Overview
Add-ons are extras and upsells that customers can add to their bookings. Navigate to Add-ons in the main menu to create and manage these additional services. Each add-on can be configured with specific pricing models and quantity limits. 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
Add-on Configuration
Creating Add-ons
Creating Add-ons
Set up new add-ons with:
- Display name
- Description
- 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
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
- 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.
Pricing Options
Pricing Options
Configure pricing models:
- Flat rate: Fixed price regardless of quantity
- 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
Minimum Price (Optional)
For variable-rate add-ons (Per guest, Per hour, Per resource, Per unit per hour, Per unit per guest), 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.Add-on Management
Settings Control
Settings Control
Manage add-on details:
- Availability status
- Display order
- Category assignment
- Required resources
Visual Presentation
Visual Presentation
Customize appearance:
- Add-on images
- Description formatting
- Feature highlights
- Upsell messaging
Pricing Details
How Pricing Works
How Pricing Works
Per unit per guest: Unit price × guests × days, then × quantity (e.g. 100 per unit; quantity 3 = $300 total).Per guest per hour: Unit price × guests × days × hours (e.g. 400).Minimum price: If you set a minimum price, the line total will never be less than that amount for variable-rate add-ons.
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
- Prevents over-ordering beyond your capacity
- Helps manage resource allocation and logistics
- Protects against inventory shortages
- 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)
Service-Specific Add-ons
Plus 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. Navigate to Services, click on 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.
Best Practices
- Use clear, descriptive names
- Set appropriate pricing models
- Maintain accurate descriptions
- Update availability regularly
- Test automation workflows
Next Steps
After configuring add-ons:- Review quote settings
- Set up integrations
- Test add-on functionality
- Monitor sales performance

