Products are the items and extras you sell in your club, from physical goods like drinks and supplements to class credit bundles, PT session packs, and ePoints top-ups. This article covers how to create a product and work through each part of the setup.
Where to find your products
Go to Settings, then Your Offerings, then Products. This page lists everything you sell, split into Active and Archived tabs. You can search your products, filter by group, and switch between a grid and list view. The Groups button lets you organise products into groups, covered at the end of this article.
How do I restore or delete an archived product?
You can't unarchive or restore an archived product, and you can't delete it permanently. Archived products, including credit packs, stay on the Archived tab. To bring a product back, duplicate it from the Archived tab: this makes a new, active copy with the same settings, which you can rename and sell again.
Archiving a product
Go to Settings > Your Offerings > Products.
On the Active tab, click the three-dot menu (⋮) on the product and choose Archive.
Click Yes, archive it. The product moves to the Archived tab.
When you archive a credit pack, it is also removed from the Who can access it? settings of the activities and appointments it was linked to.
⚠️ Note: The Delete button at the top of a product's edit page does the same as Archive. It moves the product to the Archived tab rather than deleting it permanently.
Bringing back an archived product
Go to Settings > Your Offerings > Products and open the Archived tab.
Click the three-dot menu (⋮) on the product and choose Duplicate.
Click Yes, duplicate it. ClubRight creates an active copy called "Copy of [product name]" and opens it for editing.
Change the Name, then check the settings below.
Click Save Changes.
The copy keeps the original's settings, including the activities and appointments a credit pack can be used for, and is linked back to them automatically. Two things are different:
Who can buy it? Available to purchase for is set to Till only. If members should be able to buy the product online, change this back.
What is this product? The image is not copied. Add it again if the product had one.
The original stays on the Archived tab.
How to create a product
On the Products page, click New Product.
In the Setup new product window, enter a Name and choose a Product Type.
Click Save & Edit to open the full editor and finish setting it up. (Save & Add Another saves and starts a new product, and Save & Close saves and returns to the list.)
The editor is organised into sections, shown down the left under This Product. A Member Preview on the right shows how the product will look to members as you build it. Work through each section, then click Save Changes at the top.
Choosing a product type
The Product Type you choose decides which settings appear in the rest of the editor, so set it first. There are three main types:
Product: a one-off item such as a drink, a t-shirt, or a supplement. This is the standard type for physical goods, and it lets you track stock.
Credits: a bundle a member buys to book sessions, such as a 10x class bundle or a PT session pack. Each booking or attendance uses one credit. You set how many credits the bundle gives, how long they last, and which activities and appointments they can be used for.
ePoints: a product a member buys to top up their ePoints loyalty balance. You set how many points the purchase gives.
The sections below note where the options differ by type.
What is this product?
This first section covers the name, type, price and image.
Name: what the product is called. If it can be bought online, this is the name members see.
Product Type: the type you chose when creating the product (see above). You can change it here.
Description: an optional explanation of what the product includes. When a product has a description, members see a View Description button during the online purchase journey, which opens the full text. This is useful for explaining bundles, credit packs, or physical items.
Image: an optional photo shown to members when they view the product.
Price: how much the product costs.
VAT Rate: the VAT rate included in the price, or No VAT if none applies.
How is it tracked?
What appears in this section depends on the product type.
For a Product: stock tracking
Stock Tracking sets whether ClubRight counts your stock:
Unlimited: no stock is tracked. Use this for items that never run out.
Track Stock: ClubRight keeps count of how many you have. Choosing this reveals two fields: Stock Level (how many you currently have) and Warning Level (the point at which ClubRight flags that you are running low, so you know to reorder).
Overselling sets what happens when stock runs out:
Allow Overselling: sales continue even after stock reaches zero.
Prevent Overselling: sales are blocked once the product is out of stock, so you cannot sell more than you have.
Why do we get a "Fulfil order" task when someone buys a product?
If someone buys something from your shop and a "Fulfil order" task appears, it is because that product is set to Prevent Overselling. ClubRight creates a task every time a Prevent Overselling product is sold, at the till or online in the member area. The task is called "Fulfil order: [number]x [product] for [member]", for example "Fulfil order: 1x Water for [member name]".
The task is a reminder to hand over or post the item to the member, so it is meant for physical goods. It is due straight away and is not assigned to anyone. Your whole team sees it in Communication > Tasks and in the Tasks panel on the member's profile.
There is no separate setting for the task. To stop the tasks for a product, change it to Allow Overselling:
Go to Settings > Your Offerings > Products.
Click Edit on the product.
In How is it tracked?, under Overselling, choose Allow Overselling.
Click Save Changes.
⚠️ Note: With Allow Overselling, ClubRight no longer blocks sales when the product is out of stock. If you want to keep the stock limit, leave Prevent Overselling on and clear the tasks as they come in.
Staff can complete or delete these tasks like any other task. On the member's profile, in the Tasks panel, click the tick to mark a task complete or the bin to delete it. You can also open the task from Communication > Tasks, tick Done? and click Save.
For a Credits product: credits
A Credits product shows credit settings instead of stock:
Credits: how many entries the product gives. One credit is used per booking or attendance, so a 10x bundle gives 10 credits.
Multi-site: whether the credits can be used across all of your group's clubs or only the club they were bought at. This option only appears if your club is set up for multi-site.
Credits valid for (days): how long the credits last before they expire. After the expiry date the member can no longer book with them. Set this to 0 for credits that never expire. On a weekly or monthly bolt-on, 0 means the credits last until the next batch arrives. See Setting up and using credits.
An ePoints product does not have a tracking section.
Who can buy it?
This section sets availability, sales rules, and whether a promo code is needed.
Available to purchase for: who can buy the product, for example Members only, Non-Members and Members, or Till only. Choose to match how you sell it.
Joining Offer: choose Standard Product (available to all members at any time) or Joining Offer (only offered to a member as they join a membership).
Bolt-on: whether the product is offered as a recurring bolt-on, for example a weekly or monthly add-on. Choose Don't offer if it is not a bolt-on, or select the frequency. See "Offering a product as a bolt-on" below for how bolt-ons are shown to members.
Staff Sales: choose All Staff Can Sell so any staff member can sell it, or Restricted to prevent staff from selling it.
ePoints (on a standard Product): choose Cash Only, or Allow ePoints so members can pay using their ePoints balance.
On an ePoints product, this section instead shows ePoints value given when purchased, the number of points the member receives when they buy it. One point can be used to pay 1p through the till or Member Area, so 500 points is worth £5.
Promo Code
The Promo Code setting controls whether a code is needed to buy the product:
No Code Required: the product is available to all members without a code.
Requires Code: members must enter a code to purchase. Choosing this reveals a Promo Code field where you set the code they need to enter.
Use a required code to keep a product hidden from general sale and only available to members you share the code with, for example a staff-only or limited promotion.
⚠️ Note: Promo codes are not available on Credits products. To limit who can buy a credit pack, use the Available to purchase for setting instead.
How is it recorded?
This section covers how the product appears on the till and in your reporting. All three fields are optional.
Till Name: an alternative name shown on the till. Leave blank to use the product name.
Nominal Code: used for accounting and reporting, to group product sales together. Leave blank if you do not use nominal codes. Start typing to pick from codes you have already used.
Group: the product group this item belongs to, which controls how it is grouped on the till and in your shop.
What can a credit bundle be used for?
For a Credits product, two extra sections let you choose what the credits can book:
Which activities apply? select the activities the credits can be used to book. Use Add Activity or Select All, and a counter shows how many are selected.
Which appointments apply? select the appointment types the credits can be used to book, in the same way.
Only the activities and appointments you select here can be booked with this bundle.
Tip: Access works from both sides. As well as choosing activities here on the product, an activity has its own Who can access it? setting where credit packs are linked. For a member to book an activity with a bundle, the activity should be selected here and the bundle linked on the activity.
Offering a product as a bolt-on
A bolt-on is a product a member can add on alongside something else. There are two kinds, set up in different places.
Activity bolt-ons are offered when a member books a class or session. The product's Where is it a bolt-on? section shows which activities currently offer it. Use Add an activity to make the product available as a bolt-on for that activity. If none are set yet, the section shows "No activities offer this as a bolt-on".
Membership bolt-ons are offered to a member alongside a membership plan. When a product is set as a bolt-on, ticking Available on all memberships shows it as a bolt-on option on every membership a member can buy online. To control bolt-ons on a specific membership plan instead, set this up on the plan itself.
When you have worked through the sections you need, click Save Changes.
Organising products into groups
Product groups let you organise your products into categories, such as Drinks, Supplements, or Class Bundles. Grouping keeps your till and shop tidy, since products appear under their group rather than in one long list.
Manage your groups using the Groups button at the top of the Products page. Once a group exists, assign a product to it using the Group field in the product's How is it recorded? section.
Selling a product
Once a product is set up, you can sell it to a member through the till, and members can buy products that are available online through the Member Area or during the class and appointment booking process, where products set up as bolt-ons or extras appear. For how to take a sale at the till, see your till and point of sale guides.
Have more questions about products? Click the chat button to contact our Customer Success team.