Create service add-ons
Learn how to let clients choose optional extras during booking by adding add-ons to your services.
In this article
How service add-ons work
Service add-ons are optional extras linked to specific services that clients can choose when booking, such as a specific conditioner or adding nail art. This gives you a simple way to elevate your client experience and increase earnings without overcomplicating your service menu.
You can create multiple add-ons for each service and decide whether they have an additional cost or time. Add-ons can also be grouped so they can be used across different services.
Create a service add-on group
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From the main menu on the left of your screen, go to Catalog.
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Select Service menu from the left menu panel.
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Select an existing service from your Service menu, or create a new one.
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In the left menu panel, select Service add-ons and click on the Add group button.
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In the Option view, click on Create new group.
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In the New add-on group view, enter a Group name that is easily recognizable for your team, and a Prompt to clients that will appear during online booking. For example, “Choose your hair conditioner”.
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Under the Add-on options, click on the Create option button to create specific add-ons for the group.
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In the pop-up, enter the following details, then click on the Add button at the bottom of the pop-up to save the option to the group. :
- Option name: The name shown to clients, for example, Argan oil conditioner.
- Description: A short explanation of the add-on.
- Additional pricing: If the add-on costs extra, enter the price.
- Additional duration: Add extra time to the service.
- Advanced settings: Update the default sales tax setting for the add-on and add the cost of the add-on to your business.
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To add more options, click on the Create option button and repeat the same steps.
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Under the Limits, tick the checkboxes to define the minimum, maximum, and quantity restrictions for how many add-ons a client can select from the group.
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Under Linked services, click on Edit and tick the checkbox next to other services the add-on option applies to.
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Click on the Save button in the top right corner to create the new add-on group.
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From the Add option group view, click on the Apply button in the top right corner to assign the add-on group to the service.
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Click Save in the top right of the service to save your changes.
Once created, the add-on group will automatically apply to the services you have selected. When a client books this service online, or if the appointment is manually added into your calendar, the add-on group will appear as an additional step within the booking flow.
If an appointment includes multiple services with add-ons, all add-ons will appear in the booking flow. For appointments that contain bundles, clients will be shown add-ons for each service within the bundle.
Customize advanced settings for service add-ons
Allow add-ons to be included in commission and discounts, or hidden from online bookings.
- From the main menu on the left of your screen, go to Catalog.
- Select Service menu from the left menu panel.
- Click on the service with an add-on you would like to edit.
- In the left menu panel, select Service add-ons , then click on an add-on.
- Click on Advanced settings to view the advanced settings options.
- Tick the checkbox next to the following settings to enable them for this add-on:
- Enable commission for this group: Commissions will be calculated using the rate of the booked service.
- Apply discounts to add-ons within this group: When a discount is applied to the booked service, the same discount will automatically apply to any add-ons within this group.
- Hide from online booking: Clients will not see this group during booking, but it will appear on confirmation emails and receipts.
- Click on the Save button in the top right corner to update the add-on.
- In the Add option group view, click on the Apply button in the top right corner to save the changes to the service.
- Click Save in the top right of the service to save your changes
After setting advanced options for an add-on, they’ll apply automatically to all future bookings.
Edit or remove add-ons in a service
- From the main menu on the left of your screen, go to Catalog.
- Select Service menu from the left menu panel.
- Click on the service with an add-on you would like to edit or remove.
- In the left menu panel, select Service add-ons.
- Next to an add-on listed, click on Actions (three dots) and select from the following:
- Edit: Make changes to the add-on. Click on the Save button in the top right corner when updated.
- Remove: Unlink the add-on group from this service. In the confirmation pop-up, select Save to confirm your changes.
- Edit: Make changes to the add-on. Click on the Save button in the top right corner when updated.
Once an add-on group is removed from a service, the change will apply to all new appointments booked for that service. Existing appointments will retain the add-ons that were selected at the time of booking.
Permanently delete an add-on group
- Open a service from your Service menu.
- Select Service menu from the left menu panel.
- In the left menu panel, select Service add-ons and click on the Add group button.
- Under Existing groups, click on Actions (three dots) next to the group you would like to remove, and select Delete.
- Click on the Delete button in the pop-up to apply your changes.
When an add-on group is permanently deleted, existing appointments will retain the add-ons that were selected at the time of booking.
FAQs
You can control the order of your add-ons from the Service add-on settings within a service. Click on an add-on group, select Actions (three dots) next to an option, and choose Move up or Move down. The updated order will automatically appear in the client booking flow.
Add-ons can be updated in an existing appointment directly from your Calendar. Open the appointment and select the service from the right panel. Click Actions (three dots) next to an add-on and choose Edit or Remove to update it. To add a new add-on, select the Add button, choose an option from your add-on group, and click Apply to save your changes.
Revenue from service add-ons appears in your Sales summary report and Sales log detail report. Filter the reports by Type to view the total revenue earned from service add-ons within your selected date range.
Once commission is enabled for a service add-on, commissions is calculated on add-on sales from that point onward. Add-on sales made before the commission setting was enabled remain unchanged.