Upsell Items: Difference between revisions
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[[Category:Booking_Engine]] | [[Category:Booking_Engine]] | ||
<div class="heading">Upsell Items</div> | <div class="heading">Upsell Items</div> | ||
This page is about the menu SETTINGS | This page is about the menu {{#fas:cog}} (SETTINGS) BOOKING ENGINE >UPSELL ITEMS and explains how you can sell extras and add fees for direct bookings. | ||
=Create Upsell Items= | =Create Upsell Items= | ||
Upsell Items are shown on the booking page after the guest has selected their room or rooms. | Upsell Items are shown on the booking page after the guest has selected their room or rooms. | ||
The items can be used to show and allow booking of optional items and services or to add compulsory fee's like taxes and charges. | The items can be used to show and allow booking of optional items and services or to add compulsory fee's like taxes and charges. | ||
Up to 20 upsell items can be created per property. | Up to 20 upsell items can be created per property. | ||
If you allow "Multiple Room Bookings" the system will apply obligatory extras to all rooms and allow optional extras for all rooms. | |||
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>Upsell Items can not be exported to OTAs. If required you can set them up directly in the channel. Also you need prices for each room. Price linking across rooms or properties will not work. | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>Upsell Items can not be exported to OTAs. If required you can set them up directly in the channel. Also you need prices for each room. Price linking across rooms or properties will not work. | ||
= Type of Item= | |||
Upsell items of the following types can be created. The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING ENGINE -> PICTURES. | Upsell items of the following types can be created. The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded by adding the "Image Tag" from SETTINGS -> BOOKING ENGINE -> PICTURES. | ||
== Optional == | |||
The optional item type is selected by a check box on the booking page. | The optional item type is selected by a check box on the booking page. | ||
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The Per and Period values are used to calculate how many of the items are required. | The Per and Period values are used to calculate how many of the items are required. | ||
=== Optional Quantity === | |||
The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector. | The optional quantity type works like the optional type except the guest can select the quantity they would like using a selector. | ||
=== Optional Percentage === | |||
The optional percentage is calculated and added to invoice when the item is selected. | The optional percentage is calculated and added to invoice when the item is selected. | ||
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The Period value is not used for percentage items. | The Period value is not used for percentage items. | ||
== Obligatory == | |||
The obligatory type is like an optional type except it is added automatically to the booking and cannot be removed. | The obligatory type is like an optional type except it is added automatically to the booking and cannot be removed. | ||
An example would be a cleaning charge or fee. | An example would be a cleaning charge or fee. | ||
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The percentage is calculated on the room price only. | The percentage is calculated on the room price only. | ||
=== Obligatory Cleaning === | |||
This fee will be applied to the booking page. It will not send to OTAs. Some OTAs allow to send cleaning fees. For information where to set this up see the channels help pages. | This fee will be applied to the booking page. It will not send to OTAs. Some OTAs allow to send cleaning fees. For information where to set this up see the channels help pages. | ||
=== Obligatory Percentage === | |||
The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be removed. | The obligatory percentage type is like the Optional Percentage type except it is always calculated and added to the booking and cannot be removed. | ||
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The setting Per Booking means the value is calculated as a percentage of the room price plus all selected items appearing before this one. See "Order of the Items" for more information. | The setting Per Booking means the value is calculated as a percentage of the room price plus all selected items appearing before this one. See "Order of the Items" for more information. | ||
=== Obligatory Percentage Tax === | |||
The obligatory percentage tax type is like the Obligatory Percentage type except it that it will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab the booking. | The obligatory percentage tax type is like the Obligatory Percentage type except it that it will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab the booking. | ||
== Refundable== | |||
Under "Period" upsell items can be set to be "Refundable". Refundable upsell items work like obligatory upsell items but are not sent to comparison sites like Trivago or Tripadvisor. | Under "Period" upsell items can be set to be "Refundable". Refundable upsell items work like obligatory upsell items but are not sent to comparison sites like Trivago or Tripadvisor. | ||
== | == Refund Protect== | ||
You can offer your guests an option to purchase Refund Protect on non refundable bookings. Use [[RefundProtect|this help page]] and the <span style="color:#007bff;“ >{{#far:question-circle}} </span> context help for more information. | |||
= Description = | |||
The Description can be entered in each language. The description can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields. You can add a picture which has been uploaded. | |||
=Status= | |||
You can show an invoice sum for certain upsell items only, exclude upsell items from the total, or group specific items in reports. | You can show an invoice sum for certain upsell items only, exclude upsell items from the total, or group specific items in reports. | ||
To do this you use the status. You set the status field of the invoice item include a pipe symbol | between the description text and the status text. For example Description of item | Status. | To do this you use the status. You set the status field of the invoice item include a pipe symbol | between the description text and the status text. For example Description of item | Status. | ||
= Order of the Items = | |||
The order the items are defined in the control panel is important for percentage calculations. | The order the items are defined in the control panel is important for percentage calculations. | ||
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Obligatory upsell items appear on the booking page in the room section. Other upsell items appear as "Add Extra's" in the order defined | Obligatory upsell items appear on the booking page in the room section. Other upsell items appear as "Add Extra's" in the order defined | ||
= Voucher Codes = | |||
Voucher code discount values can also be affected by the order upsell items are created. Voucher code discounts are not applied to any items from or after the first compulsory percentage item. | Voucher code discount values can also be affected by the order upsell items are created. Voucher code discounts are not applied to any items from or after the first compulsory percentage item. | ||
= VAT = | |||
Each item can be assigned it's own VAT rate if for example some items are VAT free or have discounted VAT rates. | Each item can be assigned it's own VAT rate if for example some items are VAT free or have discounted VAT rates. | ||
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> VAT is generally the tax already included in the price and should not be confused with a tax added by an obligatory percentage value. | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> VAT is generally the tax already included in the price and should not be confused with a tax added by an obligatory percentage value. | ||
= Adding an Upsell Item to a Booking = | |||
A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab. | A selector is available to add the Upsell Items to existing bookings in the control panel on the bookings "Charges and Payments" tab. | ||
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[[Media:Upsell1.png|view large]] | [[Media:Upsell1.png|view large]] | ||
= Limiting availability of items = | |||
Upsell items can be enabled/disabled for individual daily prices or rates. When a booking is made only those upsell items enabled for any rate involved in the booking will be offered to the guest. | Upsell items can be enabled/disabled for individual daily prices or rates. When a booking is made only those upsell items enabled for any rate involved in the booking will be offered to the guest. | ||
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If you have extras you only sell on site you can set them up as "Invoice Items" in SETTINGS->GUEST MANAGEMENT->INVOICING. | If you have extras you only sell on site you can set them up as "Invoice Items" in SETTINGS->GUEST MANAGEMENT->INVOICING. | ||
=Different upsell items for different rooms= | |||
Upsell items are created on property level. However, you can activate an upsell item for a rate, and the rate can be specific for a room. | Upsell items are created on property level. However, you can activate an upsell item for a rate, and the rate can be specific for a room. | ||
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*Per night = 50 | *Per night = 50 | ||
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Discounts set in the "Discounts" tab of the rate do not send to OTAs. Check the help page of the OTAs you are using for information on how fees are handled. | |||
=Reports and Templates= | =Reports and Templates= | ||
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[[Template Variables|Template Variables]] can be used to display invoice charges in invoices, booking templates or Email templates. | [[Template Variables|Template Variables]] can be used to display invoice charges in invoices, booking templates or Email templates. | ||
= Activities = | |||
If you want to offer extras separate to the booking and manage and/or display availability through the system have a look here: [[Sell Extras like Activities or Car Rental]] | If you want to offer extras separate to the booking and manage and/or display availability through the system have a look here: [[Sell Extras like Activities or Car Rental]] | ||
= Examples = | = Examples = | ||
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We suggest at least delete everything from the default that refers to accommodation. Ensure you have the details of the Custom Question (Original Accommodation Booking id) so that you and the guest have reference to the original booking. (you will need this to ‘group’ the extras to the original booking id. | We suggest at least delete everything from the default that refers to accommodation. Ensure you have the details of the Custom Question (Original Accommodation Booking id) so that you and the guest have reference to the original booking. (you will need this to ‘group’ the extras to the original booking id. | ||
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> You may want to create a new Property for each Extra that you offer to your guests, for example, Food, Experiences, Travel (pickups) | |||
'''4. Optional''' | '''4. Optional''' | ||