> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Products
> Create and manage products in the HoopAI Platform — physical, digital, free, and subscription-based — with inventory tracking, collections, and customer reviews.
The Products section is your central catalog for everything you sell. Products you create here are available across invoices, payment links, order forms, documents, and your online store. You can manage pricing, inventory, variants, digital delivery, collections, and customer reviews — all from one place.
Navigate to **Payments → Products** to get started.
## Products overview
The products table lists all your products with:
| Column | Description |
| ---------------- | ---------------------------------- |
| **Image** | Primary product thumbnail |
| **Name** | Product display name |
| **Type** | Physical, digital, or free |
| **Last updated** | Date the product was last modified |
### Importing products
You can populate your catalog from external sources without creating products one by one:
* **Import as CSV** — Upload a spreadsheet of products in bulk. Use this when migrating from another system.
* **Import from Stripe** — Pull your existing Stripe product catalog directly into the HoopAI Platform, keeping both systems in sync.
### Filters
Use the **Filters** button to narrow the product list by:
* **Collection** — show only products in a specific collection
* **Store visibility** — show only products available in (or hidden from) your stores
* **Source** — filter by where the product originated (manually created, imported from Stripe, etc.)
***
## Creating a new product
Go to **Payments → Products** and click **+ Add product**.
Enter a clear product name. In the description field, explain what the customer is buying — this appears on checkout pages and invoices.
Choose the pricing type:
* **One-time** — a single charge
* **Recurring** — a subscription billed on a set interval (daily, weekly, monthly, annual)
* **Free** — no charge (useful for lead magnets or trial access)
For recurring products, set the billing interval and trial period (if applicable).
Upload product images. The first image becomes the primary thumbnail shown on checkout and store pages.
* **Physical product** — enable shipping and set the weight and dimensions
* **Digital product** — upload the file the customer receives after purchase
* **Free product** — no payment required; useful for gated content or free trials
Toggle on **Track inventory** and enter the stock quantity. The platform will reduce the available count with each sale and can display "Out of stock" when inventory reaches zero.
Enter a higher **Compared at** price to show a crossed-out original price alongside the sale price — a visual cue that communicates a discount to shoppers.
Click **Save**. The product is now available to use in invoices, payment links, order forms, and your store.
***
## Digital products
Digital products are files (PDFs, videos, zip archives, software licenses, etc.) that are delivered to the customer automatically after purchase.
Digital product delivery is available exclusively for orders placed through eCommerce stores. Make sure the **Store** option is enabled in the product's settings.
### Products without variants
When creating or editing a product, open the **Pricing** section and select the pricing option you want to configure.
Scroll to **Shipping and Delivery** and select **Digital Product**.
Click **Upload file** and select the file to deliver. Supported file types include images, audio, video, documents, and ZIP files. Up to 10 files can be uploaded per product, with each file limited to 100 MB.
Verify the file names shown, then click **Save**.
### Products with variants
In the product editor, go to the **Variants** section and select the specific variant to configure.
Upload the files to include with that variant. Each variant can have its own set of files.
Review the file names and click **Save**. Repeat for each variant.
After purchase, customers receive an email with a secure download link. To ensure email delivery works, enable **Order Confirmation Email** at **Payments → Payment Settings → Notifications**. Without this, customers can only download from the checkout confirmation page.
Different variants of the same product can be different types. For example, a "Book" product could have variants for Ebook (digital), Audiobook (digital), and Physical Book (physical).
***
## Free products
Free products work like regular products but do not require a payment method from the customer. They are useful for:
* Lead magnets (free guides, templates, tools)
* Trial memberships or course access
* Waitlist sign-ups with a product attached
When creating the product, set the price to **\$0.00** and choose the display currency.
Enter a higher value in the **Compared at** field to show a strikethrough price (e.g., ~~\$25.00~~) — communicating the value of the free offer.
Expand **Additional Options** to connect the product to a membership or course, granting access automatically after the free "purchase."
Add the free product to a funnel step's Products tab. In the funnel settings, you can disable the credit card field entirely so customers do not need to enter payment details.
Go to **Automation → Workflows** and create a workflow triggered by **Order Form Submission** (for your free product funnel step). Add a **Send Email** action to automatically deliver the product or access link.
***
## Inventory management
Open a product and toggle on **Track inventory**.
Enter the number of units currently in stock.
The inventory count decreases automatically with each sale. When stock hits zero, the product is marked as out of stock and cannot be purchased.
At any time, open the product and edit the inventory count to reflect restocks, adjustments, or corrections.
***
## The "Compared at" price
The **Compared at** price displays a crossed-out higher price next to the actual selling price, creating a visual sale indicator on your checkout pages and store listings.
For example: \~\~$199~~ **$99\*\*
Edit an existing product or create a new one.
In the pricing section, enter a value in the **Compared at** field. This must be higher than the actual sale price.
The strikethrough price will appear on checkout pages and in your store.
***
## Bulk editing products
When you need to update prices, statuses, or other fields across many products at once, use the bulk edit tool.
In the Products list, check the boxes next to the products you want to edit.
Click **Bulk edit** in the toolbar that appears.
Update the fields you want to change across all selected products and click **Save**.
***
## Product collections
Collections group related products together, making it easier for customers to browse your store by category.
### Manual collections
A manual collection is a fixed list — you choose exactly which products belong to it.
Go to **Payments → Products** and click **Collections → Create collection**. Select **Manual**.
Give the collection a name (e.g., "Summer Sale", "Coaching Packages").
Search for and select the products to include. Click **Save**.
### Smart collections
A smart collection populates automatically based on rules — any product that matches the criteria is added to the collection without manual selection.
Click **Collections → Create collection** and select **Smart**.
Set conditions such as:
* Product title contains a keyword
* Price is above or below a value
* Product type equals physical/digital
* Tag equals a specific value
Choose **All conditions** (AND logic) or **Any condition** (OR logic).
The collection populates automatically and updates whenever products are added or changed.
***
## Customer reviews
The HoopAI Platform supports customer reviews on products sold through your store.
### Enabling reviews on your store
Go to **Sites → Stores** and edit your store. Open the **Products List** or **Product Details** page builder.
Select the **Products List** element and enable **Show Reviews and Ratings**. You can also customize the color of the star icons and review text to match your branding.
Click **Save** and publish the page for the changes to go live.
### How customers submit reviews
Customers see a **Reviews and Ratings** section at the bottom of each Product Details page. Clicking **Write a Review** opens a form with required fields (name, email) and optional fields (phone, headline, description). After submission, the review enters the **Pending** queue and a confirmation is shown to the customer.
### Moderating reviews
Go to **Payments → Products → Reviews** to manage all submitted reviews.
| Tab | What it contains |
| -------------- | ------------------------------- |
| **Pending** | Reviews awaiting your decision |
| **Approved** | Reviews published on your store |
| **Unapproved** | Reviews you have hidden |
For each review you can see the **author** (name and email), **review details** (headline and text), **star rating**, **date and time submitted**, and the **product and store** it was left on.
Use the **Actions** dropdown on any review to:
* **Approve** — publish the review on your store
* **Unapprove** — hide the review from your store
* **Reply** — add a public response to the review
* **Move to trash** — permanently remove the review
You can filter reviews by date range, store location, product name, or star rating. Approved reviews appear on the Product List page (showing average rating and total count) and on the Product Details page (showing each review and a rating breakdown).
***
## Frequently asked questions
Yes. Use **product variants** to create different versions of the same product — for example, different sizes, tiers, or durations — each with its own price.
If inventory tracking is enabled and the count reaches zero, the product is marked out of stock and customers cannot purchase it until you update the inventory.
Yes. Products are shared across the entire platform. Once created, a product can be added to any invoice, payment link, order form, or store.
Open the product and change its status to **Archived**. Archived products are hidden from your store and checkout but remain in your records and can be reactivated.
Yes. Go to **Payments → Products** and use the **Import from Stripe** option. Your Stripe product catalog is pulled directly into the HoopAI Platform, eliminating manual re-entry.
Digital product email delivery requires the **Order Confirmation Email** notification to be enabled at **Payments → Payment Settings → Notifications**. Without it, customers can only download from the checkout confirmation page. Also confirm the product is sold through an eCommerce store — digital delivery is not available through other checkout types.
Yes. A product can belong to multiple manual and smart collections simultaneously. This is useful for cross-listing products in different store categories.
When creating a recurring product, toggle on the **Trial period** option and enter the number of trial days. Customers can access the product during the trial without being charged. The first billing cycle starts after the trial ends.