Add-ons allow you to set up small purchase options that your clients can choose from when booking services with you. They can be used to create anything from nail trims and tooth brushing to daycare pickup and drop-off. In this guide we will explore the available settings for add-ons and walk through what the purchase process looks like for your clients.

To locate your account's add-ons, click or hover your mouse over the ellipses in the left-hand menu bar, then select "Add-Ons" from the menu.

That will open your Add-ons Management page. All of your existing add-ons will be displayed here, including their Name, their Price, and their status (Active or not).

Once you've navigated to your main Add-ons page, you can start creating some add-ons to go with your services! To build an add-on, select the "New Add-on" button at the top of the Add-ons page.

The New Add-on form has a variety of fields that can be used to customize your add-on. These fields are separated between two cards: one for the general add-on details, and the other for the applicable services.

Start by choosing a name for the add-on. This name will be visible to clients considering purchasing it from you, so it is best to choose something concise. Enter this into the "Name" field. You can then use the "Description" field to provide a more thorough explanation of what the add-on entails. This description will display below the add-on name where it is listed in the booking portal.

Use the "Price" field to set the additional charge for clients selecting this add-on. Type a value directly into the field or use the up/down arrows to adjust the field value by increments of 0.01.

Once you've chosen the general settings for your add-on, assign the services with which you want it to be available for purchase. Use the "Select a Service" drop-down to choose a service. Click the "Add Service" button to populate additional service selection fields. The trash can icon to the right of each selection field can be used to remove it from the list.

Including services in an add-on controls when it will display as an available option. Only the assigned services will list the add-on for selection within the client self-booking and manual booking processes.

Whenever an individual service is selected, an "Extend booking time" toggle will appear below the service selection field. This toggle is used to control whether or not the add-on will build any extra time onto bookings of that type. Turning the toggle ON (purple) populates a "Minutes" field, allowing you to set the amount of time needed for the add-on.

Note that the extended time is set up per service, allowing you to configure different duration effects for each assigned service. If the toggle is turned OFF (grey) the booking duration will be unaffected when the add-on is chosen. Keep in mind that group services do not allow for add-ons with extended duration, so no extended time toggle will populate when a group service is selected.

Finally, if you have any products created on your BusyPaws account you may choose to include one or more with your add-on. If desired, click the "Add Product" button to populate a product-selection field. Any products assigned here will be taken out of inventory when a client purchases the add-on.

When you have completed all sections of the form, click the "Create Add-on" button at the bottom of the page to save your new add-on and return to the main page.

The new add-on will now be listed here. As long as its "Active" toggle is turned ON (purple), the add-on will be available for use. To temporarily deactivate an add-on, switch its active toggle OFF (grey).

Note that the number of services to which an existing add-on can be applied is listed under its name.

Any of your existing add-ons may be edited by selecting its Name from the list on your main Add-Ons page.

Use the Edit Add-on page to make any desired adjustments, then click the "Update Add-on" button at the bottom of the form to save your changes.

To remove an add-on altogether, click the "Actions" button at the top right corner of the Edit Add-on page and select "Delete".

Then click "Continue" in the subsequent pop-up window to confirm your decision.

The add-on will be removed and you will be redirected back to the main Add-On page.

There are a few different ways that clients can purchase add-ons from you. They may be added to a manually generated invoice, associated with a booking that's being scheduled by a user, or selected by clients during the self-booking process. Users may also assign add-ons to existing bookings on your calendar.

To generate an invoice, start by opening the Customer Profile you want to create the invoice for, then select the "Actions" button at the top of the page and choose "Invoice" from the drop-down menu.

That will open the New Invoice page. Manually generated invoices can be used to purchase Service Credits, Add-on Credits, Cash Credits, products, and/or gift cards. Use the "Add-Line Item" button to select what you want to include on your invoice.

To include an add-on on the invoice, click the "Add Line Item" button, then locate the desired add-on in the item-selection pop-up. Use the search bar at the top of the pop-up to find add-ons by name.

You can also use the filter option to view just your add-ons. Click the filter button at the right-hand side of the search bar, then select "Add-Ons" from the drop-down menu.

When an add-on is selected, the "Description" field will auto-populate the name of the chosen add-on, the "Quantity" will default to 1, and the add-on's default price will display for the "Unit Cost".

For more information about the manual invoice process, check out our guide on Invoicing From Customer Profiles. Note that any existing invoice that is saved as a Draft or Unpaid can be edited to include add-ons. This includes invoices that have been generated from a clients profile as well as those that have been previously generated from a booking info page. Once an invoice has had any payments processed on it however, no further edits can be made.

All active add-ons will also be available for selection when adding bookings to your calendar. Once you have selected an individual service on the New Booking form, any add-ons that have been assigned to that service will populate for selection. Add-ons impacting the duration of the booking will be listed with their extended time values.

If one or more add-ons with extended duration are selected for the booking, the duration of the booking will be increased accordingly. For example, if the service being booked has a default duration of 30 minutes and a 15 minute nail trim add-on is selected, the duration of the booking will automatically change to 45 minutes. If a 15-minute and a 10-minute add-on were both selected, the booking would be increased to 55 minutes.

After selecting the desired add-ons, continue scheduling the booking as normal. For more information about creating bookings manually, check out our guide on Adding Bookings to Your Calendar.

Once you have created add-ons and set them to Active, clients going through the self-booking process will be able to view and select any add-ons associated with the service they have chosen. Add-ons that impact the length of the booking will be presented for selection at the beginning of the booking process, while those that have no impact on duration will be presented directly before payment and booking confirmation.

When a client selects an individual service for which there is one or more add-ons available that increase the booking duration, those add-ons will display for selection before they select the date and time for their booking. This is due to the fact that the add-ons will increase the duration of the booking, potentially affecting the available time slots. When the service is selected, a pop-up will display with the name of the selected service along with its price and description, followed by any available add-ons. Each add-on will also be listed with its name, price, description, and duration.

The client can select one or more of the add-ons, or click the "Book Now" button to continue without choosing an add-on. When a customer begins selecting add-ons, those chosen will be highlighted in purple and a tally of their selections will be listed at the bottom of the pop-up, just below the "Book Now" button. Clicking an add-on a second time deselects it.

When the client has made their choice of add-ons and clicked the "Book Now" button they will be taken to the date selection step. The time added to the booking will be automatically taken into consideration and they will only be shown booking windows that can accommodate the duration of their selected service combined with any additional time needed for their add-ons. All chosen add-ons will be listed under the service name at the top of the booking window.

You may also have add-ons that do not affect the duration of a booking. These add-ons can be associated with individual or group services, and are available for selection later in the booking process. If a client has selected a service that has associated add-ons with no extended time, they will be listed directly before the payment stage of the booking process, following intake forms, pet selection, and package selection (if any are available).

The client can select one or more of the add-ons, or click the "Continue Without Add-On" button to continue without choosing an add-on. When a customer begins selecting add-ons, the chosen add-ons will be highlighted in purple and a tally of their selections will be listed at the bottom of the pop-up, just below the "Continue to Purchase" button. Clicking an add-on a second time deselects it.

At the end of the booking process, all add-ons will be listed with their respective prices along with the cost of the service being booked. The total will be broken down so the client can see the price of the service and that of each add-on they have selected.

Note that the exact steps in the booking process can vary depending on the settings you have chosen. For more information about the client self-booking process, check out our guide on The Client Self-Booking Process.

It is possible that clients may end up booking a service with an add-on when they have a credit available for one or the other, but not both. If a customer has a service credit, but no add-on credit (or vice versa), they will be prompted to log in to apply their available credit, then they will proceed to the payment step to purchase the uncredited component. The service and add-on list will display with a green credits icon next to any item that has been credited, and the cost of that item will be removed from the total price.

When the customer submits payment the selected credit(s) will be reserved and the client will be charged only for the non-credited service and/or add-on(s).

Clients may also choose to purchase an add-on from you after they have already scheduled their booking. Once a booking is on your calendar, you can easily include one or more add-ons for your client, though the process differs slightly depending on whether the booking is for an individual service or for a group. For either type of booking, the first step is to navigate to the booking to which you are looking to affix the add-on. Open your main calendar page by hovering your mouse over the "Schedule" icon in the left-hand menu and selecting "Calendar".

Then locate the booking on your calendar and click on it to open its info page.

To attach an add-on to an existing individual booking, select the "Actions" button at the top of the booking page, then choose "Edit" from the drop-down menu.

You will then be able to select an add-on the same way as when creating a new booking. All add-ons associated with the selected booking type will be listed on the "Service" card. Select one or more to assign them to the booking.
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It is important to note when editing the add-ons for a booking that some may affect the duration of the booking if selected. Any extra time needed for the add-on will be put at the end of the booking, so be aware that that may cause time conflicts with other existing bookings if they are too close. If your schedule is already full, you may need to adjust the start time of the booking to make space for the add-on, or tell the client that there is unfortunately no extra time available.

If the add-on you have selected causes the booking to conflict with another already on the calendar, a warning message will appear when the duration is edited.

When you have chosen the desired add-ons and made any other needed changes, click the "Update Booking" button at the bottom of the page to save your updates.

Since the process for adding clients to group bookings differs from that for individual services, the process for assigning add-ons differs as well. Clients, and any of their desired add-ons, can only be added to a booking once it has already been scheduled on your calendar. As such, only those add-ons without extended time will be available to choose for group service bookings.

Once a group booking has been added to your calendar, clients may self-register for it or be added manually by users. To attach an add-on to a client's registration, locate them on the attendance list, then select the ellipses next to their booking slot.

The drop-down that populates will list all the add-ons that are available for the service. Clicking one or more add-ons from the menu list will add them to the client's booking registration.

All clients that have add-ons assigned to them in a booking will be listed with a green shopping cart icon next to their registration.

Selecting the ellipses next to their registration listing will open the drop-down menu where all selected add-ons will be shown in green. Select the trash can icon next to any applied add-on to remove it from the customer's booking.

Note that, much as when a registered client has an applicable service credit available, a credits icon will appear for clients that have an available credit for an add-on they have included with their booking.

This icon will also display next to the relevant add-on within the drop-down menu, even before it has been added to the client's registration.

Once the credit has been applied, the credits icon will appear in green.

This process can also be accessed from the Quick Check-in & Add-ons page. From any of your Schedule page views, click the "Quick Check-in / Add-ons" button in the top menu bar.

Clicking that button opens a page with information on all pets registered for bookings on the listed date as well as any add-ons selected for registered pets. The page always defaults to the current date, however the date selector at the top-left can be used to view information for bookings on other dates.

As on the booking information page, clicking the ellipses next to any client's registration in the "Check-In Dogs" section of this page will open a drop-down menu with a list of available add-ons. Any add-ons already assigned to the booking will be listed in green. Selecting any add-on listed in grey will assign it to the client's registration.

You may occasionally get requests from customers looking to purchase an add-on for a booking for which payment has already been processed. This can be done easily using the same steps discussed in the previous section of this guide. Once the desired add-ons have been selected, you will be able to invoice for the additional cost of the add-ons or apply available credits to them. Likewise, if a customer has an available credit for their chosen add-on, but not for the service, you will be able to apply their add-on credit then process payment for the remaining booking cost.

Within a group booking, any client registration that has been partially paid or credited (i.e. the service has been paid for but the add-on has not, or vice versa) will be marked with a purple payment icon. This icon will display for any registration that has been partially paid or partially credited, whether it is the service or an add-on that is still unpaid.

Hovering your mouse over this icon will open a small bubble with information about which components of the customer's registration have been paid or credited, and which components are yet unpaid.

When an invoice is generated on a partially paid registration, any credited components will display with a green credits icon next to its price.

When the invoice is saved, the credit will be applied to the invoice, reducing its total to reflect the proper amount. This means that the client will be charged only for the component for which they have not yet applied a credit.

As your clients start purchasing add-ons to go with their bookings, it is important to know who needs what kind of add-on and when! The way add-ons display will vary slightly depending on the type of service booking they have been added to. Regardless of the booking type however, the first step is to navigate to the booking you are interested in. Open your main calendar page by hovering your mouse over the "Schedule" icon in the left-hand menu and selecting "Calendar".

Then locate the booking on your calendar and click on it to open its info page.

Any applied add-ons will be listed in green at the top of the Booking Info page for individual services. This information will display just below the service name and above the pricing, scheduling, and provider information.

On the Edit Booking page, selected add-ons will display in purple, while other available, unselected add-ons display in grey.

Note that the price of any selected add-ons will be listed at the top of the booking info page. If the add-ons also have extended time associated with them, the increased duration will be reflected there as well.

Since group service bookings may have more than one client registered for them, and each may or may not choose to purchase an add-on, they are displayed a little differently. On the Booking Info page, add-on information is represented by the shopping cart icon listed next to each client's registration on the Attendance tab.

Clients with selected add-ons will be listed with a green shopping cart icon, while those without have a grey icon.

To see which add-ons have been applied, click the ellipses next to the client's registration. The resulting drop-down menu will list all selected add-ons in green, while all unselected, but available add-ons are listed in grey.

Note that since group bookings may contain more than one client registration the pricing listed at the top of the booking info page will be unaffected by any add-ons applied. Additionally, as mentioned in previous sections of this guide, add-ons with extended time cannot be added to group bookings.

As mentioned in the subsection on applying add-ons to group bookings, client add-on information is also available in the Quick Check-in pop-up.

Credits for add-ons function much the same as those for services. When an add-on is included on an invoice, an associated credit will be created. Invoices that have been sent to clients but have not yet been paid create Pending credits. If the invoice is associated with a specific booking, its credits will be moved to Reserved following payment. If the invoice was created manually and is not associated with a specific booking, completed payment instead marks its credits as Available. Available credits can then be used towards any booking of that type.

Clients that have credits available on their account can use them towards their own bookings so long as they have created a password for their Client Portal account. Users may also manually apply credits to bookings. For more information on credits and their use, check out our guide on Creating and Using Customer Credits.

Add-ons are the perfect option for any minor service additions you would like to offer to your clients. Use them to upsell products or provide additional services to customers booking with you.