We offer the facility for you to upsell extras on top of the base cost of a booking, such as hampers, a charge for dogs, electrical hook-ups and fire-pit rental. We call them Add-ons and you are able to create as many as you like.
You can also use the Add-on functionality as a fact-finding exercise on the booking process, not necessarily for a chargeable ‘thing’, such as asking your customer “What accommodation type are you bringing?” and giving them a free field to provide the answer, “Tent, caravan, motorhome, trailer tent, etc”.
Here’s a video on how to add add-ons to your account:
Setting up your add-on
Go to Setup > Configuration > Add-Ons & Products
Next choose the Category and the Unit against which you would like to create a new Add-on.
Begin to create your add-on. Give it a name, an abbreviation, a description, set its visibility and its type. See the screenshot below for more advice.
- Make your add-on active when you are happy with how you’ve set it up
- Name your add-on
- Give it an abbreviation for reporting purposes
- This description will appear on the booking process along with the name you’ve given it above
- If your description is long you can enable the pop-up so that a ‘?’ appears next to the add-on on the booking process over which a customer can hover for more information
- Use these tick boxes to make your add-on visible online and in the admin area
- Choose whether you want your add-on to be a Tick Box, Number, Dropdown or a Per Person add-on. You could also ask a question instead of giving your add-on a Name, eg. “What accommodation type are you bringing?” and your customer a text field for them to give you their answer, eg. “Trailer tent”. You can also use the Heading to give a group of add-ons a title and Blank as a spacer to essentially style up your add-on section in the booking form
In order to make an add-on work, you must give it a rate – even if it’s free, in which case you’d have to put in a rate of £0.00.
In this case, we have set a daily price of £2.00 for the rental of our fire-pit that applies for the whole calendar year.
Apply your add-on to any number of units under the units tab.
Visuals always help to sell!
Make sure you push the Update tab in the bottom right-hand corner of the screen.
Show Advanced Options
Make sure that you click on Show Advanced Options to set the final rules for your add-on.
You will now see the following options:
Advanced Options Glossary
Mandatory: This will ensure the customer cannot move forward on the booking form unless this add-on has been populated.
Pre-ticked: This pre-selects the add-on. Sometimes used in conjunction with the mandatory setting. An example would be a security deposit add-on that’s mandatory and so already ticked and applied to the booking.
Discounted: Option used for Single Occupancy discount, where you would set the Party Member as 1. The rate you add is a normal price and the system will automatically discount the value.
Pet Friendly: If you tick this all pet relative add-ons will appear if a guest clicks ‘yes’ to the question ‘are you bringing a dog?’ in the booking process.
Collect Full Amount with Deposit: Takes the total cost of the add-on as collected within the deposit price. If you collect a deposit based on a percentage, this is added above the percentage value.
Exclude From Deposit (Percentage Calculation): The deposit will be collected against the base cost only.
Hidden From Summary: Used for informational add-ons and you don’t want the title and price to appear on the summary box.
Show for All Units: If you are not selecting a few of your units on the units tab, you can click this to make sure the add-on appears everywhere. If you see a duplicate add-on on your form, that’s probably because you’ve ticked some units and this setting – just choose all, or some.
Visible But Hide The Cost: Often used for add-ons that are informational with no price.
Hide if Not Chargeable: Hides the add-on if there is no price.
Show Additional Text Box: Adds a text box for the customer to add free text.
VATable: As default, all add-ons are non Vatable. If you have VAT enabled on your account, you’ll need to tick which add-ons are Vatable.
Zero Cost Display: You can choose various display options if the add-on is a zero cost.
Electric Hookup: This will create a little thunderbolt symbol next to the booking on the Dashboard and Bookings list to indicate this add-on.
Show on Housekeeping Report: Will detail the add-on on the Housekeeping report. Please note that from August 2017, by default, this is now ticked as ‘on’. You can always untick it if you prefer.
Show On Reports: Tick if you want your add-ons to show on reports.
Exclude from OTAs: Removes the add-on from being seen from any OTA, such as Pitchup.com.
Party Size: The add-on will only appear if it meets the required member number stated here. For example, if you set this as 4, the add-on will appear when four or more party members are staying.
Length of Stay: Similar to above, the add-on will only appear when the booking reaches the length of stay required, eg. you only want to offer an add-on for a week stay, not short breaks.
Number Available: This makes the add-on a finite resource. For example, you may be renting fire pits and you only have 7 available. Bookings will continue to add the fire pits on any given date range until they run out.
Booking Agent: The add-on will only appear if one of your Agents are selected (back office only).
Exclude From Token: This option with exclude the particular add-on from appearing in the emails to your customers.