How to Add Retail Products to Service Appointments in Captivation Hub

Captivation Hub lets you add retail products directly to service appointments, so customers can take home products alongside their service in a single booking. Select items from your catalog, adjust quantities and prices, and the appointment total updates automatically. Stock tracking also adjusts in real time for any inventory-enabled products. Here's how it works.

What Are Retail Products in Service Appointments?

Retail Products in Service Appointments let you attach catalog items to an eligible service booking — all in one place.

For example, a salon can include two bottles of shampoo with a keratin treatment appointment. The service and the products show up together in the appointment details and payment summary.

You can add products when creating or editing eligible appointments.

Important: Retail products are managed under Payments → Products, not Services. They cannot be added through the customer-facing booking page.

Adding Retail Products to Appointments

Retail products can be selected from your Captivation Hub catalog while creating or editing an eligible service appointment. Open the appointment modal and click + Add product under Product(s), then search for the item or variant you want to include.

Managing Product Quantities and Prices

After selecting a product, you can adjust its quantity and unit price before adding it to the appointment. The Add retail product window includes:

• Product: The selected item or variant.
• Quantity: Number of units.
• Unit price: Price charged per unit.
• Amount: Total retail charge for that product.

For example, two products priced at $19 each add $38 to the appointment total.

Note: Changing the unit price only affects that appointment — it doesn't update the catalog price.

Understanding Appointment Payments

Retail charges appear alongside service charges in the appointment's payment summary.

Applicable taxes or fees may affect the final total.

If you change retail products on an appointment that already has payments, the payment status will reflect any additional balance or refund owed.

Important: Updating the balance doesn't automatically collect an additional payment or process a refund. Review the Payments tab to manage the transaction.

How Retail Products Affect Inventory

Captivation Hub automatically adjusts stock when inventory-tracked products are added to or removed from appointments:

• Add a product: Available stock decreases.
• Remove a product: Applicable stock is restored.
• Reduce quantity: The difference is returned to stock.
• Insufficient stock: An error appears unless the product allows continued selling when out of stock.

Products without inventory tracking are unaffected.

Viewing Retail Products in Booking Details

Once an appointment is saved, associated retail products appear in the Booking details. The Product details area shows the product name and quantity, so staff can confirm what was included. Appointment history retains the product information even if catalog details change later.

How to Add Retail Products to Service Appointments

You can add retail products while creating or editing an eligible service appointment. Before starting, make sure the products exist under Payments → Products.

Step 1 — Open a Service Appointment

1. Go to Calendars → Calendar View → Services.
2. Create a new service booking or open an eligible existing appointment.
3. If editing, click the Edit (pencil) icon.

Step 2 — Select a Retail Product

1. Find Product(s) in the appointment modal.
2. Click + Add product.
3. Search for the product or variant and select it.

Step 3 — Set Quantity and Price

1. Enter the required Quantity.
2. Adjust the Unit price if needed.
3. Review the calculated Amount.
4. Click Add product.

Step 4 — Review and Save the Appointment

1. Review the service and retail product details.
2. Confirm quantities, prices, and the updated payment summary.
3. Click Book appointment for a new booking, or save changes to an existing appointment.

Important: Retail products are supported through eligible in-app service booking flows, not the customer-facing booking page.

Step 5 — Verify Booking and Payment Details

1. Open the saved appointment.
2. Review Product details in Booking details.
3. Open the Payments tab to check the total, amount paid, and remaining balance.
4. If the appointment already has payments, review any outstanding balance or refund owed before taking further payment action.

Frequently Asked Questions

Q: Can I add retail products to an existing appointment?
Yes. You can add products when editing eligible service appointments without recreating the booking.

Q: Can customers add retail products on the booking page?
No. Retail products can only be added through supported in-app service booking flows.

Q: Where do I create retail products?
Go to Payments → Products to create and manage catalog products.

Q: Can I add multiple units or change the product price?
Yes. You can adjust the quantity and unit price for an appointment without changing the catalog price.

Q: What happens if a product is out of stock?
An error appears unless Continue selling when out of stock is enabled for that product.

Q: What happens if I remove a retail product?
The product is removed from the appointment, and applicable tracked inventory is restored.

Q: Are additional charges or refunds processed automatically?
The payment status updates to reflect the amount due or refund owed. Payment collection and refunds must be handled through the appropriate payment process.