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Managing and Creating Add-Ons for Services/Classes - Vagaro Pro app

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Jamie Bennett
  • Updated

Creating more broad services with specific add-ons can diversify your offerings for your customers. For example, creating a service for a Men’s Haircut and adding add-ons for a beard trim, full shave, or hot towel can reduce your menu by three different services. Using this method, customers will spend less time scouring your menu for the specific service they want and can design their appointment based on their needs.

This article will cover the following:

  1. Creating an Add-On Category (next)

  2. Creating Add-Ons

  3. Manually Apply Add-Ons to Services/Classes

  4. Managing Your Add-Ons

Related Articles:

Important

Following the steps below, you can create add-ons for both classes and services; however, keep in mind that some screens may look different.

Creating an Add-On Category

Note

Add-On Categories are used to organize and manage your add-ons. When booking online, customers can select different add-ons nested in the category applied to the service or class. When creating add-on categories, you can set booking requirements, like requiring an add-on selection.

  1. Navigate to More → Settings → Things We Sell → Service / Class Menu.

    1_vpro_more_settings_2x.png
    settings_svc_class_menu_2x.png

  2. Tap Services or Classes.

    service_class_vpro_2x.png

  3. Tap Add, then tap Add-On Category

    create_addon_category_vpro_2x.png
    create_addon_category_class_vpro_2x.png

  4. Enter a category name.

    This name will be visible to customers/employees. A standard naming convention for add-on categories could be the add-on type. For example, if you provide an add-on like fragrances burned during a massage, your add-on category could be named "Aromatherapy" and contain add-ons for essential oils you provide.

  5. Select One Add-On or Multiple Add-Ons.

    one_addon_vpro_2x.png
    multiple_addon_vpro_2x.png

    • One Add-On: When booking online or through in-house checkout, the customer can select one add-on from the add-on category.

    • Multiple Add-Ons: When booking online or through in-house checkout, the customer can select multiple add-ons at a time. If you select this option, two fields will display: Select at Least and Select at Most. Enter a value into Select at Least or Select at Most to set a minimum/maximum selection amount. This field can be set to zero.

      Note

      Toggling Require Add-On Selection on will automatically set Select at Least to one.

  6. Toggle Require Add-On Selection on or off if you want to require an add-on selection from this category.

    require_selection_vpro_2x.png

    Required categories applied to a service will have a red Required icon when booking that service; the customer will not be able to finalize the appointment until a selection is made.

  7. Tap Create.

    Note

    When an Add-On Category is created, it will populate the service/class menu. All add-on categories are labeled with a (+) icon and can be edited by tapping the category, then selecting edit.

Creating Add-Ons

Note

You can convert existing services or classes to add-ons. See Convert Services or Classes to Add-Ons.

  1. Tap an add-on category, then tap Add Add-On to directly apply an add-on to a category.

    add_addon_vpro_2x.png

  2. Create a name for your add-on.

    This is the name that employees and customers will see. Using the example in the previous section, an add-on name like "Lavender Oil Treatment" or "Tea Tree Oil Treatment" could be placed in an "Aromatherapy" category.

  3. Add a description for your add-on, so customers can understand what they will receive.

  4. Tap Category, then select an add-on category(if applicable).

    select_category_vpro_2x.png

  5. Tap Used With, select one or more services or classes for which the add-on will apply, then tap Confirm. You can tap the (-) icon to apply the add-on to all services/classes in a category, or you can search with the Search function.

    select_services_web_2x.png
    select_classes_vpro_2x.png

    If you haven't created any services and classes yet, you can skip this step and apply Add-Ons to Services later.

    Remember: When a customer goes to book an appointment online, they will have the option to select add-ons applied to that service or class. All add-ons will be grouped within their respective add-on category, even if you only applied one add-on from that category. If that category was set to Required or has a minimum/maximum selection amount, those options will carry over to the add-ons nested inside that category.

    addons_vpro_2x.png

  6. Enter a Business Cost for the add-on (not for the service or class itself.) The business cost is what it costs your business to perform the add-on, not including employee wages. This may include costs to purchase consumable items, like tea tree oil, or a yoga studio rental booked for each class, but does not include the cost of an item that you reuse, like a comb or a towel.

    business_cost_vpro_2x.png

  7. Select one or more Taxes for the add-on. To create taxes, see Create and Manage Tax Rates.

    taxes_vpro_2x.png

  8. Toggle Show Add-On Online to display the add-on name and description when booking an appointment online.

    show_addon_online_vpro_2x.png

  9. Toggle Show Add-On Price Online to display the add-on name, description, and price when booking a service online.

    show_price_online_vpro_2x.png

  10. Set the base Price, Duration, Points Given, and Points to Redeem for the add-on.

    set_base_options_vpro_2x.png

    • Price: The price the business or service providers sell the add-on for

    • Duration (Services Only): Time it takes to perform the add-on. This can be set to zero.

    • Points Given: Points given to the customer for purchasing this add-on.

    • Points Redeem: Points needed to redeem this add-on for free

  11. Tap Add Photo to set the add-on photo for online purchases, select Photo Library or Camera, then select/capture a photo.

    add_image_vpro_2x.png
    select_photo_vpro_2x.png

    Note

    The maximum image size is 4 MB. Picture dimensions should be approximately 798px (width) x 894px (height).

  12. Tap Save to create a new add-on.

Manually Apply Add-Ons to Services/Classes

You can also manually apply add-ons to individual services/classes.

  1. Tap the Service or Class you want to edit, then select Edit.

    edit_service_vpro_2x.png
    edit_class_vpro_2x.png

  2. Tap Add-Ons Suggested.

    apply_addons_vpro_2x.png

    From this screen, you can view add-ons already applied to the service/class.

    Note

    Required add-on categories will have a red Required icon. Below the add-on category name, follow Choose # up to # for how many add-on selections are required. Add-On categories with the grey Optional icon are not required.

    addons_vpro_2x.png

  3. Tap Modify to add recommended add-ons.

    modify_vpro_2x.png

  4. Select add-ons. Remember: Customers will have to make an add-on selection for required categories.

    select_addons_vpro_2x.png

  5. Tap Save, then tap Save again on the Edit Service page.

Managing Your Add-Ons

Delete Add-Ons and Add-On Categories:

  1. Tap the add-on or add-on category you want to delete.

  2. Tap Delete.

    delete_addon_category_vpro_2x.png

  3. Confirm Deletion.

    1. Tap Delete Add-On to confirm add-on deletion.

      delete_addon_vpro_2x.png

    2. If you selected an add-on category to delete, an option to delete just the category or all add-ons nested inside the category will display.

      delete_category_vpro_2x.png

      Select Delete with all sub level, then tap Delete Add-Ons Category to delete both the category and add-ons nested inside.

      confirm_category_addon_deletion_vpro_2x.png

      Select Delete Add-On Category, then tap Delete Add-Ons Category to delete just the category.

      confirm_category_deletion_vpro_2x.png

Note

If the add-on or add-on category is tied to a package, membership, or discount/promo, you cannot delete it from the Vagaro Pro app. Use the web version for this action.

delete_error_vpro_2x.png

Rearrange Add-Ons:

  1. Tap the add-on you want to move, then select Move to Category.

    move_to_category_vpro_2x.png

  2. Select a category.

    select_category_move_vpro_2x.png

The add-on will be moved to the add-on category you selected.

With the new add-ons feature, you can design your service/class menu to be more efficient than ever before. Creating intuitive add-ons in conjunction with services and classes will help keep your service/class menu more organized for a better customer experience. See the following articles on how to fully set up your service/class menu:

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