How do I add an upsell to my product?

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Learn how to add an upsell to your product with our step-by-step instructions.

 

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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 > 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, 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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Follow these steps to add an optional or required offering to your base product. This 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.

 

Upsell products cannot be booked 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 and as an upsell.

 

Learn more about setting up products to link as upsells here: Adding products to your inventory as upsells

 

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 is a list of 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 the upsell may be booked 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.

 

For example, if Picnic Basket must be requested for the same date as a Kayak Rental booking and not booked for a later date.

 

Within parent dates

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

 

For example, if Picnic Basket needs to be requested 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 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 come 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.

 

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 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.

 

11. If your upsell is configured with availability based on flextime increments, enable the Allow Time Adjustment control to allow the upsell to be booked 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.

 

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?

 

13. Remember to select Save when done!

 

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.

 

Learn more about adding upsells to products here: Adding upsells to your products