ‘5x Sauna Sessions Gift Card’. If you choose this option, please note which services you would like to offer gift cards for. Put each gift card on a separate line. If you would like to offer 1x service as a gift card, as well as 5x of the same service as a gift card, please put these on their own lines also.

PRICE

Please note the total cost of each gift card. This must also be done with ‘Dollar Amount’ gift cards - you would therefore just repeat the same number in this space.

CATEGORY

Please note your chosen Category name for each Gift Card. The most common choice here would be to name the category ‘Gift Cards’, however this function is useful if you want to offer both ‘Dollar Value’ and ‘Unlimited’ Gift Cards for example, so that you can categorise these separately.

DESCRIPTION

Please provide a description for each Gift Card.

PRINT Y/N

Please answer Y if you would like the purchaser to be shown a printable Gift Card after buying - or N if this isn’t required.

PRINT INFO

This field is optional. If you want to show a custom message on the printable version of the Gift Card, you can enter it here. This could look something like: “Enjoy your gift! Book your appointment online at www.eloacreative.com.au”

EXPIRY

Please note a timeframe for expiration of each Gift Card. If you would like your Gift Cards to have no expiration date, please note ‘N’.

Discount Codes entice clients to book appointments or buy appointment packages, gift certificates, or subscriptions by offering a saving of your choice on the order total. During the checkout process, clients enter their code to receive a discount.

Separate codes must be generated for packages and services. Service Discount Codes cannot be applied to Package Discount Codes and vice versa.

If you would like to utilise this function, complete the dedicated section within the CSV file, one Discount option per line. If you do not require this function, please leave the tab blank.

If you require more Discount Code options than the allocation within your package, please get in touch with us for a quote.

TYPE

There are multiple Discount Code structures we can curate for you, as below:

• Percentage: Offer a percentage off a service or package. The percentage needs to be a whole number.

• Amount: Offer a flat dollar amount off a service or package.

Please note your preference for each different code.

CODE

This is the code a client enters at checkout to receive the discount.

Example: 'SAVE10', ‘FIVEOFF’, ‘SUMMERSALE’.

LIMITATION

You can limit the number of times a discount can be applied by a single person. You can also limit the number of times a discount code can be used at all - by anyone.

We can apply limitations through different restrictions. Please select your chosen limitations and note these requirements for each Gift Card.

• UNLIMITED: Customers can apply the discount unlimited times. You can however still set an expiration date.

• PER CUSTOMER: Limits usage to once per customer email address.

• SELECT TOTAL:Choose a total number of times the discount can be applied overall.

APPLICATION

You can apply discounts to entire orders or limit them to be used for only a single service. Please choose one application for each Discount Code.

• ANY SERVICES: Can be used on any services with no restrictions. EXAMPLE: 10% off any services

• SELECT SERVICES: Can only be used one or more select services. EXAMPLE: 10% off [service name here]

Please note ALL if this code can be applied to all services, or provide the specific service names.

AVAILABILITY

Please note a date when the Discount expires, or if there is no expiry, put ‘N’.

Custom forms can be used to collect more details about your client during the scheduling process.

When a client books an appointment, they'll enter their name, phone number, email address, and any other information you require, before their appointment is confirmed.

If you would like to utilise this function, complete the dedicated section within the CSV file. If you do not require this function, please leave the tab blank.

If you require more than one form, please duplicate the ‘FORM’ tab and complete one tab for each individual form.

Please complete one line per form field/question.

If you require more Form options than the allocation within your package, please get in touch with us for a quote.

FIELDS

There are multiple form field structures available that we can curate for you, as follows:

NAME

The Name field requests first and last names.

TEXT

Use the Text field to collect basic information from visitors. Only one line of text can be entered here, so this field is best if you're expecting a short reply.

EMAIL

The Email field prompts the visitor to enter their email address. It must be a valid email format to be accepted.

PHONE

The Phone field prompts the visitor to enter their telephone number in a single text box. The number will format as the visitor types it in.

TEXT AREA

Use the Text Area field to collect longer replies or more complex answers. The Text Area field doesn't have a character limit.

DROPDOWN

You can create a drop-down menu with the Dropdown field. Enter a label for the drop-down to give it a title, and click Options to add or edit answers visitors will choose from. Visitors can select one option. 

CHECKBOX

You can create a list of multiple options with the Checkbox field. Enter a label for the list to give it a title, and click Options to add or edit answers visitors will choose from. Visitors can choose multiple options. 

RADIO

You can create a list of multiple options with the Radio field. Enter a label for the list to give it a title, and click Options to add or edit answers visitors will choose from. Visitors can choose one option.

SURVEY

You can create a response survey with the Survey field. For each option in the survey, visitors rate on a five-step scale from "Strongly Disagree" to "Strongly Agree."

In the form submission email you would recieve, survey answers are displayed using a numerical scale from -2 to 2. "-2" represents "Strongly Disagree" and "2" represents "Strongly Agree."

ADDRESS

The Address field displays several text boxes to collect a visitor's mailing address.

In form blocks, the address field includes a Country drop-down menu that changes the format of the fields to match the country selected.

WEBSITE

The Website field displays http:// in the text box so the visitor can enter a website.

DATE

Use the Date field to prompt visitors to enter a date.

In form blocks, the date format will change to match your visitor's location.

NUMBER

Use the Number field when asking visitors to enter a specific number as an answer. Only numbers are accepted in the this field.

TIME

Use the Time field to prompt visitors to enter a time.

To your visitors, the time format matches their location. 

In your submissions, the time appears as your visitors entered it.

FILE UPLOAD

The file upload field prompts the visitor to upload files of a type and number that you specify. This field is only available in form blocks, not custom product forms or custom checkout forms.

Google reCAPTCHA needs to be turned on in your form block's storage tab before you can add this field. reCAPTCHA is active by default on all form blocks and helps prevent spam.

Visitors can upload these file types by default:

• Image (.png, .jpg, .tiff, .heic)

• Document (.docx, .doc, .pdf, .txt)

• Presentation (.pptx, .pdf)

• Video (.mp4, .avi, .avchd, .flv)

• Audio (.mp3, .wav, .aac, .mp4, .alac)

You can choose which file types are accepted and how many files visitors can upload (up to 5) in the field's settings. Each uploaded file is limited to a size of 10 MB. 

How you download these files depends on your forms chosen storage option:

• The Contacts panel - Click the link in the form submission details to download

• Email address - Click the link in the email to download

• Google, Zapier, or Mailchimp - Copy and paste the URL to download

FIELD TYPE

Please note your preferred structure for each field in the FIELD TYPE column.

FIELD TEXT

Please provide your required text/ question for the field.

FIELD OPTIONS

Please provide your required answer options if you have selected a multiple choice field structure.

FORM APPLICATION

Note which service(s) this form should be actioned for.

We can place a setting on any (or all) services that requires clients to agree to your terms or conditions.

If you would like to utilise this function, complete the dedicated section within the CSV file. If you do not require this function, please leave the tab blank.

If you require a different set of terms and conditions for different services, please complete one line per required terms and conditions.

If you require more Terms and Conditions options than the allocation within your package, please get in touch with us for a quote.

NAME

Please note which services require Terms and Conditions to be agreed to prior to booking.

DETAILS

Please provide the Terms and Conditions.

AGREEMENT

Please note what you would like the conclusion to say - next to the box that the client checks to confirm. For example: I have read and agree to the terms above.

SERVICE

Please note which services the Terms and Conditions apply to.