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Overview

Add-ons are extras and upsells that customers can add to their bookings. Go to Services & items in the sidebar, then open the Add-ons tab to create and manage them. Each add-on can be configured with specific pricing models and quantity limits.
Not sure if something should be a service or an add-on? See Structuring Your Services for guidance. In general, if a customer wouldn’t book it on its own, it’s an add-on.
Common add-ons:
  • Extra hours of service
  • Additional staff members
  • Custom cups, sleeves, or branding
  • Premium upgrades (syrups, milk options)
  • Travel fees or special setup charges

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Add-on Configuration

Set up new add-ons with:
  • Display name
  • Description
  • Line Item Description — how it appears on the quote and invoice. Supports rich text and shortcodes (e.g. {{quote.guest_count}}, {{lead.first_name}}) that resolve when the quote is created.
  • Pricing structure
  • Quantity limits (for Per unit, Per unit per hour, and Per unit per guest)
  • Minimum price (optional, for variable-rate add-ons)
  • Add-on image

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Quantity Limits

For Per unit, Per unit per hour, Per unit per guest, and Per guest per hour add-ons, set minimum and maximum quantity controls:
  • Min Quantity: Enforce minimum order requirements
  • Max Quantity: Prevent over-ordering or resource conflicts
  • Default Quantity: Uses minimum if set, otherwise defaults to 1
Examples:
  • Cocktail tables: Min 2, Max 10 (event space limitations)
  • Bartenders: Min 1, Max 4 (staffing availability)
  • Photo booth props: Min 5, Max 25 (package deals)
Quantity limits only apply to Per unit, Per unit per hour, Per unit per guest, and Per guest per hour. Flat rate and other pricing models don’t use these controls. Flat and Per unit do not use minimum price.
Configure pricing models:
  • Flat rate: Fixed price regardless of quantity. Check Charge the price each day to multiply the price by the number of service days.
  • Per unit: Price multiplied by quantity ordered
  • Per guest: Price based on guest count
  • Per hour: Price based on service duration
  • Per resource: Price based on resources used
  • Per unit per hour: Combined unit and hourly pricing
  • Per unit per guest: Price per unit scaled by guest count (and number of days); quantity is applied at line level (e.g. per-guest cocktail pricing with multiple options)
  • Per guest per hour: Price based on guest count multiplied by service duration in hours (and number of days); ideal for consumption-based add-ons that scale with both attendance and time
  • Per resource per hour: Per-resource hourly rate, with an optional setup base and an optional per-resource-per-day minimum hours floor. Use for add-ons that scale by both resource count and time (e.g. additional bartenders billed by the hour with a setup fee per bartender). Customer-facing copy reads “$X per hour” (with the base shown as a leading term when set) — “resource” is hidden from the lead form.
  • Tiered per guest: Offer volume discounts on Per guest add-ons by setting rate bands (e.g. $5/guest for 1–49, $4/guest for 50–99, $3/guest for 100+). The applicable tier is chosen based on the guest count on the quote.

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Base Price (Optional)

Every pricing model except Flat rate can carry an optional base price for setup, delivery, or equipment costs on top of the calculated amount. By default, the base is charged once per quote. Once you enter a base price, checkboxes appear that let you scale it:
  • Charge the base price per unit: The base is added to each unit’s price, so it scales with quantity. Available on Per unit, Per unit per hour, and Per unit per guest.
  • Charge the base price per resource: The base is multiplied by the number of resources. Available on Per resource and Per resource per hour.
  • Charge the base price each day: The base is multiplied by the number of service days. Use it for costs you incur every day of a multi-day event, like daily delivery or setup.
The checkboxes combine. With per resource and each day both on, a $1,200 base on a 3-resource, 2-day booking bills $1,200 × 3 resources × 2 days = $7,200 before the variable rate.
Add-ons created before this option existed keep their current pricing. Existing Per resource per hour add-ons have Charge the base price per resource checked.
Leave Charge the base price each day off for one-time costs. A single delivery fee on a 3-day festival should bill once, not three times.

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Minimum Price (Optional)

For variable-rate add-ons (Per guest, Per hour, Per resource, Per unit per hour, Per unit per guest, Per resource per hour), you can set an optional minimum price. If the calculated price is below this amount, the minimum is used. Leave blank for no minimum. Flat rate and Per unit do not use minimum price.The minimum applies to the calculated amount only. The base price is added on top and is never floored by it.
Choose pricing models that align with your operational costs and market positioning.
Set how many days’ notice an add-on needs before the event’s first service day. Use it for add-ons that require ordering, prep, or scheduling lead time (custom cups, rented equipment, specialty staff).Set it in the Availability card on the add-on create form and on the add-on detail page.
  • Range — 1 to 365 days.
  • Optional — leave blank for no minimum notice.
  • Clearing — entering 0 clears the field.
On the lead intake form, an add-on is hidden when the customer’s chosen event date is sooner than its minimum notice. If no event date has been picked yet, every add-on stays visible.The same rule is enforced server-side, so a hand-crafted request that includes a short-notice add-on is rejected.
The Price preview panel on the add-on page shows what the add-on would cost before you use it on a real quote. Adjust quantity, guests per day, resources, hours per day, and number of days, and the price updates as you type.
  • Controls only appear for the inputs your pricing model uses. A Per guest add-on shows guests and days; a Flat rate add-on shows a single fixed price.
  • The breakdown shows the calculated price and the base price separately, with the factors behind each, like “3 units × 100 guests/day × 2 days × $1.00”.
  • Callouts flag when a minimum price or a minimum billable hours floor changed the result.
  • Tiered per-guest add-ons need at least one tier configured before the preview can run.

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Add-on Management

Manage add-on details:
  • Availability status
  • Display order
  • Category assignment
  • Required resources
Customize appearance:
  • Add-on images
  • Description formatting
  • Feature highlights
  • Upsell messaging

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Pricing Details

Per unit per guest: Unit price × guests × days, then × quantity (e.g. $1 per guest per cocktail × 100 guests × 1 day = $100 per unit; quantity 3 = $300 total).Per guest per hour: Unit price × guests × days × hours (e.g. $2/guest/hr × 50 guests × 1 day × 4 hours = $400).Flat rate: The fixed price, charged once. With Charge the price each day checked, the price is multiplied by the number of service days (e.g. $150 × 3 days = $450). Customers see “$150 per day” on the lead form. Flat rate has no separate base price field.Per resource: Rate × resources, plus the base. The base is charged once unless you check Charge the base price per resource (e.g. $200 base × 3 resources = $600 base).Per resource per hour: (rate × effectiveHours × days) × resources, plus the base. The base is charged once unless you check Charge the base price per resource, in which case it is multiplied by resources (e.g. $75 base × 4 bartenders = $300). The optional per-resource-per-day minimum-hours floor applies to effectiveHours before the resource and day multipliers. For example, a 2-hour floor at $100/hr produces a $200/resource/day minimum on the variable portion, then scales by resources and days. The base is added on top and is never floored by the minimum price.Minimum price: If you set a minimum price, the line total will never be less than that amount for variable-rate add-ons.

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How Quantity Limits Work

Minimum Quantity:
  • Prevents customers from ordering below your business requirements
  • Automatically sets as default quantity when customers add the item
  • Useful for items that require minimum orders to be profitable
Maximum Quantity:
  • Prevents over-ordering beyond your capacity
  • Helps manage resource allocation and logistics
  • Protects against inventory shortages
Common Use Cases:
  • Audio equipment: Min 1 speaker, Max 8 speakers (venue size limits)
  • Linens: Min 10 napkins, Max 200 napkins (bulk order efficiency)
  • Staff: Min 1 server, Max 6 servers (team size management)

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Service-Specific Add-ons

Add-ons are automatically linked to all existing services when created. To restrict an add-on to specific services, configure the links from the service detail page. Go to Services & items, click a service, and use the Linked Add-ons section to select which add-ons apply. When a customer selects a service on a quote request form, only linked add-ons are shown. If no add-ons are linked to a service, none will appear for that service.
  • Multiple services — the customer sees every add-on linked to any of the selected services
  • Add-on options update instantly as customers change their service selection on forms
Add-ons that an admin has already added as line items on a quote are always shown, regardless of service links.
Configure service links →

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Best Practices

  1. Use clear, descriptive names
  2. Set appropriate pricing models
  3. Maintain accurate descriptions
  4. Update availability regularly
  5. Test automation workflows

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Next Steps

After configuring add-ons: