Add-on Services

1 min read

Make a service an extra that clients buy together with a main service.

An add-on is an extra a client buys together with a main service, such as express delivery.

Overview

This guide shows how to make a service an add-on and where clients buy it.

Who Can Access

Agency AdminTeam Member

Step-by-Step Guide

  1. Create the extra as a service

    Add a service for the extra with its price.

  2. Mark it as an add-on

    Under Orders of this service, tick This is an add-on — don’t create a new order and choose its Parent services. Assigning and deadlines aren’t available for add-ons.

    Orders of this service: add-on, group quantities, assign to team member and set a deadline
  3. Clients buy it with the parent

    On an order form, the add-on is offered with its parent service and its price is added to that order instead of making a new one. The order shows it under its Add-ons tab.

Good to Know

  • Filter the Services page by All Types → Add-ons to see them.
  • Add-ons don’t get payment links.
  • In the client portal, add-ons are listed with your other services.

Frequently Asked Questions

Can an add-on belong to several services?⌄
Yes. Tick every parent it goes with.