Retail Products
Retail products are physical or take-home items you sell to patients — such as skincare products, serums, or aftercare kits. They are managed separately from treatments and packages, and have their own dedicated page in the CRM.
Where to find it: In the left-hand sidebar, under the Money section, click Retail Products.
How retail products differ from treatments
| Treatments | Retail Products | |
|---|---|---|
| Duration field | Yes | No |
| Before / After care instructions | Yes | No |
| Tags | Yes | No |
| Performed by (staff member) | Yes | No |
| Category | Managed dropdown | Free text |
| SKU | No | Yes |
| Stock Quantity | No | Yes |
| Managed in App Builder | Yes (Treatments tab) | No — standalone CRM page |
What each field means
| Field | Required | Description |
|---|---|---|
| Name | Yes | The product name shown to patients in the app |
| Description | No | A short description of the product — what it is, what it does, or how to use it |
| Price | Yes | The standard price charged to patients without an active membership |
| Member Price | No | The discounted price for patients with an active membership. If left blank, the standard membership discount percentage is applied automatically. |
| Category | No | A free-text category label to help organise your products. Unlike treatments, this is not a managed dropdown — type any category name you choose. |
| SKU | No | Stock-keeping unit code. Optional reference number for your own inventory management. |
| Stock Quantity | No | The number of units currently in stock. Leave blank for unlimited stock. If set, the quantity decrements as sales are made through the app. |
| Image | No | A photo of the product shown in the app. Tap the upload zone or drag a file onto it. |
| Published | No | Toggle — when on, the product is visible to patients in the app. When off, it is saved as a draft and hidden from patients. |
| Is Active | No | Toggle — when off, the product is hidden from CRM lists without being deleted. Use this for seasonal or temporarily unavailable products. |
Adding a retail product
- On the Retail Products page, click Add Product.
- Fill in the form fields. Name and Price are required; all other fields are optional.
- Switch the Published toggle on if you want the product visible to patients immediately.
- Click Save.
The product appears in the list immediately. If Published is on, patients can see it in the app straight away.
Editing a retail product
Click Edit on any product row to reopen the form. Make your changes and click Save to update.
Publishing and unpublishing
A product must be published before patients can see it in the app. To publish or unpublish at any time, click Edit on the product and toggle the Published switch, then save. Alternatively, use the quick-toggle action in the product list if available.
A product saved as a draft (Published off) is completely invisible to patients. They cannot find it, browse it, or purchase it until you publish it.
Deactivating a product
If you want to temporarily hide a product from the CRM product list without deleting it — for example, a seasonal item you will bring back later — switch the Is Active toggle off and save. The product remains in the system and can be reactivated at any time.
Removing a product
Click Remove or Delete on the product row and confirm the dialogue. Deletion is permanent and cannot be undone.
Deleting a retail product removes it from the CRM permanently. If you might want to offer this product again in future, deactivate it instead by switching off the Is Active toggle.
Stock management
If you set a Stock Quantity, the number decrements automatically as patients purchase the product through the app. When stock reaches zero, the product is no longer available for purchase until you update the quantity.
To update stock: click Edit on the product, change the Stock Quantity value, and save.
Leave the Stock Quantity field blank if you do not want to track inventory — the product will remain available for purchase regardless of how many units you have sold.
Common mistakes
Setting a Member Price higher than the standard Price The Member Price is for a discounted rate for members. If you enter a higher value than the standard Price, members will pay more than non-members. Always check both fields before saving.
Leaving Stock Quantity at zero instead of blank A Stock Quantity of zero means the product is out of stock and cannot be purchased. If you do not want to track inventory at all, leave the field blank — not set to zero.
Expecting retail products to appear in the App Builder Treatments tab Retail products are managed from their own standalone CRM page under the Money section. They do not appear in the App Builder Treatments tab, which is for treatments and services only.
Publishing a product before adding an image or description Patients can see published products immediately. If a product goes live with no image and no description, it looks incomplete. Complete the details first, then publish.