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Creating an Upsell or Add-on Product
Creating an Upsell or Add-on Product
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Setup

Products

The first thing to be done is to create all of the products that you want to eventually display to the customer as a possible "add-on" or "upsell". If you want this product to be seen in the shopping cart when a customer is registering for a program via the DaySmart Member App, then make sure you switch the toggle to "Available Online".

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Some good examples of upsell products would be to offer campers lunch, t-shirts, or extended day care. This feature can also be used to sell more items for birthday parties. You can offer Goodie Bags or assorted food choices. If the product selected to Upsell needs to be tracked for fulfillment you will need to enable Purchase Orders on the Upsell product itself.

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Add-ons

Once you have created all of the products you want to upsell or automatically add, it is time to go to the product that all of these will link to. For example, I may have a class that I want some optional and automatic products to appear for my customers. In this case, I need to go to my Class Fee product. There is an option on the left hand side called "Add-ons".

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Start typing in your products you would like to add. If the program you are adding is a camp or per-session type of program, you can click the box to have the customer select which days they would like to buy the product for. If you would like the add-on product to automatically be added to the cart at no additional cost, there is a checkbox for this as well and you can edit the price to be $0. We also offer optional addons that follow the same rules that are set at the level. So if it is set to register for weekly camps, the addon will also be set to a weekly addon.

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To see a more in depth article on the types of addons, you can also check out this article which discusses the difference between an "optional" addon vs a "required" addon.

You can also add Passes as an Upsell. When you start typing in the name of the Pass you have created, you will be able to select it from the drop down in the "Passes" section. An example you may use for a pass is if someone is registering for a Skating Class they receive a free pass for Open Skate during the time of the Class season. *Note: make sure the product that the pass utilizes, not the pass itself, is set to "available online" as well for this to show up in the shopping cart correctly.

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How it Looks

When a customer adds an item to the shopping cart, that has products assigned to be up-sold or automatically added, the customer will then see a list of those products or services.

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When you have a product with an auto add attached, the quantity is not editable. Consider it a package price you get with the additional free add on product.

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