Want to set up a project as an add-on for your clients? It's a great way to offer additional services and boost your revenue. Let's walk you through the simple steps to get it done.
Navigate to Projects:
Head over to the "Sell" section of your dashboard and click on "Projects."
Select Your Project:
Choose the specific project you want to set up as an add-on, such as "Family and Medical Care."
Set the Project Price:
Use the price breakdown tool to allocate percentages to fixed expenses.
Enter the total project cost and let the calculator determine the allocations.
Set Up Payment Provider:
Choose your preferred payment provider from the options available.
Consider enabling additional payment providers under the "Optimize" section.
Add as Upsell or Create a New Page:
Decide whether to add the project as an upsell to an existing service or create a dedicated page in your client dashboard.