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Service Catalog

Enable and use the client-facing service catalog with direct checkout

Service Catalog

Let clients browse your services in a branded catalog and purchase via direct checkout.

Overview

  • Public or portal-authenticated catalog
  • Service detail pages with descriptions and pricing
  • Coupon validation during checkout
  • Works with standard, credit-based, and recurring services

Enabling the Catalog

  1. Go to Workspace Settings > General/Portal
  2. Toggle Public Catalog on/off
  3. Optionally require authentication to view
  4. Save

Managing Visibility

  • In each service: set Show in Catalog to display publicly
  • Use Featured to highlight key services (if available)

Client Experience

  • Visit the catalog URL (e.g., /catalog)
  • Browse services and open service details
  • Click Checkout to purchase
  • Apply coupons if available

Coupons

  • Clients can validate coupons in the catalog and checkout
  • Discount appears in totals immediately

Best Practices

  • Keep service descriptions clear and benefit-oriented
  • Use high-quality images
  • Set competitive, transparent pricing
  • Feature your most popular offerings

Troubleshooting

  • Service not showing: Ensure Show in Catalog is enabled and the service is Active
  • Coupon not applied: Verify the code is valid, active, and applicable
  • Catalog not reachable: Check portal settings and custom domain configuration