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What you will accomplish

Signed-in customers will open Shop in the customer app and see products that are easy to scan: grouped options when you want one card per product, prices that match how you talk about cost, and filter tags in a helpful order. When you finish, your team can explain a price on the phone and have it match what the customer sees on their screen.

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When to use this guide

Use this guide when customers buy storage plans, services, or memberships from the signed-in Shop page. You might need this when:
  • A customer says the shop price does not match the invoice
  • One product has several price options and the list looks too long
  • You added tags such as Storage, Detailing, or Membership and want them in a clear order
  • You are about to invite customers to pay online for the first time
Shop is not the same as the public marketplaceShop is what signed-in customers see in the customer app (the Shop tab).The public marketplace is what anyone with the link can open to browse cars or products. See Publish marketplace listings for the public page, and Test marketplace checkout before you share a buy link.

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Before you start

Checkout still charges the correct totalThe Shop switches only change how list prices look. Checkout still collects the right tax and fees. Turn the switches on when you want the card price to look like the final card or ACH total.

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Step 1: Open the Shop page in Customer app

1

Go to Website & customer app

In the dashboard sidebar, open Settings, then Website & customer app.You can also go directly to Settings > Website & customer app.Expected result: The page title is Website & customer app. You see Shareable links at the top.
2

Scroll to Customer app

Scroll to the Customer app section.Expected result: You see a phone-sized live preview and a row of page names such as Home, Events, Cars, Schedule, Shop, Billing, Documents, and Settings.
3

Click Shop

Click Shop in that page row (labeled Customer app pages).Why this matters: Shop settings only appear after you select Shop. If you stay on Home, you will edit the home screen instead.Expected result: The editor shows Shop catalog and Shop filter tags. The preview shows the Shop page.
Customer app settings showing page tabs for Home, Events, Cars, Schedule, Shop, Billing, Documents, and Settings next to a phone preview
Click Shop in the page row under Customer app. This is how you switch from the home screen to shop settings.

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Step 2: Set Shop catalog display

Shop catalog controls how product cards look.
1

Find Shop catalog

On the Shop page, expand Shop catalog if it is collapsed.Expected result: You see three switches: Group product options, Show prices including tax, and Show prices including processing fees.
2

Choose Group product options

Turn Group product options on when one product has several prices (for example Indoor / Outdoor, or Monthly / Annual).Customers see one card, then click through to pick an option.Turn it off when every price should appear as its own card on the list.Why this matters: A long list of nearly identical cards is hard to scan on a phone. Grouping keeps the shop short.
3

Choose Show prices including tax

Turn Show prices including tax on when you want shop cards to show the tax-included total.Turn it off when you want the card to show the amount before tax.Checkout still adds the correct tax either way.
4

Choose Show prices including processing fees

Turn Show prices including processing fees on when the card should show the card or bank fee already included.Turn it off when the card should show the service amount before those fees.Expected result: Each switch saves on its own. You may see a short Saved message. The phone preview updates to match.
Shop catalog settings with Group product options, Show prices including tax, and Show prices including processing fees switches next to a Shop preview
Shop catalog has three switches. Changes save automatically. Checkout still charges the correct total.

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What each switch means in plain English

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Step 3: Put filter tags in a helpful order

Shop filter tags are the chips customers tap to narrow the list (for example Storage, Detailing, Membership). Tags come from each product. You add them on the product in Payments > Products and services. This settings page only orders tags that already exist.
1

Find Shop filter tags

Still on the Shop page, expand Shop filter tags.
2

If you see No shop tags yet

Open Payments > Products and services, edit a product, and add customer-facing tags such as Storage or Detailing.Come back to Shop filter tags. The tags appear after you save the product.Why this matters: Empty tag chips confuse customers. Add tags only when you have more than one kind of product.
3

Drag tags into the order customers should see

Drag the handle on the left of each tag.Put the most common choice first. Many facilities use: Storage → Services → Membership.
4

Click Save if you see it

After you drag, click Save if a Save button appears.Expected result: The preview filter chips match the new order.
Shop filter tags list with drag handles next to Tag order and a Shop preview showing filter chips
Drag tags into the order customers should tap first. Click Save if it appears after you reorder.
Keep tag names shortUse one or two words customers already say, such as Storage or Detail. Avoid staff codes such as SKU-INT-01.

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Step 4: Confirm Shop appears in bottom navigation

If customers cannot find Shop, the Shop tab may be missing from bottom navigation on the Home page.
1

Click Home in the page row

In Customer app, click Home.
2

Check Bottom navigation

Expand Bottom navigation. Confirm a tab labeled Shop (or similar) is present and points to the shop page.If you removed it earlier, click Add nav item and add Shop back.See Customize the customer mobile app for home screen and tab help.

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Step 5: Preview like a customer

1

Copy Customer login

Scroll to Shareable links at the top of the same settings page. Click Copy on Customer login.
2

Open a private browser window

Use a private or incognito window so you are not signed in as staff.
3

Sign in as a test customer

Enter an email from a test customer in Contacts.Open Shop from the bottom tabs.Expected result: Product names, grouped options, prices, and tag chips match the preview you set in Customer app.
Customer Shop page showing Storage and Detailing filter chips, Express Exterior Detail for 185, and Monthly Car Storage with a 695 to $895 price range
After sign-in, Shop should match the catalog switches and tag order you set. Grouped storage shows one card with a price range. If it does not match, refresh or sign out and back in.

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What success looks like

  • You opened Shop from the page row in Settings > Website & customer app.
  • Group product options matches how you want the list to look.
  • Tax and fee switches match how your team quotes prices on the phone.
  • Filter tags are in a customer-friendly order—or hidden because you have no tags yet.
  • A test customer can open Shop from the customer app and see the same layout.

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Troubleshooting

I do not see Shop catalogClick Shop in the page row under Customer app. Those settings do not appear on Home.
The shop looks emptyAdd or turn on products in Payments > Products and services. Confirm the item is active and set to show to customers. Then refresh the preview.
The customer sees a different price than I quotedCheck Show prices including tax and Show prices including processing fees. Then walk through Test marketplace checkout so the checkout total matches your quote.
No shop tags yetTags appear here only after you add them on a product. Open the product, add short tags, then return to Shop filter tags.
Customers cannot find ShopOn Home, check Bottom navigation for a Shop tab. Also confirm Connect payment processing is ready before you ask customers to pay.

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What to do next