eCommerce Setup

Configure a payment processor and offer sessions for sale to professionals.

Enable, Configure, and Test eCommerce
Stripe Taxation Options
Data Privacy and Security
Set a Session for Sale
Manage Programs: Filter by Sessions Available for Sale
Set eCommerce Permissions
View Transactions
Reporting

Enable, Configure, and Test eCommerce

If eCommerce has been enabled for your site, Admins will have the ability to configure a payment processor and offer sessions for sale to professionals.

Enable eCommerce

When eCommerce is activated, the eCommerce tab within Settings will be displayed.

Select the eCommerce tab to enable eCommerce and configure Stripe as the payment processor.

Configure eCommerce Payment Processor - Stripe

There are two ways to set up your payment processor integration: Test Mode or Live Mode.

Test Mode

When Test mode is enabled, transactions can only be completed with test Credit Card numbers.

On the eCommerce tab in Settings, toggle to Test Mode to enter the Test API Key provided by Stripe and select Save. If the Test API key is valid, a status message will indicate that test mode is active.

 

Live Mode

Live mode should be used when you are ready to launch and sell sessions. All transactions in live mode are real transactions, and money will be transferred. Once you’ve offered sessions for sale, you should stay in live mode indefinitely.

On the eCommerce tab in Settings, toggle to Live Mode to enter the Stripe Live API Key and select Save. If the Stripe API key is valid, a status message will indicate that live mode is active.

Once live mode is active, you can begin processing real transactions immediately. If you would like to confirm, set a session to $1.00 and use a valid credit card to purchase.

 

Stripe Taxation Options

Stripe supports two methods for taxation that LCvista will account for during the checkout process: Stripe Tax and Tax Codes.

Stripe Tax

Stripe will automatically calculate and collect sales tax during checkout. Stripe Tax charges a fee based on volume.

Tax Codes

Alternatively, Stripe supports the ability to define a catalog of tax rates. Stripe does not charge for this method. Using Tax Codes may be necessary for your organization if custom tax rates are required (for example, tax rates might vary based on time period).

Data Privacy and Security

LCvista does not accept, process, store, or transmit credit card information or any cardholder data. LCvista does not act as a service provider, payment application, or a payment gateway. During the payment process, the user’s browser is redirected to a checkout and payment page that is entirely controlled by a third-party payment application.

LCvista stores the following data with each transaction:

• Username and Email Address
• Order ID
• Order Date
• Subtotal
• Total
• Session(s) Purchased

LCvista does not store, and has no access to, the following data:

• User billing address
• User credit card information, payment methods, or invoices
• Refunds issued
• Payouts issued
• Disputed payments

Any concerns or questions regarding payments and transactions should be sent directly to the payment processor.

Set a Session for Sale

Adding a New Session

When creating a new session or editing an existing session, enable the option to “Offer session for sale” and enter a price.

Waitlist Limitations

Note that waitlists are not supported with eCommerce-enabled sessions. Both options cannot be enabled at the same time.

Entering a Maximum Enrollment Limit value after enabling the option to Offer session for sale will return an error.

Alternatively, enabling the option to Offer session for sale after having entered a Maximum Enrollment Limit value will return an error.

Editing a Session

While Admins do have the ability to edit a session with eCommerce enabled (Offer session for sale is selected), changing certain values can impact the checkout process.

For example:

• Modifying the Enrollment Start or End Dates and/or the Session Start or End Dates may result in the session being removed from an end user’s shopping cart during checkout if the session is no longer enrollable.
• If an Admin changes the session’s price or disables eCommerce for the session, this will result in the session being removed from an end user’s shopping cart during checkout.

Attempting to save an edited session with eCommerce previously enabled will return a warning: This session is currently offered for sale. Any edits made to this session may impact users who have previously purchased this session or currently have the session in their shopping cart.

Deleting a Session

While Admins do have the ability to delete a session with eCommerce enabled (Offer session for sale is selected), doing so has an impact and introduces potential risk and issues for those users who have already purchased the session or currently have that session in their shopping cart.

Deleting a session with eCommerce enabled will return a confirmation message: This action will delete this session and all associated session records; any users with a passed status will be reapplied. This session is offered for sale; this action will impact any users who have previously purchased this session. This action cannot be undone. Please confirm.

Manage Programs: Filter by Sessions Available for Sale

When eCommerce is enabled, the Manage Programs page will display a new program type filter: Available for Sale.

Selecting this checkbox will return programs where at least one session is offered for sale.

Set eCommerce Permissions

Add or remove permissions for users and/or groups specific to eCommerce.

The eCommerce Transactions permission allows a user to:

• Access the Transactions Summary and Details pages

The Reports > Transactions and Reports > Transactions > saved report permissions allow a user to:

• Run and view the Transactions Report

View Transactions

To review a history of sessions purchased, select Transactions from the Organization menu.

Transaction Summary

The Transactions table lists all sessions purchased including:

• Transaction ID
• Username
• Order Date
• Program and Session names
• Total Paid

The Transactions table can by filtered by Date Range, or by selecting a specific Program and Session.

Select View to open a detail view for the selected transaction.

Transactions Details

The Transaction Details page outlines additional details for the user, the transaction, and the session(s) purchased.

Select Return to Summary to navigate back to the Transaction Summary page.

Reporting

Report on Sessions Available for Sale

Use the Sessions Info Report to filter and track which sessions are available for sale, the price of that session, and how many times the session has been purchased.

Column options include:

• Price
• Purchased Count

Filter options include:

• Available for Sale 

Report on Transactions

Use the Transactions report to return the transaction history for sessions set for sale in your organization and purchased by your professionals. Each row represents an individual purchase, along with basic user detail and purchase amount. Use this report to review details about transactions processed.