Create service add-ons
In this guide, you’ll learn how to create service add-ons that allow clients to select optional extras when booking an appointment.
How service add-ons work
Service add-ons are customizable extras that clients can choose when scheduling an appointment. Add-ons are linked to specific services and can be tailored to match your business offerings, such as product types, extra treatments, or refreshments.
You can create multiple add-ons per service and define how clients select them, including adding an extra cost or extending the service duration.
For example, your business can use add-ons to offer clients a choice of product during their service, such as selecting a lotion type for a spa treatment or a specific type of conditioner for hair salons.
Set up service add-ons
Service add-ons must be enabled at single service level and will automatically apply to any bundles that include that service.
- From the main menu on the left of your screen, go to Catalog.
- Select an existing service from your Service menu, or create a new one.
- In the left menu panel, select Service add-ons and click on the Add group button.
- Click on the Create new group button.
- In the New add-on group view, enter a Group name that is easily recognizable for your team, and a Prompt to client that will appear during online booking. For example, “Choose your hair conditioner”.
- Under the Add-on options section, click on the Create option button to create specific options for the group.
- In the pop up, enter the following add-on details:
- 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 if needed.
- Click on the Add button at the bottom of the pop up to save the option to the group.
- To add more options, click Create option and repeat the same steps.
- Under the Limits section, use the checkboxes to define the minimum, maximum, and quantity restrictions for how many add ons a client can select from the group.
- Click on the Save button in the top right corner to apply your changes
- From the Add option group view, click the Apply button in the top right corner to assign the add-on group to the service.
- 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.
Edit or remove add-ons in a service
Once an add-on has been linked to a service, you can choose to edit the add-on settings or remove it from that service.
- From the main menu on the left of your screen, go to Catalog.
- 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 the add-on listed, click on the three dots and select from the following:
- Remove: select Remove to unlink the add-on group from this service. From the confirmation pop-up, select Save to confirm your changes.
- Edit: select Edit to make changes to the add-on. Click on the Save button in the top right corner when updated.
- Remove: select Remove to unlink the add-on group from this service. From the confirmation pop-up, select Save to confirm your changes.
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.
Add-on groups may be shared across multiple services. If you make a change to an add-on group it will affect all services that use that group.
Permanently delete an add-on group
You can disable add-on groups from individual services while retaining the add-on groups. If the group is no longer needed, you can also permanently delete it.
- Open a service from your Service menu.
- In the left menu panel, select Service add-ons and click on the Add group button.
- Under Existing groups, click on the three dots next to the group you would like to delete, and select Delete.
- From the confirmation pop-up, click Delete to apply your changes.
Once an add-on group is permanently deleted, it cannot be restored. However, you can create a new group to replace it if needed. Existing appointments will retain the add-ons that were selected at the time of booking.
FAQs
Yes, you can reorder your service add-on options from the Service add-ons settings. Click the three dots next to each add-on group and select either Move up or Move down to adjust the order. Changes made here will automatically appear in the client booking flow.
Yes, you can update a service add-on directly from your Calendar.
Open the appointment and select the service to edit it. Under Service add-ons, click on Actions (three dots) to Edit or Remove an existing add-on. To add a new one, click the Add button, choose from your add-on group, and click Apply to save your changes.
Revenue from service add-ons is included in the Sales summary report. Here you can choose to group the report by Type, which will give your total revenue for service add-ons within the selected time period.
Yes, specific add-on sales are recorded in the Sales log detail report. You can filter this report to show only sales of Type ‘Service add-on’ to view the specific service add-ons that are most commonly sold in your business.
You can easily add more options to any group within your Service add-ons settings. Just open the add-on group and click the Create option button to add a new selection to the group.