Automation - Automatically add Add-On Services and surcharges

Modified on Sat, 23 Dec 2023 at 09:11 PM

Automation allows you to automatically add add-on services and surcharges to an appointment request.

Currently, we have the following automations which can be turned on:

  • Weekend
  • After Hours
  • Holiday
  • Extra pets [Available for pet business only]


When an appointment is accepted, if the automation is turned on then they will automatically add the selected Add-Ons to the services based on the criteria.


All the changes are applied going forward in the future only. So if you turn on the automation or update the custom price it will not impact appointments that are already created.


Step 1: Turn on Automation at Business Level

You have to identify an Add-on service for each of the different Automation types such as Weekend, Holiday, etc.

Each Add-On service can be only attached to one type of automation.


How to navigate: Settings > Automations (Add-ons)




Step 2: Turn on automation at the service level

Turning on automation at the service level allows you the flexibility to have these Add-ons added to certain types of service and not the others. Additionally, you can also set the rate to be charged for these services other than the default rate. For instance, the 30 min Walk weekend surcharge is $5 whereas 60 min walk can be $7.




In the above screenshot, only After Hours automation is turned on for this service. The others are turned off which means the automation will remove the Weekend Surcharge Add ons.


Once you turn on the automation at a business level it will add or remove the automation add-ons based on whether they are checked or not for a service. You can override auto-add or remove by disabling automation on edit.

 

Define After Hours

You can define the normal working hours for the business under settings. Any hours outside of the normal working hours will be considered after hours for the automation.

How to navigate: Settings > Business Information > Business Name > Calendar 


Define Weekends

You can define the weekends for the business under settings. Any days that are selected as the weekend will be selected for weekend add-on service automation.

How to navigate: Settings > Business Information > Business Name > Calendar 




Override automation on appointment edits

When editing an appointment you can choose to override the automation by unchecking the enable Automation flag at the bottom of the edit page.


For instance, its a late evening appointment but you do not want the After Hours to be charged for this particular appointment you can remove the add on during editing and uncheck the automation checkbox so it does not automatically get added again.


How to navigate: Appointments > Calendar > Edit Appointment > Enable Automation



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