How to create a Bundle in the catalogue ?

A Bundle enables to sell in one click several products from the catalogue. For example, a Bundle can contain a Membership and a Package. This article explains how to create the product type Bundle in the catalogue, which is necessary before selling this offer.

Warning

Bundles cannot be sold online yet (member's shop or online joining) with Xplor Gym, this will be possible later.

STEP 1 - GO TO THE BUNDLE TAB IN THE CATALOGUE 

Once logged in Xplor Gym, from the Settings, click on Catalogue > Products then go to the Bundle tab. 

STEP 2 - START CREATING A NEW BUNDLE

Click on + New bundle, a creation window opens on a new bundle. 

STEP 3 - FILL IN INFORMATION RELATED TO THE BUNDLE 

Specify the following information: 

ITS NAME  

It must be different from any other catalogue product. 

ITS DESCRIPTION

It will be viewable on the contract if there is one. You can make it viewable on the invoice by asking your Onboarding or Support Engineer. 

ITS ACCOUNTING CODE 

WARNING

Nothing must be specified here if the accounting plan has not been configured in Xplor Gym. If I wish to set the accounting plan in the software, I make the request to my Xplor Gym contact.

THE BUNDLE TYPE 

The bundle type is compulsory, unique and cannot be changed. The bundle type defines the offers contained in the bundle. 

• If the bundle is membership type, the bundle can contain memberships, packages, shop products and bolt-ons. There cannot be more than one membership in the bundle. In the case of a memberhip with a compulsory bolt-on, the bundle must include this bolt-on. There must be at least one membership in the bundle.  ​
• If the bundle is bolt-on type, there are only bolt-ons in the bundle. And the bundle must contain at least one bolt-on.
• If the bundle is package type, there is no membership, no bolt-on in the bundle. And the bundle must contain at least one package.  ​
• If the bundle is shop type, there is no membership, no bolt-on, no package in the list of offers conained in this bundle.  ​

Warning

For the moment, bundles do not enable weekly Direct Debit memberships. 

STEP 4 - CREATE THE PRICES RELATED TO THE BUNDLE 

Alike any type of catalogue product, here you can add the prices corresponding to the bundle. Here you can also define the bundle content and the prices of each element. 

To add an offer to the bundle, click on + Add an offer: 

Next, just add the different products you want to include into the bundle and specify the applicable prices (usually special prices compared to the initial prices of offers outside bundle):

 

Several bolt-ons in your bundle ?

If several bolt-ons are contained in your bundle, you can decide to link terminations of bolt-ons to each other. For example, if the bundle contains a bolt-on 'drink dispenser' and another bolt-on 'locker' and that the client wants to terminate one of the bolt-ons, s/he must terminate the second bolt-on. 

Ticking this box or not enables to decide whether you wish to set this rule:  

Regarding restriction conditions, they depend on which small dots you click. You can define conditions on the global offer of the bundle (small dots on the top right) or on the elements included in the bundle (small dots on each price): 

Do the elements in the bundle have different VAT rates ?

The invoice will show the detailed elements of the bundle and on each line the VAT on the product will be specified as follows:

Save your product after creating it. Later, you can still add other offers to the bundle using this button +Add an offer.

When all your offers are created, click on Save. 

How to manage weekly Direct Debits ?

When choosing a membership or bolt-on bundle, always propose the monthly or weekly billing.

If you choose to first add a membership or a bolt-on with weekly billing, the other memberships or bolt-ons will be with weekly billing too (even if the bolt-on is monthly for example, in this case, it will changed into a weekly bolt-on when added to the bundle.)

How to highlight your product in the sales funnel ?

If you tick the star, you can highlight your product in the sales funnel and it will come first in its product category when you make the sale:

In the sales funnel, the offer is highlighted like this:

That's it, your bundle is created and available !