ZipLeads lets you add retail products directly to service appointments, so customers can buy services and products in the same visit. You can pick products from your catalogue, adjust quantities and prices, and see the combined appointment total. Inventory also updates automatically for products with stock tracking turned on. This article explains how to add retail products and manage their payment and inventory details.
What are retail products in service appointments?
Retail products in service appointments let you include catalogue products in an eligible service booking.
For example, a salon can add two bottles of shampoo to a keratin treatment appointment. The service and the products then appear 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 can't be added through the customer-facing booking page.
Adding retail products to appointments
You can select retail products from your ZipLeads catalogue while creating or editing an eligible service appointment.
Open the appointment modal and click + Add product under Product(s). Search for the product 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: The number of units.
Unit price: The price charged per unit.
Amount: The total retail charge for the selected product.
For example, two products priced at $19 each add $38 to the appointment.
Changing the unit price only affects that appointment. It doesn't change the catalogue price.
Understanding appointment payments
Retail charges appear alongside service charges in the appointment's payment summary.
Item | Amount |
Keratin treatment | $249 |
Shampoo — 2 × $19 | $38 |
Subtotal | $287 |
Any applicable taxes or fees may affect the final total.
If you change retail products on an appointment that already has payments, the payment status shows any extra balance or refund owed.
Important: Updating the balance doesn't automatically collect an extra payment or process a refund. Check the Payments tab to manage the transaction.
For details, see Payments Tab in Calendars.
How retail products affect inventory
ZipLeads automatically adjusts stock when inventory-tracked products are added to or removed from appointments.
Add a product: Available stock goes down.
Remove a product: Stock is restored.
Reduce quantity: The difference goes back into stock.
Insufficient stock: An error appears, unless the product allows continued selling when out of stock.
Products without inventory tracking aren't affected.
Viewing retail products in booking details
Saved appointments show their retail products in Booking details.
The Product details area shows the product name and quantity, so staff can confirm what was included in the booking.
Appointment history keeps the product information even if catalogue 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 you start, make sure the products exist under Payments → Products.
Step 1: Open a service appointment
Go to Calendars → Calendar View → Services.
Create a new service booking or open an eligible existing appointment.
If you're editing, click the Edit (pencil) icon.
Step 2: Select a retail product
Find Product(s) in the appointment modal.
Click + Add product.
Search for the product or variant.
Select the product.
Step 3: Set quantity and price
Enter the Quantity you need.
Adjust the Unit price, if needed.
Check the calculated Amount.
Click Add product.
Step 4: Review and save the appointment
Review the service and retail product details.
Confirm the quantities, prices and updated payment summary.
Click Book appointment for a new booking, or save your changes to an existing appointment.
Important: Retail products are supported in eligible in-app service booking flows, not on the customer-facing booking page.
Step 5: Check booking and payment details
Open the saved appointment.
Review Product details in Booking details.
Open the Payments tab to check the total, amount paid and remaining balance.
If the appointment already has payments, check any outstanding balance or refund owed before taking further payment action.
Frequently Asked Questions
Q: Can I add retail products to an existing appointment?
A: Yes. You can add products when editing eligible service appointments, without recreating the booking.
Q: Can customers add retail products on the booking page?
A: No. Retail products can only be added through supported in-app service booking flows.
Q: Where do I create retail products?
A: Go to Payments → Products to create and manage catalogue products.
Q: Can I add multiple units or change the product price?
A: Yes. You can adjust the quantity and unit price for an appointment without changing the catalogue price.
Q: What happens if a product is out of stock?
A: ZipLeads shows an error unless Continue selling when out of stock is turned on for that product.
Q: What happens if I remove a retail product?
A: The product is removed from the appointment, and any tracked inventory is restored.
Q: Are extra charges or refunds processed automatically?
A: No. The payment status updates to show the amount due or refund owed, but you need to collect payments and process refunds through the usual payment process.
Q: Can I add products to a fully paid appointment?
A: You can change retail products on appointments that already have payments. If you're unsure about editing a fully paid appointment, contact the ZipLeads support team.