# Add-on Setup in Services

The **Add-on Setup** feature in Agency Handy lets you enhance your core services by offering optional add-ons that clients can select during purchase. Add-ons allow agencies to bundle extra value, upsell complementary services, and customize orders based on client needs—without creating entirely new services.

You can create both **one-time** and **subscription-based** add-ons and attach them to service order forms. Once published, add-ons appear as selectable options for clients during checkout.

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#### What You Can Do

* Create one-time or subscription-based add-ons
* Define pricing, billing cycles, and currency
* Add rich descriptions using the built-in editor
* Publish or unpublish add-ons as needed
* Attach add-ons to service order forms
* Control add-on visibility for client checkout

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#### Why It Matters

* Increases average order value through upsells
* Gives clients more flexibility when purchasing services
* Keeps service customization clean and structured
* Reduces the need for creating multiple similar services
* Enables clearer tracking for each purchased item (service + add-ons)

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#### Who Can Use This

* Super Admin
* Admin

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#### How to Create an Add-on

1. Go to **Services** from the dashboard. Click the down arrow button.
2. Click **Add-ons**
3. Select **Add New Add-on**
4. Enter the **Add-on Name**
5. Add a detailed **Description**
6. Choose a **Pricing Type**
   * One-time
   * Subscription
7. Configure pricing details
   * For one-time: amount and currency
   * For subscription:
     * Billing interval (e.g., every 1 month)
     * Optional billing cycle limit
     * Subscription fee and currency
8. Toggle **Publish** to make it available
9. Click **Create**\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FawYt0EX2XSG2SnlTrSFM%2FScreenshot_111.png?alt=media&#x26;token=e1bc9202-e134-4a5f-8574-c0c8aea879e3" alt=""><figcaption></figcaption></figure>

Only published add-ons will be visible when connecting them to order forms.

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#### Attach Add-ons to an Order Form

1. Go to **Forms**
2. Open the relevant **Order Form**
3. Select the **Service**&#x20;
4. Select the **Add-ons** section from the left panel
5. Choose the add-ons you want to associate with the service
6. Save the form

Once connected, clients will see these add-ons as selectable options during checkout.\ <br>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2Foyoy2LOih76YTf2OQvYS%2FScreenshot_112.png?alt=media&#x26;token=d95bb48a-d178-45ea-9c95-f183fb275980" alt=""><figcaption></figcaption></figure>

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#### Pricing & Billing Behavior

* **One-time add-ons** are charged once during purchase.
* **Subscription add-ons** follow the billing interval you set (e.g., every 1 month).
* **When the service and add-on have different billing cycles**, Agency Handy bills them together only for the **overlapping cycles**, then continues billing only the one that still has remaining cycles.

**Case 1: Add-on Cycle Is Longer Than Service Cycle**

* Both the **service + add-on** are billed together for the service’s total cycles.
* After the service ends, **only the add-on** continues billing (if it still has remaining cycles).

Example:\
If a service runs for **4 cycles** and a subscription add-on runs for **5 cycles**, both are billed for **4 cycles**, then only the add-on is billed for the **remaining 1 cycle**.

**Case 2: Add-on Cycle Is Shorter Than Service Cycle**

* Both the **service + add-on** are billed together for the add-on’s total cycles.
* After the add-on ends, **only the service** continues billing for its remaining cycles.

Example:\
If a service runs for **5 cycles** and a subscription add-on runs for **3 cycles**, both are billed for **3 cycles**, then only the service is billed for the **remaining 2 cycles**.

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#### Client Purchases

Once the add-on is **published** and **connected to an order form**, clients can select it when purchasing a service.

* Clients will see add-ons listed as optional extras during checkout.
* When a client selects add-ons along with the primary service, **each add-on is processed as a separate order**.
* Even though the **main service and add-ons are billed at the same time**, Agency Handy creates **distinct orders for each add-on** to support separate tracking and management.

This helps your team manage delivery, progress, and reporting for each add-on independently.

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#### Additional Notes

* Unpublished add-ons will not appear on order forms
* Add-ons can be reused across multiple services
* Currency is set per add-on and cannot be mixed within the same add-on
* Deleting an add-on removes it from future purchases but does not change existing orders
* Currency is set per add-on and cannot be mixed within the same add-on.
* An add-on can only be attached to services that use the same currency.
* If an add-on’s currency does not match the service’s currency, the add-on will not appear in the add-on selection list when you try to connect add-ons to that service.