> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Catalog

> Set up and manage your service catalog with items, pricing, and add-ons

## 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**.

## 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

### 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

### Choosing the Right Unit

| Unit      | Best For               | Example                          |
| --------- | ---------------------- | -------------------------------- |
| Per Event | Flat fees charged once | "Setup Fee" at \$500/event       |
| Per Hour  | Time-based services    | "Barista Labor" at \$50/hour     |
| Per Day   | Multi-day events       | "Equipment Rental" at \$200/day  |
| Per Unit  | Quantity-based items   | "Espresso Machine" at \$300/unit |

## 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.

## 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.

### 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.

## Quote Add-Ons

Separately from the inquiry form, you can flag a catalog item as **Offer as add-on on quotes**. Customers then see it as an optional extra on the quote in the portal — they opt in or out before accepting, and the total updates live.

You can also add a **custom add-on** on a single quote without creating a catalog item. See [Quotes](/guides/quotes#optional-add-ons) for how offers are curated in the quote builder.

## Pricing Strategy

<Tip>
  Set your catalog prices to your standard rates. You can always override the price on individual quotes when you need to offer a discount or adjust for a specific event.
</Tip>

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).

## 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

<CardGroup cols={2}>
  <Card title="Quote Templates" icon="file-invoice" href="/guides/quote-templates">
    Automate quote creation with templates that use your catalog items.
  </Card>

  <Card title="Creating Quotes" icon="paper-plane" href="/guides/quotes">
    Learn how to create and send quotes to customers.
  </Card>
</CardGroup>
