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Managing Products

Learn how to view, edit, and delete products in your catalog.

Overview​

Once you've created products, you'll need to manage them regularly. This includes viewing product lists, editing product information, and removing products that are no longer needed.

Viewing Products​

Accessing the Products List​

  1. Navigate to the Products section in your main menu
  2. You'll see a table showing all your products with:
    • Product image
    • Title
    • Description
    • Duration (for session products)
    • Stock amount (for items)
    • Product type
    • Categories
    • Subcategories
    • Price

Filtering Products​

Use the filter buttons at the top of the products table to show only specific product types:

  • All - Shows all products
  • Item - Shows only item products
  • Session - Shows only session/treatment products
  • Other - Shows only "other" type products
  • Gift Card - Shows only gift card products

Tip: Click on a filter button to show only that type. Click "All" to show everything again.

Searching Products​

Use the search box to find products by name:

  1. Type in the search box at the top of the table
  2. The table will automatically filter to show matching products
  3. Clear the search to see all products again

Viewing Product Details​

To see full details and edit a product:

  1. Click on the product title (it's a clickable link)
  2. Or click the "View" button in the rightmost column
  3. You'll be taken to the product detail page

Editing Products​

Opening a Product for Editing​

  1. Click on a product name or the "View" button
  2. You'll see the product detail page with multiple tabs:
    • Product info - Basic information, price, tax
    • Settings - Locations, categories, employees, etc.
    • Session flow - For session products only
    • Attributes - Notes and attribute categories

Editing Product Information​

Product Info Tab​

  1. Navigate to the Product info tab
  2. Modify any of the following fields:
    • Title
    • Description
    • Product image (click to upload a new one)
    • Stock (for items)
    • Price and price type
    • Tax percentage
  3. Click Save to save your changes

Note: You cannot change the product type after the product is created.

Settings Tab​

  1. Navigate to the Settings tab
  2. Modify any settings:
    • Locations
    • Categories
    • Subcategories
    • Employees
    • Display on Webshop (items only)
    • Booking Widget (sessions only)
  3. Changes are saved automatically as you make them
  4. You'll see a confirmation message when settings are saved

Session Flow Tab​

Available for: Session products only

  1. Navigate to the Session Flow tab
  2. Add, edit, or reorder actions
  3. Click Save to save your changes

See Session Flow for detailed instructions.

Attributes Tab​

  1. Navigate to the Attributes tab
  2. Add, edit, or delete notes
  3. Add, edit, or delete attribute categories and values
  4. Changes are saved automatically as you make them

See Product Attributes for detailed instructions.

Editing Tips​

  • Save frequently when editing Product info
  • Settings and Attributes save automatically, so you don't need to click Save
  • Use the tabs to navigate between different sections
  • Check your changes before leaving the page

Deleting Products​

When to Delete a Product​

Consider deleting a product when:

  • It's no longer offered
  • It's been replaced by a new product
  • It was created by mistake
  • You're cleaning up your catalog

Important: Before deleting, make sure:

  • No active appointments are using this product
  • No pending orders include this product
  • You have a backup or replacement if needed

How to Delete a Product​

  1. Open the product you want to delete
  2. Click the "Options" button (three dots ⋮) in the top right corner
  3. Select "Delete Product" from the dropdown menu
  4. Confirm the deletion in the popup dialog

Warning:

  • Deleting a product cannot be undone
  • This action is permanent
  • Make absolutely sure you want to delete the product before confirming

What Happens When You Delete​

When you delete a product:

  • The product is permanently removed from your catalog
  • It will no longer appear in product lists
  • It cannot be booked or purchased
  • Historical data (past appointments, orders) may still reference it, but the product itself is gone

Bulk Operations​

Currently, products must be managed individually. To edit or delete multiple products:

  1. Edit or delete each product one at a time
  2. Use filters to find groups of products you want to modify
  3. Use search to quickly find specific products

Best Practices​

Regular Maintenance​

  • Review your product catalog regularly
  • Update product information as needed
  • Remove outdated or discontinued products
  • Keep product images and descriptions current

Organization​

  • Use categories and subcategories to keep products organized
  • Use consistent naming conventions
  • Keep product information complete and up to date

Before Deleting​

  • Check for active appointments
  • Check for pending orders
  • Consider archiving instead of deleting (if you need historical data)
  • Inform staff if a popular product is being removed

Editing Workflow​

  1. Use filters to find the product you need
  2. Click to view the product
  3. Navigate to the appropriate tab
  4. Make your changes
  5. Save (or changes save automatically)
  6. Verify your changes were saved