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Locate: Inventory > Products > Products > Add Product/Add New Product/Edit Product > Advanced
Prerequisites:
- Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
- Your account must have access to products (Inventory > Products), a key feature of our newest version of Checkfront.
- Your parent and upsell products must both use guest types (Inventory > Products > Products > Add Product/Add New Product/Edit Product > Availability) to determine to who the product is available.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we provide step-by-step instructions on how to map your product guest types to upsell guest types to facilitate the allocation of your inventory, for example, where your product is distributed by age group (e.g. tour), but you don't make that distinction with your upsells (e.g. picnic lunch). How do you configure them to sell together? We explain this in detail below.
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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. |
Overview
The Guest Type Mapping setting displays when adding an upsell if both the product and the upsell are configured with guest types.
Since products may have different guest type configurations, the system cannot automatically map the guest types. We need you to help us understand how the guest types of the two products relate to each other if you want to present the upsell to Customers.
Depending on how your guest types are configured, Guest types can be mapped one-to-one, one-to-many, or many-to-many. We explain what this means next!
- Mapping one product guest type to one upsell guest type (1:1)
The parent product and upsell might be configured with one guest type (e.g. Guest). Mapping these two guest types is a simple case of pairing one with the other. This is a one-to-one configuration where the one parent guest type must be mapped to the one upsell guest type.
- Mapping multiple product guest types to one upsell guest type (many:1)
Your parent product may be configured with multiple guest types ( e.g. Adult, Youth, Senior, Child...), but the upsell only requires one generic guest type for inventory tracking purposes (e.g. Guest). This is a many-to-one configuration, where all parent guest types must be mapped to the one upsell guest type.
- Mapping multiple product guest types to multiple upsell guest types (many: many)
When the parent product and the upsell product are both configured with multiple guest types, then the appropriate product guest types need to be mapped to their matching upsell guest types. This is considered a many-to-many configuration.
Mapping product guest types to upsell guest types
Follow these steps to map your guest types.
- Go to your Product List (Inventory > Product > Products).
- Find the parent product to which you need to add an upsell.
- Click on the name of the product to open the Product Builder.
- Navigate to the Advanced tab.
- Choose to either Edit Upsell or + Add Upsell.
- Once an upsell is selected, you can scroll down to the Guest Type Mapping section.
- You can select the appropriate parent guest type to pair with each child/upsell guest type listed.
- Click Save to save your changes.
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Reminder 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. |
Customer Booking Experience
With the guest types mapped, the Customer can then purchase the upsell along with the primary offering. How your inventory is allocated then reflects how you configured your products and upsells.
The above screenshot is an example of a parent product (tour), priced by age group, with a finite number of seats on each bus. The upsell (lunch basket) is offered as an add-on at the same price for each Guest, regardless of age group.