The Options tab lets you attach optional extras — called Options — to a service. Options give customers a way to upgrade or customise their order without you needing to create a separate service for every variation. A common use case is offering “Rush Delivery” or “Extra Revision Round” as selectable add-ons that appear alongside the main service at checkout. Options can be free or carry an additional charge, and the way that charge is applied can be tied to the quantity the customer orders.
Option fields
Each option you create has the following fields.
The label shown to the customer on the checkout page. Keep it short and descriptive — for example, “Rush Delivery” or “Extended Support”.
Check this box if the option carries no extra charge. When checked, the Amount field is hidden. When unchecked, you must enter an amount.
The extra charge for this option. Only visible when This option is free is unchecked. Enter the value in your account’s configured currency.
Controls how the option’s amount is applied to the order total. See the section below for a full explanation of each value.
Price Effect options
The Price Effect field determines how the option’s amount interacts with the rest of the order. This is particularly relevant for unit-priced services where the customer selects a quantity.
Increase Unit Price
Increase Final Amount
The option’s amount is added to the price of each unit the customer orders, then multiplied by the total quantity.Example: Service unit price is 10,customerorders5units,andthe"PriorityProcessing"optionisselectedwithanamountof2 and Price Effect set to “Increase Unit Price”. The option adds 2×5=∗∗10** to the order, bringing the total to $60.Use this when the cost of the option scales naturally with the volume being ordered. The option’s amount is added as a flat fee to the order total, regardless of quantity.Example: Service unit price is 10,customerorders5units(50), and the “Branded Report Cover” option is selected with an amount of 15andPriceEffectsetto"IncreaseFinalAmount".Theoptionaddsaflat15, bringing the total to $65.Use this for one-time extras that do not depend on how many units are being ordered. The Price Effect field only changes the financial outcome for services with a Unit Price pricing type. For fixed-price services, “Increase Unit Price” and “Increase Final Amount” both add the option’s amount as a flat charge, because there is no quantity to multiply against.
Managing options
Adding an option
Open the Options tab
Navigate to the service you want to edit and click the Options tab.
Click Add An Option
A new row of option fields appears at the bottom of the list.
Fill in the option details
Enter an Option Name, choose whether it is free, and if it carries a charge set the Amount and Price Effect.
Save the service
Click Save to apply your changes. The option becomes available immediately on any checkout form that includes this service.
Removing an option
Click Delete Option next to any option row to remove it. The option is removed from the service and will no longer appear at checkout.
Removing an option only affects future checkouts. Past orders that included the option retain a snapshot of the option name and amount as it was at the time of purchase.
How options appear at checkout
When a customer reaches the checkout page for a service that has options, each option is displayed as a selectable item below the main service details. The customer can check or uncheck each option freely. The order total updates in real time as they make selections, so customers always see exactly what they will be charged before completing the purchase.
Keep option names concise and self-explanatory. Customers make quick decisions at checkout — a clear label like “Rush Delivery (24 hrs)” converts better than a vague one like “Upgrade”.
