Catalog model
Plan groups organize how customers browse. Plans define the service, available billing cycles, setup charges, automation behavior, visibility, and customer-facing content. Options and add-ons extend a plan without creating an unrelated customer story.
Build a production plan
- Write a clear outcome-focused name and description.
- Choose one-time or recurring pricing and supported currencies.
- Choose a concise Product/Service Button Label that describes the action accurately.
- Set tax, prorating, stock, quantity, and eligibility behavior.
- Configure provisioning and termination rules.
- Define welcome communication and required customer fields.
- Preview the order path on desktop and mobile.
- Place a sandbox order and confirm service, invoice, email, and activity records.
Product/Service Button Label
The Button Label replaces the generic storefront action for that product or service. Use plain words that match what the visitor is doing: Contribute, Give Monthly, Register, Request Access, or Start Membership. Leave the field empty to use the storefront's default label.
- Describe the action, not the checkout engine or an internal product type.
- Use one short phrase that still makes sense on a card, detail page, cart return path, and mobile screen.
- Do not use “Order Now” for a contribution, donation, application, or other non-retail action.
- Do not imply a guaranteed outcome, special treatment, approval, or eligibility.
- Preview the label in every enabled language and both color modes before publishing.
Order lifecycle
Plan changes
Treat upgrades and downgrades as customer service changes, not application-release migrations. Review proration, credits, invoice timing, gateway behavior, and provisioning before making a change available.
Product addons
An addon is something bought alongside a service rather than instead of it, with its own price, billing cycle and lifecycle. Addons follow the service they belong to: suspending the service suspends its addons, and terminating it terminates them.
Bundles
A bundle sells several products together at a combined price. Copy an existing bundle with all of its items and adjust the copy rather than building a variant from scratch.
Product reviews
Customers who are signed in can review a product from its page: a rating out of five, a title and their text. Orders › Product Reviews is where those arrive, with the average rating and the count waiting, and a filter by product, rating, status and text.
Opening a review lets you approve, reject or set it back to pending, and write a public reply that appears under it on the store. Reviews can also be approved, rejected or deleted in bulk from the list. A reviewer who has actually ordered the product carries a verified-purchase badge.
Three switches under Setup › General Settings › Ordering govern the feature: whether reviews are collected at all, whether they publish without waiting for approval, and whether only verified purchasers may write one.
Promotions
Discount codes customers enter at checkout — percentage, fixed amount, price override or free setup — with rules for who they apply to, which products they cover, and how long they last. A promotion with no product restriction applies to everything, which is rarely what is intended.