Catalog

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Catalog Overview

Your catalog is the list of services, fees, and add-ons that your business offers. Catalog items are the building blocks of your quotes — when you create a quote for a customer, you pick items from your catalog and adjust quantities and pricing as needed. You can manage your catalog from Settings > Services > Catalog.

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Creating Items

Each catalog item represents a service, fee, or product you offer. To create an item:

1. Go to Settings > Services > Catalog
2. Click Add Item
3. Fill in the item details and save

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Item Fields

• Title: The name of the service or product (e.g., “Coffee Service Setup”, “Additional Barista Hour”, “Cart Rental”)
• Description: Optional details about what’s included
• Price: Your default price for this item (can be overridden on individual quotes)
• Unit: How the item is priced — per event, per hour, per day, or per unit

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Choosing the Right Unit

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Auto-Include Items

Mark an item as Always Include to automatically add it to every new quote. This is useful for items that apply to all bookings, like:

• Setup/teardown fees
• Travel charges
• Insurance surcharges
• Required equipment

Auto-include items appear on every quote by default. Your team can still remove them from individual quotes if they don’t apply.

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Inquiry Form Add-Ons

Mark an item as Show on Inquiry Form to let customers select it when submitting an inquiry. This works well for optional upgrades:

• Premium beverage packages
• Extra equipment rentals
• Extended service hours
• Specialty menu items

When a customer selects add-ons on your inquiry form, those items are automatically included in the quote when you create one from that inquiry.

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Reordering Form Items

The order your add-ons appear on the inquiry form matters. Drag and drop items in the catalog to set the display order your customers see.

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Pricing Strategy

Your catalog price is the default — it pre-fills when you add the item to a quote. Quote templates can also override catalog prices with event-type-specific rates (e.g., charging more for wedding setups than corporate events).

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Best Practices

1. Name items clearly — your customers see item names on quotes and invoices
2. Use consistent units — if you charge baristas by the hour, all barista items should be “Per Hour”
3. Start with your core services — add specialty items as your business grows
4. Review pricing regularly — update catalog prices as your costs change
5. Use auto-include sparingly — only for items that truly apply to every booking