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Selling Retail Products

Explore the various ways you can sell retail products to your clients. Sell them directly, use them as add-ons, or include them in packages.

Written by Lauren Taylor

This functionality is not available for Starter level plans.

Once you have added products to your BusyPaws account the next step is to start selling them! Since every business has different needs, there are several paths available for selling products to your clients. In this guide we will take a look at those options.

For more information on creating products for your BusyPaws account, check out our guides on Managing Your Product List and Importing Your Product List.


Direct Sales

The easiest way to sell products to your clients is by simply adding them to an invoice then taking payment. The only setup required for this method is having the product listed in your system. This applies to invoices generated manually from a customer's profile or booking, as well as those generated for your in-person Point-of-Sale card reader.

Once you have one or more products created, you will see those items listed when adding items to your invoices. When adding a new line item, you can use the search bar at the top of the pop-up to find items by name or SKU.

You can also use the filter option to view just your products. Click the filter button at the right-hand side of the search bar, then select "Products" from the drop-down menu.

Once you have located the product you wish to add to the invoice, click the "Add To Invoice" button.

If the product has variants and/or you have multiple facilities, use the drop-down menu on the product's card to select the variant you want to add as well as the facility from whose inventory the product is to be taken.

That's it! Once you've added the desired item to your invoice you can adjust the quantity or price, or add more items/services. When you're ready, you can send the invoice to the client for payment.

Note that once you have added a product to your invoice an icon will appear next to the line item indicating whether or not the chosen item is in stock. Out of stock items appear with a yellow icon while in stock items appear with a green icon.

For more information on the full process involved in manually building invoices and processing payments check out the following help guides:

  • Invoicing From Customer Profiles

  • Processing In-Person Payments

  • Manual Payment Processing


Add-Ons

You may find yourself with retail items that you would like to upsell to clients registering with you through your self-booking process. Add-ons can be a great way for clients to easily "upgrade" their booking to include not only extra services, but also include a retail item or two! Selected add-ons are also visible from a booking's information page, which makes it easy for your team to see which clients may have purchased an item to go with their registration.

To begin selling retail items through add-ons, you need only create/edit add-ons to include those items. Start by locating the "Included Products" section on the New/Edit Add-On page.

Click the "Add Product" button to populate a product selection field.

Then use the product field to select the retail item you would like to include with the add-on.

Use the "Add Product" button and resulting product selection fields to include as many products as desired. Once you have saved and published your add-on, clients booking its associated services will have the option of selecting it during booking!

If you have multiple facilities, you will need to select a specific facility when assigning a product to your add-on. That allows the system to know from which facility's inventory the item should be removed when a client uses the add-on (regardless of the facility at which they are booking a service).

For more information on configuring add-ons for your services, check out our Add-Ons help guide.


Packages

You may also wish to bundle your services and products together using packages. This can be another great way to upsell your retail items during the self-booking process. Packages also allow you to group products and services together for sale through your booking portal, packages portal, or the manual invoicing process. They also allow clients to purchase bundled items not associated with a specific booking.

To begin including retail items in your packages, start by locating the "Included Products" section on the New/Edit Package page.

Click the "Add Product" button to populate a product selection field.

Then use the product field to select the retail item you would like to include with the package.

Use the "Add Product" button and resulting product selection fields to include as many products as desired. Once you have saved and published your package, clients booking its associated services will have the option of selecting it during booking, and those looking to purchase through your packages portal will be able to do so!

If you have multiple facilities, you will need to select a facility when assigning a product to your package. That allows the system to know from which facility's inventory the item should be removed when a client purchases the package.

For more information on configuring packages, check out our Packages help guide.


You're now ready to begin selling products by adding them to invoices or including them in your packages and add-ons! For more information on the various aspects of this functionality on your BusyPaws account, check out the following help guides:

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