Goldie now includes a Product Sales feature that allows you to add and sell products directly to your clients. This feature is integrated into the app, making it simple to manage products alongside your services.
Available for users on the Pro Plan and above, this addition helps you streamline your operations by keeping everything—from product inventory to payment processing—in one place.
This guide will walk you through how to use the Product Sales feature effectively.
1. Accessing the Products Tab
The Products tab is available under the Services section in the left menu for all users, regardless of their plan. Pro Plan and Above Users: Full access to the Products feature with permissions similar to those used for Services.
2. Adding a Product
Tap the [ + ] button on the Products screen. Tap [Add new product] on the Select Products screen.
- Components:
- Title: Add Product
- Add Product Photo: Opens options to take a photo, select from the gallery, or use a default image.
- Product Name
- Description (optional)
- Price: Fixed price, minimum $1 (or equivalent in other currencies).
3. Cart Screen
To facilitate adding clients, there is an [Add Client] button that provides a similar experience to adding a client during the creation of a new appointment.
Below this, the screen displays the products that have been added to the cart, showcasing each product's image, name, price, and quantity controls, which include options to increase or decrease the quantity with [ - ] 1 [ + ] buttons.
In the event that the cart is empty, you will see a friendly illustration accompanied by the message, "Your cart is empty."
Products are organized in the order they were added, with the most recently added items appearing at the bottom of the list.
4. Taxes Screen Updates
To provide more clarity, the existing "Apply Sales Tax" label has been updated to "Apply Service Sales Tax" for services. Additionally, a new label, "Apply Product Sales Tax," has been added for products.
Outdated texts related to tax calculations have been removed to streamline the user experience. In their place, a new tax guide has been introduced, which clearly explains the tax calculation formula:
Tax Total = (Service Total * Service Tax%) + (Product Total * Product Tax%)
An example calculation has also been provided to further illustrate the application of this formula.
5. Client Profile Update
Total Revenue: Includes revenue from both services and products, regardless of whether products are sold within or outside of appointments.
6. Reports Update
Go to Menu → Reports → Products to view your revenue generated from product sales within a selected period of time.
Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us- we’re always here to help.
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