How do I map my product guest types to upsell guest types when configuring my products?

Ensure your upsells are offered to the right Customers by mapping your product's guest types to your upsell guest types, so the system presents correct add-ons to the right Customers.

Learn how to map your product guest types to upsell guest types to facilitate your inventory allocation.

For example, you distribute your product by age group (e.g., tour), but you don't make that distinction with your upsells (e.g., picnic lunch). You need to help the system understand how to handle allocation in this case.

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.
• Your parent and upsell products must both use guest types (Inventory > Products > Products > Add Product/Add New Product/Edit Product > Availability) to determine who can access the product.
   

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

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

Learn more about guest types and upsells Mapping upsell guest types to parent product guest types is just one step in building your products, specifically for those who use guest types to allocate availability. Learn more about adding guest types and configuring upsells within our series of articles on configuring products using the Product Builder. Determining availability on products Managing advanced settings on products

If you have configured the product and the upsell with guest types, the Guest Type Mapping setting displays when adding an upsell.

Since products may have different guest type configurations, the system cannot automatically map the guest types. If you want to present the upsell to Customers, the system needs to understand how the guest types for the two products relate to each other.

Mapping upsell guest types You can only map one upsell guest type to a product guest type.

Depending on how you have configured your guest types, you have the following options for mapping your guest types:

You might configure the parent product of the upsell with a single guest type (e.g., Guest). Mapping these two guest types is simply a matter of pairing them. This setup is a one-to-one configuration where you have configured one parent guest type to one upsell guest type.

If your upsell product supports multiple guest types but only caters to one, you need to choose one guest type to map to. For instance, if you're offering a wine bottle as an upsell for a Guest tour, it needs to be mapped to Guests, not Employees. 

You can configure your parent product with multiple guest types (e.g., Adult, Youth, Senior, Child), while the upsell only requires a single generic guest type for inventory tracking (e.g., Guest). This setup is a many-to-one configuration, mapping all parent guest types to one upsell guest type.

When you have configured the parent product and the upsell product with multiple guest types, you must map the appropriate product guest types to their corresponding upsell guest types. This setup is considered a many-to-many configuration.

Mapping guest types automatically If you don't map one or more of your guest types, we try to match guest types automatically, e.g., Senior --> Senior. However, if we can't match the guest types, the unmapped and unmatched guest types won't be used.  This feature provides flexibility for cases where the upsell is unavailable to all the same guest types as the parent product.

Follow these steps to map your guest types.

1. Go to your Product List (Inventory > Product > Products).
2. Find the parent product you need to add an upsell to.
3. Click on the name of the product to open the Product Builder.
4. Navigate to the Advanced tab.
5. Choose to either Edit Upsell or + Add Upsell.
6. Once an upsell is selected, scroll down to the Guest Type Mapping section.
7. You can select the appropriate parent guest type to pair with each child/upsell guest type listed.
8. Click Save to save your changes.

Learn more about guest types and upsells Mapping upsell guest types to parent product guest types is just one step in building your products, specifically for those who use guest types to allocate availability. Learn more about adding guest types and configuring upsells within our series of articles on configuring products using the Product Builder. Step 3: Determining the availability of your product Step 5: Managing advanced settings for your product

With the guest types mapped, the Customer can purchase the upsell and the primary offering. How the system allocates your inventory reflects how you configured your products and upsells. 

The screenshot above shows an example of a parent product (tour) priced by age group, with a finite number of seats per bus. The upsell (lunch basket) is offered as an add-on at the same price for each Guest, regardless of age group.