Question:
My client wants his clients to acknowledge an agreement before they are allowed to purchase a package. I’ve created a page with the agreement and a form to them to acknowledge they have read and agree to it. What I don’t know how to do is make this a prerequisite to purchasing a package.
Product:
Wix Editor
What are you trying to achieve:
My client provides coaching services. After his initial meeting with a potential client, he approves them. The next step is to have the client acknowledge a coaching agreement. Once that is done they are allowed to purchase a package of coaching sessions.
What have you already tried:
I looked at Workflows and Automations. Right now I have the package purchase pages restricted. Once my client meets with the contact he adds the contact to a Member Role of “Approved - Coaching Client”. This works great, anyone trying to purchase a package is restricted until my client adds that role. I was trying to add an automation so when my client adds the role to a contact and email would be sent to the contact directing them the acknowledgment page to complete the form. Upon submitting the form I wanted to send them directly to the package purchase page.
Could really use some help here. Wix is a great platform with so many options and settings it’s sometimes hard to find all the pieces to put together to make something work.
John