Create a product or service offer

Offers turn services, products, deposits, and packages into clear customer actions.

Define the offer

1. Name the offer around the customer outcome.
2. Add price, deposit, availability, fulfillment notes, and terms.
3. Choose whether the offer is public, private, or campaign-specific.

Connect the customer path

1. Add the offer to a page, checkout, booking flow, or campaign.
2. Make sure customers know what happens after purchase.
3. Test the path from page to payment to confirmation.

Manage the offer

1. Review purchases and customer records.
2. Pause seasonal or limited offers when they are no longer available.
3. Update copy when pricing or delivery changes.

Good to know

• A clear offer reduces customer questions.
• Use private offers for custom work or special terms.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.