During the club onboarding process, the Clubspot Support Team is able to import products from your incumbent system. This article outlines the general structure of products and provides a template for sending data to us.
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Here are the definitions for Clubspot product attributes that are important for setting up your product catalogue.
This is the item that the club is selling.
Everything that has a dollar value in Clubspot has a underlying product. This could be a burger at the restaurant, a hat you sell as merchandise, a guest fee, membership dues, or a processing surcharge. These can be found under Products in the dashboard. Each product can hold its own tax and accounting rules if it needs to, otherwise it will inherit accounting rules from a subtype or accounting default.
This gets set when creating a product and is a selection from a handful of options including Standard, Food and Beverage, Reservable product, Membership add-on, facilities item, etc. This type setting is used to dictate the product's behavior. Standard will be best suited for merchandize and set-price items. Food and beverage is best for F&B products as it introduces logic for option groups and kitchen printing.
Products that are reservable according to a schedule (think a tennis court reservation).
Items that are billed on a recurring basis. Their billing can run at the same time as dues, or on their own, customizable schedules.
Subtype is a required field when creating a product in Clubspot and exists to simplify bulk actions and assignments. Subtypes hold the vast majority of tax, accounting, and kitchen printing rules (for F&B items). Common subtypes are food, wine, beer, liquor, N/A beverage, merchandise, lessons etc. It often makes sense to create an "administrative" or "misc" subtype for one-off products that will have their own accounting rules set at the individual product level.
If you make a change to a subtypes tax, accounting, or printer rules, it pushes the change out to all of the products that do not have more specific tax accounting or printing rules already set. Additionally, Membership discounts can be set at the subtype level.