Appointments

Create and link appointment add-ons

Lisa Wang

By Lisa Wang

June 6, 2026 · Updated October 6, 2026 · 7 min read

Step-by-step setup for the three things on the Appointments → Addons tab — add-on items, add-on groups and add-on services — with the fields, limits and linking rules for each, how customers see them at booking time, and how to archive or change them later.

#add-ons#appointments#add-on services

Which one to use

The Addons tab sits between Connect and Settings on the Appointments page and has three sub-tabs: Items, Groups and Classes (add-on services). You create an add-on once and then link it to one or more appointment services.

NeedUseExample
A yes/no extra that only changes the price or the length — an upgrade, a product, extra minutesAdd-on item with Linking Mode DirectA 15-minute hot-stone upgrade ticked on its own
The customer chooses between options, or you want one None choiceAdd-on group of Via group itemsScent, pressure, room type
The extra needs its own time on a resource — a second staff member, a room, or a follow-on sessionAdd-on service (Classes sub-tab)A 20-minute scalp treatment during or after a massage

All three can be offered on the same service at once. For worked examples by business type see How Appointment Add-ons Work.

Only an add-on service takes part in the availability calculation; items and groups never need an instructor or a time slot of their own.

Create an add-on item

FieldWhat it meansDefault/limits
NameShown to the customer on the booking summaryRequired
PriceAdded to the booking totalMultiplied by the number of attendees when Scope is Per Person
DurationMinutes added to the appointment hold0 = no extra time; the longer hold must still fit the available window
LocationThe location the item belongs toOne location per item
Linking ModeDirect: you tick services on the item's own Classes pill. Via group: offered only through the group it belongs to, and the group decides which classes see itItems in a group cannot be linked to classes one by one
ScopePer Booking: charged once per booking. Per Person: charged per attendee—
  1. Go to Admin → Appointments → Addons → Items and click New.
  2. Fill in Name, Price, Duration and Location.
  3. Under Settings, choose the Linking Mode and the Scope.
  4. Save.
  5. Direct items: open the item's Classes pill and tick the appointment services that should offer it.
  6. Via group items: add the item to a group on Addons → Groups (next section).

The Items list shows Direct or Via group for each item, and the service editor's Addons pill (where available) shows the items and groups linked to that service, so you can check the result from the class side.

The two linking modes were recently renamed to Direct and Via group. Only the labels changed; saved settings work the same.

Create an add-on group

FieldWhat it meansDefault/limits
NameHeading of the group's block on the booking summaryRequired
Selection ModeSingle (Required): the customer must pick exactly one. Single (Optional): one option or None. Multiple: any combination, including noneSingle (Required) has no None entry; Single (Optional) adds one automatically
ScopePer Booking charges the chosen options once; Per Person multiplies them by the number of attendeesSet on the group, as for items
LocationThe location the group belongs toOne location per group
ClassesThe appointment services the group is offered onThis is the only link for every item in the group
AddonsThe items that belong to the groupItems must have Linking Mode Via group; create them first
  1. Create the member items on Addons → Items with Linking Mode Via group.
  2. Go to Admin → Appointments → Addons → Groups, click New and enter the Name.
  3. Pick the Selection Mode and the Scope.
  4. Choose the Location.
  5. Under Classes, tick the services; under Addons, select the items.
  6. Save.

To change which services offer a Via group item, edit the group — the item itself has no class links.

An add-on service is another appointment class booked together with the main one, with its own duration and availability. Create the class first (see Create a new appointment service), then link it on Addons → Classes.

FieldWhat it meansDefault/limits
Main ClassThe service the customer books—
Addon ClassThe class booked alongside itIts own duration and availability apply
Price Override, Duration Override (minutes), Points OverrideReplace the add-on class's own values for this linkOptional; blank keeps the class's values
SchedulingSequential: runs after the main class. Parallel: runs at the same timeA Both option that lets the customer choose is not available yet
Use Buffer TimesSequential only: apply the classes' Buffer time - Open / Close between and around the two sessionsToggle
Same InstructorParallel only: book both classes with the one instructorToggle; off needs a second connected instructor who is free at the same time
  1. Go to Admin → Appointments → Addons → Classes and click New.
  2. Choose the Main Class and the Addon Class.
  3. Set any Price, Duration or Points override.
  4. Choose Scheduling: Sequential or Parallel.
  5. Turn Use Buffer Times (Sequential) or Same Instructor (Parallel) on or off.
  6. Save.

Sequential always keeps one instructor for both classes: the hold becomes the main duration plus the add-on duration (plus buffers when Use Buffer Times is on) and that instructor must be free for the whole block. Parallel offers a time only when a second connected instructor is free for the add-on's duration — unless Same Instructor is on, in which case both classes are booked with the one instructor and must be classes that instructor can run together.

How customers see them

Add-ons are not a separate step in the booking flow. After the customer picks the service, instructor, date and time, the booking summary / review screen lists the attendee, pass or payment, equipment and every add-on offered on that service. The customer chooses before confirming.

Selection modeWhat the customer must do
Direct itemTick the box or leave it
Single (Required) groupPick exactly one option; the confirm button stays disabled until every required group is answered
Single (Optional) groupPick one option or None
Multiple groupPick any combination, including none
Add-on serviceNothing to choose — it is booked Sequential or Parallel exactly as you configured it

Add-ons with a duration (items with extra minutes, or a Sequential add-on service) lengthen the held time, so a time is only offered when the longer block still fits the available window. Per Person prices multiply by the number of attendees, Per Booking prices are charged once, the total updates as choices change, and the add-on lines appear on the reservation and in checkout.

Archive and change later

Archive an item, group or add-on service when you stop offering it. Archived add-ons are excluded from every picker and from the customer booking summary, while past bookings that include them are unchanged. An alert asks you to confirm before anything is archived or deleted.

To changeEdit
Which services offer a Direct itemThe item's Classes pill
Which services offer a Via group itemThe group's Classes — not the item
Which items a group contains, or how many may be pickedThe group's Addons and Selection Mode
Price, duration or scheduling of an add-on serviceThe link on Addons → Classes

You can also ask the admin AI assistant to list, create or change add-on items, groups and add-on service links; it reads the current catalogue first and shows each change for approval.

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