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.
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 Products are the primary services you offer to clients and Addon Products are secondary services that can be optionally added. Click into this 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.
Title & Description
Start by adding a title and description to your product so that your customer can identify the service offered.
Next, specify whether this product will have one price across all properties or if you would like to tier the pricing.
Single Product: Items with a single offering.
Tiered Product: product that offers multiple pricing tiers (Sq. Ft, # of Images, property price, etc).
If you are creating a single product, simply select the Single Product option and enter your price in the box below. For tiered pricing, select the Tiered Product option. Specify what kind of pricing tiers you would like to create (Sq. Ft, # of Images, property price, text, etc). Then, press Add Variant to add a pricing tier and enter in your chosen specifications.
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.
Now, specify whether you would like this product to appear as a Main Product or as an Add-On to another product. If you choose to attach an add-on to a Main Product, the add-on will only appear as an option on your order form if the customer selects the Main Product that it is associated with. You also have the option to simply keep the Add-On visible on the Order Form without attaching it to a Main Product.
Last, choose if you would like this product to be live on your order form. Simply check or uncheck the box when you would like to change the status of this product. This, along with any other specification covered in this guide, can be changed at any point.
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.
Select whether the product is active to customers from your online order forms. Only make a product active when it's ready to be purchased. If a product is marked inactive it will not be visible on order forms but can be added to orders created that are created by your team.
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.
Upload an image to showcase what this product is.
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 custom order forms.
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.
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.
To rearrange the order products appear on your Order Form click the purple Rearrange button in the upper-right corner of the products index page.
Drag and drop the Main Products to the top and organize them as you wish them to appear on the order form. Drag the Addon products to the bottom of the page and organize the order you wish them to appear in.
Pro tip: Add the first Addon product below the last Main Product to help identify the break between product types.
Product List Example
Not sure where to start with your product list? Use this guide as a reference!