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New Type of Offering Restriction: Per Client Limits

Offering Restrictions have been a thing for quite a while now, they are the ability to restrict folks from signing up or purchasing one of your Offerings.  They’ve come in three flavors:

  1. Limit the number of total sign ups (“sold out!”)
  2. Beginning available date (“coming soon!”)
  3. Ending available date (“now expired!”)

There’s now a fourth: limit the number of sign ups per client (“one per customer!”).

Like the others, this can now be set in the Restrictions area when editing a given Offering:

UI for configuring the per-client Offering Restriction

The [clientFirstName] is a magic tag in this one, for in this situation, that is known!

For the long time I didn’t see much need for that sort of restriction: generally speaking, someone who wants to buy another package of sessions, or redo your course, or similar would be a good and welcome thing!

But oh right, the classic, complimentary Discovery CallTM definitely fits the mold of “one per customer”.

I had earlier thought any sort of abuse to this would be few and far between, and on whatever such rare occasions, it would be easy to spot and politely say, “No, nice try.” to the offending party (with the likely positive side effect of coach being let know that yes, this person is back and keen to engage!).

But as I write this, I imagine myself saying as much during a live press release, and promptly getting heckled with a well-meaning “Yeah, you’d be wrong there, Larson!”  To which I would say “Fair enough!”  And this new ability to restrict Offerings in this way addresses whatever hassle anyone has had amid any sort of abuse to the self-service nature of Offering sign ups.

This restrictions is ultimately based on email address.  If a known client who should be so restricted is already logged in, CA will catch as much and notify them prior to their proceeding, like so:

What a logged in client sees when restricted.

If not, CA will catch any should-be-restricted situation upon their completion of the sign up, and notify accordingly.

Restricted Offering error message at sign up


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