Customers can pick products from your catalog when they book, and those products stay attached to the booking. A bridal shop can take "Book me a fitting and pull these 5 dresses." A jeweler can lay out the rings a customer wants to see. A rental shop can have the gear ready at the counter.
You set this up with a Product picker intake question. It shows the products in one Shopify collection, so your catalog stays in Shopify and you don't copy it into the app. Customers pick from it, and your team sees the picks on the booking.
Product picker questions need the Ultimate plan. On other plans, the type shows with an Ultimate badge.
Set up your catalog
- In Shopify, create a collection with the products customers can choose from, such as "Dresses available for fittings."
- In the app, click Intake Questions, then New Intake Question.
- Click Product picker and type a Label, such as "Which dresses should we prepare?"
- Under Collection, click Select collection and choose your collection.
- Set Maximum selections (1 to 50, default 5). If the question is required, set Minimum selections too.
- Under Display, choose Extended (large image cards) or Compact (a list, good for big catalogs).
- Assign it to your services and click Create Field.
To add or remove items, edit the collection in Shopify. The picker updates automatically. Click Edit on the collection card to open the collection, or Change to use a different one.
What customers see
Customers browse your products as cards. They can search, page through, and remove a pick under the search box.
See what to prepare
The picked products are saved on the booking as product names, separated by commas. Your team sees them wherever other intake answers show: on the booking, in confirmation emails, and on the Check in tile in Shopify POS.
Only products published to your Online Store show, up to 1,000 per collection. When staff add a booking in the app, the question is a text box: type product names separated by commas.