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Getting Started w/ GHL Customer Care

Getting Started - Create & Sell Products

Learn how to create and list products—physical, digital, or subscription products on your store. Follow our simple guide to start generating sales today.

9 min read2,056 words21 explained imagesUpdated Wed, 19 Aug at 5:33 AM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. How to Create a Product
  2. How to Set Up a Trial
  3. How to Make Products Available
  4. Add a Product to a Funnel
  5. How to Add Order Form to a Funnel
  6. Frequently Asked Questions
  7. Related Articles

GHL Customer Care lets you create physical products, digital products, one-time offers, and recurring subscriptions, then sell them through different checkout experiences. In this guide, you'll learn how to create and price a product, set up trials when applicable, and choose how you want customers to purchase it.

TABLE OF CONTENTS

How to Create a Product

First things first, let's get your amazing product listed. Think of this like setting up your store shelves—you want everything clear, attractive, and inviting!


Step 1: Navigate to Products

Navigate to Payments > Products. Then Click + Create Product.

Step 1: Navigate to Products (image 1 of 21) What this shows Navigate to Payments > Products. What this shows Illustrates the "Step 1: Navigate to Products" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 1: Navigate to Products" section of "Getting Started - Create & Sell Products". The text alongside this image reads: Navigate to Payments > Products. Then Click + Create Product. The navigation path used here is Payments > Products. Immediately after, the guide continues: The Product Information section is where you define the foundational details for your product. Path: Payments > ProductsImage 1 of 21 Where to goNavigate to Payments > Products. Then Click + Create Product.
Buttons and menus referenced PaymentsProducts+ Create Product
Next stepThe Product Information section is where you define the foundational details for your product.

Step 2: Fill in Product Information

The Product Information section is where you define the foundational details for your product.

  • First, the Include in Online Store toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled.
  • Next, the Title field is a required input where you name your product—this will be shown across your checkout, internal views, and potentially public listings. Below that, the Description field allows you to provide a detailed overview of the product, using rich text formatting options such as bold, italics, links, bullet points, and font customization to enhance readability and appeal.
  • The Media section lets you upload an image or video file to visually represent your product. This helps users quickly recognize what they’re buying. It’s recommended to upload files with a resolution of 1024×1024 and a size not exceeding 10MB for optimal display and performance.
Step 2: Fill in Product Information (image 2 of 21) What this shows First, the Include in Online Store toggle allows you to determine whether this product should be visible and available for purchase… What this shows Illustrates the "Step 2: Fill in Product Information" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 2: Fill in Product Information" section of "Getting Started - Create & Sell Products". The text alongside this image reads: First, the Include in Online Store toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled. Next, the Title field is a required input where…. Immediately after, the guide continues: There is also an Enable Product Label checkbox. If enabled, you can assign a custom label (e.g., “New,” “Top Pick,” etc.) to the product which may be used for visual badges or internal organization. Lastly, the Product Collection dropdown…. Image 2 of 21 What to fill inFirst, the Include in Online Store toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled. Next, the Title field is a required input where you name your product—this will be shown across your checkout, internal views, and potentially public listings. Below that, the Description field allows you to provide a detailed overview of the product, using rich text formatting options such as bold, italics, links, bullet points, and font customization to enhance readability and appeal. The Media section lets you upload an image or video file to visually represent your product. This helps users quickly recognize what they’re buying. It’s recommended to upload files with a resolution of 1024×1024 and a size not exceeding 10MB for optimal display and performance.
Buttons and menus referenced ProductInformationInclude in Online StoreTitleDescriptionMediaEnable Product LabelProduct Collection
Next stepThere is also an Enable Product Label checkbox. If enabled, you can assign a custom label (e.g., “New,” “Top Pick,” etc.) to the product which may be used for visual badges or internal organization. Lastly, the Product Collection dropdown lets you assign this product to an existing collection. Collections help group similar products together for better organization and presentation, especially when managing a larger catalog.
All 3 steps in this procedure
  1. First, the Include in Online Store toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled.
  2. Next, the Title field is a required input where you name your product—this will be shown across your checkout, internal views, and potentially public listings. Below that, the Description field allows you to provide a detailed overview of the product, using rich text formatting options such as bold, italics, links, bullet points, and font customization to enhance readability and appeal.
  3. The Media section lets you upload an image or video file to visually represent your product. This helps users quickly recognize what they’re buying. It’s recommended to upload files with a resolution of 1024×1024 and a size not exceeding 10MB for optimal display and performance.
  • There is also an Enable Product Label checkbox. If enabled, you can assign a custom label (e.g., “New,” “Top Pick,” etc.) to the product which may be used for visual badges or internal organization.
  • Lastly, the Product Collection dropdown lets you assign this product to an existing collection. Collections help group similar products together for better organization and presentation, especially when managing a larger catalog.


Step 2: Fill in Product Information (image 3 of 21) What this shows There is also an Enable Product Label checkbox. What this shows Illustrates the "Step 2: Fill in Product Information" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 2: Fill in Product Information" section of "Getting Started - Create & Sell Products". The text alongside this image reads: There is also an Enable Product Label checkbox. If enabled, you can assign a custom label (e.g., “New,” “Top Pick,” etc.) to the product which may be used for visual badges or internal organization. Lastly, the Product Collection dropdown lets you assign this product to an existing collection…. Immediately after, the guide continues: The Product Information section includes several key fields to define how the product is presented and taxed. Image 3 of 21 What to chooseThere is also an Enable Product Label checkbox. If enabled, you can assign a custom label (e.g., “New,” “Top Pick,” etc.) to the product which may be used for visual badges or internal organization. Lastly, the Product Collection dropdown lets you assign this product to an existing collection. Collections help group similar products together for better organization and presentation, especially when managing a larger catalog.
Buttons and menus referenced ProductInformationInclude in Online StoreTitleDescriptionMediaEnable Product LabelProduct Collection
Next stepThe Product Information section includes several key fields to define how the product is presented and taxed.
All 3 steps in this procedure
  1. First, the Include in Online Store toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled.
  2. Next, the Title field is a required input where you name your product—this will be shown across your checkout, internal views, and potentially public listings. Below that, the Description field allows you to provide a detailed overview of the product, using rich text formatting options such as bold, italics, links, bullet points, and font customization to enhance readability and appeal.
  3. The Media section lets you upload an image or video file to visually represent your product. This helps users quickly recognize what they’re buying. It’s recommended to upload files with a resolution of 1024×1024 and a size not exceeding 10MB for optimal display and performance.

Step 3: Configure Tax Options

The Product Information section includes several key fields to define how the product is presented and taxed.

  • One of the first elements here is the Product Tax Code, which allows you to select a specific tax category for your product. This is important for enabling automatic tax calculations during checkout. If left blank, the system will apply your default global tax settings.
  • Next, the Include tax in prices option gives you control over whether your product pricing should be shown as tax-inclusive or tax-exclusive. You can either follow the global setting or manually choose “Yes” to include tax in the displayed price or “No” to show it as a separate charge.
  • Additionally, there’s an option to Attach Tax Rates, which is useful if you’re handling taxes manually or have buyers outside the U.S.
  • Finally, the Statement Descriptor that opens on clicking Additional Settings field allows you to override the default account name that appears on a customer’s bank statement. This ensures clarity for the buyer and can help reduce payment disputes or confusion.
Step 3: Configure Tax Options (image 4 of 21) What this shows One of the first elements here is the Product Tax Code, which allows you to select a specific tax category for your product. What this shows Illustrates the "Step 3: Configure Tax Options" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 3: Configure Tax Options" section of "Getting Started - Create & Sell Products". The text alongside this image reads: One of the first elements here is the Product Tax Code, which allows you to select a specific tax category for your product. This is important for enabling automatic tax calculations during checkout. If left blank, the system will apply your default global tax settings. Next, the Include tax in…. Immediately after, the guide continues: In the Pricing section of the product setup, users can define how their product will be offered to customers by configuring a range of pricing-related fields. Image 4 of 21 What to chooseOne of the first elements here is the Product Tax Code, which allows you to select a specific tax category for your product. This is important for enabling automatic tax calculations during checkout. If left blank, the system will apply your default global tax settings. Next, the Include tax in prices option gives you control over whether your product pricing should be shown as tax-inclusive or tax-exclusive. You can either follow the global setting or manually choose “Yes” to include tax in the displayed price or “No” to show it as a separate charge. Additionally, there’s an option to Attach Tax Rates, which is useful if you’re handling taxes manually or have buyers outside the U.S. Finally, the Statement Descriptor that opens on clicking Additional Settings field allows you to override the default account name that appears on a customer’s bank statement. This ensures clarity for the buyer and can help reduce payment disputes or confusion.
Buttons and menus referenced Product Tax CodeInclude tax in pricesAttach Tax RatesStatementDescriptorAdditionalSettings
Next stepIn the Pricing section of the product setup, users can define how their product will be offered to customers by configuring a range of pricing-related fields.
All 4 steps in this procedure
  1. One of the first elements here is the Product Tax Code, which allows you to select a specific tax category for your product. This is important for enabling automatic tax calculations during checkout. If left blank, the system will apply your default global tax settings.
  2. Next, the Include tax in prices option gives you control over whether your product pricing should be shown as tax-inclusive or tax-exclusive. You can either follow the global setting or manually choose “Yes” to include tax in the displayed price or “No” to show it as a separate charge.
  3. Additionally, there’s an option to Attach Tax Rates, which is useful if you’re handling taxes manually or have buyers outside the U.S.
  4. Finally, the Statement Descriptor that opens on clicking Additional Settings field allows you to override the default account name that appears on a customer’s bank statement. This ensures clarity for the buyer and can help reduce payment disputes or confusion.

Step 4: Set Pricing

In the Pricing section of the product setup, users can define how their product will be offered to customers by configuring a range of pricing-related fields.

Choose a Pricing Type

Select the pricing type based on how you want customers to be charged.


One-TimeRecurring
How the customer is chargedCharged onceCharged repeatedly based on the selected billing period
Best forOne-off products, services, consultations, or setup feesMemberships, subscriptions, retainers, or ongoing services
Billing period requiredNoYes
Trial period availableNoYes
Example$99 consultation$99/month membership


  • Start by entering a Pricing Name, which serves as an internal label to help distinguish between different pricing options if you’re offering multiple tiers or plans.
  • Next, select the Type of pricing from the dropdown - either One time, which charges the customer a single fee, or Recurring, which adds options for billing cycles, trial periods, and setup fees.

  • In the Amount field, input the exact price you want to charge for the product. You can optionally enter a Compare-at Price, which is useful for showing discounted pricing by displaying the original price next to the actual price being charged.
  • Below this, use the Currency selector to define which currency the payment will be made in, such as USD.
  • If inventory tracking is relevant, check the Track Inventory box to manage stock levels and input available quantities.
  • Clicking on Additional Options reveals more advanced pricing settings like purchase limits or metadata fields.
  • Use the Price Description field to add a brief note or context for this pricing entry (visible internally).

Step 4: Set Pricing (image 5 of 21) What this shows Start by entering a Pricing Name, which serves as an internal label to help distinguish between different pricing options if you’re… What this shows Illustrates the "Step 4: Set Pricing" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 4: Set Pricing" section of "Getting Started - Create & Sell Products". The text alongside this image reads: Start by entering a Pricing Name, which serves as an internal label to help distinguish between different pricing options if you’re offering multiple tiers or plans. Next, select the Type of pricing from the dropdown - either One time, which charges the customer a single fee, or Recurring, which…. Immediately after, the guide continues: The “Variants” section lets you create different versions of a product, such as multiple pricing tiers, content levels, or access durations. Image 5 of 21 What to fill inStart by entering a Pricing Name, which serves as an internal label to help distinguish between different pricing options if you’re offering multiple tiers or plans. Next, select the Type of pricing from the dropdown - either One time, which charges the customer a single fee, or Recurring, which adds options for billing cycles, trial periods, and setup fees. In the Amount field, input the exact price you want to charge for the product. You can optionally enter a Compare-at Price, which is useful for showing discounted pricing by displaying the original price next to the actual price being charged. Below this, use the Currency selector to define which currency the payment will be made in, such as USD. If inventory tracking is relevant, check the Track Inventory box to manage stock levels and input available quantities. Clicking on Additional Options reveals more advanced pricing settings like purchase limits or metadata fields. Use the Price Description field to add a brief note or context for this pricing entry (visible internally).
Buttons and menus referenced PricingChoose a Pricing TypeOne-TimeRecurringHow the customer is chargedBest forBilling period requiredTrial period availableExampleNameTypeOne time
Next stepThe “Variants” section lets you create different versions of a product, such as multiple pricing tiers, content levels, or access durations.
All 7 steps in this procedure
  1. Start by entering a Pricing Name, which serves as an internal label to help distinguish between different pricing options if you’re offering multiple tiers or plans.
  2. Next, select the Type of pricing from the dropdown - either One time, which charges the customer a single fee, or Recurring, which adds options for billing cycles, trial periods, and setup fees.
  3. In the Amount field, input the exact price you want to charge for the product. You can optionally enter a Compare-at Price, which is useful for showing discounted pricing by displaying the original price next to the actual price being charged.
  4. Below this, use the Currency selector to define which currency the payment will be made in, such as USD.
  5. If inventory tracking is relevant, check the Track Inventory box to manage stock levels and input available quantities.
  6. Clicking on Additional Options reveals more advanced pricing settings like purchase limits or metadata fields.
  7. Use the Price Description field to add a brief note or context for this pricing entry (visible internally).

Step 5: Add Product Variants

The “Variants” section lets you create different versions of a product, such as multiple pricing tiers, content levels, or access durations.

  • To set this up, you first add an Option name like “Course Level” or “Access Plan.”
  • Then, under Option values, you input the specific variants (e.g., “Basic,” “Premium,” “Pro”) and click Done.
  • Each variant can have its own price, compare-at price, and available quantity, making it easy to manage inventory and pricing for each option.
  • You can also enable Track Inventory if you want to limit how many of each variant can be sold. This is especially useful when offering bundles or time-limited enrollment.
Step 5: Add Product Variants (image 6 of 21) What this shows To set this up, you first add an Option name like “Course Level” or “Access Plan.” Then, under Option values, you input the specific… What this shows Illustrates the "Step 5: Add Product Variants" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 5: Add Product Variants" section of "Getting Started - Create & Sell Products". The text alongside this image reads: To set this up, you first add an Option name like “Course Level” or “Access Plan.” Then, under Option values, you input the specific variants (e.g., “Basic,” “Premium,” “Pro”) and click Done. Each variant can have its own price, compare-at price, and available quantity, making it easy to manage…. Immediately after, the guide continues: The Search Engine Listing section helps optimize your product for search engines and improves its discoverability online. Image 6 of 21 What to fill inTo set this up, you first add an Option name like “Course Level” or “Access Plan.” Then, under Option values, you input the specific variants (e.g., “Basic,” “Premium,” “Pro”) and click Done. Each variant can have its own price, compare-at price, and available quantity, making it easy to manage inventory and pricing for each option. You can also enable Track Inventory if you want to limit how many of each variant can be sold. This is especially useful when offering bundles or time-limited enrollment.
Buttons and menus referenced OptionnamevaluesDonepricecompare-at priceavailablequantityTrack Inventory
Next stepThe Search Engine Listing section helps optimize your product for search engines and improves its discoverability online.
All 4 steps in this procedure
  1. To set this up, you first add an Option name like “Course Level” or “Access Plan.”
  2. Then, under Option values, you input the specific variants (e.g., “Basic,” “Premium,” “Pro”) and click Done.
  3. Each variant can have its own price, compare-at price, and available quantity, making it easy to manage inventory and pricing for each option.
  4. You can also enable Track Inventory if you want to limit how many of each variant can be sold. This is especially useful when offering bundles or time-limited enrollment.

Step 6: Optimize Search Engine Settings

The Search Engine Listing section helps optimize your product for search engines and improves its discoverability online.

  • In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for.
  • The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search results.
  • Lastly, the Handle defines the product’s unique URL slug (e.g., /product/my-course-name), which can be customized to make the link more readable and SEO-friendly. This section is optional but highly recommended for improving online reach.
Step 6: Optimize Search Engine Settings (image 7 of 21) What this shows In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for. What this shows Illustrates the "Step 6: Optimize Search Engine Settings" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 6: Optimize Search Engine Settings" section of "Getting Started - Create & Sell Products". The text alongside this image reads: In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for. The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search…. Immediately after, the guide continues: Follow these steps to add a trial to your product. Image 7 of 21 What to fill inIn the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for. The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search results. Lastly, the Handle defines the product’s unique URL slug (e.g., /product/my-course-name), which can be customized to make the link more readable and SEO-friendly. This section is optional but highly recommended for improving online reach.
Buttons and menus referenced Search Engine ListingSEO TitleSEO DescriptionHandle
Next stepFollow these steps to add a trial to your product:
All 3 steps in this procedure
  1. In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for.
  2. The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search results.
  3. Lastly, the Handle defines the product’s unique URL slug (e.g., /product/my-course-name), which can be customized to make the link more readable and SEO-friendly. This section is optional but highly recommended for improving online reach.

Step 7: Save Your Changes

Click Save.

Step 7: Save Your Changes (image 8 of 21) What this shows In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for. What this shows Illustrates the "Step 7: Save Your Changes" section of "Getting Started - Create & Sell Products". This screenshot appears in the "Step 7: Save Your Changes" section of "Getting Started - Create & Sell Products". The text alongside this image reads: In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for. The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search…. Immediately after, the guide continues: Follow these steps to add a trial to your product. Image 8 of 21 What to fill inIn the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for. The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search results. Lastly, the Handle defines the product’s unique URL slug (e.g., /product/my-course-name), which can be customized to make the link more readable and SEO-friendly. This section is optional but highly recommended for improving online reach.
Buttons and menus referenced Save
Next stepFollow these steps to add a trial to your product:

How to Set Up a Trial

Follow these steps to add a trial to your product:

  1. Go to Payments → Products
  2. Create a new product or edit an existing one
  3. Under Pricing, set the product to Recurring (Type)
    Step 3 of 10: Under Pricing, set the product to Recurring (Type) What this shows Step 3 of 10: Under Pricing, set the product to Recurring (Type) What this shows Shows what to fill in for step 3 of 10 in the "How to Set Up a Trial" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 3 of 10 in the "How to Set Up a Trial" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you under Pricing, set the product to Recurring (Type). This part of the guide covers 3 fields, listed below. The next step is to enter the amount. Step 3 of 10Image 9 of 21 What to fill inUnder Pricing, set the product to Recurring (Type)
    Fields in this part of the guide Under Pricing, set the product to Recurring (Type)Compare-at price (optional)Number of payments and setup fee (Optional)
    Buttons and menus referenced PricingRecurring(Type)PaymentsProducts
    Next stepEnter the amount
    All 10 steps in this procedure
    1. Go to Payments → Products
    2. Create a new product or edit an existing one
    3. Under Pricing, set the product to Recurring (Type) this image
    4. Enter the amount
    5. Compare-at price (optional)
    6. Select billing period
    7. Enter Trial period (ex: “5 days”)
    8. Number of payments and setup fee (Optional)
    9. Save your product
    10. Add the product to an order form, invoice, or checkout page
  4. Enter the amount
  5. Compare-at price (optional)
  6. Select billing period
    Step 6 of 10: Select billing period What this shows Step 6 of 10: Select billing period What this shows Shows what to choose for step 6 of 10 in the "How to Set Up a Trial" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 6 of 10 in the "How to Set Up a Trial" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you select billing period. For context, this section explains: Go to Payments → Products Create a new product or edit an existing one Under Pricing, set the product to Recurring (Type) Enter the amount Compare-at price (optional) Select billing period Enter Trial period (ex: “5 days”) Number of payments and setup fee (Optional) Save your product Add the…. This part of the guide covers 3 fields, listed below. The next step is to enter Trial period (ex: “5 days”). Step 6 of 10Image 10 of 21 What to chooseSelect billing period
    Fields in this part of the guide Under Pricing, set the product to Recurring (Type)Compare-at price (optional)Number of payments and setup fee (Optional)
    Buttons and menus referenced PaymentsProductsPricingRecurring(Type)
    Next stepEnter Trial period (ex: “5 days”)
    All 10 steps in this procedure
    1. Go to Payments → Products
    2. Create a new product or edit an existing one
    3. Under Pricing, set the product to Recurring (Type)
    4. Enter the amount
    5. Compare-at price (optional)
    6. Select billing period this image
    7. Enter Trial period (ex: “5 days”)
    8. Number of payments and setup fee (Optional)
    9. Save your product
    10. Add the product to an order form, invoice, or checkout page
  7. Enter Trial period (ex: “5 days”)
  8. Number of payments and setup fee (Optional)
  9. Save your product
  10. Add the product to an order form, invoice, or checkout page

How to Make Products Available

Great job creating your product! Now, let's make sure customers can actually find and buy it. Think of this step like stocking your storefront—visibility is everything. If you are selling digital products, ensure that digital files are uploaded to each product variant. Without uploaded files, customers will not see download options after checkout.

Navigate to Sites and choose where you want your product to appear: Website, Funnel, or Store.

How to Make Products Available (image 11 of 21) What this shows Navigate to Sites and choose where you want your product to appear: Website, Funnel, or Store. What this shows Illustrates the "How to Make Products Available" section of "Getting Started - Create & Sell Products". This screenshot appears in the "How to Make Products Available" section of "Getting Started - Create & Sell Products". The text alongside this image reads: Navigate to Sites and choose where you want your product to appear: Website, Funnel, or Store. Immediately after, the guide continues: Once your product is created, choose how you want customers to purchase it. Products can be used across different GHL Customer Care payment and selling experiences. Image 11 of 21 Where to goNavigate to Sites and choose where you want your product to appear: Website, Funnel, or Store.
Buttons and menus referenced SitesWebsiteFunnelStoreSelling MethodWhen to Use ItWhat to DoOnline StoreInclude in Online StorePayment LinkInvoiceForm
Next stepOnce your product is created, choose how you want customers to purchase it. Products can be used across different GHL Customer Care payment and selling experiences.

Once your product is created, choose how you want customers to purchase it. Products can be used across different GHL Customer Care payment and selling experiences.

Selling MethodWhen to Use ItWhat to Do
Online StoreLet customers browse products and complete purchases through an e-commerce storefront.Enable Include in Online Store for the product, then add or make the product available in your store.
FunnelSell a product through a dedicated sales or checkout funnel.Add the product to the funnel and place an order form on the checkout page.
Payment LinkShare a direct checkout link by email, SMS, QR code, or another channel.Create a Payment Link and select the product and price you want to sell.
InvoiceBill a specific customer directly for a product or service.Create an invoice and add the applicable product. Make sure the invoice type matches the product's one-time or recurring pricing.
FormCollect customer information and payment from the same form.Add the Payment element to the form and select the product you want to offer.

Digital Products: If you're selling downloadable products through an online store, upload the required digital files to the applicable product or variant before customers purchase.

Add a Product to a Funnel

  1. Click Funnels and select your desired funnel
  2. Go to the Products tab
  3. Click Add Product
    Step 3 of 5: Click Add Product What this shows Step 3 of 5: Click Add Product What this shows Shows what to click for step 3 of 5 in the "Add a Product to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 3 of 5 in the "Add a Product to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you click Add Product. For context, this section explains: Click Funnels and select your desired funnel Go to the Products tab Click Add Product Configure your product details Click Save. This part of the guide covers 1 field, listed below. The next step is to configure your product details. Step 3 of 5Image 12 of 21 What to clickClick Add Product
    Fields in this part of the guide Configure your product details
    Buttons and menus referenced Add ProductFunnelsProductsSave
    Next stepConfigure your product details
    All 5 steps in this procedure
    1. Click Funnels and select your desired funnel
    2. Go to the Products tab
    3. Click Add Product this image
    4. Configure your product details
    5. Click Save
  4. Configure your product details
  5. Click Save
    Step 5 of 5: Click Save What this shows Step 5 of 5: Click Save What this shows Shows how to confirm for step 5 of 5 in the "Add a Product to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 5 of 5 in the "Add a Product to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you click Save. For context, this section explains: Click Funnels and select your desired funnel Go to the Products tab Click Add Product Configure your product details Click Save. This part of the guide covers 1 field, listed below. Step 5 of 5Image 13 of 21 How to confirmClick Save
    Fields in this part of the guide Configure your product details
    Buttons and menus referenced SaveFunnelsProductsAdd Product
    All 5 steps in this procedure
    1. Click Funnels and select your desired funnel
    2. Go to the Products tab
    3. Click Add Product
    4. Configure your product details
    5. Click Save this image

How to Add Order Form to a Funnel

After adding a product to your funnel, add an order form to the checkout page so customers can enter their information and complete the purchase.

  1. Navigate to the Site Editor
    Step 1 of 7: Navigate to the Site Editor What this shows Step 1 of 7: Navigate to the Site Editor What this shows Shows where to go for step 1 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 1 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you navigate to the Site Editor. For context, this section explains: After adding a product to your funnel, add an order form to the checkout page so customers can enter their information and complete the purchase. The next step is to select the funnel page that will have the checkout form. If that page doesn't exist yet, create it. Step 1 of 7Image 14 of 21 Where to goNavigate to the Site Editor
    Buttons and menus referenced Add New StepCreate Funnel StepSavePublish
    Next stepSelect the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    All 7 steps in this procedure
    1. Navigate to the Site Editor this image
    2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    3. On the page, add a full width section element.
    4. Inside the section, add a one column row.
    5. Inside the row, add a one or two step order form.
    6. Customize the order form, then click Save and Publish.
    7. Make sure the product is added to the same page as the order form.
  2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    • Click Add New Step.
    • Fill out the details and click Create Funnel Step.
      Step 2 of 2: Fill out the details and click Create Funnel Step What this shows Step 2 of 2: Fill out the details and click Create Funnel Step. What this shows Shows what to fill in for step 2 of 2 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 2 of 2 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you fill out the details and click Create Funnel Step. Step 2 of 2Image 15 of 21 What to fill inFill out the details and click Create Funnel Step.
      Buttons and menus referenced Create Funnel StepAdd New StepSavePublish
      All 2 steps in this procedure
      1. Click Add New Step.
      2. Fill out the details and click Create Funnel Step. this image
  3. On the page, add a full width section element.
    Step 3 of 7: On the page, add a full width section element What this shows Step 3 of 7: On the page, add a full width section element. What this shows Shows what this covers for step 3 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 3 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you on the page, add a full width section element. The next step is to inside the section, add a one column row. Step 3 of 7Image 16 of 21 What this coversOn the page, add a full width section element.
    Buttons and menus referenced Add New StepCreate Funnel StepSavePublish
    Next stepInside the section, add a one column row.
    All 7 steps in this procedure
    1. Navigate to the Site Editor
    2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    3. On the page, add a full width section element. this image
    4. Inside the section, add a one column row.
    5. Inside the row, add a one or two step order form.
    6. Customize the order form, then click Save and Publish.
    7. Make sure the product is added to the same page as the order form.
  4. Inside the section, add a one column row.
    Step 4 of 7: Inside the section, add a one column row What this shows Step 4 of 7: Inside the section, add a one column row. What this shows Shows what this covers for step 4 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 4 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you inside the section, add a one column row. The next step is to inside the row, add a one or two step order form. Step 4 of 7Image 17 of 21 What this coversInside the section, add a one column row.
    Buttons and menus referenced Add New StepCreate Funnel StepSavePublish
    Next stepInside the row, add a one or two step order form.
    All 7 steps in this procedure
    1. Navigate to the Site Editor
    2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    3. On the page, add a full width section element.
    4. Inside the section, add a one column row. this image
    5. Inside the row, add a one or two step order form.
    6. Customize the order form, then click Save and Publish.
    7. Make sure the product is added to the same page as the order form.
  5. Inside the row, add a one or two step order form.
    Step 5 of 7: Inside the row, add a one or two step order form What this shows Step 5 of 7: Inside the row, add a one or two step order form. What this shows Shows what this covers for step 5 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 5 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you inside the row, add a one or two step order form. The next step is to customize the order form, then click Save and Publish. Step 5 of 7Image 18 of 21 What this coversInside the row, add a one or two step order form.
    Buttons and menus referenced Add New StepCreate Funnel StepSavePublish
    Next stepCustomize the order form, then click Save and Publish.
    All 7 steps in this procedure
    1. Navigate to the Site Editor
    2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    3. On the page, add a full width section element.
    4. Inside the section, add a one column row.
    5. Inside the row, add a one or two step order form. this image
    6. Customize the order form, then click Save and Publish.
    7. Make sure the product is added to the same page as the order form.
  6. Customize the order form, then click Save and Publish.
    Step 6 of 7: Customize the order form, then click Save and Publish What this shows Step 6 of 7: Customize the order form, then click Save and Publish. What this shows Shows how to confirm for step 6 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 6 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you customize the order form, then click Save and Publish. The next step is to make sure the product is added to the same page as the order form. Step 6 of 7Image 19 of 21 How to confirmCustomize the order form, then click Save and Publish.
    Buttons and menus referenced SavePublishAdd New StepCreate Funnel Step
    Next stepMake sure the product is added to the same page as the order form.
    All 7 steps in this procedure
    1. Navigate to the Site Editor
    2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    3. On the page, add a full width section element.
    4. Inside the section, add a one column row.
    5. Inside the row, add a one or two step order form.
    6. Customize the order form, then click Save and Publish. this image
    7. Make sure the product is added to the same page as the order form.
  7. Make sure the product is added to the same page as the order form.
    Step 7 of 7: Make sure the product is added to the same page as the order form What this shows Step 7 of 7: Make sure the product is added to the same page as the order form. What this shows Shows what this covers for step 7 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot accompanies step 7 of 7 in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". At this point in the walkthrough you make sure the product is added to the same page as the order form. Step 7 of 7Image 20 of 21 What this coversMake sure the product is added to the same page as the order form.
    Buttons and menus referenced Add New StepCreate Funnel StepSavePublish
    All 7 steps in this procedure
    1. Navigate to the Site Editor
    2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
    3. On the page, add a full width section element.
    4. Inside the section, add a one column row.
    5. Inside the row, add a one or two step order form.
    6. Customize the order form, then click Save and Publish.
    7. Make sure the product is added to the same page as the order form. this image

Save and publish the page, then test the checkout experience to confirm that the correct product, price, and payment options appear before sharing the funnel with customers.

Your funnel order form should look something like this:

How to Add Order Form to a Funnel (image 21 of 21) What this shows Your funnel order form should look something like this: What this shows Illustrates the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". This screenshot appears in the "How to Add Order Form to a Funnel" section of "Getting Started - Create & Sell Products". The text alongside this image reads: Your funnel order form should look something like this. Immediately after, the guide continues: Q: Why am I getting an error requiring a “Category ID” when creating a product in a sub-account? Image 21 of 21 What this coversYour funnel order form should look something like this:
Buttons and menus referenced Add New StepCreate Funnel StepSavePublish
Next stepQ: Why am I getting an error requiring a “Category ID” when creating a product in a sub-account?
All 7 steps in this procedure
  1. Navigate to the Site Editor
  2. Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
  3. On the page, add a full width section element.
  4. Inside the section, add a one column row.
  5. Inside the row, add a one or two step order form.
  6. Customize the order form, then click Save and Publish.
  7. Make sure the product is added to the same page as the order form.

Frequently Asked Questions

Q: Why am I getting an error requiring a “Category ID” when creating a product in a sub-account?

This can occur when the product must first be created through the Agency’s SaaS Configurator. Create it there, then import it into the sub-account from Payments → Products.

Q: Can I change the currency of an existing product?

No. To use another currency, create a new product or add a new pricing option with the required currency.

Q: Where can I edit my product details?

Go to Payments → Products and select the product. You can update details such as its name, description, media, tax settings, SEO, product type, and statement descriptor.

Q: How do I change my product from “Physical” to “Digital”?

Go to Payments → Products, open the product and pricing option, then change Shipping and Delivery to Digital and save.

Q: What is the difference between a Physical and Digital product?

Physical products include shipping information during checkout, while digital products do not. Digital downloads are available only when a file is uploaded to the product or variant.

Q: Why can’t I find my product when creating an invoice?

Invoice products are filtered by pricing type. One-time invoices display one-time products, while recurring invoices display recurring products.

Q: What time unit does the “Trial Period” use?

Trial periods are always measured in days, regardless of the product’s billing frequency.

Q: Why are some products showing as unavailable during preview?

This usually happens when inventory tracking is enabled and stock reaches zero. Increase the available quantity or disable inventory tracking.

Q: Why are duplicated products grayed out when adding them to an invoice?

Check that the product is published and has active pricing with the correct billing type and currency before adding it to the invoice.

Q: Why aren’t my Stripe products importing into GHL Customer Care?

Only recurring/subscription products can be imported from Stripe. One-time products must be created directly in Payments → Products.

Q: Why did my first product disappear and why am I getting a “Category ID is required” error?

This can happen when an existing product is edited or required product settings are missing. Create products individually and confirm all required fields before saving.

Q: Why isn’t my Stripe product appearing when I try to import it?

The product may already exist in GHL Customer Care or still be syncing from Stripe. If needed, remove the GHL Customer Care copy and re-import it after synchronization completes.

Q: Why is the Download button not appearing after a digital purchase?

The Download button appears only when at least one digital file is assigned to the product or variant. Uploading a file later automatically makes the download option available.

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