Introduction to products and the product builder
Start building your first products with this introduction to our Inventory feature, including preparing to build your first product, accessing the Inventory, and adding new products.
Kevin Penner
Last Update 9 месяцев назад
What is a product?
A product in our system represents the goods, experiences, or services you offer for sale. You can configure the product to suit your needs, including product details, inventory, availability, pricing, and more!
Preparing to build your first product
While every account is preloaded with starter products, you can quickly and easily set up your products using our step-by-step Product Builder.
Before you start, here is an overview of the product creation steps, with preparation tips and links to more detailed instructions.
Step 1
Set up your product details
What products do you want to offer?
- Put together a list of products, including names and descriptions.
- Think about how these products are categorized or tagged. This will influence how they are presented on your Booking Page.
- Do you have unique numbers (SKUs) to track your products? If so, have them ready.
What kind of product do you want to sell?
- Do you want to create a standard product (tour, activity, rental, accommodation) or an upsell (lunch, merchandise) to add to another standard product?
Step 2
Attaching media to your products
What photos, videos, and websites do you want to include with your product to help show, demonstrate, and sell your products?
- Have image files and links to hosted videos and websites available.
Step 3
Configuring Inventory and parameters
What types of inventory and resources are needed?
- Prepare stock (where limits apply).
- Consider what resources/assets (equipment, spaces, transport...) might be needed.
Configuring allocation and visibility
How is the product booked?
- Think about how the product is allocated (all day, nightly, timeslots, or more flexible options).
When is the product available?
- Consider (dates and times), including any special event pricing, custom rates for longer bookings, booking rules, and minimum/maximum requirements for guest types.
Who do you want your product to be visible to?
- Consider whether you want the product visible to everyone, Staff only, or as an upsell to other products.
Configuring additional options
- Determine if your product is a simple product
Assigning unique inventory
Does your product contain unique bookable items?
- Define the individual items in your product
Step 3.3: Defining Unique Inventory
Step 4
Configure pricing for your product
What is the pricing structure?
- Plan out the design for your product pricing, including group pricing where applicable.
- Set up product events that can set availability and custom pricing
Configuring taxes, deposits and additional options
What taxes do I need to apply to my product?
- Consider what taxes you need to configure and apply to your product. You need to configure these in advance.
Do you require a booking deposit?
- Think about whether you require a deposit or full payment at the time of booking.
Step 5
Configuring packages
What add-ons do you want to offer with your products?
- We call these upsells, and you need to configure them as separate products before linking them to other products.
Accessing the product builder
To access the Product Builder, open the Inventory menu and select the Products listing.
Adding new products
To initiate the Product Builder and start adding a new product, click the + New Product button in the top right-hand corner of your Inventory page.
Once booked, you can check out how that booking displays within reports (e.g. Booking Index) and the Booking Invoice and then adjust how your products are configured to suit your needs.