Setting up add-ons for forms 2 & 3

Add a New Add-On

To begin setting up your add-ons, go to:

Settings > Industries > [Industry name] > Form [2 or 3] > Addons

Click on the blue "+ Add New" button at the top-right corner of the page. 

You will be redirected to an "Add Add-Ons" page.

Name

First, add a Name for the add-on. This will be displayed on both the admin side and the customer side of the software.  

If you would like for a different name to display on the customer's end, check the box next to "Different on customer end" and enter the name in the box below.  If you used this option, the admin will see the top-most name, while the customer will see the name that you put in the "Different on customer end" box.  

For example, the pet grooming industry may have different rates for their "brushing" service depending on the species and size.  They use the name "Brushing - cats" to more easily identify and edit this add-on in the backend. On the front end, however, customers will see just "Brushing" as the add-on name.

Description

Below, there is a box for entering a Description of the add-on. This will only be seen by you when viewing this page. This may be helpful, especially if you have multiple items with the same name.  

Explanation

If you would like to add an explanation to the add-on that the customer can see, check the box next to where it says "Show explanation icon on form". This will add an icon next to the add-on in the booking form. When the customer hovers over the icon with their curser, the explanation will be displayed.

Enable Pop-Up

If you would like to display a pop-up message when the customer selects the add-on, check the box next to "Enable popup on selection" and type in the message you would like to display.

You can also customize when the pop-up will display:

• Customer frontend, backend & admin - The pop-up will display for both customers and admin/staff on the front-end and back-end of the site.
• Customer backend & admin - The pop-up will only display for the admin or when the customer is logged into their dashboard.
• Customer only (frontend & backend) - The pop-up will display for the customer only: on the front-end of the site as well as when they are logged in.
• Admin only - The pop-up will only display for admin and staff members.  

Display

Below the popup section, select where you would like to display this add-on.  Under "Display", select one of the following options:

• Customer frontend, backend & admin - The add-on can be selected by new customers, existing customers, and the admin/staff for booking.
• Customer backend & admin - The add-on can only be selected by existing customers or admin/staff and will not display for new customers.
• Admin only - The add-on can only be used by admin or staff when making bookings.

Quantity-Based (Form 2 only)

If you are using add-ons in form 2, decide if you would like the add-on to be quantity-based. This option allows you to give the customers a way to select how many times they want to add this add-on.

If you select "Yes", you will need to set a maximum of how many times this add-on can be added. Enter a whole number with no spaces or symbols.

Price and job length increase based on quantity?

Next, decide if you would like the price and job length of the add-on to increase based on quantity.  Below where it says, "Price and job length increase based on quantity?", choose one of the following options:

• Yes - Customers can add multiples of this add-on to their service and it will affect the total price and job length.
• No - This add-on can be added multiple times but will only count towards the service total and time length once.  

If you selected "Yes" to make your add-ons quantity-based, decide whether you would like the pricing and time for this add-on to have a Manual or Multiply Structure.  

Multiply

This option will multiply the add-ons price and time and then add it to the customer's total.

For example, the cost of "brushing" is $20 and it takes 20 minutes to complete. When Multiply structure has been enabled, two of these services would cost $40 and take 40 minutes to complete. If the customer selects three of these add-ons, the total will be increased by $60 and 60 minutes. 

Manual

This option allows you to set up a custom structure for how each additional add-on affects the price and time. 

Once you select "manual", an extra box for each possible quantity will be added to the Price & Time section below. 

Using the same example as above, the cost of "brushing" is $20 and it takes 20 minutes to complete. When Manual structure has been enabled, you can enter a custom rate and time length for the second, third, etc. add-ons. 

If the customer adds this add-on twice, the service total will be increased by $35 and 30 minutes. If they select the add-on three times, the additional cost will be $50 and 40 minutes will be added.

For more information and examples of how to set up multiply or manual prices and times for add-ons (and extras), click here. 

Items (Form 3 only)

Check the boxes next to which items you would like to offer this add-on for.  If you uncheck a box, customers will not be able to see or select that add-on for their service.  

For example, the service "Brushing" is not available for pet birds so that box has been unchecked.  

Price & Time

Next, you will set up the Price and Time for the add-on. If your industry uses service areas, you will see "S.A." labeled just above these boxes. 

If you have a storefront or office, you will see "M.L." (merchant location) instead. 

If your business uses both service areas and merchant locations, you will have options for both sections. This allows you to set different prices depending on where the service is being performed.  

For the add-on's Price, enter how much it costs the customer to add this service to their booking.

If your add-on is quantity-based with a manual structure, enter the price for each quantity.

If you do not want to charge a fee for the add-on, enter "0" in the pricing box.

In the Time boxes, select how long the add-on will take to service.  If you would like your scheduling to be based on provider availability, we highly suggest you set times for each add-on.  This helps when it comes time to schedule so the booking is not assigned to someone who does not have enough time to complete it.  

If you do not want the add-on to increase the time, set the minutes box to "0".  

In form 3, you can set a price and time for each item that has been enabled.

Select Icon

Add-ons include icons in the booking form. Under "Select icon", click the icon image to pick an icon from the system, or click "Browse" to select a file from your device.

Please note: The image size should not be more than 300x300 pixels or it will be automatically resized to fit those constraints.  The allowed image types are JPEG, JPG, PNG, and GIF.

Once you have finished entering your preferences, click the blue "Save" button at the bottom of the page. 

Repeat this step until you have set up all of your add-ons. 

Changing the Add-On Order

Once you have added multiple add-ons, you can update the order in which they are displayed on your booking form. Go to:

Settings > Industries > [Industry Name] > Form [2 or 3] > Addons

To change the order, click and hold an add-on to drag and drop it into a new position in the list.

Once you are satisfied with the order, click the blue "Update Priority" button at the bottom of the page.

A green system notification will appear in the top-right corner of the page, letting you know the priority has been updated successfully. 

How to Edit, Duplicate, Archive, Unarchive, and Delete Add-Ons

If you ever want to make further adjustments to your add-ons, you can always go to: 

Settings > Industries > [Industry Name] > Form [2 or 3] > Addons

Edit an Add-On

To edit an add-on, click on "Options" and select "Edit".

You will be brought to the Edit Add-Ons page where you can modify any of the settings you'd like.  Just be sure to click the blue "Save" button to save any changes.  

A green system notification will appear in the top-right corner of the page, letting you know the add-on has been updated successfully. 

Duplicate an Add-On

To make a copy of an existing add-on, click on "Options" and select "Edit". A pop-up window will ask if you are sure you want to duplicate this add-on. Click "Yes" to proceed.

The phrase "-Copy" will be added to the name of the new add-on so you can tell it apart from the original. If you change the name, be sure to pick something different from the original name.  

Once you have finished making your adjustments, click the blue "Save" button at the bottom of the page.  

A green system notification will appear in the top-right corner of the page, letting you know the add-on has been duplicated successfully. 

Delete an Add-On

If you want to permanently delete an add-on, click on "Options" and select "Delete". A pop-up window will ask if you are sure you want to delete this add-on. Click "Yes" to proceed.

A green system notification will appear in the top-right corner of the page, letting you know the add-on has been deleted successfully. 

Archive an Add-On

If you would prefer to keep an add-on but not use it for our form right now, you can instead choose to Archive it. Once an add-on has been archived, neither the customer nor the admin can select it in the booking form.  

To archive an add-on, click on "Options" and select "Archive". A pop-up window will ask if you are sure you want to archive this add-on. Click "Yes" to proceed.

The add-on will now be listed under the "Archived" menu. 

Unarchive an Add-On

If you would ever like to start using an archived add-on again, you can easily "unarchive" it. Click on the drop-down menu at the top of the page and select "Archived". 

Click on "Options" and select "Unarchive" next to the add-on you would like to resume.  A pop-up window will ask if you are sure you want to unarchive this add-on. Click "Yes" to proceed.

The add-on will be moved back to the "Active" pricing parameter listing. You will now be able to use the add-on in your booking form again.