This guide covers every setting and option available when creating or editing products in Naayya. Use this as a reference for understanding what each field does and how it affects your products.
Universal Settings#
These settings apply to all product types.
Product Type Selection#
The product type dropdown is organized into two groups:
Classes
- Drop-in: Single class purchase (1 credit)
- Bundle: Multi-class package with credits and expiry dates
- Membership: Recurring subscriptions with ongoing billing
Appointments
- Single Session: One-time appointment booking (1 session)
- Session Pack: Multiple appointment sessions with expiry dates
This is the first and most important choice - it determines which other settings become available.
Basic Information#
Name
- What customers see during purchase
- Used in receipts, invoices, and customer communications
- Keep it clear and descriptive
- Example: "10 Class Pass" not "bundle_10_classes"
Membership Type (memberships only)
- Organizes memberships for easier management
- Available options: Unlimited, Limited, Trial, Other
- Choose "Other" to create a custom type
- Used for reporting and product organization
Custom Type (appears when "Other" is selected)
- Enter your own type name
- Example: "Nutrition Coaching", "Corporate Programs"
Pricing#
Price
- Amount customers pay (in your default currency)
- For bundles/physical: One-time payment
- For memberships: Amount per billing cycle
- Must be greater than 0
- Supports decimal values (e.g., 99.99)
Currency
- Automatically populated from your Stripe account
- Cannot be changed per-product
- All products use the same currency as your Stripe configuration
Product Status#
Available for Purchase
- Toggle switch to control product visibility
- ON: Customers can see and purchase the product
- OFF: Product is hidden from customer view
- Use OFF for: Discontinued products, seasonal items, testing new products
Description#
Description
- Optional detailed information about the product
- Shown to customers during purchase
- Include important terms, conditions, or benefits
- Use for: What's included, usage restrictions, special instructions
- Supports multi-line text
Bundle & Drop-in Settings#
These settings appear when "Bundle" or "Drop-in" is selected under Classes.
Credit System#
Credits
- Number of class bookings included in the package
- Drop-in: Automatically set to 1 credit
- Bundle: Set to 2 or more credits
- Each regular class typically uses 1 credit
- Premium/special classes might use 2+ credits
- Set high numbers (50+) for "unlimited" packages
Valid for (days)
- How long credits remain usable after purchase
- Only appears when credits is greater than 1
- Leave blank for no expiration (not recommended)
- Common values: 30, 60, 90, 120 days
- Shorter periods create urgency; longer periods increase sales
Purchase Restrictions#
Who Can Purchase
Everyone (default):
- Anyone can purchase, no restrictions
- Best for: Standard class passes and packages
Once Per Customer:
- Each customer can only purchase this product once
- Checked by email address (catches both logged-in and guest purchases)
- Best for: Intro offers, trial packages, new student specials
Appointment Session Settings#
These settings appear when "Single Session" or "Session Pack" is selected under Appointments.
Session Credits#
Sessions
- Number of appointment bookings included
- Single Session: Automatically set to 1
- Session Pack: Set to 2 or more sessions
Valid for (days)
- How long sessions remain usable after purchase
- Leave blank for no expiration
Session Purchase Restrictions#
Who Can Purchase
Everyone (default):
- Anyone can purchase, no restrictions
Once Per Customer:
- Each customer can only purchase this product once
- Best for: Intro sessions, first-time client offers
Membership-Specific Settings#
These settings only appear when "Membership" is selected under Classes.
Billing Configuration#
Billing Frequency
- How often the customer is charged
- Options: Weekly, Every 2 Weeks, Monthly, Every 3 Months, Every 6 Months, Yearly
- Most common: Monthly
- Weekly works well for limited access plans
- Quarterly/yearly improve cash flow but require larger commitment
Usage Limit
- Maximum classes allowed per billing cycle
- Leave blank for unlimited access
- Set a number for limited plans (e.g., 4, 8, 12 classes per month)
- Resets each billing period
Activation Settings#
Starts When
On Purchase (default):
- Membership begins immediately upon purchase
- Customer is charged right away
- Can book classes immediately
- Best for: Standard memberships
First Class Booked:
- Membership begins when customer books their first class
- Customer is charged when they first use the membership
- Reduces commitment anxiety for trials
- Best for: Intro offers, trial memberships
Fixed Date:
- All customers start on the same specific date
- Enables synchronized billing cycles
- Requires setting a "Start Date"
- Best for: Cohort programs, seasonal memberships, challenges
Eligibility Rules#
Who Can Purchase
Everyone (default):
- Anyone can purchase, including existing customers
- Allows multiple concurrent memberships
- Most flexible option
- Best for: Standard ongoing memberships
Once Per Customer:
- Each customer can only purchase this specific membership once
- Prevents repeat purchases of the same product
- Membership still renews until cancelled
- Best for: Limited eligibility recurring offers
New Members Only:
- Only for customers who have never had any subscription
- More restrictive than "once per customer"
- Best for: New member specials, first-time subscriber discounts
Renewal behavior#
- Memberships renew automatically until cancelled
- There is no auto-renew toggle for memberships
- Use a bundle for fixed-duration or one-time offers
Date Settings#
Start Date (only when "Fixed Date" is selected):
- Specific date when all memberships begin
- All customers who purchase will start on this date
- Creates synchronized billing cycles
- Required for fixed date activation
Memberships do not have an end date field.
Advanced Configuration Tips#
Internal Product Management#
Name vs Internal Name
- The system auto-generates an internal name from your product name
- Internal name uses lowercase and underscores (e.g., "10_class_pass")
- Display name is what customers see
- Internal name is used for system operations and API calls
Multi-Product Strategy#
Product Variations:
- Create similar products with different terms (intro vs. regular pricing)
- Use different eligibility rules for new vs. returning customers
- Offer both limited and unlimited versions of similar memberships
Category Organization:
- Use consistent categorization across related products
- Custom categories help organize unique offerings
- Categories are useful for reporting and analysis
Validation Rules & Restrictions#
The system enforces several rules to prevent invalid configurations:
Membership Rules#
- Memberships are always recurring subscriptions
- "Fixed Date" activation requires a start date
- "Once per customer" limits eligibility, not renewal behavior
- Use bundles for fixed-duration access
Bundle Rules#
- Credits must be at least 1
- Valid for (days) must be at least 1 day (if specified)
- Price must be greater than 0
Universal Rules#
- Product names must be at least 2 characters
- Prices must be greater than $0.01
Common Configuration Mistakes#
Membership Issues:
- Forgetting to set usage limits for "limited" plans
- Using "Fixed Date" start without setting a start date
- Pricing monthly memberships too close to bundle prices
Bundle Issues:
- Setting validity periods too short for large packages
- Pricing credits inconsistently across different bundle sizes
- Using unclear names that don't indicate credit count
General Issues:
- Forgetting to set products as "Available for Purchase"
- Using vague product names that don't describe what's included
Testing Your Products#
Before making products live:
- Test the purchase flow (use Stripe test mode)
- Verify all settings work as expected
- Check customer communications (emails, receipts)
- Test booking behavior for credit-based products
- Set to "Available for Purchase" when ready
Product Management After Creation#
Once products are live, you can:
- Edit most settings (price changes affect new purchases only)
- Enable/disable availability
- Update descriptions
- Monitor usage and performance
- Create variations based on popular products
Remember: Changes to active memberships may affect existing subscribers, so test thoroughly and communicate changes to customers when necessary.
For specific product type guidance, see our dedicated guides for Bundles and Memberships.