Your Catalog is the foundation of your entire booking and billing system. It’s where you create and manage everything your business sells:
Services: Individual bookable offerings with set durations, prices, and scheduling rules.
Classes: Group or recurring programs and activities with schedules, capacities, and enrollment management.
Memberships, Packs & Plans: Recurring billing programs or prepaid session bundles clients can buy.
Add-ons: Optional upgrades or enhancements added during booking or checkout.
Service Charges: Required one-time fees applied at checkout to recover extra costs.
Discount Codes: Promotional discounts customers or staff can apply during booking or payment.
Once your catalog is set up, every other tool in your account becomes dramatically easier and faster to use.
Why the Catalog Matters
Think of your catalog as your business’s item library. It holds every product, service, class, and option you offer.
These items are the building blocks used across the platform:
Creating appointments
Managing jobs
Running classes and enrollments
Generating invoices and estimates
Completing checkout
Automating membership billing
Powering your online booking page
By keeping your catalog accurate and up-to-date, you streamline daily work and prevent errors in pricing, scheduling, and billing.
Services
Services are at the heart of your booking workflow. After you add services to your catalog, you’ll be able to:
Book them on your calendar
Offer them online to clients
Use them as line items on invoices and estimates
Add them to jobs and appointments
Build automated workflows around them
Each service stores everything you need: name, description, duration, price, location, add-ons, and online booking availability.
Classes
If you offer group activities—classes, programs, camps, workshops, training, anything that recurs—classes are built for you.
In your catalog, you can create a class and then build:
One-off schedules
Recurring class schedules
Multiple schedule variations
Enrollment capacities
Automated invoicing rules
Once a class is created, you can publish it online for self-enrollment or keep it internal for your team to manage.
Memberships, Packs & Plans
These are perfect for:
Recurring memberships
Prepaid packages of classes or sessions
Monthly or annual service plans
Once enabled, clients can purchase them online or your team can attach them to jobs, invoices, and appointments.
Add-ons
Add-ons let you offer optional upgrades or enhancements customers can choose during booking or checkout. They’re perfect for increasing customization and boosting average order value.
Once created, add-ons can be applied automatically during online booking or added by your team at checkout.
Service Charges
Service charges are required one-time fees added per customer at checkout. They help you recover extra costs without altering your base service prices.
In your catalog, you can configure service charges as:
Fixed amounts
Percentage-based fees
Required fees applied automatically at checkout
Common examples include registration fees, supply fees, or environmental charges.
Discount Codes
Discount codes let you offer reusable promotions to attract new clients or reward loyal ones. Both customers and pros can apply them during booking or checkout.
In your catalog, you can set up discount codes with:
Fixed or percentage discounts
Expiration dates
Usage limits
Eligibility rules
Discounts created here become available across your entire booking and checkout flow.
Online Booking
Once your catalog is populated, you’ll unlock your online booking page. Every item includes settings to control how it appears online:
Enable/disable online booking
Show or hide the item from your public booking link
Control visibility for certain services or staff
This gives you full control over how customers interact with your offerings.
Clients will be able to:
View all bookable items
Choose services, classes, memberships, packs, or plans
Complete the booking on their own
Templates & Bulk Add
Your platform includes a large library of pre-made templates to quickly add items.
Templates
Use templates to add services or classes instantly. A template automatically fills in:
Name
Description
Duration
Pricing options
Category
All you need to do is tweak it to match your business.
Bulk Add
The bulk add tool lets you add multiple services at once.
Choose a category
Select the services you want to add
Enter your pricing
Choose your service locations
Add them all at once
This is ideal for new accounts or pros with large service lists
Price Book
Your catalog doubles as your price book, which feeds:
Estimates
Jobs
Invoices
Checkout
Online booking
Having a clean price book means your team can add line items instantly without re-typing names, descriptions, or prices.
A well-maintained price book helps your business:
Stay consistent
Prevent pricing errors
Speed up every transaction
Adapt quickly to changes in offerings
Adding Images
You can upload images for any catalog item. Images help clients understand your offering and improve conversions on your online booking page.
How the Catalog Connects to Everything
Your catalog powers many parts of your business:
Feature | Uses Catalog Items |
Appointments | ✔ Services |
Jobs | ✔ Services |
Classes | ✔ Classes |
Memberships & Packs | ✔ Services & classes |
Invoices | ✔ All items |
Estimates | ✔ All items |
Checkout | ✔ All items |
Online Booking | ✔ All items |
The catalog connects everything into one clean workflow.