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.
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
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)
Who Can Use This
Super Admin
Admin
How to Create an Add-on
Go to Services from the dashboard. Click the down arrow button.
Click Add-ons
Select Add New Add-on
Enter the Add-on Name
Add a detailed Description
Choose a Pricing Type
One-time
Subscription
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
Toggle Publish to make it available
Click Create
Only published add-ons will be visible when connecting them to order forms.
Attach Add-ons to an Order Form
Go to Forms
Open the relevant Order Form
Select the Service
Select the Add-ons section from the left panel
Choose the add-ons you want to associate with the service
Save the form
Once connected, clients will see these add-ons as selectable options during checkout.
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.
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.
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.
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