Our Store feature lets you turn your services into clear, transparent packages that clients can purchase directly through a modern online storefront.

It brings the benefits of eCommerce to your service business by allowing you to showcase your offerings, set upfront pricing, and make it easy for clients to understand exactly what they’re getting. This builds trust and helps you get paid faster.

Your store is a customizable digital storefront that can be shared privately with existing clients through their portal or published publicly for new clients to self-purchase. Once someone completes checkout, they’re automatically brought into the client experience with no extra steps.

Creating your Store

Before setting up your store, you’ll need to create your services. These can be one-time services, recurring services, or both.

Follow the instructions in the Services section to create your services. Once your services are set up, follow the steps below to complete your store setup. While building your store, you can preview how it will appear on both desktop and mobile views.

1. Navigate to the Payments app.

2. Open the Store tab.

3. Enter the name of the store

4. You can add recurring services under Plans and one-time services under One-time purchases. Both sections will be visible by default. If you don’t want to offer one of them, you can turn it off using the toggle next to the section title.

5. To add a recurring service under Plans:

   1. Click the text box and select a service from the dropdown.

   2. Optionally add a description.

   3. Select a price.

   4. Optionally add features for this plan.

   5. Click Save

   6. To add another recurring service, click + Add service.

      NOTE: You can add up to four recurring services in your store.

6. To add a one-time service under One-time purchases:

   1. Click the text box and select a service from the dropdown.

   2. Optionally add an image.

   3. Select a price

   4. Optionally add a description

   5. Click Save

   6. To add another recurring service, click + Add service.

7. To configure payment preferences, click Manage payment preferences and choose:

   1. Whether to allow credit card payments, ACH payments, or both.

   2. Whether you or your client will pay the processing fees.

8. Click Save at the top right of the page to apply your changes.

Publishing your Store

1. Click Publish at the top right of the page and choose where your store will be visible:

   1. Enable Portal to show the store to logged-in clients in their portal.

   2. Enable Public website to generate a public link that you can share. Enabling this setting will generate your public link, which you can copy and share.

   3. Once you’ve made your selections, click Publish.

   NOTE: In a future update, you’ll be able to generate an embed code to add your store to your marketing site.

Editing your Store

• To edit a plan or one-time service, click the ellipsis (⋯) next to the item and select Edit item.

• To delete a service, click the ellipsis (⋯) and select Remove item.

• To reorder your services, click the ellipsis (⋯) next to any service and select Move up or Move down.