Creating an offer step by step
On the offer list (menu Offers) click Create offer. You need selected organization and permissions (members do not see this button). Page has two columns: left - form in tabs, right - live preview of the payment page (CheckoutPreview).
Page layout
- Top: Back to offers and header Create offer.
- Form card with four tabs: Basic, Promotions, Details, Advanced. Tabs with validation errors may be highlighted.
- Right: preview of payment page (org logo, title, amount, BLIK/card) - updates when fields change.
- Bottom: Create offer button.
Live preview
Preview shows the payment page as the customer will see it: logo, offer title, amount (with tax if set), subscription info (frequency, expiry), trial and discounts (when Promotions filled), images and description (Details), BLIK and Card (per Advanced). Preview refreshes when you change the form.
Tab: Basic
Title - required. Gross and Net - enter one, the other is calculated from tax. Tax - VAT % (default 0). Currency - usually PLN. Enable subscription mode - one-time or recurring; when on, BLIK model, frequency and expiry fields appear below.
When subscription is on
BLIK model - fixed (A), variable with confirmation (M) or variable (O). Model O may require org permission. Payment frequency - daily, weekly, monthly, etc.; Other with number and unit. Subscription expiry date. Max number of payments (optional).
Tab: Promotions
Promotions lower price at start or in selected periods; only with subscription. When you turn off subscription in Basic, trial and discount settings are reset.
Trial
Trial on; choose number of payments or time (e.g. week, month). Trial price - zero = free trial. For model A trial is limited to one payment or time not longer than one billing period.
General discount
General discount on; Discount % (0-100), Duration (daily, weekly, monthly, etc. or Other with number and unit). Duration cannot exceed frequency (validation).
Discount schedule
Discount schedule - percentage discounts in date ranges (e.g. February 20% off). Only for variable amount (M or O); for A the toggle is disabled. Add ranges: from-to date and discount %. End date must be after start. Add range, Remove per range.
Tab: Details
Images - Add image; after selecting file you can crop. Description - text for the payment page. Counters show how many images and characters used.
Tab: Advanced
Allowed payment methods - BLIK, card or both; at least one required. Subscription cancellation lock - period when customer cannot cancel in portal; only with subscription. Thank you page and Error page - optional URLs after success/failure. Metadata - key-value pairs; Add row. Stripe report - if org has Stripe integration. Option to disable promotional BLIK price on failure when org has BLIK promotions.
Validation messages
- Enter title - title empty.
- Title must be at least 3 characters.
- Enter valid amount / Amount required.
- Select BLIK model - subscription on but no model.
- Frequency required, Expiry date required.
- Number/Unit required - for "Other" in frequency or expiry.
- Trial price required (0 = free).
- Max 1 payment in trial for fixed amount - model A and trial payments > 1.
- Discount % required.
- End date must be after start - in discount schedule.
- Enable at least one payment method.
Saving the offer
Click Create offer. All tabs are validated; if there are errors the form is not submitted and tabs with errors may be highlighted. Fix and save again. On success: toast Product created successfully!, redirect to offer details. From there you can Share and copy link or download QR.
When options are hidden or disabled
Stripe report only with active Stripe in org. BLIK promotional price option only when org has BLIK promotions. BLIK model O requires org permission. Form limits images, description length and metadata pairs - counters show limits.