How to create Add-on packages

Add on packages are a flexible way to enhance a health assessment offering. This feature allows you to offer additional health categories, either individually or as grouped bundles, as optional extras that clients can select when booking a health assessment.

How to create an Add-on package

From the top bar, click on More > select Products > click Add-on packages.
Select New add-on package
Enter a name for the package
Add a Description - this will be presented to clients during the booking process
Check the Included box beside all test categories that are required for the package.
Apply age exclusion criteria where appropriate
If required, check Hide on visit workflow
Click Create

Applying age exclusion criteria to a single health category within an add-on package will exclude that category from client medicals that meet that criteria.

If you wish to apply age exclusion criteria to an add-on package as a whole, the same criteria must be selected for all health categories within the package.