š Overview
Upsell or add-on products are optional items or servicesālike T-shirts, lunch packages, or rental gearāthat customers can choose to add during the registration or purchase process. These products are created in your softwareās Products section and can be attached to programs, memberships, or rentals to drive additional revenue and convenience.
š ļø Setup
Click the arrow to learn how to set up your add-on product
Click the arrow to learn how to set up your add-on product
š£ New to creating products?
If youāve never created a product before, we recommend reviewing how to build a standard product first.
Navigate to Cash Register > Products.
Click + Add Product.
Enter the following:
Product Name (e.g., Camp T-Shirt, Pizza Lunch)
Category (e.g., Apparel, Food, Rentals)
Expand Product Settings to configure:
Enable Show Online to allow customer visibility
Create Purchase Order must be checked
Select Active to make it available for use
Click Save.
Once product has been created the Tax Rate (Under Location Settings) and Inventories can be set (if applicable)
š Linking Add-On Products to a Parent Product
Click the arrow to learn how to assign and configure your add-on products
Click the arrow to learn how to assign and configure your add-on products
Once youāve created your add-on products, navigate to the main (parent) product that customers will register forāsuch as a Class Fee, Camp Session, or Rental.
ā ļø Ensure proper setup and tracking
Both the add-on product and the parent product must have the following options enabled for the add-on to display correctly during checkout and to ensure it is tracked on the Purchase Order Report:
Customer Required
Available Online
Create Purchase Order (required for tracking and reporting on the PO Report)
From the parent product:
Select the Add-ons tab from the left-hand menu
Start typing the name of your add-on product(s)
Select from the list as it appears
š Optional Add-On Settings
Use the Add-on Type dropdown to define how customers can select the optional product:
Click the arrow to learn how each optional add-on type works.
Click the arrow to learn how each optional add-on type works.
Quantity
Best for simple items (e.g., T-shirts or water bottles). Customers enter a quantity to purchase ā not tied to specific events.
Individual Events
For āper-sessionā registration types. Customers can choose which specific events theyād like to purchase the add-on for (e.g., lunch only on Tuesday and Thursday of camp).
Use Level Settings (Events, Weeks, or All)
Matches how the registration level is configured. For example:
If registration is by week, the add-on is offered for each selected week
If registration is per event, the add-on will be offered for each event
š§ This allows the add-on to dynamically follow the structure of your program or session settings.
ā Required or Included Add-On Options
You can also enforce automatic or required add-ons using these options:
Click the arrow to learn how to configure required or automatic add-ons
Click the arrow to learn how to configure required or automatic add-ons
One-Time Add-On (Automatically Include)
Toggle on Automatically Include to have the add-on added to the cart by default.
If it should be free, set the product price to $0
Customers will see it but cannot remove or adjust quantity
Require Add-On for All Registered Events
Only for per-session registrations (e.g., camps or drop-ins).
Automatically adds the add-on to each registered event
Cannot be removed or adjusted by the customer
š Example: If youāre running a weekly camp that includes a mandatory meal plan, this ensures the meal plan add-on is added to each week and cannot be skipped.
š Passes as Add-Ons
You can upsell Passes (e.g., a Free Skate Pass with a skating class) the same way you assign other add-on products:
Click the arrow to learn how to upsell passes during registration
Click the arrow to learn how to upsell passes during registration
In the parent productās Add-ons tab, scroll to the Passes section
Start typing the name of the Pass youāve already created
Select it from the dropdown list
š Example: A child registering for a Skating Class automatically receives a pass for Open Skate during the season.
š©āš¼ Staff View
When registering customers internally or viewing transaction history, staff will see linked add-ons in several areas:
Click the arrow to see how add-ons appear to staff members
Click the arrow to see how add-ons appear to staff members
During checkout, add-ons appear beneath the primary product
Optional add-ons can be selected/deselected and assigned quantities
Automatic add-ons are locked and pre-filled
On the Invoice
Within the Customer's Invoice Summary page
In reports such as the Product Sales Report
š§āš» Customer View
When a customer registers for a program, buys a membership, or books a rental, theyāll see any linked upsell products during the checkout flow.
Click the arrow to learn how customers select add-on products
Click the arrow to learn how customers select add-on products
Hereās how it works:
The product appears in its own section before the payment screen
The customer can check a box to select it and may enter a quantity
The product is optional ā itās never auto-selected unless set as an automatic add-on
Adjustments can be made if needed within the shopping cart before payment
š§¾ Add-on products are included in the order summary and the customerās emailed receipt.
š” Pro Tips
ā ļø Set inventory limits
If the product has limited availability (e.g., only 50 lunches), enter the inventory amount to prevent over-purchase.š§ Use meaningful categories
Group products into logical categories like āGear Rentalsā or āApparelā to keep internal reporting organized.āļø Donāt assign a product unless it's relevant
Avoid confusion by only linking add-on products to programs, memberships, or rentals where they make sense.š Preview registration
Run through a test registration as a customer to ensure the upsell product displays correctly and is easy to understand.
ā Frequently Asked Questions (FAQs)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I assign one product to multiple programs?
Click the arrow to see the answer
Click the arrow to see the answer
Yes! Once created, you can assign a product to as many programs, sessions, memberships, or rentals as needed.
Can customers select more than one of the same product?
Click the arrow to see the answer
Click the arrow to see the answer
Yes, if the product allows quantity selection, customers can enter a number (e.g., 2 lunches or 3 t-shirts).
Why isn't my product showing up for customers?
Click the arrow to see the answer
Click the arrow to see the answer
Double-check that "Show Online" is enabled and the product is properly assigned to the program/rental/membership.
How do I report on product purchases?
Click the arrow to see the answer
Click the arrow to see the answer
The best way to track product purchasesāespecially for inventory or ordering purposesāis to use the Purchase Order Report.
š£ Need help using the Purchase Order Report?
Check out our full Help Center article to learn how this report works and how to filter it for your product sales.
What if I forgot to enable the "Create Purchase Order" option?
Click the arrow to see the answer
Click the arrow to see the answer
Unfortunately, the software does not retroactively apply purchase order tracking to past transactions. If the Create Purchase Order setting was disabled at the time of purchase, those sales will not appear in the Purchase Order Report.
After enabling Create Purchase Order on both the parent and add-on products, any new purchases going forward will be included on the report.