Setting up an add-on product

Any product from your store can be offered to your clients as an add-on to your appointments. Add-ons can be used as a tool to upsell items and incentivize clients to make additional purchases. Once an add-on product is set up, you can offer it to clients when booking an appointment. For more information, see Booking an appointment.

Depending on how you’re viewing the schedule, add-ons included with appointments will be displayed differently. When the schedule is in calendar view, appointments will display an icon Add-on icon to indicate if any add-ons are included. When the schedule is in list view, the number of add-ons included with the appointment will appear under the Add-Ons column. You can hover over the number in the column to get more information about the add-ons included with the appointment.

To set up an add-on product:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Store Configuration.
    5. On the Store Configuration menu, click Products.
    6. On the Products page:
      • To add a new product, click Add Product.
      • To make an existing product an add-on, click the product in the list
    7. If you are adding a new product, enter the product’s details. For details about specific fields, see Product general information settings and Product advanced settings.
    8. Under Advanced Settings, scroll to the Service Add-on heading. Under this heading, select Product is used as an appointment add-on.
    9. Select the checkboxes next to all appointments that should have this product as an available add-on. To make the product available as an add-on for all appointments, select the Select All checkbox.
    10. Select the product option applicable for this appointment. For more information on product options, see Product general information settings.
    11. If the purchase of this product will add additional time to the appointment:
      1. Click Add Additional Time to the right of the appointment.
      2. From the lists, choose the amount of additional time this product will add to the appointment.
    12. To select a new price for the product when purchased alongside the Appointment:
      1. Click Additional Cost to the right of the appointment.
      2. From the lists, choose the new price for the product. This new price will ignore the original price of the product.
    13. Click SAVE.
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