Add-ons, accessories & external actions

Optical Form has three mechanisms to monetize and route beyond a plain selection. Don’t mix them up.

Add-ons (per option)

An add-on is a Shopify product linked to one specific option. When the customer picks that option, the add-on is added to the cart as a separate line item and adds its price to the live total.

• Configured in the Add-ons section of each option.
• Each add-on has a quantity — set 2 for items billed in pairs (e.g. lenses).
• Typical examples: the lens type, a treatment (anti-reflective, blue filter), a fitting service.

Create products for add-ons

Add-ons are real Shopify products. Create them (often hidden from the catalog) for lens types, treatments and services, then link them. That way Shopify bills them, includes them on the order and sends them to your lab.

Accessories / cross-sell (own step)

An Accessories (cross-sell) step offers optional extra products in its own step: cases, cleaners, cords, etc.

• Select products — choose what’s offered as cross-sell.
• Show skip option — shows a “Continue without accessories” card. When on, the step is optional even if marked Required.
• Editable labels: skip label and description, selection error and summary chip.

Key difference: an add-on depends on picking an option; an accessory is a standalone cross-sell step.

External action (per option)

Instead of adding an option to the cart, you can turn it into an external action: it shows a custom message and button.

• Message — e.g. “In-store only”.
• Button text — e.g. “Book an appointment”.
• Button URL — supports https://, plus tel:, mailto:, sms: and https://wa.me/.

Useful for products only available in a physical store, appointment bookings or direct contact links (WhatsApp, phone, email).