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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, Per unit per hour, and Per unit per guest)
  • Minimum price (optional, for variable-rate add-ons)
  • Availability rules

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Quantity limits

For Per unit, Per unit per hour, and Per unit per guest 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, and Per unit per guest. 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:
  • Flat rate pricing
  • Per unit pricing
  • Per guest pricing
  • Per hour pricing
  • Per resource pricing
  • Per unit per hour pricing
  • Per unit per guest pricing (quantity × guest count × days)
  • Minimum price (optional) for variable-rate add-ons — ensures the calculated price never goes below that floor
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, Per unit per hour, and Per unit per guest add-ons
  • Minimum and maximum order requirements
  • Minimum price for variable-rate add-ons (Per guest, Per hour, Per resource, Per unit per hour, Per unit per guest) so the calculated price never goes below that floor
  • 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: