Add-ons

Add-ons are optional extras clients can purchase with your services. Use them to upsell additional features, expand scope, or bundle enhancements without changing the core service.

Overview

• Optional, purchasable extras for services
• Visible in the checkout/order flow when enabled
• Can be toggled active/inactive anytime
• Support duplicate, bulk actions, and status toggle

Prerequisites

• Permission: view_addons (view), create_addons, edit_addons, delete_addons
• At least one active service to associate with

Creating an Add-on

1. Go to Add-ons in your team dashboard
2. Click Create Add-on
3. Fill details:
   • Name and description
   • Pricing and billing type
   • Assign related services (where applicable)
4. Save

Tip: Use Duplicate to create similar add-ons quickly.

Managing Add-ons

• Edit: Update name, pricing, or availability
• Toggle Status: Activate/Deactivate without deleting
• Bulk Actions: Apply actions to multiple add-ons
• Delete: Remove when no longer needed

Showing Add-ons in Checkout

• Add-ons appear on relevant checkout/order flows when active
• Clients can select add-ons during purchase
• Totals update automatically based on selections

Best Practices

• Keep names clear and benefit-focused
• Price add-ons transparently
• Group common add-ons per service type
• Use Duplicate to maintain consistency

Troubleshooting

• Add-on not showing: Ensure it’s Active and linked to visible services
• Can’t edit: Check edit_addons permission
• Pricing not applied: Verify add-on is selected in the order flow