Configure Cloudbeds Guest Experience Upsell Products, Categories and Design

Cloudbeds Guest Experience Upsell allows you to send guests a link to purchase a product or service from the Cloudbeds Guest Experience store. Follow the steps in this article to configure your upsell products and categories.

 Once you connect your Cloudbeds PMS to Cloudbeds Guest Experience, you must manually create the upsell categories and products in Cloudbeds Guest Experience.

Cloudbeds believes every lodging business is unique. We offer tools for all sizes and budgets to help you establish and grow your business. Reach out to our dedicated team for more information on each available package. Not yet a Cloudbeds customer? Access our Pricing Guide and schedule a demo.
 

Step 1 - Create Categories

  1. Go to the Upsell whistle upsell.pngtab in the top navigation bar
  2. Select the Categories section
  3. Click toat the top right
  4. Enter the Category Details
    • Title
    • Description
    • Image
  5. Click to Create
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Step 2 - Add Products

  1. Select the Products section
  2. Click to at the top right
  1. Add in Product Information
    • Name
    • SKU
    • Description
    • Quantity
    • Delivery Fee
    • Tax Class
    • Availability
    • Images
    • Pricing
    • Category
    • Modifiers
    • Offers
  2. Click to Create
  • Add modifiers if this product comes in multiple versions, like different sizes or colors. For example, a modifier could be Size, and the modifier items would be Small, Medium, Large.
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2.2 - Add Translations to Products

The Upsell feature allows customers to add translations for up to 29 languages, so when guests view the Upsell storefront, they can select the language of their choice.

In the Products page,

  1. Open the next to the product and click to edit the product
  2. Click on the Translations tab
  1. Switch the toggle to activate the language you want
  2. Add the translated text
  3. Click to Save
  • If no translations have been configured for a language, the information will be displayed in the property's default language.
  • If the translation has not been enabled (toggled 'on') for a language, then it will display the information in the property's default language.

The guests will be able to select the language they prefer in the drop-down menu available in the Upsell link:

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Step 3 - Set the Design of the Upsell Store

  1. Select the Design section
  2. Update property Theme
    • Add Company Name or upload Logo
    • Enable/Disable Display Announcement
    • Enable/Disable Display in Checkout
    • Header
    • Button Text
The Upsell configuration is complete.

 Check this article to learn how to manage your upsell orders.

How can I allow guests to leave a tip using Upsells?

If you want to offer guests the option to leave a gratuity for your staff directly within the Guest Experience Storefront, you can do so by creating a "Flexible Tip" product. This allows the guest to choose their own amount rather than selecting a fixed fee.

The "Hotelier Hack": Setting up a Custom Tip Product

  1. Create a New Product: Navigate to Upsell > Products and click Create Product.
  2. Name the Product: Use a friendly name like "Staff Appreciation," "Gratuity," or "Buy the Team a Round."
  3. Set the Price to $0: By setting the base price to $0.00, you allow the guest to determine the final value.
  4. Enable Custom Amount (if available): Ensure the product settings allow for a custom price or quantity input.

    In most setups, the guest will select the $0 product and then enter their desired tip amount in the Custom Tip/Amount field during the checkout process.

  5. Placement: Add this product to a visible category (e.g., "Staff Appreciation" or "Guest Services") so it’s easy for guests to find during their stay or digital check-in.

Why do it this way?

  • Visibility: Unlike a hidden checkout setting, a dedicated product tile makes the option highly visible and inviting.
  • Personalization: You can add a heart-warming description or a photo of your team to encourage guest engagement.
  • Clear Reporting: These tips will flow into your Transactions Report as a specific line item, making it easy for your accounting team to distribute the funds to the correct staff or department.

If your system doesn't support a "Custom Amount" field for $0 products, you can set the product price to $1.00 and name it "Tip ($1 Increments)." Guests can then simply adjust the Quantity (e.g., Quantity 20 = $20 Tip) to reach their desired amount!

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Comments

2 comments
  • In the Design section, can you give me some examples of what the 'button' is used for?

    And to what areas each of the font sections apply; For example which text is covered in the 'header'; 'subheader'; and 'content'

    0
  • Hello, Lucille Hayward, 

    We have created a new ticket on your behalf so that our Support Team can offer you dedicated assistance as soon as possible.

    Thank you!

    0

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