Managing and Creating Add-Ons for Services/Classes - Web Version

Navigate to Settings → Service/Class Menu, then click Services or Classes.

Click the Add drop-down menu, then click Service Add-On Category or Class Add-On Category.

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.

Select One Add-On or Multiple Add-Ons.

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

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

Click Create.

To create an add-on in an existing Add-On category, click the Action menu (3 vertical dots) next to an add-on category, then hover over Insert and click Add-On.

Drag and drop an image for your add-on or click Choose File, then select a file.

Enter an Add-On name.

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.

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

Open the Assigned to drop-down menu and select services or classes that will offer the add-on. You can use Select All if you want this add-on to apply to all services or classes you offer, or you can search with the Search function.

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.

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.

Select one or more Taxes for the add-on. To create taxes, see here.

Use the Performed By toggle to select employees that provide this add-on, then set individual options per employee. Add-ons are only suggested if the employee performs both the service/class and the add-on.

Depending on service providers’ access levels, they can navigate to Settings → Employee Profiles → Services to edit their preferences, like duration and price, for the add-on. Admins and the account owner can manually set prices, durations, and points from this screen.

If you want to set a base price, duration, and points for all service providers, see Copy Prices to Another Employee.

From the Service or Class tab, click the Service or Class you want to edit.

In the # Suggested Add-Ons section, click View to see applied, optional, and required add-os.

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.

Click Modify to apply add-ons to a service or class.

Select add-ons and add-on categories to apply to the service or class.

You can also click Select All or Deselect All to select or deselect all add-ons from the list.

Click Assign, then click Save on the Edit Service screen to finalize changes.

Select an add-on or add-on category you want to delete

Click the Action menu (3 vertical dots), then select Delete.

Confirm deletion.

1. To confirm deletion, click Delete.

   

2. When deleting an add-on category with nested add-ons, the options below will display.

   

   Select Delete Category and its Add-Ons, then click Delete Category to delete the entire add-on category and nested add-ons.

   Select Delete Category, then click Delete Category to delete just the add-on category.

Select the add-on you want to move.

Click the Action menu (3 vertical dots), hover over Move To, then select an add-on category.