How Do I Set Up Options and Sub-Options for the Scheduler?

How to Add Options and Add-Ons to Scheduler Services in PhotoBiz

Overview

Options and add-ons allow you to customize a Scheduler service by giving clients additional choices during booking. You can offer session locations, backdrop selections, additional participants, product upgrades, or other enhancements related to the service.

Each option acts as a category, while sub-options are the individual choices available within that category. You can make an option required, add an additional flat or percentage-based charge, and collect information from the client with a text field.

This guide walks you through creating an option category, adding sub-options, and reviewing how they appear during the booking process.

STEP ONE

This opens the Scheduler Dashboard, where you can manage your services, appointments, availability, and booking settings.

STEP TWO

Click SERVICES at the top of the Scheduler Dashboard.

This section lists all your available booking services.

STEP THREE

Click NEW SERVICE to create a new service, or click the name of an existing service to edit it.

If you are creating a new service, enter the basic details such as the service name, duration, and price, then click CREATE.

If you already have multiple categories or pages of services, you can use the search bar to quickly locate the service you want to update.

STEP FOUR

The right-side menu will open. Click the OPTIONS in the right-side menu.

Click NEW OPTION to create an option category for the service. An option category groups related choices together and appears as a separate selection field during booking.

For example, you could create an option named Session Location, Backdrop Choice, Additional Family Members, or Add-On Products.

STEP FIVE

Name Your Option Category

Enter a name for the option category. Use a short, descriptive label that clearly explains the type of choice the client is making.

Choose whether to display prices beside the available sub-options. You can also make the option required when every client must select one of the available choices before continuing with the booking.

Click ADD OPTION to create the category.

STEP SIX

Click on the OPTION LABEL that you created to add your sub-options that will be available to select from.

STEP SEVEN

Click the NEW SUB-OPTION button.

STEP EIGHT

Add Sub-Options to Your Option Category

Now it's time to enter the actual choices your clients will see in a dropdown list.

Fill out the details:

Sub-Option Name – The name of the choice (e.g., “Studio A”, “White Backdrop”)
Additional Price – Optional. Charge a flat fee (e.g., $25) or a percentage (e.g., 10%) based on the service price
Optional Text Field – Enable this if you want clients to enter details like names, custom notes, or preferences
Label – The name of the input field (e.g., “Name for personalization”)
Description – Add a short instruction or prompt to guide your client (e.g., “Enter any special instructions”)
Required – Choose whether the text field is required or optional
Parent Option – Select which option this sub-option should appear under (default is the current option)

Click SAVE CHANGES when you're done.
Repeat this step to add more sub-options as needed.

FINAL STEP

Review Your Scheduler Service

Once your options are saved, your clients will see them before selecting a time slot during the booking process.
If pricing is included, the total will automatically update based on selected add-ons.

What Your Clients Will See

Options appear as dropdown menus on the booking form, making it simple for clients to choose what works best for them, while giving you more ways to customize and monetize your sessions.

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