Set up a service product
Service products cover done-for-you work, implementation, consulting deliverables, audits, and other provision by you or your team. Buyers need a clear fulfillment path after payment.
Use this guide when the offer is a service delivered by people rather than automatic digital access to content or software.
When a service product fits
| Use a service product when | Use another product type when |
|---|---|
| Your team delivers work after payment | Buyers receive a members area with lessons. See course product setup. |
| Fulfillment is onboarding, intake, or project kickoff | Buyers download a file. See ebook delivery. |
| Delivery is manual or link-based instructions | Buyers log into SaaS automatically. See software product setup. |
Full setup workflow
- Confirm you are in the correct business workspace.
[Screenshot: App header showing the active business name and workspace switcher.]
- Open Products and start a New product.
[Screenshot: Products list page with New product button visible.]
- On What will you sell?, select Services.
[Screenshot: Product type selector — Services tile selected; subtitle reads "Service provision."]
- Complete product details: name, description, category, and sales page URL.
[Screenshot: Service product details form — name, description, category, and sales page URL.]
- Choose delivery: usually No members area or Link delivery for intake and onboarding.
[Screenshot: Service delivery settings — No members area selected or link delivery option visible.]
- If using links, add URLs for intake form, project brief, scheduling, or client portal.
[Screenshot: Delivery links for service — labels such as "Client intake form" and "Kickoff scheduling".]
- Save the product and complete product approval details.
[Screenshot: Product approval section describing the service scope and delivery timeline.]
- Create the plan and offer.
[Screenshot: Plan form for a service product — one-time project fee or retainer subscription.]
- Create a checkout link.
[Screenshot: Checkout link row for the service product.]
- In the checkout builder, explain what the buyer should do after payment and expected fulfillment timeline.
[Screenshot: Checkout preview with service delivery timeline and published status.]
- Run a test purchase and confirm approved status in Sales.
[Screenshot: Approved service test sale in Sales.]
- Confirm your team receives the sale signal and can start fulfillment (manual process, webhook, or CRM).
[Screenshot: Sales notification or webhook log showing the new service purchase.]
- Confirm the buyer receives onboarding links or your team's first contact step.
[Screenshot: Post-purchase onboarding links or confirmation email for the service buyer.]
Delivery options for services
| Option | Use it when |
|---|---|
| No members area | Fulfillment is fully manual after you see the sale in Sales |
| Link delivery | Buyers complete intake, upload assets, or book kickoff via URLs |
| Webhooks | External CRM or project tools should start fulfillment automatically |
What to verify before launch
| Check | Why it matters |
|---|---|
| Checkout states delivery timeline honestly | Service disputes often start with timing expectations |
| Intake links work and match the sold scope | Wrong forms delay projects |
| Finance and ops know who owns fulfillment | Avoids paid clients waiting silently |
| Refund policy fits custom work | See refunds |
Best practices
- Document internal SLA (for example contact within 24 hours).
- Use team roles so only the right staff see service sales.
- Pair service products with clear scope on the sales page and checkout.
- Test webhooks if Zapier, CRM, or Slack should notify your team.
Common mistakes
- Selling a service but configuring course or software delivery.
- No internal owner for new service sales after checkout goes live.
- Checkout promises instant delivery when fulfillment is manual.
- Launching without approval details that describe the service accurately.
FAQ
Should services use one-time or subscription pricing?
Use one-time for projects and subscriptions for retainers. See plans, offers, and trials.
Do service products need link delivery?
Not always. Use links when buyers must self-serve into intake or scheduling. Otherwise no members area plus manual fulfillment may be enough.