Products

Add what you sell (appointment, care plan, ebook, course, challenge) with a price and your payment link, so it shows up on your pages and on WhatsApp.

In Products you add what you sell, with a price and your payment link. A product that’s on sale goes into your pages, and the receptionist offers it on WhatsApp when it fits the conversation.

To open it, click Leads & offers in the menu, then Products.

Create your first product

The first time, the screen suggests starting with the simplest one: Start with your appointment. “30, 60, 90 or 120 minutes, with price and payment link. It takes a minute.” Click Create appointment.

For other formats, use the buttons next to it: Care plan, Ebook, Course, Challenge or Other formats (event, live session, workshop…).

Your products screen with the Start with your appointment card and the other formats — Start with your appointment or pick another format

The product editor

The fields are on the left. On the right is the How a patient sees it preview, with the On the page and On WhatsApp tabs. It updates as you type.

Appointment editor with format, duration, setting and the How a patient sees it preview — The editor and the preview of how a patient sees the product

Section	What to fill in
Appointment format	Appointments only: the Duration (30, 60, 90, 120 min or Custom) and Where it happens (Online, In person or Both)
Name and promise	The product name and a one-line promise
Description	What the person goes through and what they walk away with. “No promises of a cure: method and care.”
What’s included	The product’s items. There are ready-made suggestions to get you started
Price	The amount and How she pays: one-time or recurring payment
Payment link	Your gateway’s link. Use Paste and Try it to check it
Where it appears	On your pages and On WhatsApp

Care plan

A plan has two extra parts:

Stack the plan: the items that make up the care plan. Each new item also becomes a standalone product, as a draft;
The plan’s offers: the cycles (3, 6, 12 months…), each with its monthly fee, the discount off the standalone price, and the payment link for the cycle. Set up the matching installment charge or subscription in your gateway.

Put it on sale

To sell, a product needs a name, a price and a payment link (for a plan, at least one offer with a price and a link). If something is missing, the screen tells you what.

Click Put on sale. From then on, the product can go on your pages and the receptionist offers it on WhatsApp.

Status	What it means
Draft	Saved, but doesn’t show up anywhere
On sale	Shows up on your pages and on WhatsApp, based on Where it appears
Paused	Disappears from the page and from WhatsApp right away, until you click Reactivate sales

Ask Sofia for help

In the editor, Sofia (Products & offers) helps with the copy and the price. Type in the Ask Sofia… field or use the shortcuts Improve the description, Suggest a price, Write a name that sells better and What to include…. You see the suggestion first and choose Apply, Undo or Dismiss the reply.

Sofia never touches your payment link.

A page for the product

In the editor, Create this product’s page builds a sales page with the name, what’s included, the price and the payment button already in place. If the page already exists, the button becomes Open this product’s page. See Pages and Leads.

Write an ebook with the team

📘 Write an ebook with the team opens a request where you give the topic (and, if you like, your patients’ biggest question about it). Sofia structures it, Pedro writes it in your voice and Estela lays it out. The PDF lands in Artwork in 1 to 2 minutes. The cost in credits shows on the Create my e-book button.

Your monthly goal

In Set your monthly goal, enter how much you want to earn per month (and, if you like, how much you earn today). The products screen then shows how much is left to hit the goal. It’s a projection: real sales counts arrive once payment is integrated.