Sell Services and Add-Ons to Your Customers

• Stripe checkout prices are created in the currency set at Platform -> White-Label -> Configuration (the Currency dropdown on the Branding & Appearance tab).
• For Your own link, have the full URL ready. It must start with https:// or http://.

• Go to Business -> Billing & Revenue -> Custom Products
• Click Create Product (or Create Your First Product if you have none yet)
• Under What are you selling?, choose Service or add-on
• Enter a Name. Customers see this name, and you can change it later
• Click Continue

• Billing is One-time, Monthly, or Yearly
• With Use an existing Stripe price ID, billing, amount, and currency are read from the Stripe price when you save, so the billing buttons are locked
• For Your own link, leave Price shown empty to hide the price, for example for a free call

If something is missing, a yellow box titled Before customers can see this service lists it, for example Set a price for Stripe checkout or Add the link customers are sent to. You cannot save a service as visible until that list is empty.

• The Services page with a card per live service: name, billing badge, description, price, included items, and the button
• If you featured any services, a Services from strip with your company name on the dashboard, with a View all link
• After a Stripe checkout payment, the customer returns to Services with a Payment received message saying you have been notified
• Monthly and yearly services they already pay for show an Active badge with a Manage button that opens the Stripe billing portal

To change it for one customer only, open Business -> Customers -> Manage Customers, click Manage on the customer, scroll to Plan Options, choose General, set Services Page in the Services Access card, and click Save. Options saved on the customer override their plan.

• Hidden removes the Services menu item, the Services page, and the dashboard strip for that customer
• Services are separate from Billing Pages. You can hide billing and still offer booking links
• If Billing Pages is hidden, customers do not get the Manage button that opens the billing portal
• If you disconnect Stripe, services that use Stripe checkout disappear from customers' pages until you reconnect
• Only the customer's own login can buy. Team members they invite do not see the Services page

• Hide without deleting: turn off Show to customers and click Save changes
• Copy: click Copy and enter a new name. The copy starts hidden. A Stripe checkout copy has no Stripe price until you set one; a link copy keeps its link and price
• Delete: click Delete. Past orders keep the service name. Deleting does not cancel monthly or yearly subscriptions already running in Stripe
• Service cards in Custom Products show Service, Live or Hidden, the billing, and either Orders: n or Paid through your link

• Sell the service as usual, with Stripe checkout or your own link
• Switch Publishing (and Autopilot, if you use it) to Enabled on the customer's plan, or in their override under Plan Options
• Set What the customer can do themselves to Nothing: the agency does everything for done-for-you, or Approve posts only if they should approve in the dashboard
• Add the client's address under Posts -> Settings, Approvals and Notices tab, so they approve posts from email
• Overrides are cleared when a customer changes plan, so put a done-for-you level on the plan you sell it with

• Set Up Publishing for a Customer
• Set Up Google Posts With No Client Login
• Autopilot for Google Posts