3.1.4 Add-on Setup in Services

AgencyHandy allows users to enhance their service offerings by setting up add-ons, which are additional services that clients can select in conjunction with the primary service. This feature provides greater flexibility and customization for client orders, enabling a more comprehensive and tailored service experience.

Purpose:

Setting up add-ons in services is designed to offer clients supplementary options that complement the main service they are purchasing. This enhances the client's experience and provides opportunities for upselling and increasing revenue.

Pre-Condition:

• Users must have administrative access or the necessary permissions to modify service settings in AgencyHandy

• A clear understanding of the extra services offered as add-ons is required.

Steps to Use:

1. Log in to AgencyHandy:

   • Ensure you have the necessary permissions to modify service settings.

2. Navigate to the Add-ons Section:

   • From the dashboard, go to the "Services" section.

   • Select "Add-ons" to access the add-on configuration page.

3. Create a New Add-on:

   • Click on “Add New Add-on.”

   • Provide the following details for the new add-on:

     • Name: Enter a descriptive name for the add-on.

     • Description: Provide a detailed description of the add-on service.

     • Pricing Type: Choose between one-time or subscription pricing.

     • Amount: Set the price amount for the add-on.

     • Currency: Select the appropriate currency for the add-on price.

4. Save and Publish the Add-on:

   • Review the details and ensure everything is accurate.

   • Click "Save" to add the new add-on.

   • Publish the add-on to make it available for selection.

5. Update the Order Form:

   • Navigate back to the “Form” section.

   • Select the "Order Form" to which you want to add the newly created add-ons.

   • Find the “Add-ons” tab in the left column and connect the relevant add-ons to this service

   • Ensure that the order form for the service includes the option to select add-ons.

   • Save the updated order form settings.

6. Client Purchases:

   • Once the add-on is published and connected, clients can select the add-on when purchasing a service.

   • Clients will see the add-ons listed as optional or mandatory extras depending on your configuration.