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*Per = Booking The percentage is calculated on the room price plus all selected extras defined before this one. Extra items defined after this will not be included in the percentage calculation. This could be used to add tax free items after the tax calculation.
*Per = Room The percentage is calculated on the room price only.
== 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.
[[Category:Enhanced_Selling]]
[[Category:Booking_Engine]]
[[Category:Use_Cases]]
<div class="heading">Upsell Items</div>
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.
<span stylediv class="color:#fe746c;“ warning">{{#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. </div>
= Type of Item=
An example would be a cleaning charge or fee.
=== Obligatory Cleaning ===
=== 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.
If the tax only applies on the room and does not accumulate with other taxes set "per" = Room
== 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.
= Description =
= Order of the Items =
The order in which the items are defined in the control panel is important for percentage calculations.
With the exception of per room percentages, percentage items are applied to the room price and any items above it.
If you have extras you only sell on site you can set them up as "Invoice Items" in {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICING. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Limiting upsell items does not work properly when prices or rates are linked.
=Different upsell items for different rooms=
= Display prices including obligatory fees on the first screen on your booking page=
To do this, you use a rate that already contains the fees. Example: The price per night is set Total Price Style €100. € 50 cleaning fee apply regardless on how long the guest stays. = "SummaryTotal including obligatory" tab of the ratein {{#fas:*Room Price = 150cog}}(SETTINGS) "Discounts" tab of the rate:*Nights = 2*Per night = 50BOOKING ENGINE > PROPERTY BOOKING PAGE.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Discounts set in the With this setting you can not use "DiscountsPer Booking" tab of the rate do not send to OTAsfees with multi-room bookings. Check the help page of the OTAs If you are using for information on how apply "Per Booking" fees are handledplease disable multi-room bookings.
=Reports and Templates=
= Examples =
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== Obligatory Cleaning Fee ==
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'''Example''': An obligatory cleaning fee of 50 applies once to all bookings.
Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->UPSELL ITEMS and add the cleaning fee as an "Upsell Item" with the settings
Type = obligatory
Vat % = if applicable enter the VAT rate
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== Optional Breakfast ==
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'''Example''': A guest house offers an optional breakfast costing 10 per day. 19% VAT are included in the price for the breakfast.
Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->UPSELL ITEMS and add breakfast as an "Upsell Item" with the settings
Type = optional
Vat % = 19
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== Breakfast with Different VAT Rate than Lodging ==
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'''Example''': 7% VAT are included in the room price. The lodging offers breakfast as an extra. 19% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on which 7% VAT applies
Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING RULES and set "Vat Rate %" = 7
Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->UPSELL ITEMS and
1) add breakfast as an "Upsell Item" with "Vat %" = 19
2) add city tax as an obligarory % tax "Upsell Item"
To show VAT change your confirmations ({{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->CONFIRMATION MESSAGES) and invoice template ({{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
== City Tax ==
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'''Example''': A lodging needs to charge 5% city tax on all bookings.
Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
Type = obligatory % tax
Vat % = if applicable enter the VAT rate
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== City Tax Only for Children Above a Certain Age ==
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'''Example''': City tax only applies to children over 10 years of age.
Go to {{#fas:cog}} (SETTINGS-) BOOKING ENGINE >PROPERTY BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
Children|Children under 10
Child|Child under 10
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== City Tax charged for first 7 nights only ==
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'''Example''': City tax charged for first 7 nights only.
Create 2 Upsell items and 2 Rates/Daily Prices.
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS
Create new Upsell Item
Upsell item 1
*Type = Obligatory Tax
*Amount = (enter per person/adult/day) value
*Per = Adult
*Period = Daily
*Description = City Tax
Upsell item 2
*Type - Obligatory Tax
*Amount = (enter total price per 7 nights) value
*Per = Adult
*Period = One Time
*Description = City Tax
Prices > Rates
Open Rate 1 :
SUMMARY TAB
*Maximum Stay = 7
UPSELL TAB
*Select Upsell Item 1 - per night City Tax
Open Rate 2 :
SUMMARY TAB
*Minimum Stay = 8
UPSELL TAB :
*Select Upsell Item 2 - per night City Tax
Prices > Daily Price Setup
*Open Daily Price 1
*Maximum Stay = 7
*Upsell Items, select Upsell Item 1 - per night City Tax
*Open Daily Price 2
*Minimum Stay = 8
*Upsell Items, select Upsell Item 2 - per night City Tax
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== Offer Extras after the Guest has Booked ==
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You use a property with a special setup to sell extras to guests that have already made a booking. They will need to enter their booking number when they make the booking so the owner can ‘group’ the bookings.
Adjustments for your property:
Add a Custom Question to your Booking page {{#fas:cog}} (SETTINGS > ) PROPERTIES > BOOKING QUESTIONS so a guest can enter the original booking id so you can link the bookings together.
'''1. Set up "Extras" property'''
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES and click on ADD NEW PROPERTY.**Click on EDIT and you will get to {{#fas:cog}} (SETTINGS) PROPERTIES -> DESCRIPTION. Enter the name (e.g. Extras – after booking) and the currency you accept. Set the "Type of Booking" to "Activity".*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES-> ROOMS ->SETUP
**enter in “Name” the name of your extra (i.e. Welcome Hamper)
**set the "Quantity" = the number you want to sell in advance, this can be based on the number of rooms per day (i.e. one hamper per unit)
If you need to collect the number of guests for example Evening meals, you will need to setup the Room/unit slightly differently as you may allow your guests to book per person/adult/child
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES->ROOMS ->SETUP
**enter “Name” – the name of your extra (i.e. Welcome Dinner)
**set the "Quantity" = the number you want to sell in advance, number of guests
**enter "Accommodation Type" = Welcome Meal
*Go to {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > PROPERTY BOOKING PAGE->DEVELOPERS and exchange all phrases which refer to accommodation. Enter for example the following in "Custom Text"
Check in|Purchase Date
'''3. Further settings'''
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES-> BOOKING QUESTIONS > CUSTOM QUESTION add a question – Please enter your Accommodation Booking id, set = Obiligatory
*Go to {{#fas:cog}} (SETTINGS -> ) PROPERTIES->PAYMENT COLLECTION and set up payment collection or use payment requests.
*Go to {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "Extras" property.
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.
If you want to offer options to your Guests to select prior to their arrival, for example if you offer Evening meals and you would like you guests to select the number of each dish with their booking, then you should add UPSELL items that will show on the guest booking page.
Go to {{#fas:cog}} (SETTINGS > ) BOOKING ENGINE > UPSELL ITEMS
*Create an Upsell item for each item
*Type = Optional
*Set up an Auto Action to confirm to the Guest their ‘Extras’ has been received an linked to their Accommodation booking, using the Booking ids from both bookings in the email.
*Setup an Auto Action to send Payment Request if you have not collected payment at the time of the booking.
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== Add two different tax %, but both calculated on the base price.==
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Example:
Base price 100
Tax 1 = 5% = 5
Tax 2 = 9.975% = 9.975
Expected result will be: 114.975
If you already added 5% tax and do not want this applied for the second tax, you can reduce the second one by 5%.
i.e. 9.975 would be charged at 9.5% of the balance including the 5% tax to be the same as 9.975% on the amount without the first tax.
Upsell item 1
Type: obligatory % tax
Amount: 5.0
per: booking
period: one time
Description: Tax 1
Upsell item 2
Type: obligatory % tax
Amount: 9.5
per: booking
period: one time
Description: Tax 2
Another alternative is to combine the two taxes into one amount and charge 14.975%
