Skip to main content

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
Products can represent anything you charge for — from coffee and printing to day passes and equipment rental.

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

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.
Use benefit bundles to create “credit packs” — for example, a product that gives 10 hours of meeting room credit when purchased.

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.

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.