1. Overview: What Are Bookable Products?
Bookable products are items or services that customers schedule for a specific time slot — such as appointments, classes, or events.
To set one up in StoreConnect, you'll need to complete three main steps:
Define the session details (duration, attendees, etc.).
Create a bookable location (virtual or physical).
Set an availability schedule (when bookings can occur).
2. Create the Bookable Product
Go to the StoreConnect App in Salesforce.
Open StoreConnect Navigation > Products > All Products.
Click New and enter:
Name (e.g., Steve’s Mentoring)
Active: Checked
Virtual Product: Checked
Available On Date: Set to a past date for immediate availability
Under Booking Information:
Booking Duration: e.g., 30 minutes
Start Buffer: e.g., 10 minutes
End Buffer: e.g., 5 minutes
Require Attendee Details: Optional (collect name/email/phone)
Max Attendees per Booking: e.g., 10
Summary: Event description
Click Save
Set Price & Category:
Under Price Books, add a price (e.g., $85) and Save.
Click Sync Price Changes.
Assign to a Product Category.
Add a Product Image under Media Used by This Product.
3. Create a Bookable Location
Scroll down to Product Bookable Locations and click New.
Then click New Bookable Location and enter:
Name: e.g., Virtual, Billows Hotel, Hyde Park
Store: Assign to your current store
Display Name: e.g., Online Meeting
Time Zone: Choose appropriate one (e.g., Australia/Sydney)
Type: Select Virtual or Physical
Active: Checked
Max Bookings (Optional): Limit tickets sold for that session
Min Bookings (Optional): Set minimum threshold to run session
Click Save
4. Set Availability Schedule
In the Bookable Location record:
Create a Regular Availability:
Go to Availabilities > New
Enter:
Name: e.g., Weekday Schedule
Start Date: Set to past date (or future if launching later)
End Date: Optional (leave blank for ongoing)
Days of Week: e.g., Monday to Friday
Start Time: e.g., 10:00 AM
End Time: e.g., 5:00 PM
Unavailability: Leave unchecked
Click Save
Create a Break (e.g., Lunch Hour):
Repeat steps above but:
Name: e.g., Steve's Lunch Hour
Time: 12:00 PM to 1:00 PM
Unavailability: Check this box
Click Save
Create a One-Off Special Event:
Go to Bookable Events > New
Enter:
Name: e.g., Steve’s Special Mentoring
Start and End Date: e.g., Saturday, 30th
Time: 1:00 PM to 4:00 PM
Click Save
5. Set Booking Expiry Duration (Optional)
Go to StoreConnect Navigation > Configuration > Stores > All Stores
Open your store record.
Under the Products tab, locate Booking Settings.
Set Booking Hold Duration (e.g., 10 minutes) and Save.
6. Test the Booking Experience
Go to the live product page:
Select Location (e.g., Online Meeting)
Choose a date (blue dots indicate availability)
Pick a time slot
Proceed to checkout and complete payment
7. Verify the Booking in Salesforce
Use the Order Reference Number to search the order.
In the Order Record, you'll see:
Product and quantity
Payment details
Booking record showing session details and scheduling
Related customer info and emails sent