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Managing the Product Catalog and Product Carousel

Benjamin Paull avatar
Written by Benjamin Paull
Updated this week

Introducing: The Product Catalog!

Meet Stay AI's new products and pricing experience.

Our enhanced product settings give you greater control over post-purchase experiences—now down to the variant level. Manage post-purchase pricing, availability in both the customer and merchant portals, and out-of-stock indicators with precision.

New Feature Unlocks

  • Unified Pricing Across Merchant & Customer Portals*

  • Variant-Level Pricing Controls

  • One-Time & Subscription Add-On Controls (Variant-Level)

  • Customizable Merchant Portal Product Listings

  • Draft Products for Subscriber-Exclusive Access

  • Improved Syncing Capabilities

  • Enhanced Interfaces and Overall UX Improvements

*Note: Selling Plans will always determine bundle pricing, prepaid pricing, and checkout pricing.

Catalog

The Catalog is now your single source of truth for managing standard product pricing across both the Merchant Portal and Customer Portal, with granular controls specifically for the Customer Portal.

Default Pricing Settings

Pricing

When you add a product (or multiple products) to the catalog, the subscription and one-time discounts for each variant are set according to your default pricing settings.

When you first get started these will be set at 0% for both subscription and one-time discounts.

Customer Portal Visibility Options

These checkboxes determine whether products (and their variants) are added as Enabled for Subscription or One-time in the Customer Portal when added to the catalog.

Note: Updating the default pricing settings will not affect products that are already in the catalog. Existing product pricing and visibiliy must be updated manually if changes are needed.

Adding Products to the Catalog

  1. Click the Add Products button

  2. Select your Products

  3. Click Add

You can now search your entire product list using:

  • Product Name

  • Variant Name

  • Product ID

  • Variant ID

Both Active and Draft products can be added to the catalog.

Adding a product to the catalog makes it immediately available in the Merchant Portal for adding and swapping.

Once a product is in the catalog, you can:

  • Control which variants are visible to customers in the Customer Portal

  • Edit variant-level pricing by visiting the product’s Product Details Page

If a product is not in the catalog:

  • It will no longer be available for adding or swapping in the Merchant Portal

  • This helps you and your Customer Service team avoid clutter from large or messy catalogs—eliminating confusion caused by duplicate or unused products

Draft Products for Subscriber-Exclusive Products

Add draft products to your catalog to create subscriber-exclusive offerings.

These products will not be available for purchase via Shopify checkout, but can be surfaced to subscribers through:

  • The Customer Portal Carousel

  • The View All Products modal

  • Promotions or Quick Action gifts and upsells

This allows you to offer exclusive products without cluttering your main storefront.

Example Use Cases

Multiple Selling Plan Groups at the Product Level

If you're offering different subscription discounts across various products—say 10%, 20%, and 30%—you can manage this by adjusting your Default Pricing Settings in stages:

  1. Set the Subscription Discount in Default Pricing Settings to 10%

  2. Add the products that should receive the 10% discount

  3. Repeat the process:

    • Set to 20%, then add those products

    • Set to 30%, then add those products

Be sure to enable each product in the Customer Portal so they’re available to subscribers.

Workflows

Your goal is to offer all products at 10% then switch them to 20% off.

  1. Create a 10% selling plan for your products.

  2. Create a workflow swapping the price of those products to 20% off their sales price.

  3. Set the Subscription in the Default Pricing Settings to 20% off, add your products, and enable them in the customer portal.

Removing Products from the Catalog

To remove a product from the catalog:

  1. Click the three dots on the product card

  2. Select Delete

Note:

When a product is removed from the catalog:

  1. All pricing settings and Product Detail Page configurations are reset

  2. If re-added later, the product will follow the current Default Pricing Settings

Product Detail Page

The Product Detail Page gives you full control over each product at the variant level. From this page, you can:

  • Enable or disable subscription and one-time purchase options

  • Set variant-level pricing for both purchase types

  • Mark variants or products as Out of Stock, prompting subscribers to swap the item in the Customer Portal

Subscription and One-time Discount

  • The Subscription Discount determines the price applied when:

    • A product is added as a subscription line

    • A product is swapped into a subscription line

  • The One-Time Discount determines the price applied when:

    • A product is added as a one-time line

    • A product is swapped into a one-time line

Note: These discounts are used consistently across both the Merchant Portal and Customer Portal when managing subscriptions.

Set Pricing by Variant

When Set Pricing by Variant is enabled, you can define subscription and one-time discounts individually for each variant.

  • Upon enabling, variant discounts will inherit the product-level discounts by default

  • You can then adjust pricing per variant as needed

If you disable Set Pricing by Variant, all variants will revert to using the product-level discounts, ensuring consistent pricing across all variants.

Enable Subscription / One-time in Customer Portal

These checkboxes control whether a product or variant is visible in the Customer Portal for:

  • Subscription purchases or swaps

  • One-time add-ons or swaps

When products are swapped, pricing is determined based on the type of line item they are swapping from.

Note: Products and Variants that are disabled in the customer portal will still be available to the Merchant Portal.

Mark Out of Stock

When you mark a variant as out of stock, it will be hidden from the Customer Portal.

If a customer has that variant on their subscription, their subscription card will:

  • Show that the product is out of stock

  • Prompt them to swap it for an available alternative

Note: Marking a variant out of stock here does not prevent orders from processing if the product is still marked as available in Shopify or Check Stock Levels is Disabled in Stay AI (Subscription Setup > Subscriber Billing).

Carousel

The Carousel Tab lets you:

  • Add or remove products displayed in the Customer Portal Carousel

  • Change the order in which products appear

Only products enabled for subscription and/or one-time purchase can be added to the Customer Portal.

If a product becomes unavailable in the Customer Portal, it will be automatically removed from the carousel.

Note: The carousel will only display if there are three or more products assigned to it.

Bundles

Bundle Parent products will show "Bundle" for their discounts on the Product Detail page as their pricing is only affected by the bundle selling plan.

On the Bundle Product Detail Page, you are still able to Mark the Bundle as Out of Stock and manage the customer portal visibility.

Bundle Child Products

Bundle Child Products do not need to be added to the Catalog to be available in the bundle builder interface. However, if you add them to the Catalog as standalone items, customers will also be able to select and add them individually in the Customer Portal (if that option is enabled).

Syncing Product Information

Auto Sync is coming soon!

Whenever you add, delete, or update products in Shopify—such as changes to titles, pricing, or images—you’ll need to sync your products to keep Stay AI up to date.

To sync:

  1. Go to Account > General

  2. Click the Refresh Products button

This ensures Stay AI reflects the latest product information.

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