Use this guide when creating or editing products in Admin > Products. The available fields depend on the Product group and Type you select.
Universal Settings#
These settings are shared by the product creation flow.
Product Type Selection#
The picker has a Product group field and a Type field. The current groups and types are:
Classes
- Drop-in
- Class pack
- Membership
Services
- Service
- Service pack
The groups shown depend on the business setup. Selecting a type determines which fields appear below it.
Basic Information#
Name is the customer-facing product name. Description is the field for the details and terms you want customers to see. Keep both clear and specific.
There is no separate Membership Type or Custom Type selector in the current creation form. For Memberships, use the settings shown under Membership Settings.
Offer Type shows Standard for all product types. Non-membership class and service products also show Intro Offer. The current creation form does not offer a separate Free Trial choice.
Pricing#
The form shows a Price field for each product type. Enter the amount you want to present for the product and review the customer-facing listing before sharing it.
Changing a product's price#
Open the existing product in Admin > Products and edit its Price field. For a change to the offer's structure, review the Replace product flow before confirming. Check the product details and customer-facing listing after saving.
Currency appears beside Price when the business has a configured currency. Use the value shown in the form when checking the listing.
Product Status#
After creating a product, use the product list in Admin > Products to review its status and available actions. If you need to stop or resume selling a product, use the status control shown for that product and then check its listing.
Deactivate vs. Archive#
The product list can expose separate actions for stopping sales and archiving a product. Before using either action, review the product's current details and any customer commitments that depend on it.
Replace a product instead of duplicating it#
If the offer's structure changes, review the Replace product flow from the existing product. Check the replacement's settings, class coverage, and customer-facing listing before confirming.
Description#
Description is the multi-line field in Basic Information. Use it for the details and terms customers need in the listing.
Class pack & Drop-in Settings#
These settings appear when Class pack or Drop-in is selected under Classes. Some fields depend on the selected type and values.
Credit system#
Class Limit offers Limited and Unlimited for class products. A limited Class pack shows Credits. A Drop-in is a one-credit product and may not show Credits. An Unlimited choice does not use a credit count.
Validity appears for a limited digital product with more than one credit or an unlimited digital product. When shown, it offers Expires a set number of days after first use and Never expires. Select the option that matches the terms you want to show customers.
Purchase Restrictions#
Who Can Purchase is shown in the Settings section. For class products, the current choices are Everyone and Once Per Customer. Check the customer-facing purchase flow before describing the restriction.
Class coverage#
The Class Coverage section lets you review where a class product can be used. Check the selected classes before sharing the product. See Class Coverage for Products.
Service & Service pack Settings#
These settings appear when Service or Service pack is selected under Services.
Session Credits#
The Service pack form uses Sessions for the number of appointments included and shows Validity. A Service is the one-appointment type and does not show those fields. Review the fields shown for the selected type before sharing the product.
Session Purchase Restrictions#
Who Can Purchase is shown in the Settings section. Review the choices shown for the service product and check the customer-facing purchase flow before describing them.
Service coverage#
Review which appointment service the product is connected to before sharing it. The service and its product are managed in their respective admin areas.
Membership-Specific Settings#
These settings appear when Membership is selected under Classes.
Billing Configuration#
Billing Frequency offers Weekly, Every 2 Weeks, Monthly, Every 3 Months, Every 6 Months, and Yearly.
Class Limit offers Unlimited and Limited. A Limited choice shows Usage Limit.
Activation Settings#
Starts When offers On Purchase, First Class Booked, and Fixed Date. Fixed Date shows a Start Date field.
Eligibility Rules#
Who Can Purchase offers Everyone, Once Per Customer, and New Members Only for Memberships. Choose the option that matches the offer and review the customer-facing purchase flow.
Renewal behavior#
Use Membership for the recurring product type. Review the renewal and cancellation terms shown in the customer-facing purchase flow before communicating them.
Date Settings#
When Starts When is Fixed Date, enter the Start Date shown by the form. Review the selected date and customer-facing terms before sharing the product.
Advanced Configuration Tips#
Name products clearly#
Use a clear product name that your team and customers can recognize. Include the product type or key terms when that helps customers compare offers.
Multi-Product Strategy#
Keep related Drop-in, Class pack, Membership, Service, and Service pack products easy to compare. Use the type-specific settings above and review each public listing before sharing it.
Category Organization
The current creation form uses Product group and Type. Use those visible labels when explaining where a product belongs.
Validation Rules & Restrictions#
The form reveals required fields after you choose a Product group and Type. Follow the validation message shown beside the field and review the complete form before selecting Create Product.
Membership Rules#
For Memberships, review Billing Frequency, Class Limit, Usage Limit, Starts When, and Who Can Purchase before creating the product.
Class pack Rules#
For Class pack, review Class Limit, Credits, and Validity when shown, plus Class Coverage, Offer Type, and Who Can Purchase. For Drop-in, review Class Limit, Class Coverage, Offer Type, and Who Can Purchase; Credits and Validity may not be shown.
Universal Rules#
For every type, review Name, Description, Price, Offer Type, and Who Can Purchase before selecting Create Product.
Common Configuration Mistakes#
Membership Issues: Check that the selected Class Limit, Usage Limit, Starts When, and Billing Frequency match the offer you intend to present.
Class Product Issues: Check the Class Limit, Class Coverage, and any Credits or Validity fields shown for the selected product type.
General Issues: Use the current Product group and Type labels, and check the customer-facing listing before sharing the product.
Testing Your Products#
Before sharing a product, review the complete form, its public listing, its class or service coverage, and the customer-facing terms for the exact settings you selected.
Product Management After Creation#
Once a product exists, open it from Admin > Products to review its details, status, description, price, and coverage. Use the product's available edit or status actions, then check the customer-facing listing again.
Review Class Coverage for Products when a class product should cover more or fewer classes.
For type-specific guidance, see Creating Class Packs and Creating Memberships.