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DocumentationCommerce operations

Commerce Operations

Commerce operations cover the work an operator does after the marketplace organization has places to sell.

Products

Products are the offers customers can book or subscribe to.

Use products to describe what is being sold, where it applies, and whether it supports one-time booking, recurring subscription, or both.

Bookings

The bookings page helps operators review marketplace bookings and admin-created bookings.

Open a booking detail page to understand the customer, product, time, status, and next action shown by the app.

Subscriptions

Subscriptions are recurring marketplace purchases. Operators use subscription pages to review recurring customer access and related status.

Refunds

Refund work belongs to Spaces from the operator side. Customer Help explains what customers may request. Spaces Help explains how operators review the work at a public-safe level.

Do not treat refund help as accounting instructions. Follow the product UI and your organization’s process.

Customer Records

User and customer pages help operators understand customer context tied to marketplace activity.

Expected Result

Operators can see what is being sold, who booked or subscribed, and what work needs attention without mixing customer self-service with operator actions.

Product Setup Checklist

Before publishing or using a product, check:

  • product name
  • location and resource connection
  • one-time booking or subscription behavior
  • availability rules
  • price or payment expectations when shown
  • cancellation and refund expectations
  • customer-facing description
  • whether the product is ready for public use

Use customer-friendly names. A customer should be able to understand the offer without knowing your internal setup.

Booking Review Checklist

When reviewing an operator booking, check:

  • customer name or account context shown by the app
  • product
  • location or resource
  • booking time
  • status
  • payment or fulfillment signal when visible
  • next action, if any

If a customer asks for help, open the booking detail page before answering.

Subscription Review Checklist

When reviewing a subscription, check:

  • customer
  • product
  • recurring schedule
  • current status
  • related bookings when shown
  • renewal or cancellation information
  • payment or refund context when visible

Subscriptions can affect future bookings. Check the whole subscription, not only one booking instance.

Refund Work

Refunds need careful language.

From the operator side, a refund may involve:

  • reviewing the customer’s request
  • checking the booking or subscription
  • checking the visible payment state
  • applying the organization’s policy
  • following the product UI for the next step
  • contacting the customer if more information is needed

Do not use public help as accounting or legal advice. Do not expose internal accounting identifiers, payment secrets, or provider credentials.

Commerce Problems

ProblemWhat to check
Customer says they booked but operator cannot see itCheck customer account context, booking list, and product/date filters.
A booking has the wrong productOpen the booking detail and compare it with the product setup.
A subscription did not renew as expectedCheck subscription status, product availability, and visible payment state.
A refund action is missingCheck eligibility, status, and whether the workflow needs manual review.
Product cannot be bookedCheck location/resource availability, product rules, and payment setup.

Customer Communication

When replying to a customer, keep it simple:

  • confirm the booking or subscription you are discussing
  • explain what the visible status means
  • say what the next step is
  • avoid internal implementation details
  • do not share payment secrets or private operator notes