Suggested and Required Addons

Note: you can watch tutorial videos by clicking here, or you can follow the step-by-step instructions below.
 

There are two types of Add-ons that can be assigned to items:

 

1. Suggested Addons help increase your overall sales and average order price. Only a single Suggested Add-on list can be attached to an item. They generally include the the text, “People who ordered this have also ordered the following:”, but you can customize the display text in the Description field (see below). Items of your choice appear below, after an item has already been added to the cart, with the “Add to Cart” option. 

 

 

2. Required Addons force a selection from the customer before an item can be added to the cart. If an item requires a choice of configuration or includes a flavor of some kind (on a concession machine, for example), then a Required Add-on is used. Several Required Add-ons can be chained together on an item, which is covered in the Advanced video. 

 

 

Note: Suggested Add-ons and Required Add-on cannot be used simultaneously. If a Required Add-on is assigned to an item, then the Suggested Add-on will not display.

 

However, you can still use Suggested Add-ons for upselling connected to an Item that uses a Required Add-on. You simply assign a Suggested Add-on to each of the Items in the dropdown menu for the Required Add-on. For example, if you use a Required Add-on for your Sno Cone Machine which prompts your customer to pick a free flavor, and the choices are "Lemon-Lime," "Grape," and "Cherry," you could then assign a Suggested Add-on to each of those three Items, so, when the customer has chosen their free flavor, they'll see a new Suggested Add-on.

 

To begin, navigate to Admin > Products > Items. Add-ons are created using your existing inventory. If you would like to create a list of cotton candy flavors or bounce house banners, for example, then they must be added to your inventory. Generally, these items are hidden from customer view by placing them in the “Hidden Category”. They only appear when attached as an Add-on.

 

Once your add-on items are in Inventory, navigate to Admin > Products > Addons.

 

 

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Creating Addons

1. Once your items are created, navigate to Admin > Products > Addons. 

2. Click “Add New” or edit an existing addon.

3. Fill in the fields using the information below.

4. Click “Submit” to commit your changes. 

 

Name: Used to attach an Add-on to an item. Clear naming conventions help to organize your inventory. 

 

Description: Contains the text visible to your customer before, or above, their selection. 

 

Items: Use the dropdown boxes to select which items appear in the Add-on from your existing inventory. Items are listed in alphabetical order. Continue to use the “Add More >>>” button to add more options. 

 

Cost: This box overrides the original cost of the item. When blank, the price of the item is inherited from the Products > Items page. Placing a “20”, for example, in the “Cost” box will set the price of this item to $20, but only within this Add-on. 

 

Exclude Parent Item for Required Addons: Only used in rare circumstances. The default should remain set to “No”. When enabled, selecting an “Add-on” will replace the original item selection in the cart. For example, you may show a generic bounce house with no banner. The add-on shows a list of available bounce houses with banners. When a choice is made, the original bounce house is replaced with the selected banner bounce house. 

 

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Suggested Addon Example

Here is an example of a Suggested Add-on:

 

 

Once your addon is created, it needs to be attached:

 

1. Navigate to Admin > Products > Items. 

2. Click the name of the Item you wish to attach the Add-on to.

3. Scroll down to find “Suggested Addons”. 

4. Select the “Name” of your Add-on. 

5. Click “Submit” to commit your changes. 

 

 

As opposed to attaching the addon to individual items, Suggested Addons can be attached to Schedule Profiles in Admin > Products > Schedule Profiles. All categories and items with that Schedule Profile will automatically show the attached Suggested Addon. 

 

 

Once completed, we always recommend navigating to your website to test your changes. Click the “Logo” in the top left side to open your website in a new browser window. This allows you to view and use your website like one of your customers. 

 

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Required Addon Example

 

Here is an example of two Required Add-ons. In this scenario, we are renting a Cotton Candy Machine that includes one free flavor. Since Required and Suggested Addons cannot be used simultaneously, we are going to a second Required Addon for upselling. 

 

Notice that there is a “0” in the “Cost” box to indicate that this is a free choice:

 

 

In this example, the “Cost” box is blank and will use the regular price of the item:

 

 

 

 

To attach both Required Add-ons to the cotton candy machine:

 

1. Navigate to Admin > Products > Items. 

2. Click the “Cotton Candy Machine” to edit it. 

3. Scroll down to find “Required Addons”. 

4. Select the first Required Add-on called “Included Cotton Candy Flavor”.

5. Type a “1” in the “Qty” box because your customer receives 1 free flavor and must make one choice.

6. Click “Add More >>” to add another Required Add-on. 

7. Select the second Required Add-on called “Additional Cotton Candy Flavors”.

8. We cannot type a “1” in the box because this would force the customer to buy another flavor. The “Qty” box accepts a range, such as “0-3”. This allows the customer to select any combination of flavors that equals 0, all the way up to equalling 3.  

9. Click “Submit” to commit your changes. 

 

 

 

Once completed, we always recommend navigating to your website to test your changes. Click the “Logo” in the top left side to open your website in a new browser window. This allows you to view and use your website like one of your customers. 

 

 

TUTORIAL VIDEOS: