Priority access allows you to decide which customers can view your products and services through private visibility.
This feature means you can advertise sessions, courses and on-demand resources that only specific customers will be able to see. Please note that priority access is only available on sessions, courses and on-demand resources and not currently compatible with packages (bundles, passes or memberships).
If a customer isn't on the Access list, then they won’t be able to see the session.
An example of when you might use this feature is for providing on-demand content for specific customers, for enabling a one-to-one customer to pay for a session you’ve booked or for giving certain customers priority booking for group sessions.
How to set up priority access
To set up this feature on a session, you create a new session or edit an existing one from the Schedule page in your admin portal.
When you get to the Visibility field, you’ll see three options; Public (Everyone), Followers (Just customers that follow this business) and Private (Just the customers that have been granted access).
Click Private (Just the customers that have been granted access) and continue to create / edit the session as normal by clicking Create / Update this session to finish.
You’ll then see that you’re prompted to add users to the session. If you don’t want to add any users just yet, click Cancel, or if you want to give certain customers access click Add users and you’ll be taken to the Access tab.
You can head to the Access tab at any time by going to Schedule > click Details on the relevant session > Access and update the details here if need be.
Whilst in the Access tab, click Edit access rules, then +Add access rule and you’ll see that you have three options - You can add customers based on what they have Booked, Purchased or you can Select customers manually.
Selecting a product under Booked or Purchased basically allows you to select groups of customers rather than selecting them individually. This feature allows you to add customers based on their previous bookings and purchases. For example giving customers with a certain membership or who have purchased a certain course access.
If you select a product under Booked or Purchased, you’ll then have two options to choose from; Dynamic or Fixed.
Dynamic means that any customers with a live instance of this product from now and in the future will have access.
Fixed means that any customer who currently has a live instance of this product right now who you’ve selected will have access.
If you want your customers who have a live instance of this product to always have priority access to your session, then you would select Dynamic.
An example of when you might choose Fixed here is if you have a fully booked course where you want the course customers to have priority access to a session but don’t want any future instances of this course to have priority access.
If you decide to click on Select customers instead, this will allow you to select customers individually from your Customers and Followers list. You simply tick the checkbox next to the customers you’d like to be able to see this session and then click Update customers.
You then have the option to notify customers that access has been given by clicking the toggle next to Notify newly added clients that they have access.
Once you've added your access rule, make sure that you save this by either clicking Save rules for this session or one of the other save options.
Please note that adding a customer to the Access list is a static action and will not add any new customers automatically.
You can update this priority access list at any time by adding or removing customers and you can also make the session available to everyone by editing the session and changing the visibility to Public (Everyone).
You can follow these same steps when adding priority access to any courses and on-demand resources as well.
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