Adding upsells to your products

Adding upsells to your products in Checkfront allows you to offer relevant add-on options at the point of booking, thereby enhancing the Guest experience and increasing your overall revenue.

Learn how to add upsells to your product from the Advanced tab of the Product Builder.

Learn more about the Product Builder and the Advanced Tab New to the Product Builder? Read the first article in this series for an introduction to the Product feature. You can learn more about the Advanced tab here: Step 5: Managing advanced settings on products.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Inventory > Products > Products > Add Product/Add New Product/Edit Product > Advanced
   

What more do I need to use this feature?

• Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
   

Which Checkfront version supports this feature - classic, new, or both?

• Your account must have access to products (Inventory > Products), a key feature of our new Checkfront version. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products. 
   

After you have activated designated upsells (as described in the previous article), you can select the upsell and link it to your primary product.

1. Start by clicking the + Add Upsell button to open the Add Upsell modal.

2. From the Add Upsell modal, you can configure the following settings.
   
    

Select an active product from the Upsell list in the drop-down menu to add an upsell. These can be general products or products configured for exclusive use as upsells.

Use the Price setting to determine whether the upsell price is Full Price, Free, or a Percentage of the product price.

Select the appropriate option from the Opt-in drop-down to determine whether the upsell is preselected, optional, or required.

Required Upsells Some additional information regarding products with required upsells: When the Guest books the parent product, the system adds the upsell to the booking. When the upsell is unavailable, the parent product is unavailable as well. Staff who edit packages may opt out of the required upsell.

Expert Tips from Checkfront Support:  "You can use optional or required upsells to collect gratuities (tips) from your Customers." - Trina, Technical Support Specialist

You can use the Date Restrictions setting to apply date restrictions to your upsell. By default, there are no restrictions. The Guest can book the upsell for any day it is available. You can also choose from the following options.

Select the Use parent dates (and times) option to have the upsell inherit the same date and time restrictions as the parent.

Specify the within parent dates option if the upsell must use a date within the parent's date range.

You can use the custom option to book dates relative to the parent product dates. Your options are: 

 

Allow starting

• Allow upsell booking to start [a number] of days After the Parent Start Date
• Allow upsell booking to start [a number] of days After the Parent End Date
• Allow upsell booking to start [a number] of days Before the Parent Start Date
• Allow upsell booking to start [a number] of days Before the Parent End Date

Allow ending

• Allow upsell booking to end [a number] of days After the Parent Start Date
• Allow upsell booking to end [a number] of days After the Parent End Date
• Allow upsell booking to end [a number] of days Before the Parent Start Date
• Allow upsell booking to end [a number] of days Before the Parent End Date

Use case example For example, you may wish the upsell to be bookable three days before the parent product's start date or two days after.

Upsell booking cannot start after start date While the above booking rule options are flexible, you cannot have an upsell booking end date after the start date, of course!

The Allow time adjustment setting for upsell products determines whether the upsell's time must match the parent product's time exactly.

Your parent product and upsells must be configured with availability based on timeslots or flextime increments to use this setting.

The default for an upsell is Use Parent Dates with Allow Time Adjustment set to off, which tells the system to book the upsell for the same start and end dates and times as the parent product.

Configuring this setting with timeslots

This section explains how this setting functions with timeslots.

Behavior when you have turned off this setting (default)

• The upsell timeslots must match the parent timeslots exactly.
• The parent timeslot must have a matching available upsell timeslot for the system to consider it available.

Behavior when you have turned on this setting

• Upsell timeslots do not need to match parent timeslots exactly.
• The parent timeslot only needs at least one available upsell timeslot on the same date for the system to consider it available.

Use case example If a parent product and a lunch add-on upsell have different start/end times, turning on Allow Time Adjustment fixes the booking so the upsell doesn't need to match the parent's exact times.   For example, if you have a parent product with a timeslot at 10:00 AM–11:00 AM and an upsell with slots at 09:00 AM–10:00 AM and 11:00 AM–12:00 PM: With Allow Time Adjustment off, the 10:00 AM–11:00 AM parent timeslot would not be bookable (no matching upsell slot) With Allow Time Adjustment on, the 10:00 AM–11:00 AM parent timeslot is selectable, and the Booker can set the upsell to any of its available timeslots

Turn on the Inherit Parent Guest Types setting to have the upsell inherit the parent's availability. You must configure the parent product and upsell with availability based on all day, nightly, or timeslots. 

With this setting turned on, the system restricts the upsell amount to the same as the parent product. For example, the Guest can book one kayak rental with the option to add one picnic basket.

If you have turned off the setting, there are no quantity restrictions on this upsell. For example, the Guest can book one kayak rental with the option to add one or more picnic baskets, subject to inventory and availability.

Finally, if both the parent and child products use guest types to determine who can access the product, offer it as an upsell for your kayak. You need to map the primary product (parent) guest types to the upsell (child) guest types. The mapping of guest types can vary depending on how you have configured your products. 

Learn more about mapping guest types Learn more about mapping guest types in the following article: How do I map my product guest types to upsell guest types when configuring my products?

Adding an Upsell to Multiple Products You can add an upsell to more than one product! For example, if you add a picnic lunch as a product, you can offer it as an upsell for your kayak, bike, and walking tours. Inventory adjusts according to your settings.

Optional Upsells and myallocator When an optional upsell is attached to a product, the upsell's availability overrides the system's send to myallocator. This behavior prevents the product from being booked to its full availability through myallocator. Until we resolve this issue, please create a separate, staff-only product without upsells to sync to myallocator. Follow these steps: Copy the existing product. Make the new product staff-only. Ensure you have connected the new product to the same asset as the original product to avoid overbookings.  Remove any upsells from the new product. Connect the new product to the myallocator room. Disconnect the original product from myallocator. Learn more here: How do I copy a product? Step 2: Establishing inventory for your product Syncing Checkfront products with myallocator room types

Learn more about tax-applicable upsells You can make upsells tax-applicable via your Ecommerce settings. Learn more here: Configuring ecommerce settings for taxes

Next Steps

The next article in this series examines how to link upsells to your product using the Product Builder.

< Adding products to your inventory as upsells  |    Managing upsells for your product >