Increase revenue per booking by adding product upsells, so you can offer Customers relevant add-ons like equipment, upgrades, or extras at the time of booking without requiring a separate transaction.
Learn how to add an upsell to your product with our step-by-step instructions.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Inventory > Products > Add/Edit Product (Product Builder) > Advanced tab
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 items, classic products, or both?
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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.
What is an upsell?
An upsell lets you promote additional offerings alongside your products.
Adding upsells to products
Follow these steps to add an optional or required offering to your base product. Upsells can be anything from meal options to merchandise.
1. In preparation, you need to add and activate an upsell product (Inventory > Products > Product Builder > Details > What are you selling?) so that you can link it to your regular parent product.
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Booking upsell products separately You cannot book upsell products separately from the parent product. You can use a regular product as an upsell if you want Guests to be able to book the add-on product independently. |
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Learn more about products For a detailed look at setting up products to link as upsells, check out the following article: |
2. Navigate to the Product Builder via the Inventory menu (Inventory > Products).
3. Add a new product or edit an existing one.
4. Navigate to the Advanced tab of the Product Builder.
5. Click the + Add Upsell button to open the Add Upsell modal.
6. Select a product from the Upsell list. This list features your active products.
7. Determine whether the Price of the upsell is Full Price, Free, or a Percentage % of the upsell product price.
8. Decide if the upsell is preselected, optional, or required via the Opt-in dropdown menu.
9. Specify any Date Restrictions that may apply. By default, there are no restrictions, and Customers may book the upsell for any day it is available.
Use parent dates (and times)
Use parent dates (and times) if you want the upsell to have the same date and time restrictions as the parent.
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Example use case For example, if Customers must request the Picnic Basket for the same date as a Kayak Rental booking, it must not be booked for a later date. |
Within parent dates
Specify within parent dates if the upsell must use a date within the parent's date span.
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Example use case For example, if Customers need to request a Picnic Basket for a specific date within a multi-day Kayak Rental booking. |
Custom dates
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 Beafter the start date... |fore 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
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Upsell booking date While the above booking rule options are flexible, you cannot set an upsell booking end date after the start date, of course! |
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Example use case For example, you may wish the upsell to be bookable three days before the parent product's start date or two days after. |
10. Enable Inherit Parent Guest Types if your upsell is configured with availability based on all-day, nightly, or timeslots.
- With this setting enabled, 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 the setting is disabled, there are no restrictions on the quantity of this upsell booking. For example, the Guest can book one kayak rental, with the option to add one or more picnic baskets, depending on inventory and availability.
11. If you have configured your upsell with availability based on flextime increments, turn on the Allow Time Adjustment control to allow the upsell booking for different times than the parent product. When enabled, Customers open the upsell within the booking form and choose the start and end times as needed.
12. Finally, if both the parent and child products use guest types to determine who the product is available to, then you use Guest Type Mapping 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.
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Learn more about guest types For a detailed look at mapping guest types, check out the following article: |
13. Remember to select the Save button when done!
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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. |
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Learn more about upsells For a detailed look at adding upsells to products, check out the following article: |