The 'Assign to All' feature when adding a customer to an order helps to streamline the process of assigning customers to cart orders and any associated assignable items.
How it works:
When adding a customer to a cart order, you'll now see an "+ Assign to All" button
Clicking this button will:
Set the selected customer as the payee for the entire order
Automatically assign any assignable items in the cart (like renewable subscriptions) to this customer
Apply this assignment to any new items subsequently added to the cart during the same transaction
Important notes:
Always verify that assignable items in the cart are assigned to the correct customer
If you need to reassign items, you can easily do so by visiting the initially assigned customer's profile and reassigning any subscriptions to the correct customer
Selecting "+ Add to order only" will set that customer as the person responsible for paying for the order, any assignable items will not be auto-assigned to that customer and will require assigning - e.g when a parent may be purchasing junior renewable subscriptions/memberships etc
Best Practices
Double-check assignments when using the "Assign to All" feature, especially for group bookings or when processing multiple customers in a single transaction
If you have any questions or need assistance with these new features, please contact our support team.