Control add-on-only services in online scheduler
Objective
Let operators hide specific services from the online scheduler’s manual service search while still allowing those services as add-ons, and ensure the “call office to finish booking” escape hatch only fires when an excluded service is chosen as the primary online selection.
Background
- Today
excludeFromSchedulerremoves a service from AI and from primary search (attik-frontend/src/app/scheduler/services/SearchServices.tsx) butcheckEscapeHatchinattik-frontend/src/app/scheduler/utils/checkEscapeHatch.tsstill blocks checkout whenever the flag is true, even if the service arrived as an add-on. - Service authors manage the flag through
attik-frontend/src/app/tools/settings/services/[id]/ServiceForm.tsx, so any new nuance needs a clear setting and copy. - Backend AI service search pipelines also filter on
excludeFromScheduler, for exampleattik-backend/src/routes/aiEndpoints.tsduring Atlas search.
Scope
Frontend
- Split the concepts of “hidden from primary online picker” versus “never allow online completion” per the product note on the ticket, updating
SearchServices, add-on pickers, andcheckEscapeHatchconsumers such asSlotsStepas needed.
Backend
- Align any server-side validation or AI recommendations with the new semantics so mobile and web schedulers stay consistent.
References
attik-frontend/src/app/scheduler/utils/checkEscapeHatch.tsattik-frontend/src/app/scheduler/services/SearchServices.tsxattik-frontend/src/app/tools/settings/services/[id]/ServiceForm.tsxattik-backend/src/routes/aiEndpoints.ts
Transcript notes (Apr 16 feature sync)
- Southeast surfaced a concrete day-one case: a service should be allowed as an add-on but not discoverable as a standalone primary booking in the online scheduler.
- The current behavior couples search visibility and checkout blocking too tightly: disabling the service hides it from search, but still triggers the "please call us to finish your order" step when that service is later added as an add-on.
- Product direction from the sync: excluded services should only block continuation when they are the primary selected service.
- Keep recommended add-on behavior intact so services can still appear as add-on suggestions even when they are hidden from the primary service picker.
- This was discussed as a meaningful workflow and data-integrity improvement, not just a one-off edge case.
Status: Canceled
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