Create a Product

This guide walks you through the steps to create a new product.

1. Within CRM Care Portals, expand the Store Manager options menu.

2. Select Products. Your full product list will now be displayed.

3. Click the Create Product button to begin adding a new item.

4. On the Create Product page, you will find different fields to complete. The only mandatory one is the Label field.

To learn more about how to complete each field from the Product tab, refer to the 📝Product Form Options article.

1. After filling out the necessary details, click on Save. Your product will now be successfully created and available in the system.

Subscription Vs One Time Purchase

When you select Subscription as the purchase type, you unlock the ability to create a multi-stage patient journey. Instead of a single, repeating payment, you can define one or a series of phases, each with its own unique pricing, duration, and requirements. This is ideal for programs that evolve over time, such as treatment plans, progressive courses, or introductory offers that roll into a standard plan. To learn how to complete the Subscription section, read the Subscriptions page.

A One Time Purchase, in contrast, has none of these settings. The patient pays the list/sale price once, and the transaction is complete.