Oh, you've got products to sell!? 😊

Good news— with our Product Management tool, you can keep track of inventory, how much you've sold, and what you have on the shelf. That way, when business is a-booming, and you are busy, you can easily see when it's time to order more. 

When it comes to selling those awesome products, you can sell a product separately from an appointment using our Quick Checkout feature, or add a product to their appointment via Checkout.

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Adding products

To start integrating your products, you'll want to make sure you have Unlimited Plan enabled. If you already have that going, check out these steps to get rolling in the Schedulicity dashboard:

  1. Pop into your account Settings and select the "Payment and Products" tile

  2. Hit the "Product" tab at the top of the page

  3. From there, you are on your way to adding products. Click "Add New" and enter all the details. Don't forget to hit save!

  4. Add as many products as you like

If you need to add a product tax, click on your product after it's been created, and choose "Add a product tax."


Selling products via Quick Checkout

We have a handy Quick Checkout button to easily sell your products to clients. This is a great way to sell a product if you have someone drop in or if a client doesn't have an appointment to use the Checkout screen there. This exciting feature is available on the full site (www.schedulicity.com) as well as our Android app.

To use Quick Checkout:

  1. Navigate to Quick Checkout by clicking on the $ icon along the left

  2. Click the "+ add client" link to tie this purchase to one of your existing clients or use "Guest Checkout". If you're selling a package, a client will be required as we'll need to know whose profile to put the package on!

  3. Use the tabs on the left-hand side to select whether you'd like to add a custom item, package, or product to the cart. If you're selling a custom item, the only required field is the price, though you do have the option of adding a description, and a tax amount before adding it into the cart.

  4. Use the cart summary on the right-hand side to confirm it has the correct items.

  5. Use the three vertical dots to the right of any item to discount it, or remove it from the cart. You can also use the "+ add discount" button to discount a specific item on the list, or the subtotal.

  6. Once everything is looking just right, click "Continue."

  7. Select the tender type and complete the transaction!

You'll be able to view the sales you ring through here in both the Ticket Management Report, and the Transaction Report, with any sales rung through Guest Checkout listed under "Guest" on the Ticket Management report.

💡 Pro tip: If the client is already in your client list, you can also head to their client profile directly and use the Quick Checkout button there.


Selling products via Checkout from an appointment

If you also need to checkout your client for their appointment, you can add the product that way:

  1. Head to the client's appointment, class, or workshop session

  2. Hit the "Checkout" button

  3. Select "Add item" and then "Add Product"

  4. Choose the product, and it will be added to the Checkout Details in addition to the price of the service, class, or workshop session

  5. Walk through the rest of the charge steps, choosing to charge the card on file after selecting "credit card" as the tender type

To get an idea of your product sales you can check out our Product Management Report, and the Sales Summary Report will have all the info on your custom item sales. 👍


Keeping track of your inventory

With our Product Management report, you're able to keep track of the following information within a certain time range that you set up (up to a year):

  • If something is in stock (down into the negatives, in case something is on back-order)

  • Amount of items sold

  • The cost of the items sold

  • The price of the items sold

  • Any taxes collected for those items sold

  • Net Sales

  • Profit

This report is found in the Reports area, so here are some steps to pull and export it so you can play around with all the options! Check it out:

  1. From the three line menu in the upper left, choose Reports

  2. Click into the "Product Management" report

  3. Set your date range (up to 1 full year at a time) or choose a preset time frame from the top of the page

  4. Then, if needed, you can choose to either print or export to Excel in the upper right-hand corner!


What's Next?

  • I'm not processing payments through Schedulicity yet—how do I get started?

  • Looking to promote your Products? Get rolling here!

  • Do you guys have any video tutorials? Sure do!

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