Adding upsells to your products

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

Learn more about the Advanced tab here: Step 5: Managing advanced settings on products.

New to the Product Builder? Read the first article in this series for an introduction to the Product feature.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.

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 version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products. 
   

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

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

 

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.

 

Determine whether the Price of the upsell is Full Price, Free or a Percentage % of the upsell product price.

 

Decide if the upsell is preselected, optional, or required via the Opt-in drop-down.

 

Required Upsells Some additional information regarding products with required upsells: When the Guest books the parent product, the upsell is also booked. When the upsell is unavailable, the parent product is not available. Staff who edit packages may opt out of the required upsell.

 

 

You can choose 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 this option if you want the upsell to have the same date and time restrictions as the parent.

 

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

Specify custom booking 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

 

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

 

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

 

Enable the Allow time adjustment setting if you need the upsell to be booked for the same time as the parent product. Your parent product and upsells must be configured with availability based on flextime increments.

Enable the Inherit Parent Guest Types setting if you want the upsell to inherit the availability of the parent. The parent product and upsell must be configured with availability based on all day, nightly, or timeslots. 

With this setting enabled, the upsell amount is restricted 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 the setting is disabled, there are no restrictions on the quantity of this upsell that can be booked. For example, the Guest can book one kayak rental with the option to add one or more picnic baskets depending on the inventory numbers and availability.

 

Finally, if both the parent and child products use guest types to determine who the product is available to, then 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 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 add it as an upsell to your kayak rental, bike rental, 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 what is sent to myallocator. This behavior prevents the product from being booked to its full availability through myallocator. Until this issue is resolved, 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 the new product is connected 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 Synching Checkfront products with myallocator room types

 

Upsells can be made tax-applicable via your Ecommerce settings. Learn more here: Configuring ecommerce settings for taxes

The next article in this series looks at linking upsells to your product via the Product Builder.

 

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

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