When you’re ready to add a new item for sale in your studio—whether that’s merchandise, memberships, or packages—you’ll start by entering its basic product details. This step lays the foundation for everything else, ensuring your product is easy to identify, categorize, and track.
Step 1: Enter Basic Product Information
When you open the **New Product {**click Assets from the top menu, then select Products.} form,
Click the blue +New button on the lower left, begin by filling in the key fields that describe your item:
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Product Name
Choose a clear, recognizable name. This will appear in your reports, point-of-sale, and online store. -
Product Type
Select the type that best fits:-
Retail (physical goods like mats, shirts, or water bottles)
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Service Packages (class packs, private lessons)
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Memberships (recurring auto-pay plans)
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Category
Assign a category (for example, “Apparel,” “Accessories,” or “Class Packages”) to help with filtering and reporting. -
SKU or Identifier (optional)
Add a unique code if you use inventory tracking or barcodes. This helps avoid confusion between similar products. -
Price
Enter the base price. Additional pricing rules (such as discounts, taxes, or payment plans) can be added later. -
Description (optional)
Provide a short description if you’d like students to see product details in your online store.
Why This Matters
Setting up clear and accurate product data helps your team at checkout, makes it easier to track inventory and sales trends, and ensures your clients see the right information when they purchase online.
Once you’ve completed this step, you’re ready to move on to Step 2: Advanced Settings, where you’ll configure things like payment options, auto-pay schedules, and restrictions.
✅ Best Practices
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Use consistent naming so staff and customers can easily identify products.
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Keep categories broad but logical to simplify reporting.
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Always double-check the price before saving to avoid checkout issues.o