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Block store actions for accounts with an outstanding balance

Use this feature to prevent participants from completing purchases in the store when their account has an unpaid balance. Staff can apply or remove a block manually, though it is automatically lifted once the balance is cleared.

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Written by Marc Dahan

1. How it works

When a store block is active on an account, participants can browse the store and add items to their cart, but cannot complete checkout until the block is removed.

Blocks are applied at the account level and affect all participants on that account.

A block is removed either manually by a staff member, or automatically when the outstanding balance is fully cleared.

2. Permissions

Two permissions control access to this feature. They are independent and can be assigned separately.

Permission name 🔑

Why you need it

Clients

Block store actions for accounts with an outstanding balance

Required to apply a store block on a client account.

Clients

Remove store action block from accounts

Required to manually resolve an active store block on a client account.

🎗️ Note: These permissions are independent. You can grant blocking rights without granting unblocking rights — for example, front-desk staff can flag an account, but only managers can clear it.

3. How to apply a block

Blocks are applied manually by staff from the client’s account page.

  1. Go to Clients.

  2. Open the client account.

  3. Go to the Overview tab.

  4. Click Block account. The Block account dialogue is displayed.

  5. Enter a mandatory note and click Block account.

4. How to remove a block

Account blocks are automatically lifted when the account’s outstanding balance is fully cleared. However, staff with the proper permissions can manually lift the block.

To manually lift a block:

  1. Go to Clients.

  2. Open the blocked client account.

  3. Go to the Overview tab.

  4. Click Resolve.

5. What staff see

When a block is active, staff see it reflected in the following places:

  • The account Overview page

  • The store, when making registrations or purchases on behalf of a client — a banner displays the outstanding balance amount

🎗️ Note: Staff are not restricted from proceeding to checkout, even when a block is active on the account.

6. What participants see

When an account is blocked, participants see a banner on all store pages indicating:

  • That an outstanding balance is due

  • The amount owed

  • A link to the Make a payment page in their account

Participants can still browse the store and add items to their cart but cannot proceed to checkout until their balance is cleared. Selecting Make a payment takes them to their account to pay, after which they can return to complete their purchase.

7. How to view all blocked accounts

Use the Account blocked filter on the Accounts page to see all accounts that currently have an active block.

8. Special cases and limitations

  • For drop-in activities, accounts with an outstanding balance are blocked earlier in the registration process — before a membership or multipass can be applied.

  • This feature does not currently support multi-location organizations.

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