Skip to content
PDF

Product details ​

The product dialog creates and edits a single product. It opens fullscreen from the Products page — via Add product, by double-clicking a row or with the eye icon at the end of a row — with two tabs: Product for the product itself and Fields for its checkout fields. Editing requires Manage access to Configuration & settings; without it the dialog opens read-only.

Saving and closing ​

Save stays disabled until you have made a change and both Name and Category are filled in. Closing the dialog with the X asks you to confirm discarding changes, unless the form has been left invalid (for example, Category cleared) — in that case it discards immediately without asking.

Saved changes reach the booking site once the dashboard has synced; reload an already open booking page to see them. Changes apply to purchases from then on — see Changing or retiring a product.

Online and offline status ​

The switch at the top of the Product tab shows Product is online or Product is offline. Online offers the product on the booking site; offline hides it there while keeping it in your list. A new product starts offline.

Category ​

The Category field offers exactly two categories — Wallets (credit on the buyer's wallet) and Vouchers (gift vouchers with their own codes). There is no free-text or custom category option: the booking site shows no other kind. What each category creates after payment is explained on the Products page.

Name ​

The Name is your internal name for the product (up to 200 characters). It is written on the order line and the receipt, and every voucher sold from the product takes this name — on the Vouchers page and in the order confirmation email. The product card on the booking site shows the Heading from Texts instead.

Price, VAT and amount type ​

Enter the Gross price — the price including VAT — and pick the VAT rate from the toggle of rates configured for your organisation (shown as percentages). A new product starts with the first rate. If your organisation has no VAT rates, the toggle offers nothing and the product is saved with 0.

The Amount type controls how the price behaves:

  • Fixed — the product is sold at the Gross price. In the customer's cart, plus and minus change the number of units; each voucher unit becomes a separate voucher.
  • Flexible — the customer chooses the amount. Selecting Flexible reveals Minimum amount and Maximum amount. Switching back to Fixed clears them.

How a flexible amount works for the customer:

  • There is no box to type an amount. Plus and minus step the amount up and down, and the step is the Minimum amount (10 when no minimum is set). With a minimum of 20 and a maximum of 200, the customer can choose 20, 40, 60 and so on up to 200.
  • Plus is disabled at the Maximum amount; minus down to zero removes the product from the cart.
  • The card shows the range (Amount range) only when both bounds are set. Set both.
  • Checkout keeps the charged amount within your bounds.

A flexible voucher is how you sell a gift voucher whose amount the buyer chooses; the voucher is worth the amount paid.

Texts ​

The Texts editor holds the customer-facing wording — Heading (up to 50 characters), Sub heading (up to 150) and Description (up to 500) for each of your organisation's languages. There is no separate description field elsewhere in the dialog.

The booking site's product card shows the Heading as the title and the Description below it. Fill in the Heading in your default language at least: a customer whose language has no text sees the default language, and a card without a heading has no title.

Images ​

Upload one or more images for the product (profile and session image types). The first image appears as a small square picture on the booking site's product card and as the thumbnail in the product list. For uploading, replacing and removing images, see Add images and promotional video.

Tags ​

Tags is a free-form tag input used for grouping and finding products in the list. Customers do not see tags.

Checkout fields ​

The Fields tab lists your organisation's field definitions. Tick Use field for each field the buyer should answer when buying this product, and drag the rows to set their order. The columns show each field's Field name, Required, Self managed, Scope and Type, as defined on the organisation's fields.

What the customer gets:

  • One checkout form per checkout. The product's fields are merged with the fields of the sessions in the cart and of the booking template, and each field appears at most once, however many products are in the cart.
  • The answers are saved on the buyer's client record, like every checkout answer. They are not attached to a voucher, not printed on the voucher card and not shown on the Vouchers page. go flow has no recipient name or gift message on a voucher.
  • While the Payments module is on, the billing address fields stay ticked and cannot be removed; hovering over the locked checkbox shows Required for paid checkout while the payments module is on. A product saved without them shows them ticked on the Fields tab; save the product to store them.

How to define fields and check the result in the checkout is explained in Configure checkout fields.

Voucher validity ​

The dialog has no validity setting. Vouchers sold from a product are valid for the organisation's Voucher validity (days), counted from the purchase — set it under the Vouchers module on the Organisation page.

Deleting ​

On an existing product, click the trash icon in the toolbar (tooltip Mark for deletion). The product is marked at once — no confirmation is asked — a warning banner appears and both tabs are locked. Click Save to delete it. To keep the product, click the icon again or close the dialog; closing cancels the deletion. Deleting removes the product from the booking site and from your list; vouchers and wallet credit already sold are not affected. If you may sell the product again, switch it offline instead.