Add-on Setup in Services
FAQs: Add-on Setup in Services – AgencyHandy
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.
Who can create add-ons in AgencyHandy? Only users with administrative access or the necessary permissions can create and manage add-ons.
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.
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.
Can I set different pricing types for add-ons? Yes, you can choose between one-time or subscription pricing for each add-on.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Do add-ons support different currencies? Yes, you can select the appropriate currency for each add-on during setup.
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.
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.
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.
Will clients receive invoices that include selected add-ons? Yes, invoices will reflect all selected add-ons along with the primary service details.
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.
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.
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.
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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