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Bulk Cart Checkout
Bulk Cart Checkout

Adding multiple services to your cart makes it easier to checkout in one swift action.

Nate avatar
Written by Nate
Updated over a week ago

Checking out in bulk will make the checkout process incredibly easy for you when purchasing multiple services. This will also make expense reports for tax purposes a lot easier and more concise.

To Checkout for Services in Bulk:

  1. Add the services you wish to sign up your clients for.

  2. Toward the end of the process, you will be asked if you wish to "PROCEED TO CHECKOUT" or "SAVE AND ADD ANOTHER SERVICE", click "SAVE AND ADD ANOTHER SERVICE".

  3. Continue the steps described in 2-3 until all desired services and clients have been added to your cart.

  4. Once you have all of your desired services in your cart, click on "MY CART" at the top right corner of the screen.

  5. To see a summary of the services in your cart click "SEE ITEM BREAKDOWN".

  6. Once all the services and clients have been confirmed, select your preferred payment method and click "SUBMIT PAYMENT".

To Checkout for Top of Mind in Bulk:

  1. Click on the Top of Mind tab.

  2. Select "ADD TOP OF MIND" or "ADD TOP OF MIND PLUS+" right next to each person you wish to activate.

  3. Select the option to pay annual or monthly.

  4. Select add to cart.

  5. Continue the steps described in 2-5 until all desired services and clients have been added to your cart.

  6. Once you have all of your desired services in your cart, click on "MY CART" at the top right corner of the screen.

  7. To see a summary of the services in your cart click "SEE ITEM BREAKDOWN".

  8. Once all the services and clients have been confirmed, select your preferred payment method and click "SUBMIT PAYMENT".

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