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How To List A Product Or Service On The Wellbeing Umbrella Platform

Applies to: 
Business Taster, Business Basics, Business Enhanced & Business Growth Account Holders

Get Started

To list a product or service in your Wellbeing Marketplace Store:  

  1. Log in to store account ‘Dashboard’ or click ‘Store Manager’ in the top right corner, if already logged in.
  1. Click on ‘Listings’ on the menu 
  1. Click the ‘Add New’ Button 

Then follow below steps; 

Please note: Within a store listing the most important sections you need to complete on a listing will be highlighted in purple. 

Step1: Select Listing Type 

Click on the drop-down menu to choose the appropriate listing type for the service/product you wish to sell. Options are: 

  • Product Listing (incl. Download) – used for products/services without variations or without a booking schedule/calendar. Digital products can also be sold from this listing option, uploaded files are delivered immediately for download after purchase. 
  • Product Listing with Variations – used for products/services with variations e.g., one candle, different scent variations. 
  • Event/Workshop Listing – used for services that may require a ticket e.g. workshops, course, half day or full day event etc
  • Appointment/Class Listing – used for appointments and classes with blocked time that require a booking schedule/calendar*

(*Sellers on Business Basics, Business Enhanced & Business Growth subscriptions will only see this option) 

Extra Sections Needed To Be Completed Dependent Upon ‘Listing Type’ Chosen:

For Products – with variations

If you’re listing an item that has variations you need to apply attributes and variations.

Video: How To List A Product with Variations – Using Attributes & Variations Tab – On Wellbeing Umbrella

For Appointments – with booking calendar

If you’re listing an appointment with a booking calendar you will need to provide your availability and set up your booking schedule to enable customers to book from your calendar.

Video: ‘Appointable’ Tab Explained (for Appointments & Classes) – Provide Booking Schedule

Video: Appointment or Class ‘Availability’ Tab Explained – Provide Your Availability For Appointment Listed

Video: ‘Time Variations’ Tab Explained (For Use On Appt/Class Listings) – On Wellbeing Umbrella Marketplace – only needed when you wish to offer different appointment duration times e.g. 60 mins, 90mins, 30 mins appointments

Video: Location’ Tab Explained – On The Wellbeing Umbrella Marketplace

For Classes – with booking calendar

If you’re listing a class-based service you need to provide your availability and set up your booking schedule to enable customers to book from your calendar. 

Video: How To Enable ‘Class’ Listing Options – On The Wellbeing Umbrella Marketplace

Video: ‘Appointable’ Tab Explained (for Appointments & Classes) – Provide Booking Schedule

Video: Appointment or Class ‘Availability’ Tab Explained – Provide Your Availability For Class Listed

Video: ‘Time Variations’ Tab Explained (For Use On Appt/Class Listings) – On Wellbeing Umbrella Marketplace – only needed when you wish to offer different class duration times e.g. 60 mins, 90mins, 30 mins classes

Video: Location’ Tab Explained – On The Wellbeing Umbrella Marketplace

For Digital items – with download

If you’re listing a digital item for customers to download after purchase you need to enable the download tab and provide a link from a Cloud sharing services.

Video: How To Enable And Add A Downloadable Listing – On The Wellbeing Umbrella Marketplace

For Events

If you’re listing an event-based service, you will need to provide event information, ticket type information and location – this information will be sent to customers after purchase. Expiry information also needs completing to ensure you’re not selling tickets for your event after a desired date.

Video: Ticket Types & Prices Tab Explained – On The Wellbeing Umbrella Marketplace

Video: Event Tab Explained – On The Wellbeing Umbrella Marketplace

Video: ‘Event Expiry’ Tab Explained – On The Wellbeing Umbrella Marketplace

Video: Location’ Tab Explained – On The Wellbeing Umbrella Marketplace

For Catalogue Mode – display a product/service without a pay now button, price and/or booking calendar

If you wish to list your product/service as an advert only or without a booking calendar, you need to tick the Catalogue mode section check box. Ticking the box will display an extra menu tab further down the listing page called ‘Catalogue mode’.

Within the Catalogue section you have two options; 

  • Disable Add to Cart?‘ – ticking this option means customers will be unable to buy the product from your listing page, other than contacting you to make payment. 
  • ‘Hide Price?’ – ticking this option means the price of your listing will no longer be visible to customers. 

Please Note: when creating listing type ‘appointment/class’ and catalogue mode is ticked – it will remove the booking calendar.

Catalogue mode maybe a useful option if you want to advertise products or listings that are coming soon! 

Video: How To Create Appointment Listing Without A Booking Calendar/Payment Button (Catalogue Mode)

 Step 2: Add Listing Title 

Give your listing a descriptive title. Think about what a shopper would search for to find the product or service you are selling, rather than just the name you give to a service/product. 

This may include keywords that describe the benefits or your product/service or the type of people you serve. E.g., Reiki healing to regain balance for busy parents. If a product or service has an obscure name, consider putting it in the main description and use keywords or phrases in the title that a customer would use instead to help them find you. 

Step 3: Add Pricing 

Price 

Add the price of your product/service in to the field.  

If you are VAT registered, ensure the listing is set to ‘Taxable’ within the ‘Tax’ tab section further down the listing page, this will enable current VAT to be added to the figure entered within the ‘Price’ field. The field is automatically set to none.

The full price of the listing inclusive of VAT will be displayed on your listing page. It is your responsibility to consider this tax when pricing your items on Wellbeing Umbrella Marketplace.

VAT registered Sellers, must provide their VAT details within ‘Additional Info’ section accessed via ‘Edit your profile’.

Sale Price (if applicable)  

Use the sale price to incentivise what you are selling. If your sale has a set time frame, you can schedule a ‘to and from date’, by clicking on the “schedule” link under the field for sales price. The sale price will only display on and between the dates you set, reverting the listing to its normal price outside that. 

Step 4: Add Description 

Use the section to describe your service/product and help buyers understand what you are selling and how it can benefit them and their wellbeing. Remember to take on-page SEO, long copy and good structure into consideration when writing your listing to help improve your SEO and encourage customers to read on/take action. Learn more about creating listings that get found.

Step 5: Add Image 

To add a featured image to represent your product/service click on the image icon. You can either upload a new file(s) or use current image(s) in your media library.  

To add a new image, simply ensure you are on the ‘Upload file’ tab then click the ‘select file’ button to locate and upload images from your device. 

If you’d like to crop an uploaded image, select the desired image by clicking on the image. Under the heading ‘Attachment details’ in the top-right column, where the thumbnail image of the selected image is visible, click the ‘Edit Image’ option. 

You can add as many images to your listing as per your subscription allowance, by just clicking the ‘add block’ text.  

Images are attached one-by-one to the listing page and will be displayed in the order you attach them.  

Images can be removed by clicking the ‘x’ icon on the image. 

Image guideline 

Images speaks louder than words! Generally, listing images uploaded onto the Wellbeing Marketplace must be of the product item itself, appointment/service, or event (including therapy space and venue) and must not be a stock image. We appreciate this may not always be possibly, please read Image Policy. Images with Illustrations or with text placed upon are not permitted as the featured image (the visible image displayed on the marketplace search), these types of images can be used within your image gallery. Learn more about how to choose and use appealing imagery.

We recommended that you use all your image allowance on each listing and an image size of 800 x 600 pixels to ensure shoppers have a good experience and can get a good look at your listing.

Please note: shoppers can use the enlarge feature on listings images to get a clear view, as a result scaling down an image is discouraged and a larger scaled image is encouraged. Learn more about image listing requirements and standards.  

Step 6: Select Listing Category 

The listing options are a how your listing is categorised on the Wellbeing Marketplace and on your own store.  Choose the most appropriate category to describe your listing. Listing categories are;  

  • Appointments  
  • Classes 
  • Courses 
  • Events 
  • Products 
  • Sessions 
  • Workshops 

If your listing covers multiple categories your first option will be the choice categorised.  

Step 7: Add Inventory Information 

If you’re listing an item that requires you to manage stock levels and track inventory, you’ll want to complete this section as it’ll help you manage physical products/goods and it’ll ensure you won’t oversell. You’ll get a notification on your dashboard when your item is ‘Low in Stock’ or ‘Out of Stock’ and you can easily keep track in your ‘Stock Manager’

It’s also great for helping you to schedule orders with your wholesalers and you can see which items are selling well.

Options to complete are:

SKU – this stands for “Stock Keeping Unit”. You can assign a unique SKU number to each item and this will help you to manage your internal stock management.

Manage Stock – This is optional. If you will never run out of this item or it’s made to order, you won’t need to tick this ‘box’.

However, if you need to limit the orders you take, tick the ‘box’ and complete the following information;

Stock Quantity – Input the total quantity number you have to sell of this particular item.

Allow Back Orders – This is optional, you can allow backorders on products which are currently ‘Out of Stock’ but you know they will be back in stock soon. This will allow customers to place orders for products and then you can fulfil those orders as soon as the product is back in stock.

Options include;  

  • Do not Allow
  • Allow, but notify the customer
  • Allow

Sold individually – By ticking this ‘box’ it will only allow customer to purchase one item in a single order.

Video:  Inventory Tab Explained – On The Wellbeing Umbrella Marketplace

Video:  Stock Manager Explained – On The Wellbeing Umbrella Marketplace

Please note: this tab is only visible on the following listing types – Simple Products & Products With Variations.

Step 8: Add Shipping Details  

Shipping can be the deciding factor when a customer confirms to place an order with you. If it’s too expensive, not offered in a way in which they’d like, customers can easily click ‘remove from Cart’ and carry on looking elsewhere.

That’s why it can be helpful for you to provide your customers with a selection of Shipping options for them to choose from.

Choose the appropriate Shipping method for your listing item.

Options available are: 

  • Standard Delivery – Enter a price here for your UK Standard Shipping. This is your average shipping service; this won’t include any obligations to deliver the items fast.

  • Free Delivery – tick this option if your item includes a free shipping service.

  • Does not apply – tick this option if shipping isn’t needed to for your item, this includes Virtual and Downloads

  • Express Delivery – This is the fastest method of shipping the item out to your customer. Items usually get transported anywhere between 24 to 72 hours.

  • Processing Time – This indicates to your customers what the ‘processing time’ is between them placing an order with you and when the order will likely be completed and shipped out. Click on the drop-down menu to choose the appropriate ‘Ready to Ship in’.

Options are:

  • Immediately (applicable for Virtual or Downloads)
  • 1 business day
  • 1-2 business days
  • 1-3 business days
  • 3-5 business days
  • 1-2 weeks
  • 2-3 weeks
  • 3-4 weeks
  • 4-6 weeks
  • 6-8 weeks

Video: ‘Shipping’ Tab Explained – On The Wellbeing Umbrella Marketplace

Please note: this tab is only visible on the following listing types – Simple Products & Products With Variations.

Step 9: Select Listing Options 

The listing options are a how your listing is categoried on the Wellbeing Marketplace. It helps you get found on the site and enables shoppers to filter results based on the information you add and they are looking for. Options include;  

  • The type of people you cater for (e.g. women, children),  
  • The way you deliver your services (e.g. virtual, home-visits, telephone)  
  • Whether you are a Female Practitioner/Male Practitioner 
  • Whether your venue is Wheelchair Accessible 

Video:  ‘Listing Options’ Tab Explained – On The Wellbeing Umbrella Marketplace

Step 10: Select Wellbeing Categories 

Wellbeing categories are an important part of the Wellbeing Marketplace, they not only help categorise your listing, but also help shoppers know more about your listing and what specific wellbeing benefits your listing potentially provides. 

To help identify the best categories for you, think about what a shopper would search for to find the product or service you are selling, rather than just the name you give to a service/product or the therapy itself.  This may include categories that describe the wellbeing benefits or your product/service. 

For example, choose the category Counselling if your listing is offering counselling services and add empowerment and/or stress reduction as additional categories if these describe your therapies’ potential benefits.  

Wellbeing categories areas include; 

  • Wellbeing Therapies  
  • Positive wellbeing outcomes/benefits 

Please note: Wellbeing category subscription allowance applies. 

Video: ‘Wellbeing Categories’ Tab Explained – On The Wellbeing Umbrella Marketplace

Step 11: Submit or Save Your Listing 

To save your listing to the site either click ‘Submit’ or ‘Save As Draft’. 

Submit  

Once you click ‘Submit, your listing will immediately be live on the site. Please allow 30 mins for it to appear in Wellbeing Marketplace search filters. On submission, the ‘View’ option button will become visible. The ‘View’ button when clicked takes you straight to your published listing. You can also view all your current published listings on your store page by clicking the ‘My Store’ button from your dashboard.  

Save As Draft  

The Draft button enables you to view your listing before publishing. The least amount of information needed to save a draft listing is a ‘listing title’. Once you click ‘Save As Draft’, you will be given the option to ‘Preview’ your listing, as viewed by a browsing shopper.  

You can find and access all published and draft listings from the Listings tab on your dashboard menu. 

Other Related Listing Sections You May Wish To Use:

Other sections on the listing page you may wish to use; 

How To Increase Listing Visibility & Interest: Image & Listing Guide

Increasing listing visibility and stellar images is the key to helping you reach more of the right people who need what you offer.

It is important that you get the best outcomes on the Wellbeing Umbrella Marketplace, so we have created this Image and Copy guide for the site. The focus of this guide is to help ensure your listings gain maximum visibility, attract the right customers and encourage potential customers to reach out to purchase.

By following the guidance and simply actioning the steps given, you will be returned in more searches and increase your chance of inspiring customers to take action.

Image Use, Requirements & Standards (including recommended size)

Applies to: 
Listing published on the Wellbeing Umbrella Marketplace site.

Image Use and Permissions

An image speaks a thousand words, so a good photo/image is essential to the overall success of your Wellbeing Umbrella Marketplace store and listings. It’s important that your products and services are presented clearly, and that the images used encourage potential customers to find out more and hopefully make a purchase.

Generally, listing images uploaded onto our Wellbeing Marketplace must be of the product item itself, appointment/service, or event (including therapy space and venue) and must not be a stock image. In certain circumstances, exceptions to using a stock image may be made to accommodate certain appointment/services where an original image is not possible.

When uploading images to our Wellbeing Marketplace, including stock images, as they are protected by copyright law, you confirm that you have all necessary rights, full permission, and licenses to use the images uploaded and are complying with our  Terms Of Sellers and Acceptable use policy.

Recommended Image Specifications

Images uploaded to Wellbeing Umbrella are recommended to use the following image specifications and technical requirements:

  • JPEG (.jpeg/.jpg)
  • Store Banner image size (2000 x 700) pixels
  • Store Logo image size (125 x 125) pixels
  • Mobile Banner image size (520 x 250) pixels
  • About Gallery image size (800 x 600) pixels
  • Listing image size (800 x 600) pixels
  • Article image size (1000 x 600) pixels
  • Bio image size (Avatar) (150 x 150) pixels

To figure out the size of your image in pixels:

Mac users – Find the image file in your Finder, right click the image and select Get Info. A pop-up window will open with the dimensions of your image displaying in the More Info section. The dimensions show the pixel height and width of your photo.

PC users – On a PC, right click on the image file, look at Properties, and then view the Summary or Details tab.

You can create the correct image size by inputting the dimensions into a graphic design platform, such as the Canva search bar.  See example below:

Below Standard Image

In the event of an uploaded image not meeting the requirements of Wellbeing Umbrella specification, a temporary image will be uploaded to your listing/store and you will be notified about this via the marketplace by the Wellbeing Umbrella Team.  See image/s below.

Please note: Temporary listing and banner images are automatically assigned when a store or listing is created for the first time, just upload your own desired image to remove.

Image Standard

Primary/Featured Listing Image Standards:

The primary/featured listing image is displayed in the search results and search pages for product items, appointment/services or events and is the first image that buyers will see on the listing pages.

  • Primary/featured listing image must be of the product item, appointment/service, or event (including therapy space and venue images) being advertised and sold.
  • Primary/featured listing image must be in focus, presented clearly, and well-lit.
  • Primary/featured image of the full product, appointment/service, or event (including therapy space and venue images) should fill 85% or more of the image frame.
  • Primary/featured image preferably lifestyle (e.g. imagery that aims to help customers make a connection between your product/service and the lifestyle customers wish to achieve/experience).
  • Backgrounds must be white or a neutral colour.
  • Primary/featured image must not contain additional text, graphics, or inset images.
  • Primary/featured image must not contain a website address.
  • Pornographic and offensive materials are not allowed.

YES PLEASE . . .

Image requirements: In focus, presented clearly, and well-lit, fill 85% or more of the image frame, Backgrounds must be white or a neutral coloured background
Image requirements: In focus, presented clearly, and well-lit, fill 85% or more of the image frame, Backgrounds must be white or a neutral coloured background

NO THANK YOU . . .

ADDITIONAL GALLERY IMAGES:

  • The images must be of, or relate to, the product, appointment/service, or event (including therapy space and venue images) being advertised and sold.
  • The images must be in focus, presented clearly, and well-lit.
  • Other products or objects are allowed to help demonstrate the use or scale of product, appointment/service, or event (including therapy space and venue images) being advertised and sold.
  • The product, appointment/service, or event (including therapy space and venue images) and props should fill 85% or more of the image frame.
  • Cropped or close-up images are allowed.
  • Backgrounds and environments are allowed.
  • Images containing text and graphics are allowed.
  • Pornographic and offensive materials are not allowed.

All product items must be of the items you have for sale, not stock images. Using your own images ensures that items are accurately represented and not a duplication of others on the site.

PERMITTED ON ADDITIONAL GALLERY IMAGES ONLY

Cropped or close-up images are allowed
Cropped or close-up images are allowed

Images containing graphics are allowed
Images containing text are allowed
Images containing text are allowed

Handmade Items

  • Listing images must be of the finished product made by you.
  • Images must accurately reflect the product item that a buyer will receive. However, examples can be used to represent the finished product item.

Items Made With Production Assistance

  • Items produced with production assistance, listing image(s) must be of the finished product item or an image issued by the production partner that accurately represents the product item the buyer will receive.
  • Sellers are responsible for ensuring that these images properly represent the finished product item the buyer is to receive.

Personalised or Made to Order Items

  • Items that cannot be photographed because it is personalised or made to order, we ask that you use examples of similar previous work that you have created.
  • Sellers must give potential buyers the most accurate idea of what their custom-made items will look like when finished.
  • Sellers must use the listing description to accurately detail the item for sale.

VIDEO: How to Set a Sale to a Product or Service on Your Store

Learn How to Easily Set a Sale to a Product or Service on Your Store on the Wellbeing Umbrella Marketplace!

Got a product or service listing you’d like to schedule a sale on? This video walks you through how to achieve this. Use the timestamps below to jump to a part most relevant to you.

0:00 – How to access listings

0:35 – How to schedule a sale price on a listing

1:40 – How a sale displays on a listing for a customer and how they can search for a sale

Thanks For Watching!

VIDEO: How to Hide the Price and/or Payment Button & Enable Catalogue Mode

Learn How to Easily Hide the Price/ Payment Button & Enable Catalogue Mode on the Wellbeing Umbrella Marketplace!

Want to display a listing on the Wellbeing Umbrella site as an advert for any upcoming launch of a product, service or event? Checkout out our helpful catalogue mode feature on this video to help you achieve this. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction and benefits of using catalogue mode

1:05 – How to access listings

1:30 – How to enable Catalogue mode – to bring up extra features

1:50 – Access catalogue mode section to hide price and payment button

2:18 – Customer view of listing without a price or payment button

Thanks For Watching!

VIDEO: How to Gain & Manage Reviews on Your Listings

Learn How to Easily Gain Reviews on Your Listing on the Wellbeing Umbrella platform!

Want to know how to make sure your customer’s automated review request emails get sent or how to switch off reviews on listings? This helpful video will walk you through how to achieve that. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction and the benefit of reviews

0:30 – Where customer reviews and star ratings display on listings

1:28 – How to access listing reviews and send customers automated review request

3:20 – Customer view of automated review request email

4:05 – How disable reviews on your listings

5:10 – How customers filter and view listing ratings on the Wellbeing Umbrella site

Thankyou For Watching!

VIDEO: How to Create Add On’s within a Product Listing (File Upload)

Learn How to Create Add On within a Product Listing (File Upload) on the Wellbeing Umbrella Marketplace!

👉 Learn How to Easily Create Add On’ within a Product Listing (File Upload) on the Wellbeing Umbrella platform! This video walks you through how to create a file upload add-on. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction/what file upload is useful for and how to receive a customers

1:35 – How a file upload add-on looks on your listing

2:15 – How to access your listings

2:55 – How to access the add-on tab

3:05 – How to create new add-on field

3:45 – How to enable and add a cost to your file upload add-on (flat fee and quantity based fee)

5:10 – Customer view of file upload and how additional cost of add-on is applied

6:05 – How to access your customer’s upload from their order

Thanks For Watching!

VIDEO: How to Create an Add-On within a Product Listing (Checkboxes)

Learn How to Easily Create an Add-On within a Product Listing (Checkboxes) – Wellbeing Umbrella!

Do you want to offer additional items to your listing? Such as gift wrapping, donation, fragrance etc? This video walks you through how to create an add-on with check boxes. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction/what check boxes are for is useful for

1:05 – How checkboxes display on your listing

2:10 – How to access listings

2:38 – How to create a new checkbox add-on

3:40 – The different between flat and quantity based additional add-on costs

4:30 – How flat and quantity based additional add-on costs on a listing looks to a customer

5:25 – How to create additional items/upgrades as an add-on

Thanks For Watching!

VIDEO: How to Create an Add-on Within Your Product Listings (Long Text Box)

Learn How to Create a long text box Add on Within Product Listings on the Wellbeing Umbrella platform!

Want to customers to leave a custom message? This video walks you through how to create an long text field/box add-on. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction/what long text is useful for

0:45 – How long text box add-on looks on your listing

2:10 – How to access your listings to create an add-on

2:40 – How to access the add-on tab

3:40 – How to enable add a description to your long text box

3:58 – How to set a character length

4:15 – How to add a cost to your add on (flat fee and quantity based fee)

6:00 – Customer view of character length limit and additional cost of add-on

Thanks For Watching!

VIDEO: How to Block Out Holidays on Your Appointment and Class Booking Calendar

Learn How to Take Holidays on Your Appointment and Class Booking Calendar on the Wellbeing Umbrella Platform!

Going on holiday? Need time off? Want to keep your store open to sell products still, but not appointments/classes? Want to disable the ability for customers to book appointments and classes for the time you’re on holiday or not free? This video walks you through how to achieve this. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction

0:40 – How to access where to block out yours/staff holidays

1:05 – How to block out date range holidays on your appointment and class booking calendar

2:15 – How blocked out holidays based on date range look on the calendar to customers

2:48 – How to block out holiday based on date range and time on your appointment and class booking calendar 3.55 – How blocked out holidays based on date range and time look on the calendar to customers

5:00 – Different options to block out your appointment and class booking calendar including days and months

Thanks For Watching!

VIDEO: How to Add Audio Samples to Your Listing

Learn How to Add Audio Samples to Your Listing in Wellbeing Umbrella!

Are you selling something that involves audio on the site, such as a guided meditation or sound healing music and want to add an audio sample to your listing? This video walks you through how to achieve this. Use the timestamps below to jump to a part most relevant to you.

0:00 Introduction

0:26 How to access your listings

0:42 How to add an audio sample to a listing

2:46 The benefits of using audio samples on your listing

3:22 How it looks and plays to customers

3:35 Suggested length of an audio sample

Thanks For Watching!

VIDEO: How to Use the SEO Tab on Store Listings

Learn How to Easily Use the SEO Tab on Wellbeing Umbrella

Want to improve the SEO and visibility of your listings? Want to get found off the Wellbeing Umbrella site too? This video walks you through how to achieve this. Use the timestamps below to jump to a part most relevant to you.

0:00 introduction

1:10 The benefits of checking out Claire Taylor’s mini SEO Training video

2:00 How to complete the primary/focus keyword section

2:56 How to complete the meta description

4:00 Where a meta description is visible on the internet

Thanks For Watching!

VIDEO: How to Create an Add-On within a Product Listing (Multiple choice)

Learn How to Easily Create an Add-On within a Product Listing (Multiple Choice) on the Wellbeing Umbrella Marketplace!

Do you want to offer additional items to your listing? Such as gift wrapping, express delivery, or extra items to a gift basket? This video walks you through how to create a multiple choice add-on. Use the timestamps below to jump to a part most relevant to you.

0:00 – Introduction

1:35 – How to access your listings

2:15 – How to access the add-on section

2:25 – How to create an multiple choice add-on

3:10 – How to add a cost to your multiple choice add-on (flat fee and quantity based fee)

4:05 – Customer view of multiple choice add-on and how flat fee and quantity based fees are applied

5:30 – How to add multiple choice add-ons with images

6:15 – Customer view of multiple choice add-on with images

Thanks For Watching!

How To Create Linked Products/Services (Up/Cross Sell)

Applies to: 
Business Enhanced & Business Growth Account Holders

Types of Linked Products (and Services)

Linked products on the Wellbeing Marketplace enable you to upsell and cross sell your products and services to buyers.

  • ‘Up-selling’ is the products/services which you would recommend instead of the currently viewed product, for example, products that are more profitable, better quality or more expensive.
  • ‘Cross-selling’ are the products/services which you promote in the buyers shopping cart, based on the current product.

Creating Linked Products

  1. Log in to your store dashboard via My account> or click ‘Store Manager’ in the top right corner, if already logged in.
  1. Click on ‘Listings’ tab located on the dashboard menu

3. Either create a ‘new listing’ or from the list of listings already published/drafted locate the listing you would like to add a linked product(s) to, and press the ‘edit’ icon or ‘name of listing’ to open up the listing to edit.

4. Once listing page is open, click on the ‘Linked’ menu tab.

5. Once ‘Linked’ menu tab is open, you’ll be presented with a ‘Up-sells’ and ‘Cross-sells’ product fields. Within the relevant field, begin to type the name of a product/service listing you’d like to ‘Up-sell’ or ‘Cross-Sell’.

6. A list of your published listings will display, click on the relevant product/service to link them to your listing. Max. 5 linked products per box.

7. Select wither the ‘Draft’ or ‘Submit’ button to ensure your linked products to your listing are saved.

PLEASE NOTE: Only products that have been published (i.e. are not in draft or archived) can be used as linked products.

Related Articles

Create Product Add-ons

Page Navigation

What are Add-ons?

If you sell products with additional options (that don’t require stock inventory) or you sell personalised products, the ‘Add-Ons’ feature will be of benefit to you. Using a range of add-on fields that display on your product listing you can create and offer a variety of extra options such as gift wrap, colour choices, sizes, text fields (i.e. for customers to provide a personal message) or even upload a document (i.e. artwork).

APPOINTMENT AND CLASS BOOKING VARIATIONS

Add-ons are also used on ‘Appointment/Class Listings’ to create and offer variations in duration of time for your bookings e.g., 90 mins, 60 mins, 30 mins appointments for shoppers to choose from on your listing. Learn more how to create appointment/class time duration Add-ons.

Choose Add-on Option(s) for Your Listing

TYPEDESCRIPTIONEXAMPLE
Multiple Choice
Buyers can select a single option from multiple choices


Offer essential oil within a wellbeing hamper and giving the customer the choice of a fragrance such as Rosemary, Lavender, or Rose oil to choose from


CheckboxesBuyers can select multiple or all options from your list
Offer gift wrapping, express delivery or Anti-aging hand mask, mini foot scrub etc with a choice of rejuvenating creams as an addition to a hamper


Long TextBuyers can enter a long string of text
Name, Personal Message, Gift Card message

Image Upload
Buyers can upload a file to include in their order, which you can access from your Media Library or when viewing the order

Personalised Photos or Art for Notebooks, Cushions, Candles or Pre-screening information

Create an Add-on Field

Add-On menu
  1. If not on the Add-on section already, select ‘Add-ons’ from the bottom left-hand side menu.

2. Select ‘Add Field’ – This opens the menu where you can select and refine your type of Add-on.

This opens a new window, see example below.

3. Click on the drop down menu under ‘Type’. You are presented with a choice of how you wish to present your Add-on.

Choose the ‘Add-on’ that best suits your needs and follow associated information for that particular ‘Type’ of Add-on below.

Create a ‘Multiple Choice’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘Multiple Choice’ Add-on option from the dropdown menu.

2. Under the header ‘Display as’ click on the dropdown menu and choose from either ‘Radio button’ or ‘Image’ to display your Add-on options. (Please note: If using Image, your prices will show when customer hovers over the images on the live listing if on a laptop or by selecting the image on a phone or tablet)

3. Under the header ‘Title’ enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick the ‘Add Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Under the header ‘Option’ is where you create your individual Add-on options.

Add a label for each option as well as a price if needed. Calculate the price as a flat fee regardless of quantity or per quantity ordered. To remove an option row, click the ‘X’.

If you have chosen to display your Add-on as an image click on the image box and select an image from your media library then click the blue ‘Add Image’ button (bottom right hand of screen if on laptop).

6. In the 1st field enter the Title of your 1st option.

7. In the 2nd field (optional) choose from;

  • ‘Flat Fee’ – If you wish to charge a one-off additional fee.
  • ‘Quantity Based’ – The Add-on price you set in the next tab is multiplied by the quantity of the main product input by the customer.

8. In the 3rd field (optional) – enter the price of your Add-on without any £ symbols.

Create a ‘Checkbox’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘Checkbox’ from the dropdown menu.

2. Under the header ‘Title’, enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick theAdd Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Under the headerOption’ is where you create your individual Add-on options.

Add a label for each option as well as a price if needed. Calculate the price as a flat fee regardless of quantity or per quantity ordered. To remove an option row, click the ‘X’.

If you have chosen to display your Add-on as an image click on the image box and select an image from your media library then click the blue ‘Add Image’ button (bottom right hand of screen if on laptop)

6. In the 1st field enter the Title of your 1st option.

7. In the 2nd field (optional) choose from;

  • Flat Fee – If you wish to charge a one-off additional fee.
  • Quantity Based – The Add-on price you set in the next tab is multiplied by the quantity of the main product input by the customer.

8. In the 3rd field (optional) – enter the price of your Add-on without any £ symbols

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save.

Create a ‘Long Text’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘Long Text’ from the dropdown menu.

2. Under the header ‘Title’, enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick theAdd Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Tick the ‘Limit Character Length’ tick box, if required, and enter a minimum or maximum amount of characters you wish to allow your buyer to input for their response.

6. Tick the ‘Adjust Price’ tick box, if required, to create an Add-on price. Then select from the drop down box one of the following;

  • Flat Fee – When you wish to charge a one-off additional fee.
  • Quantity Based – Price is multiplied by the quantity of products ordered by the Customer.

In the box at the side, enter the price of your Add-on without any £ symbols.

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save.

Create a ‘File Upload’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘File Upload’ from the dropdown menu.

2. Under the header ‘Title’, enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick theAdd Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Tick the ‘Adjust Price’ tick box, if required, to create an Add-on price. Then select from the drop down box one of the following;

  • Flat Fee – When you wish to charge a one-off additional fee.
  • Quantity Based – Price is multiplied by the quantity of products ordered by the Customer.

In the box at the side, enter the price of your Add-on without any £ symbols.

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save.

Remove and Create Extra Add-on Fields

To add another option for this Add-on – Click the ‘Add Option’ button

To remove an option row – Click the ‘X’ in the box at the end of the row, then click ‘ok’.

To remove a complete ‘Add-on’ from the product listing – Click the ‘Remove’ button at the top of the Add-on section.

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save you Add-ons at any stage.

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