Glossary of Key Concepts

Before going further, let’s make sure we are talking about the same concepts.

The Contact

This is the customer who wishes to make a purchase. To avoid confusion with their possible status (prospect, customer, former customer, etc.), we will refer to them as "contact" in this document.

Some information is mandatory under French law (last name, first name, postal code, and city).

Contact Keywords: Contact Tags

These are the rights held by a contact. These rights allow them, for example, to enter the club or make reservations.

These keywords also play a role during sales and help personalize the catalog offered.
In summary, if the contact holds certain keywords, they will be able to benefit from certain offers. The opposite is also true. For example, a contact marked as "student" can access different pricing than an ordinary person.

This concept is therefore crucial for accessing the list of products and prices intended for our contact.

The Club

This is the club associated with the contact where the sale will be recorded.
In the case of a network structure, please contact the technical support for more information.

Catalog / Product / Offer

The catalog includes all products, each priced according to different offers.

The product characterizes what will be sold (adding a subscription, adding an option, issuing a badge, adding a carnet, shop items). It determines what is assigned to the contact (a subscription, a badge, etc.) for a given duration.

An offer is the pricing representation of the product. It determines the price and the billing method (cash, direct debit, billing frequency, etc.)

The catalog thus represents all offers available for a contact.

The Sale

A sale corresponds to a shopping cart. It allows grouping a list of items that will then be sold to the contact.

Items

Items represent the purchase intents within the cart. Items come from a product and an offer.

Payment

These are the payments made by and received from the contact.
Adding a payment to a sale automatically transforms it into an invoice and triggers all actions defined in the items (assigning subscription, carnet, stock debit, etc.)

IMPORTANT: In case of integration with a payment provider, it is important to perform this action only when the provider has validated the payment (and not to add payment intents).

The Mandate

The mandate is an authorization for direct debit on the contact’s bank account. It links the club wishing to collect payment to the bank account to be debited.