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Add-on Setup in Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 7 months ago

Let clients personalize their purchase with add-ons—extra services that enhance your main offering.


Why use add-ons?

  • Upsell opportunities – Offer more value with extras

  • Customization – Let clients choose what fits their needs

  • Separate tracking – Each add-on is handled as an individual order


How to Set Up Add-ons

1. Go to the Add-ons Section

  • Log in to your Agency Handy account

  • Go to the Services tab

  • Click on Add-ons

2. Create a New Add-on

  • Click Add New Add-on

  • Fill in the details:

    • Name – What’s the add-on called?

    • Description – What does it do?

    • Pricing Type – One-time or Subscription

    • Amount – Enter price

    • Currency – Choose your currency

  • Click Save, then Publish

3. Attach to a Service

  • Go to the Forms section

  • Open the order form of your service

  • Under Add-ons, link your add-on

  • Save your form

💡 Make sure the add-on's pricing type matches the service. One-time → one-time, subscription → subscription.


What does the client see?

When buying a service, your client will:

  • See available add-ons as optional extras

  • Choose the ones they want

  • Be billed all at once, but each add-on creates a separate order


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