Set up Catalog type settings

Catalog type settings control how one offer type appears and which customer-facing settings can be used for that type. Products, Services, Memberships, Resources, and Other can each have different defaults, but compatible settings may be added where supported.

Open type settings

1. Open Catalog.
2. Open Public Catalog settings.
3. Choose the type you want to set up.

The sheet opens with Customer experience and any common settings for that type.

Turn on another setting

Use Add settings to show a supported setting in the main area. Each setting has its own switch.

Turning on a setting only makes that area available for the type. It does not publish offers, approve items, create payment rules, or change customer access by itself.

When a setting needs more detail, Qcom opens the right place to finish it:

• simple display settings stay inline;
• detailed rules open a focused setup sheet;
• records owned by another workspace open that owner, such as Payments or Promotions;
• item-specific settings stay on the individual offer.

<!-- image-needed: catalog-type-settings-sidebar.png - Catalog type settings with the Add settings list open -->

Available options

• Customer experience controls the public label and visible collections. It is always shown.
• Delivery and access controls how customers receive or access the value. It opens its own setup sheet when rules are needed.
• Booking connects the type to booking behavior where bookable offers are supported. Exact availability can still belong to the offer or branch schedule.
• Checkout and payment connects the type to payment behavior. Payment accounts and settlement stay in Payments.
• Customer access shows which items hand off a download, protected link, credential, or secure item after the customer qualifies. Exact access setup stays on the item.
• Coupons and promotions opens the promotions owner for eligible offers.
• Customer actions shows the actions customers, bots, Qyra, and public pages can offer next. Exact buttons are saved on each offer.

Some settings are shown first for common setups so you can start faster. Other compatible settings stay available in Add settings.

Collections are only categories customers can browse inside a type. They do not change delivery, booking, payment, feedback, promotion, approval, or access rules.

What still belongs on the offer

The type setting does not replace the offer's own sheet. Open the offer to manage the exact item details: name, description, audience, media, documents, knowledge, price, actions, readiness, approval, placement, and publish state.

If an offer needs to behave differently from the type, use an item setting or owner screen only when that option is supported.

Approval and access

Approval and audience are checked on the individual offer. A type can show that some offers need review, but each offer is submitted, reviewed, and published on its own.

Bots, Qyra, campaigns, journeys, and inbox conversations must use the same published Catalog rules. A link to a type or offer does not bypass audience, placement, approval, or eligibility.

Common problems

• If a panel is missing, check Add settings for that type.
• If a customer cannot see an offer, check the offer's audience, placement, approval, publication, and eligibility.
• If a bot cannot show a Catalog item, confirm the item is published and available to that viewer.
• If a payment, booking, promotion, or access rule is incomplete, open the owner screen for that panel.

Related

• Import Catalog items
• Troubleshoot Catalog visibility
• Manage offers in your Catalog
• Manage products in your Catalog