Add-on Setup in Services

FAQs: Add-on Setup in Services – AgencyHandy

  1. What is an add-on in AgencyHandy? An add-on is an additional service that clients can select alongside a primary service, enhancing customization and flexibility in their orders.

  2. Who can create add-ons in AgencyHandy? Only users with administrative access or the necessary permissions can create and manage add-ons.

  3. How do I access the add-on configuration page? Navigate to the "Services" section in your dashboard and select "Add-ons" to access the configuration page.

  4. What information is required to create a new add-on? You need to provide a name, description, pricing type (one-time or subscription), amount, and currency for the add-on.

  5. Can I set different pricing types for add-ons? Yes, you can choose between one-time or subscription pricing for each add-on.

  6. Is there a limit to the number of add-ons I can create? There is no specified limit; you can create as many add-ons as needed to complement your services.

  7. How do I publish an add-on after creation? After entering all necessary details, click "Save" to add the new add-on and then publish it to make it available for selection.

  8. Can I edit an existing add-on? Yes, you can edit the details of an existing add-on by accessing it through the "Add-ons" section.

  9. How do I associate an add-on with a specific service? Go to the “Form” section, select the appropriate order form, and connect the relevant add-ons to the service via the “Add-ons” tab.

  10. Can clients choose multiple add-ons for a single service? Yes, clients can select multiple add-ons when purchasing a service, depending on your configuration.

  11. Is it possible to make an add-on mandatory for a service? Yes, during configuration, you can set add-ons as optional or mandatory extras for the service.

  12. How do I remove an add-on from a service? Navigate to the order form, go to the “Add-ons” tab, and deselect the add-on you wish to remove from the service.

  13. Can I delete an add-on entirely? Yes, you can delete an add-on from the "Add-ons" section; however, ensure it's not linked to any active services.

  14. Will clients see the add-ons during the checkout process? Yes, once add-ons are connected to a service, clients will see them listed as optional or mandatory extras during checkout.

  15. Can I offer discounts on add-ons? Currently, there is no direct feature to apply discounts to add-ons; consider adjusting the price manually if needed.

  16. Are add-ons visible in the client portal? Yes, clients can view available add-ons associated with services in their portal during the purchasing process.

  17. Can I track the popularity of specific add-ons? While there's no dedicated analytics for add-ons, you can monitor client selections and orders to gauge popularity.

  18. Is it possible to duplicate an existing add-on? Currently, duplication isn't supported; you'll need to create a new add-on with similar details manually.

  19. Do add-ons support different currencies? Yes, you can select the appropriate currency for each add-on during setup.

  20. Can I schedule add-ons to be available only during specific periods? There isn't a built-in scheduling feature; you'll need to manually publish or unpublish add-ons as needed.

  21. How do I ensure add-ons are mobile-friendly? AgencyHandy is designed to be responsive; add-ons will display appropriately on mobile devices during the client checkout process.

  22. Can I categorize add-ons for better organization? While there's no specific categorization feature, you can use naming conventions to group similar add-ons.

  23. Will clients receive invoices that include selected add-ons? Yes, invoices will reflect all selected add-ons along with the primary service details.

  24. Is there a way to preview how add-ons appear to clients? You can simulate the client experience by navigating through the checkout process to see how add-ons are displayed.

  25. Can I restrict certain add-ons to specific client groups? Currently, add-ons are linked to services and order forms; to restrict access, consider creating separate services or forms for different client groups.

  26. Can I add any type of add-on to any service in AgencyHandy?

    No, in AgencyHandy, add-ons must match the pricing type of the service they are associated with.

    • One-time add-ons can only be linked to one-time services.

    • Subscription-based add-ons can only be linked to subscription-based services.

  27. How are add-ons processed when purchased with a service in AgencyHandy?

    In AgencyHandy, when a client selects add-ons alongside a primary service, each add-on is processed as a separate order. Although the charges for the main service and its associated add-ons are billed simultaneously, distinct orders are created for each add-on. This approach ensures individualized tracking and management for each component of the client's purchase.

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