Add-ons

Add-ons are purchasable extras attached to services. Use them for additional deliverables, options, or scope beyond the base service.

Create an Add-on

1. Open Add-ons in the team workspace and choose Create Add-on.
2. Enter a title, description, and base price.
3. Choose One-off or Recurring billing and select the related services offered for that billing type.
4. Choose the field type: a single add-on or multiple options. Multiple-option add-ons need at least one option; each option has a label and can have a price modifier.
5. If clients may buy multiple units, enable quantity selection and set a maximum quantity per purchase if needed.
6. Save, then check the purchase flow for the selected service.

Creating an add-on requires create_addons. Viewing, editing, and deleting use view_addons, edit_addons, and delete_addons respectively.

Manage Availability

Open an add-on to view its linked services and configuration. Edit its details, toggle its active status, or duplicate it to create a similar offering. The list also offers bulk actions.

Only applicable, active add-ons appear in the relevant service purchase flow. The total reflects the selected options and quantities. Recurring add-ons can also appear with a client's service subscriptions; see Subscriptions.

Troubleshooting

• Add-on missing: Check its active status, linked service, and billing type.
• Unexpected total: Check the base price, option price modifiers, and selected quantity.
• Cannot change an add-on: Ask an administrator to check your add-on permissions.