Inventory - Item Builder: Packages

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Locate: Inventory > Items > Add New/Edit Item > Packages > Item Add-Ons
Prerequisites:

• Admin permissions to manage inventory or restricted permissions to View Items and Manage Items.
• Your account must have access to Items and the Item Builder, which are features of our classic version of Checkfront. 

Early Access Program - Products Products and the Product Builder are the successor features to Items and the Item Builder and are currently part of our Early Access Program. This means that the features are available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

Once you've selected your item from the list, the pop-up window will extend itself to reveal additional options. These include various ways to customise how your child item will be treated in the package.

First of all, you need to set the Item Price Percentage. This is the percentage of the original price for which you wish this item to be charged. In our example, we have chosen to add a Segway City Tour as a package add-on. If we set the price percentage to 0, the tour will be included for free. If we set the percentage to 200, the price of the tour will be doubled. In most cases, it's normal to offer a slight decrease in price, to tempt the customer into making a purchase. In this case, we will charge 75% of the original price.

Next you must specify how the child item should be included in the package. You have three options which can be chosen from the drop-down menu:

Optional: The item is not pre-selected and can be added to the booking by the customer.

Pre-Selected: The item is pre-selected for inclusion but can be removed by the customer prior to finalizing the booking.

Required: The item is pre-selected for inclusion, but cannot be removed by the customer, as it is required in the booking.

Required - Hidden: The item is free & pre-selected for inclusion, as it is required in the booking, but cannot be removed/seen by the customer.

Depending on the option chosen here, the customer will be able to select their own date preference when adding the package add-on to their booking. The setting you select here determines how customizable that date will be.  

If selected, the booking date of the child item will mirror that of the parent item. If, for example, the Valley Lodge is booked from March 5th to March 11th and the Mountain Bike Adventure is included as a package add-on, this will be scheduled for the first date in the range - March 5th. If the item is configured with time slots, which in this case it is, a time may be chosen, but the date of the booking cannot be changed by the customer.

This option is similar to the previous one, the difference being the ability for the customer to choose the booking date of the child item within the confines of the parent booking date range.

In our previous example, we showed a booking at the Valley Lodge between March 5th and March 11th. The customer can still add the Mountain Bike Adventure as an add-on to the booking, only this time they can choose a date other than the first date of the room booking, providing it is within the total booking range of the parent item. In this case, the customer could go ahead and book the mountain bike add-on on March 10th if they liked.

The custom option enables you to allow a greater degree of date customization, within the confines you decide to outline here.  

You can choose to allow add-on bookings to start x number of days before/after the parent booking has started/ended. You can then choose when to end the option for add-on bookings in a similar fashion. In the above example, a start was set at 2 days after the parent booking starts and the end was set at 2 days before the parent booking ends. This means that the add-on item cannot be booked until 2 days into the booking of the main parent item. Likewise, bookings can be made up until 2 days before the main parent booking ends. This essentially creates a 3-day booking window in the middle of the parent booking date range.

In addition to the date, you also have the option to enable parameter adjustments for your customers.  

With the option turned off, the child item's quantity will mirror that of the parent item.  

As you can see in the screenshot above, the package add-on has not yet been added to the booking, but the quantity (3) is mirroring the parent item. This is not editable by the customer. Of course, they might not want 3 helmets, so this is where the parameter adjustment comes in very useful.  

Now, with the parameter switch turned on, the customer is able to select the number of helmets they require with the booking (see screenshot above).

As you can see above, the customer was able to book 3 kayaks for the afternoon, but only 1 helmet was required.

If the item you are attaching as a packaged item (child) to the main item (parent) uses different booking parameters, you are able to map them to make sure they are allocated as desired. This feature will be displayed automatically during the attaching process if such a scenario occurs.

Simply choose the parent parameter from the drop-down field that most closely matches the child item labelled to its right. In the example above, if an adult is selected during the booking process for the parent item, an adult will also be selected for the child item if it is chosen from the package options. Once you have added your packaged item(s), they will be visible just above the Attach an Item button.

You can configure the package options by clicking on the Edit button, or remove the child item by clicking on the drop-down button next to this and selecting Detach Item

Show Package Starting Price

If you'd like to display a starting price for the package in the booking portal, turn this option on and then enter the price in the field that appears.

This will override the displayed starting price for your items on the customer-facing booking page. Example: From $99.

Nested Package Add-ons Add-ons to Add-ons are not supported at this time. Meaning, when the main item has multiple item add-ons, those item add-ons shouldn't have their own item add-ons, especially not 'required-hidden'.

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