Organise products and services
Use clear names, correct categories and complete customer-facing details. A product, a service, a resource and a digital item have different setup needs.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the catalogue and choose the correct product, service or experience type. Select the relevant category.
- Add the title, description, images, price and applicable options. Review required duration or resource fields for bookable items.
- Save and reopen the item, then inspect its visibility in the appropriate branch and published catalogue.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.