Upsell Booking Options (Diary)

How to manage upsell options in the Diary

Upsell Booking options for individual bookings can be managed directly from the Diary when creating a new booking or editing an existing booking. Venues can choose to either process an upsell booking option and any associated payment or hide it before saving a booking.

Turn Upsell Booking Options off when creating a new booking

If Upsell Booking options have been attached to a service, they can be turned off by the venue when creating a booking. They can then be managed and any payment processed at a later date.

1. Create a new booking in the diary for a service which has Upsell Booking Options attached.

2. If the service has Upsell Booking Options, an ‘Upsell Options’ tab will be visible.

3. Use the toggle to turn Upsell Booking Options off if the customer does not wish to include these options in their booking. Note that the booking cannot be saved unless one or more options is selected OR they are turned off via the toggle.

Upsell Booking Options On:

Upsell Booking Options Off:

Manage Upsell Booking Options

Once a booking has been made, Upsell Booking Options can be managed from directly within the Diary using the ‘Manage Booking Options’ button. From here options can be selected and payments processed..

1 Open an existing booking for a service which has Booking Options attached.

2. Select the ‘Manage Upsell Options’ button

 

3. Select the required options and select OK. Note that unlike regular Booking Options, Upsell options are not tied to the number of customers in a booking, so you can select as many/few options as required.

4. Upon saving, if there is a payment attached, the user can select to send the payment link to the customer, or simply save the booking. the payment link can then be sent from the saved booking at a later date.

5. If there is a payment attached to the Booking option, and payment has not yet been made, the booking will land in the Dairy with a status of Payment Pending.