When a customer books an appointment online, any available add-ons are also displayed for them to select. These add-ons are automatically added to the customer's cart at Checkout. However, if the customer wants to remove an add-on or apply new add-ons to their service or class, the business must do that in-house.
Prerequisites: You must have created at least one add-on at your business.
Add-ons are selected when customers check out in-house or book online. Once you select the add-ons for a service, they are also added to the customer' start, where you can remove or choose more add as per the customer's request. Add-ons can not be added to classes from checkout and can only be applied when registering attendees.
To apply add-ons from Checkout:
-
Go to the Checkout screen, select the customer, and add their services to the Shopping Cart.
-
If you have an existing appointment on the calendar, select Checkout in the appointment to go to the Checkout screen.
-
If you're checking out a walk-in, select a customer, select Shopping Cart, and then add a service. If there are any add-ons applied to the service, you'll be able to select them.
-
-
To select a new or another add-on, edit the service in the Shopping Cart:
-
Select Shopping Cart at the top of the screen.
-
Select the service to be changed.
-
Select Add-Ons.
-
Select the checkboxes for the add-ons Assigned to Service or All Add-Ons, then select Continue.
-
In Item Details, select Save.
-
-
To manage add-ons added to the Shopping Cart:
-
Select Shopping Cart at the top of the screen.
-
Select the add-on to be changed.
-
Update the add-on as needed, then select Save. You can also remove an add-on from the cart by selecting Remove Item.
-
-
Check out the customer's service.
To apply add-ons from Checkout:
-
Go to the Checkout screen, select the customer, and add their services to the shopping cart.
-
If you have an existing appointment on the calendar, check out the customer to go to the Checkout screen.
-
If you're checking out a walk-in, select a customer, then add a Service. You can only add a service from the Checkout screen. If there are any add-ons applied to the service, you'll be able to select them.
-
-
To choose a new or another add-on:
-
In the item column, select the hyperlinked (blue) service name. The Select Service popup will be displayed.
-
In the popup, select Add-On.
-
Select the checkboxes for the add-ons Assigned to Service or All Add-Ons, then select Continue.
-
In Select Service, select Save.
-
-
To manage add-ons added to the cart:
-
Optionally, change the add-on's Price or apply a Discount.
-
Optionally, remove an add-on from the cart by selecting the Action
menu next to that add-on, selecting Delete, and then confirming deletion.
-
-
Check out the customer's service.
Add-ons can only be selected when customers register for a class in-house or online. Once a customer has registered, you can remove any add-ons applied to their session, but you won't be able to add any additional add-ons.
To apply add-ons to a class:
-
Go to the Calendar.
-
Select the class session on the Calendar, then select Add Attendees.
-
Search for and select the customers to register for the class, then select Next.
Tip
If the attendee doesn't have a profile at your business, you can create one for them by selecting the Plus + button in the top-right corner.
-
Scroll down to Session Enrollment and select Add-Ons under the customer's profile.
-
Select the checkboxes for the add-ons Assigned to Service or All Add-Ons, then select Continue.
-
Choose whether to just Add Attendees (without checking out) or Add & Checkout.
To apply add-ons to a class:
-
Go to the Calendar.
-
Select the class session on the Calendar, then select Add Attendees.
-
Search for and select the customers to register for the class, then select Next.
-
Select Add-Ons next to the Attendee Name.
-
Select the checkboxes for the add-ons Assigned to Service or All Add-Ons, then select Continue.
-
Choose whether to just Add Attendee(s) (without checking out) or Add Attendee & Checkout beforehand.
Add-ons in the customer's shopping cart can be managed from the Checkout screen. Here, you can add new add-ons, change their prices, apply discounts, or remove an add-on from the customer's cart.
To manage add-ons:
-
Begin checking out a customer with an add-on in their Shopping Cart.
-
Select Shopping Cart at the top of the screen.
-
Select the add-on to be changed.
-
Update the add-on as needed, then select Save. You can also remove an add-on from the cart by selecting Remove Item.
-
In the Shopping Cart, select Done.
-
Check out the customer's service or class.
To manage add-ons:
-
Begin checking out a customer with an add-on in their Shopping Cart. Add-ons will have the addon value in the Code column.
-
Optionally, change the add-on's Price or apply a Discount.
-
Optionally, remove an add-on from the cart by selecting the Action
menu next to that add-on, selecting Delete, and then confirming deletion.
-
Check out the customer's service or class.
Comments
0 comments
Please sign in to leave a comment.