Setting Up Products for Product Usage

Before you add product usage to your services, we recommend reviewing the information in this article.

This article can help you:

• Understand the product usage feature. You can also learn more about product usage by watching our feature overview video.

• Determine whether you need to change how your products are set up in the Products app before adding product usage to your services.

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Product usage overview

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Product usage allows you to track inventory for products used during services. You can also automatically charge clients the correct amount based on the products used during their service.

• At checkout, you can enter the quantity of each product that was used during the service. If a product has a price, the service price will be automatically increased based on the quantity you enter.

• After checkout, your inventory will be updated automatically.

The term unit is often used with the product usage feature. This is a generic term that is used to refer to any type of product, whether it is an actual unit (such as a Botox unit), or a different type of product, such as a syringe, facial mask, nail tip extension, etc.

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Reviewing your product stock levels & product prices

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We recommend reviewing your products in the Products app to confirm how your product stock levels and product prices are set up. You may need to change how your products are set up so you can accurately track stock changes and charge clients the correct price when completing checkouts with product usage.

For example, for med spas, you may order injectable products such as Botox from your supplier. If you order Botox from your supplier in a different unit than the unit in which you use Botox during services, you will need to make sure your stock level reflects the unit in which you use Botox during services.

In this example, if you ordered 1 vial of Botox from your supplier and each vial contains 100 units (the units in which you use Botox during services), your stock level should be the following:

1 vial of Botox x 100 units per vial = 100 stock level

instead of

1 vial of Botox = 1 stock level

In addition to your stock levels, you will need to make sure your product prices are correct. Following the example above, if you charge clients per unit of Botox, and each unit is $12, you would need to either:

• Set $12 as the product price in the Products app.

• Set $12 as the custom product price when adding the product to a service. Setting a custom product price is helpful for products that are used in multiple services and have a different price depending on the service.

Once a product’s price is set, this will allow you to enter the number of units used at checkout (as shown below) to increase the service price accordingly.

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Updating your product stock levels & product prices

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If you need to update your product stock levels and product prices, create a new version of each product with the correct stock level and price instead of updating your existing products. If you change the stock levels/prices on your existing products, this will create inaccuracies in your reports, payroll, etc., as some entries will reflect the previous units and some will reflect the new units. Once the new products are created, delete the previous products.

Once your stock levels and prices are updated, you will be able to accurately track stock changes and charge clients the correct price when completing checkouts with product usage.

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Creating separate versions of a product

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You only need to create separate versions of a product if any of the following apply to your business:

• The product is used during services and sold at retail to clients, and the product is used in a different unit during services than it is sold at retail.

• You’d like to keep separate stock levels for product usage vs retail.

For example, if you use a facial mask during a premium facial service, and you sell these facial masks as a pack at retail, you can create two versions of the product:

• Product usage version: 20 packs x 6 facial masks per pack = 120 stock level. You can set a product price in the Products app, or set a custom product price when adding the product to a service.

• Retail version: 20 packs = 20 stock level. You would set the product price to the price at which you sell each pack at retail.

Staff members will earn commission based on the following:

• For product usage sales, because the product price is added to the service price at checkout, the assigned staff member will earn service commission on the service total instead of product commission.

• For retail sales, the assigned staff member will earn product commission as they normally would.

Learn more about creating products.