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Retail products · Starter & Growth

Sell retail products, in-store and online

Turn product recommendations into retail sales. Add products to in-store orders, offer selected products in online booking checkout and keep the order, payment and stock records together.

Retail products and stock management are included with Starter and Growth. Online payments require connected payment setup; payment fees and tax apply.

See Managed retail products in 60 seconds.

No sound required

Explore a clinic product catalogue, record an in-store retail purchase, add a product in online booking checkout, review the paid order and complete a physical stock count.

Retail products and stock management are included with Starter and Growth. Controlled stocktake completion is a Growth feature. Connected payment setup, permissions and payment fees apply.
Read the video summary
  1. 00:00

    Set up the product catalogue

    Review Cosmetic Clinic’s Gentle Cleanser, its 150 ml option, SKU and £24 retail price. Save the product details before using the updated record.

  2. 00:08

    Record an in-store purchase

    Amelia buys one £24 cleanser at reception. The team reviews the cash payment and records the order and payment after processing succeeds.

  3. 00:17

    Add a product in online checkout

    Sophie’s £220 treatment checkout offers the configured £24 cleanser under You might also like. The refreshed order shows the added product and a £244 total.

  4. 00:26

    Complete the online payment

    Review the treatment and retail product, then pay the £244 total in full. Processing and payment checking appear before the confirmed payment receipt.

  5. 00:35

    Review the order and payment

    Keep the product line, customer and successful payment on the same order. The appointment remains upcoming; payment does not mean that the treatment is completed or the product delivered.

  6. 00:44

    Complete a physical stock count on Growth

    Using Growth’s stocktake completion, a team member counts 23 cleansers against 24 recorded, saves the stocktake and explicitly marks it complete. The completed stocktake applies the counted quantity after the saved receipt.

  7. 00:53

    Keep retail in Managed

    Use product details, in-store purchases, configured online checkout offers, order records and stock tools in the same workspace on Starter or Growth.

From the product shelf to the order record

Use the product catalogue, checkout and stock tools in the same Managed workspace.

A catalogue for the team

Keep product names, variants, prices and stock details organised. Help colleagues find the right item when a client wants to buy.

Make retail products easy to find

In Managed: Products and variants

In-store product sales

Add products to an order at reception and review quantities and totals. Record the payment through the supported checkout flow.

Sell retail alongside the working day

In Managed: Product orders and checkout

Products in online checkout

Offer configured retail products as add-ons to an online booking. Clients can add a product to the order before completing hosted checkout.

Offer the next product at checkout

In Managed: Online retail add-ons

Payment links for product orders

Prepare the product order and share its payment link with the client. Let them review the order and pay through Managed checkout.

Take payment for a prepared order online

In Managed: Hosted order payment links

Keep retail orders organised

Review the customer, product quantities, order totals and payment records. Keep the order status clear when the team follows up.

See the detail behind each sale

In Managed: Orders and payment records

Stock management

Review stock quantities and movements for your products. Use the recorded stock position when checking availability and planning the next supplier order.

Keep the stock check close to sales

In Managed: Stock levels and movement history

One product workflow, from setup to sale

1

Set up the products

Add product details, variants and prices. Keep stock records current and choose the retail products offered in checkout.

2

Make the sale

Create an in-store product order, offer a retail add-on during online booking checkout or share a prepared order’s payment link.

3

Review orders and stock

Check the order and payment records, review recorded stock movements and use the current quantities to plan your next stock check.

Questions about retail products

Make retail part of your Managed workspace

Sell products in-store and through supported online checkout flows. Keep orders and stock management together on Starter or Growth.

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