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Manage your add-ons from the Operations menu, not Settings.

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Where to find add-ons

Go to Operations > Add-ons to create and manage additional services for your quotes and bookings. Each add-on can be configured with specific pricing models and automation IDs for integration purposes.

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Creating add-ons

1

Navigate to add-ons

Go to Operations > Add-ons in your dashboard
2

Add new add-on

Click “Create Add-on” to set up:
  • Unique identifier
  • Display name
  • Description
  • Pricing structure
  • Quantity limits (for per unit pricing)
  • Availability rules

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Quantity limits

For “Per Unit” priced 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 pricing. Flat rate and other pricing models don’t use these controls.
Unique IDs are essential for automation workflows and integrations.

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Pricing options

Configure pricing models:
  • Per unit pricing
  • Flat rate pricing
  • Hourly rates
  • Resource-based pricing
Choose pricing models that align with your operational costs and market positioning.

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Managing add-ons

From the Operations > Add-ons page: Settings control:
  • Availability status
  • Display order
  • Category assignment
  • Required resources
Visual presentation:
  • Add-on images
  • Description formatting
  • Feature highlights
  • Upsell messaging

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Integration setup

Automation details:
  • Automation IDs
  • System linkages
  • Trigger conditions
  • Workflow connections
Maintain consistent IDs across all integrated platforms.
Pricing rules:
  • Quantity limits for per-unit add-ons
  • Minimum and maximum order requirements
  • Bundle discounts
  • Special pricing conditions

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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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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: