Appointment Add-Ons

Disambiguations: Add Ons, Addons

Clients will often request more services during their appointment or even as they're checking out. Without Add-Ons, you need to either quickly schedule more services or treat services as products in order to quickly charge your clients. That's why we crated add-ons. They're an easy way to add services onto an already-scheduled appointment. Any appointment-related service (i.e., appointment type) can be marked as an add-on. And once you've designated certain services as add-ons, they appear inside the appointment details screen for all booked appointments. For example, if you scheduled a client for a face massage. And at the end, the client asks for a quick eyebrow wax. Without add-ons, you would need to schedule the eyebrow wax separately so that your therapist was paid appropriately and the system would track all of the relevant information.

 

But, using the example above, if you have enabled the Eyebrow Wax Appointment Type as an add-on, you simply open the appointment for the face massage and change the new Add-On dropdown box to "Eyebrow wax." Instantly, the client's Appointment reflects the new add-on. The client will be charged for both services, payroll will reflect both services provided by the therapist, and the Retail screen behaves as if you checked the client out for two appointments at once.

 

To set up add-ons

  1. Tick the new checkbox under the new Add-On column on your Session Type Setup screen (Toolbox => Services => Session Type Setup) for any service that can be considered an add-on appointment
  2. Click Update
  3. Now, if you click on an already-booked appointment, you'll notice the new Add-On box in the upper right
  4. Choose the add-on that you want to assign
  5. Choose the staff member that will be performing the add-on and then click Add
  6. You'll notice the Add-On appear directly below the client's Add-On box
  7. You'll notice the Add-On appear directly below the client's Add-On box

 

Other things to know about add-ons

  1. Add-ons appear in the Day at a Glance report and the client's Schedule screen.
  2. Add-ons ignore whether an staff member is available or not (which gives them their true beauty).
  3. The add-on can only be assigned to a staff member that can perform the service.
  4. When you add an add-on, no payment is applied and the add-on is not automatically confirmed or checked out.
  5. Add-ons can be canceled from the Modify Appointment screen or the client's Schedule screen.
  6. If you cancel the main appointment, the add-on attached to the appointment is canceled, too.
  7. Add-ons do not affect the time (i.e., length of time) of the appointment.

 

Back to Appointment Type setup

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