How to Duplicate, Update, and Delete Products & Services

This guide covers how to duplicate an existing item, update prices, and delete unused products in the Products & Services section of your Onespot app.

Duplicating an Item

Need a new product that's similar to one you already have? Instead of starting from scratch, duplicate an existing item and edit the copy.

• On any saved item in Products & Services, click the Duplicate (copy) icon.
• A new item opens in the editor, named "[Original name] (Copy)" (for example, "Enrollment Deposit (Copy)").
• Everything carries over — price, billing type, description, and any custom questions — but it saves as a separate, brand-new product, so the original is untouched.
• Edit any fields as needed, then click Save.

Updating a Product Price

If you need to change the cost of a service (like tuition or a club fee), you can edit the price directly on the existing item in the Products & Services section.

• One-Time Invoices: Any new manual invoices created after the change will show the new price.
• Past Invoices: This change is not retroactive. Any invoices already sent or paid will stay exactly as they were.
• Existing Subscriptions: Updating a price in Products & Services will not automatically change the rate for parents already on a recurring subscription. Those members are locked into the original price they signed up with. To move a parent to a new price, you will need to cancel their existing subscription and then set up a new one using the updated item.

Deleting Items

We know that as your programs evolve, your list of products can get a bit crowded. Here is how to keep your Products & Services organized:

• Deleting Items: You can delete any unused items directly in the Products & Services section.
• Is it safe? Yes! Deleting a product from your catalog removes it from your future options. Past invoices that used that item will stay intact, and your reports will remain accurate.
• Coming Soon (Archiving): We are currently building an Archive feature! This will allow you to hide older items from your active list without deleting them entirely, giving you even more control over your catalog.

Best Practice:

• If you are making a massive change to a service (e.g., changing "Summer Camp" to "Year-Round Care"), it is often better to create a New Item to keep your reporting categories distinct.