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▶️ Create bookable products

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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:

  1. Define the session details (duration, attendees, etc.).

  2. Create a bookable location (virtual or physical).

  3. 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

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