Catalog, Sales & Online Store

See how the Catalog holds everything you sell: services, products, event tickets and bookable resources. Let's get started. First, open Catalog from the sidebar under Operations. Next, click the tabs: Services, Products, Event Tickets and Resources. Finally, use the Published and Draft filters to see what clients can see. Pro tip: Anything marked Draft is hidden from your public pages, so use it to prepare items before launch. That wraps up catalog overview. Next, we'll look at how to add a service. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.

Add a service clients can book, with its price, duration and description. Let's get started. First, open Catalog, choose Services and click Add Service. Next, enter the Name, Price and Duration (min). Then, add a Description clients will understand. After that, choose the Service Category and Branch Assignment. Finally, turn on Publish Service and save. Pro tip: A clear description with what is included answers questions before clients ask them. That wraps up how to add a service. Next, we'll look at how to set tax rates, cost and recurring options on a service. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.

Tour the Sales area: the point of sale, transactions, quotations, refunds and stock tabs. Let's get started. First, open Sales / POS from the sidebar under Operations. Next, review the tabs: Catalog, Transactions, Quotations, Refunds and Stock. Finally, notice the stock tools: Stock Transfer, Stock Adjustments and Stock Audit. That wraps up sales and POS overview. Next, we'll look at how to ring up a sale at the point of sale. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.

Sell products and services at the till, choose the client and take payment. Let's get started. First, open Sales / POS and stay on the Catalog tab. Next, click the items to add them to the cart. Then, choose the Client and the Staff member. Finally, choose the Payment method and complete the sale. Pro tip: If a client is not in your list, add their first name, last name and email at the till. That wraps up how to ring up a sale at the point of sale. Next, we'll look at how to take cash and split payments. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.

See your sales trends, top products and services, and payment-method breakdowns. Let's get started. First, open Sales Analytics under Analytics. Next, read the trend charts for the period you choose. Finally, check the top products and services and the payment method split. One thing to watch for: Some charts need a plan that includes analytics; you may see an upgrade message. That wraps up how to read sales analytics. Next, we'll look at online store overview. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.

See how your online store takes orders and how you manage them. Let's get started. First, open Store Orders under Operations. Next, review the tabs: Orders, Food-Drop Services and Storefront Settings. Finally, share your store link so customers can order. One thing to watch for: The online store needs the Ecommerce Storefront module on your plan. That wraps up online store overview. Next, we'll look at how to set up your storefront. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.

Open your store, choose pickup and delivery, and set your checkout rules. Let's get started. First, open Storefront Settings. Next, in Store details, set your Store title, Store description and Store type. Then, in Fulfilment, set Prep time (minutes) and choose pickup or delivery. After that, in Checkout rules, choose the payment options customers can use. Finally, turn on Store open for online orders and save. That wraps up how to set up your storefront. Next, we'll look at how to manage incoming orders. If this helped, subscribe for the rest of the Catalog, Sales & Online Store series.