How to Make Products Available

Great job creating your product! Now, let's make sure customers can actually find and buy it. Think of this step like stocking your storefront—visibility is everything!

  • Navigate to:
    Sites and choose where you want your product to appear: Website, Funnel, or Store.

  • For Funnels specifically:

  1. Click Funnels and select your desired funnel

  2. Go to the Products tab

  3. Click Add Product

  4. Configure your product details

  5. Click Save

How to Add Order Element

Alright, your product's ready and visible—now let's get the checkout process streamlined! Think of this step like opening the cash register—quick, easy, and secure.

  1. Navigate to:
    the Site Editor

  2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:

  3. Click Add New Step.

  4. Fill out the details and click Create Funnel Step.

  5. On the page, Add a full width section element.

  6. Inside the section, Add a one column row.

  7. Inside the row, Add a one or two step order form.

  8. Customize the order form, then click Save and Publish.

  9. Make sure the product is added to the same page as the order form.

Fantastic! Your customers can now smoothly complete their purchases. Next, why not experiment with sticky contact options to boost conversions?

Your funnel order form should look something like this:

Q: Why am I getting an error requiring a "Category ID" when creating a product in a sub-account?

This error occurs because you are attempting to create a product (often related to a SaaS plan) directly in the sub-account's local product editor, but the system expects the product to be tied to the Agency's overall SaaS structure. The required Category ID is generated by the SaaS Configurator.

To fix this, you must import the product:

  1. Stop local creation.
  2. Create the new product in the Agency's SaaS Configurator first.
  3. Return to the sub-account's Payments → Products page and use the "Import from Stripe" option to pull the product into the sub-account.

Q: Can I change the currency of an existing product (e.g., from CAD to USD)?

No, you cannot change the currency for a product once it has been created. If you need to list a product in a different currency, you must create a new product and select the desired currency during the setup process.

Q: Where can I edit my product details?

To edit an existing product's information, follow these steps:

  1. Navigate to:
    PaymentsProducts from the left-hand sidebar.

  2. Locate the Product Name you wish to modify and click on it.

  3. From here, you can edit the foundational details of your product, including:

    • Product Name & Description: Update the title or use rich text to refine the product summary.

    • Media: Upload or change the image/video that represents your product.

    • Product Type: Switch between Physical and Digital (found in the pricing settings).

    • Tax Settings: Assign a specific Product Tax Code for automatic calculations or manually attach sales tax rates.

    • SEO & Handle: Customize the unique URL slug to make the link more readable and search-friendly.

    • Statement Descriptor: Override the default account name that appears on your customer's bank statement for better clarity.

Q: How do I change my product from "Physical" to "Digital"?

You can change the product type within the specific pricing settings of your product. Follow these steps:

  1. Navigate to:
    PaymentsProducts.

  2. Click on the Product Name you wish to edit.

  3. Under the Prices section, click on the specific Price Name (e.g., "Standard One-Time") to open the price editor.

  4. Scroll down to the Shipping and Delivery section.

  5. Locate the dropdown and select either Physical or Digital.

  6. Click Save.

Q: What is the difference between a Physical and Digital product setting?

  1. Physical: The system will automatically include fields for Shipping Information on your order forms and checkout pages.

  2. Digital: The system will skip the shipping fields, providing a faster and more streamlined checkout experience for the customer.

Q:  Why can't I find my product when creating an invoice?

FrequencyOS filters products based on the Price Type:

  1. If you are creating a Standard (One-time) Invoice, you will only see products labeled as One-time.

  2. If you are creating a Recurring Invoice, you will only see products labeled as Recurring.

Q: What time unit does the “Trial Period” use (days, months, or years)?

The Trial Period field is always measured in days, regardless of how the product is billed. Even if your product is billed annually or monthly, entering a value like 30 means the customer will receive a 30-day trial before the first charge is applied. After the trial ends, the system will then charge the full billing amount based on the product’s billing cycle

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