Customer operations

Build and publish catalogues

Organize products or services into a customer-ready catalogue with categories, items, prices, and booking options.

7 min read

Create a catalogue

  1. 1

    Choose New catalogue

    Open Catalogues and give the catalogue a clear customer-facing name.

  2. 2

    Set its currency

    Choose the currency before adding prices so items are presented consistently.

  3. 3

    Add categories

    Use categories to create a simple browsing structure such as Services, Packages, or Products.

  4. 4

    Add items

    For each item, write the details, set pricing, and configure booking behavior where relevant.

Use the catalogue workspace

  • Build contains the categories and items customers browse.
  • Details controls the catalogue name, description, and currency.
  • Publish controls public availability and provides the shareable link.
  • An item’s Details, Pricing, and Bookings tabs keep customer copy, price, and fulfilment rules separate.

Publish safely

Preview the full catalogue, check category order, item names, prices, and booking assignments, then publish. A published catalogue shows a copy-link action on the catalogue list.

Changes affect a live customer experience after publication. Recheck the public link whenever you change prices or bookable assignments.

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