Products

Products are the items your workspace sells through circleOS.

Use them for tests, kits, supplements, prepaid packages, and other things that should be purchased, fulfilled, or tracked.

A product is the container. The actual sellable items usually live in its variants.

Create a product

1. Open Settings and choose Products.
2. Click Create Product.
3. Enter the product title.
4. Save the product.

After saving, circleOS opens the product so you can finish the rest of the setup.

Open a product

1. Open Settings and choose Products.
2. Open the product you want to edit.

The product page is split into five tabs:

• Variants
• Pricing
• Public details
• Settings
• Reporting

The right-hand sidebar is where you manage:

• whether the product is currently active
• sales channels
• external commerce health

Variants

Use Variants for the actual versions of the product that can be sold.

You can:

• review existing variants
• create a new variant with a title, SKU, and base price
• open a variant for more detailed setup

If a product comes in different sizes, strengths, or package types, that is usually handled here.

If you need a patient-facing checkout link, open the product variant itself and use the Action Menu. The main product page does not expose a patient-app share link.

Pricing

Use Pricing when you want to manage prices across variants in one place.

This tab currently includes:

• a pricing matrix for base and region-based pricing
• tier pricing rules for bulk or package-style pricing

Public details

Use Public details for the patient-facing version of the product.

This tab is mainly for:

• the product title shown to patients
• the product image

Use it when the internal workspace name is not the wording you want patients to see.

Settings

Use Settings for what should happen after the product is bought.

Behavior

• Automatically generate treatment plan upon purchase creates a draft plan after purchase.
• Is prepayment marks the product as a deposit or prepayment rather than a normal purchase.

Grants

Use Grants when buying this product should unlock something else for the patient.

The current picker works with service variants and product variants, for example:

• one or more uses of a service variant
• one or more units of another product variant

This is mainly used for bundles, prepaid packages, or products that should grant later care.

Reporting

Use Reporting to control how the product is treated in analytics and exports.

The current controls are:

• Include in reports
• Is gift card
• Reporting category

Use a reporting category when several products should be grouped together.

Sales channels and active status

Sales channels and active status are managed from the sidebar, not from a dedicated tab.

Use the sidebar to:

• turn the product on or off
• add or remove sales channels
• check whether the external commerce mapping is healthy

If sales channels are unavailable, the product usually still needs to be synced to the commerce engine first.

If a product should no longer be used at all, archive it from the page action menu. Archiving is separate from simply turning it off.