Overview
Products are items or services you sell to your customers. They are versatile and can be sold in several ways:- As a one-off purchase from the members portal or shop
- As a recurring add-on included in a contract alongside a plan
- As a booking extra linked to a resource (e.g., catering for a meeting room)
- As a deposit or sign-up fee in a contract or proposal
- Bundled with benefits like time credits, passes, or money credits
How to access
Navigate to Inventory → Products.Requires the product role.
Product kinds
Every product has a kind that classifies what it represents. The kind is a label for your own organisation — it does not change how the product works.Creating a product
1
Navigate to Products
Go to Inventory → Products and click the ”+” button.
2
Enter product details
Fill in the required fields:
- Product name — a clear name shown to customers
- Product kind — select the category that best fits
- Product description — describe what the customer is getting
- Unit price — the price charged per unit
3
Configure portal display
Set how the product appears in the members portal:
- Display on website/App — whether customers can see and purchase it
- Category — a tag for grouping products in the shop (e.g., “Food”, “Printing”)
- Display position — the sort order in the shop
- Upload a product image if desired
4
Save
Click Save to create the product. Additional tabs become available for configuring benefits, availability, and integrations.
Product details
General fields
Portal and apps
Purchase links
Once saved, each product gets two shareable links:Invoice the purchasing customer
When enabled, the product charge is always invoiced directly to the customer who purchased it — even if they belong to a team where another member normally pays. Use this for personal items that should not be billed to the team.Financial details
These fields appear when your location requires financial accounts or tax rates:AI agent settings
Control how AI agents in the members portal can recommend or sell this product:Benefits
The Benefits tab lets you bundle credits, passes, and allowances with a product. When a customer purchases the product, these benefits are activated automatically.
Benefits are multiplied by the purchase quantity. For example, if a product includes 2 passes and the customer buys 3 units, they receive 6 passes.
Availability
Purchase type
Controls how the product can be sold:Purchasable by
Restrict who can buy this product:
When set to Members only, you can further restrict to customers on specific plans.
Stock management
Integrations
How products connect to other features
Products in contracts
Products can be added to a customer’s contract as recurring charges. The product is invoiced each billing cycle alongside the plan fee. This is configured from the contract page, not from the product itself.Products linked to resources
Products can be linked to resources as booking add-ons. When a customer books that resource, they can optionally add the linked product (e.g., adding catering to a meeting room booking). This is configured from the resource page.Products in proposals
Products can be included in sales proposals as line items, representing sign-up fees, deposits, or other costs.Webhooks
Best practices
- Use descriptive names and images — customers see these in the portal shop, so make them clear and appealing.
- Set up categories consistently — use the same tags (e.g., “Food & Beverage”, “Office supplies”) across products for a clean shop layout.
- Use stock tracking for physical items to avoid overselling and get alerts when you need to reorder.
- Use “Members only” restrictions to create exclusive products available only to customers on certain plans.
- Bundle benefits to create compelling credit packs or day pass packages that customers can self-purchase.
- Enable pro-rating for recurring contract add-ons so customers joining mid-cycle are charged fairly.
- Use the “Invoice the purchasing customer” option for personal items in team billing scenarios (e.g., food, personal printing) so the cost stays with the buyer.
Related pages
Plans
Create membership plans that can include products as recurring add-ons.
Resources
Link products to resources as booking extras.
Time credits
Configure time credit allowances that can be bundled with products.
Contracts
Add products to customer contracts as recurring charges.