Step 1: Setting up the details of your product
This is the first step in creating (or editing) an item within your inventory. The following areas of content are customizable.
Kevin Penner
Last Update منذ ١٠ أشهر
Setting up the details of your product
Start configuring or editing your product details by following these high-level steps.
Assign a category to your product.
Categories allow you to group inventory with shared characteristics. Categories help your Customers find what they need on the Customer Booking Page (Customers > Customer Booking Page or add /reserve to your account URL) and aid Admin and Staff with reporting.
Next, enter a name for the new category and click the blue checkmark button [ ✓ ] to save the new category and selection. The new category selects for use with your item. When creating future items, the category is part of the existing list of options.
You can select or search for an existing category using the drop-down menu.
After clicking the drop-down category menu, a list of previously created categories displays. If the category you're looking for is in that list, you can select it.
Add (or edit) the name of your product.
Enter a new name for your product. Keep it simple and make it evident to your Customers what they are booking. The item name is also used in your reports and is shown on the Customer's invoice.
As you enter the product name, the SKU appears below it. This must be unique to the item. The name displays on the Customer invoice and in some of your reports.
If you change the item name after bookings have been processed, past invoices also update with the new item name.
Add (or edit) your product SKU.
Customize the SKU for this product (Default matches the name)
Tags allow you to further group inventory with shared attributes. Tags help Guests find what they need.
For example, tags can classify items by fitness level, Easy, Moderate and Challenging. Guests can then easily find activities suitable for their fitness level.
Tags can be used in combination with categories to group items.
"A visit to the lake isn't complete without a trip out on the water. Join us for an exhilarating two-hour boat tour of this beautiful body of water. Hang on every word of our knowledgeable guides as you feast on a delicious meal prepared by the chefs in our very own kitchen".
Click the Additional Options link below the Summary box to show additional details on your item. These other details are optional and not required to complete your item configuration.
Item details are an expansion of your summary. Here, you can provide more specific details, such as technical specifications or included amenities that are only visible to the Customer once they click on the item from the main list.
You also have the option of adding more details that customers can expand into for a complete look at your product.
Add (or edit) links to more information about your product.
Link to a page on your website which goes into more detail about the item.
Frequently asked questions
Add a collection of question and answers that customers frequently ask about your product.
Invoice information
Provide instructions or necessary information to be displayed on the invoice for the product.
You can also select or add a new disclaimer for the product that will appear at the bottom of the invoice.
Provide additional details that do not display publicly when a Customer views your item. Instead, these details are included in the email notification sent to the Customer once they complete the booking.
To include these details in a notification, use the variable. {$BOOKING_EXTRA_DETAILS}.
Examples of information that might be provided in the notification are building key codes, tour meeting places, and a resort WIFI password.
Remember, these details do not display during the booking process. Only a paying Customer receives this information.
Check out the next article in this series to learn more about attaching different types of media to your products.