In this guide, we'll show you how to showcase all the services that you provide by creating products for your customers to choose from!
What are Products?
Products are all of the different services your business offers to clients to choose from on your order online forms. When creating orders manually you can easily add items to new orders from a list of the products created in the Storefront. Main Products are the primary services you offer to clients and Addon Products are secondary services that can be optionally added.
Most creator groups offer a wide variety of products/services like photography, video, 3D Tours, and Floor plans for example. Some groups price their services by home square feet, others might price their products by image count or estimated property price. Non-serviceable products like virtual staging, virtual twilights, and blue sky replacement are created as Addon products that happen after the media is captured and during the editing phase.
Check out an example product list here.
Product Index Page
The newly updated Products page displays your Main Products and Addon Products on separate menu tabs within this section. If you are using the Quickbooks Integration you can sync your products in Aryeo to the ones you have built in Quickbooks here.
The products menu will display important, identifying information for each of the products in your list such as product info, what categories the product belongs to, whether or not it is an active/inactive product, price point and if there are any pricing variants. Clicking edit on any product will bring you into the product editor where you can customize advanced settings for this particular product/service.
Building Products
First, start by heading to the Products tab on your navigation bar below the Storefront menu. Your products are the services that you sell and will display on your order forms.
Main & Add-on Products
Main Products are the primary services you offer to clients and Add-on Products are secondary services that can be optionally added. Choose whether you're creating a Main Product or Add-on Product. Click into their section to get started. To create a product press the + New Product button in the upper-righthand corner. Now let's fill in the details of your product in a few simple steps.
Pro Tip: Once the product type is set, it cannot be changed later on. Be sure you are committed to the product being a Main Product or and Add-on Product during the first step of creating your product.
Title & Description
Start by adding a title and description to your product so that your customer can identify the service offered.
Serviceable Product
Select whether the product is considered serviceable. Serviceable products require an appointment when booked via the order form.
Product Publishing
Select whether the product is active to customers. Only make a product active when it's ready to be purchased. In this sample, since we're only beginning to create the product, we'll leave this box unticked for now.
Limit Quantity of this Product
This will place a limit on the quantity of this product that customers can order. For example, if set to '1', customers will not be able to order more than one of these products. Keep this unticked if you deem unnecessary.
Item Type
Next, specify whether this product will have one price across all properties or if you would like to tier the pricing.
Is this product filterable? You can just keep the box unticked, which means you're creating a single product only. If you have a couple of filters in mind, i.e. Square Footage or Size, simply create these filters! Check out this article to learn how! Once done creating your filters, continue on building up your Products and Services!
Once done setting the Item Type, click on Create Product button as seen below.
TIP: Ensure that the pricing tiers do not overlap. For example, if your first tier covers properties from 0-2000 square feet, ensure that the next tier begins at 2001 square feet.
Advanced Settings - Edit Mode
Now that you have added your product, you will be taken to the Edit screen for the product that you just created, where you can make more modifications.
Product Details
Here, you can edit the Title and Description you created on the previous page. You can also add product thumbnail in this section. Upload an image to showcase what this product is. The product thumbnail image window is 480 x 320 pixels.
Once done with any changes in this section, remember to click on Update Product Details button.
Product Pricing and Serviceable Details
Twilight Product: If you select Twilight, customers will only be able to view one timeslot for that appointment. The appointment will be X minutes before sunset in your city, where X is the duration minutes of this product. If you'd like customers to schedule a separate twilight only appointment, check Separate Booking, otherwise the entire appointment will be scheduled prior to sunset.
Requires Separate Booking: If you'd like customers to schedule a separate appointment for this product only, please check Requires Separate Booking (perfect for twilight products).
Product Variant: If you want to add more variants to your products, simply click on +Add Variant option.
Once done with any changes in this section, remember to click on Update Product Serviceable Details button.
Product Providers
Here you should select the team members who are able to provide this product. If everyone on the team can provide this service, simply select the "All Team Members" option to assign every team member as a provider.
Once done with any changes in this section, remember to click on Update Product Providers button.
Please note: Product providers are connected to the ordering and scheduling system. If you do not assign providers to products it could create scheduling issues.
Product Categories
Many photographers will often split up their products & services between "Residential" and "Commercial" categories. Product categories can be created to manage the products that are displayed on Public and Private Order Forms.
If you have additional categories, click on Manage Categories > Type in the Category name in the box > + Add Category. In Manage Categories, you can also delete any existing categories that you deem unnecessary.
Once done with any changes in this section, remember to click on Update Product Categories button.
Product Add-ons
In this section you can choose which Product Add-on you'd like to be associate with the Main Product you're creating. In order to have options available in this section, you'll have to create your Product Add-Ons first by going to Products > Add-on Products > +New Product. Exactly how you've created your main product. Almost the same process.
In this sample though, we already have two existing add-ons. Once done with any changes in this section, remember to click on Update Product Addons button.
Duplicate Product
Duplicating this product will make a copy which you can use as the basis for new product. If you want to duplicate this, click on Duplicate Product button.
Note: Duplicating a product provides a template for a new product, but it doesn't permit changes to the product filter. For instance, if a product is filtered by Square Footage, duplicating it doesn't allow for the filter to be changed to Price.
Lastly, once done with building your product, go back to Product Details > tick the box for Product Publishing. This is to publish your product to your Order Form/s! Click on Update Product Details button once done! Great job!
Rearranging Products
With the recent updates to the Products page, rearranging your products is now incredibly easy. Open the Main Products or Addon Products menu and simply drag and drop the products to the top and organize them as you wish them to appear on the order form.
Order Form Landing Page
The order landing page will display one or multiple public order forms for your customers when they go to place a new order with your business. Just set an order form to be publicly visible, and the order landing page will begin displaying it.
Let's use the example that you service Residential (MLS), Commercial, and an AirBnb / Vacation Rental clients. Each category has a different set of products, price points, and order form settings that can be applied. On each order form, you can enable the desired Product Category to only be displayed on that order form.
Product List Example
Not sure where to start with your product list? Use this guide as a reference!