Overview
Add-on settings allow you to create and manage additional services that can be included in quotes and bookings. Each add-on can be configured with specific pricing models and automation IDs for integration purposes.Add-on Configuration
Creating Add-ons
Creating Add-ons
Set up new add-ons with:
- Unique identifier
- Display name
- Description
- Pricing structure
- Quantity limits (for per unit pricing)
- Availability rules
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
- 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.
Pricing Options
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.
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
Integration Options
Automation Setup
Automation Setup
Configure integration details:
- Automation IDs
- System linkages
- Trigger conditions
- Workflow connections
Maintain consistent IDs across all integrated platforms.
Pricing Logic
Pricing Logic
Set up pricing rules:
- Quantity limits for per-unit add-ons
- Minimum and maximum order requirements
- Bundle discounts
- Special pricing conditions
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)
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