Adding Products to Quotes

Include retail products like skincare, serums, and post-treatment kits directly on patient quotes.

Setting Up Products

1. Go to Admin → Products
2. Click Add Product
3. Enter:
   • Product Name (e.g., “ZO Skin Health Daily Power Defense”)
   • SKU (optional)
   • Price
   • Category (optional – for organization)
4. Save the product

Adding Products to Quotes

1. Create a new quote
2. On the appropriate step, scroll to Products
3. Select products to add
4. Adjust quantity if needed
5. Products appear as line items on the quote

On the Patient Quote

Products appear in their own section with name, quantity, and price.