When it comes to WooCommerce, creating bundles of services is straightforward. Clients can easily add a la carte options to their checkout process. In a lot of cases that works perfectly. But not in all cases.
As someone who has spent years using WooCommerce to sell consulting, coaching and training services on our site, I can attest to this. There are times when it works, and, well, there are other times when you must make sure your client or customer is getting exactly what they need.
For example, you have talked with a potential client and explained to them how you can help them. This might include several services you sell, but in some cases, there are a few that are similar. You could send them an email with a list of choices, or attempt to verbally explain it, but there’s a chance they may confuse, say, the SEO Audit with SEO Research.
Or maybe you have an online store with courses, videos and products that would be easy to mix and match for specific customer needs. You know what they need and what would work best for them. And you want to make it easy on their end.
Bottom line: hey shouldn’t have to spend time searching your store for the products and services that you have recommended (and it’s likely they won’t). Instead, it’s much more convenient for them if you send them a simple URL that will have all the services and products they need, neatly placed in the cart and ready for checkout.
Send Your Customers and Clients That Special URL
For an example, let’s say I have a consulting and coaching business for podcasting. I sell various videos, content and I also resell products on my site. I’ve talked with Sally Jones and after our consultation together, I know exactly what she needs. With the WooCommerce Cart URL plugin I can do it painlessly.
As you see here, there are three global settings that enable or disable this feature, the pretty permalink and the ability to customize the price of any of the products added:
We can now add the cart URL:
After naming this one, I see that there is no URL yet. This will be created once I have this published. Secondly, I had the option to clear the cart when visiting this URL. This is a good option to toggle on in case they were there previously and had added some items before speaking with you.
You also can choose the page you want them redirected to. I am leaving the redirect field to read “cart” because I want to save them as much time as possible. But you might create a nice landing page explaining what you did and add a video or something, just to make it a bit more personal if you feel that will help this specific user or customer.
Next I will add the products and/or services for Sally. I simply search my products and add them.
At this point I can do a couple of things. I can change the quantity and, since I had the custom price toggled, customize the price. For the latter, you may have promised them a special price on some of the items if they purchased them all. In this case I am giving a discounted price on the mastermind and the videos.
Once I save this, I now get the link I can copy and send to my customer or client.
What Your Client Will See
When Sally uses the link this is where she will land on our site. The custom prices are in place and she can easily move to checkout and be done with it.
The other option: below the products when creating the cart URL, I could have added a coupon code to give a flat discount on everything in the package.
Now if I use the link, you will see that the coupon I generated and added was automatically added to the cart and taken off the total.
This is obviously only one of the ways you can take advantage of this plugin. It also works with WooCommerce subscriptions, so you can put together and offer some great packages for your students or members.
Of course, this form of strategy should be carefully used. The example I showed you in this post benefits and helps the customer. But pre-filling a cart with items you think you client may need, or you are doing it as a an upsell, there is some gray area there and you want to make sure you are not turning off your customer or client.
You can learn more about the WooCommerce Cart URL plugin here.