Add-on Services

Owned by Emily Carlson
Last updated: Oct 17, 2024
2 min read

Table of Contents

Overview

The Add-on Items tab is used to setup add-on items for professional services. Add-ons function as mini-services that you can add-on to full-services in order to enhance the customer experience.

Required Permissions

  • Professional Services Admin 

Accessing the Tool

The Add-on Services tab is used to setup add-on items for professional services. Add-ons function as mini-services that you can add-on to full-services in order to enhance the customer experience. 

 

To add a new add-on:

  1. Click the +ADD NEW ADD-ON SERVICE button.

  2. Click into the New Add-On Name box and enter the add-on name.

  3. Click the arrow icon to begin configuring the add-on in the right-hand window.

 

To edit an existing add-on:

  1. Click add-on in the left-hand column.

  2. The service information will open in the main window where changes can be made.

 

To assign an add-on to a Service:

Once an add-on is added to the Professional Services system, you will then need to add it as a Service Association in order to be able to select it when making a reservation. You can set up the Service Association under Admin Setup>Services. 

 

To rearrange the order of add-on services:

  1. Click Edit Order.

  2. Drag and drop the add-on services to re-order.

  3. Click Save.

Add-ons General Information

  • Add-On Service Name: The add-on name listed in the New Add-On Service box. This can be adjusted as necessary. 

  • Description: Used to provide more details on what the add-on entails.

  • + Add New Row:  Adds a new row to the add-on service duration/item/price table setting the fields to their default settings of:   

    • Duration: 0

    • Provider: Standard

    • Item: Blank

    • Price: $0

    • Override: Off

  • Action

    • Copy Icon:  Adds a new row to the service duration/item/price table duplicating the row copied. 

    • Delete Icon: Deletes the row from the service duration/item/price table.  

  • Toggle on Override to be able to edit the price of the add-on service. This value will determine what amount is charged in mobile point of sale.

Add-on Service Associations 

  • This section is used to indicate the specialists that offer the add-on service.

  • Services: This functionality will allow add-on service additions to your defined add-on service that will adjust the duration and the price of the service if necessary.

    • Check off the service that will offer the add-on service.

    • Clicking Select All will automatically select all the services.

  • Specialists/Providers: 

    • Check off the specialists/providers that will offer the add-on service. 

    • Clicking Select All will automatically select all the specialists/providers.

After adding or modifying an add-on service, click Save at the bottom of the screen to save the changes. 

To delete an add-on service, click the trash can icon in the bottom right hand corner of the screen.

Best Practices

FAQs