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Automatically Apply a Surcharge to Every Appointment

You can now automatically add a surcharge to every new appointment—no need to add it manually each time. When enabled, Scout adds the surcharge as a separate line item on the customer's invoice.

Written by Paula Andrea Ivanoff

Overview

Surcharges are additional fees you charge on top of a service, such as a fuel surcharge or travel fee. With Auto-apply to every appointment, Scout automatically adds the selected surcharge whenever a new appointment is created.

Where to find it:


Settings → Surcharges → Custom → Auto-apply to every appointment

When enabled, this surcharge is automatically added to every new appointment and appears as a separate line item on the customer's invoice.

How to Enable

  1. Go to Settings → Surcharges.

  2. Create a new surcharge or edit an existing one.

  3. Turn on Auto-apply to every appointment.

  4. Save your changes.

Once saved, every new appointment you create will automatically include that surcharge.

How It Works

  • Applies to new appointments only – Once enabled, every new appointment automatically includes the surcharge.

  • Appears as a separate line item – The surcharge is displayed separately on the customer's invoice, making it easy to distinguish from the service charge.

  • Can be disabled at any time – Turning the toggle off prevents the surcharge from being added to future appointments.

Example

Suppose you offer a Dog Walk for $40 and have a Fuel Surcharge of $5 set to auto-apply.

The customer's invoice would look like this:

Line Item

Amount

Dog Walk

$40

Fuel Surcharge

$5

Total

$45

The customer will see both the service and the surcharge clearly listed on the invoice.

Frequently Asked Questions

Can I turn it off later?

Yes. Go to Settings → Surcharges, edit the surcharge, turn off Auto-apply to every appointment, and save your changes. Future appointments will no longer include the surcharge automatically.

Will customers see the surcharge on their invoice?

Yes. The surcharge appears as a separate line item on the invoice, showing both its name and amount alongside the service.

Summary

Auto-apply to every appointment helps save time and ensures surcharges are applied consistently. Enable it once under Settings → Surcharges, and Scout will automatically add the surcharge to every new appointment while displaying it clearly on the customer's invoice.

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