This article will walk you through the process of how to set up the Add-Ons for your property in Cloudbeds PMS. If you need to update existing Add-Ons or create new ones, please follow the steps below.
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Step 1 - Create an Item or Service
Before creating your Add-On, you should first create an Item/Service.
Login to your Cloudbeds PMS account:
- From your Account
, click Settings
- Go to Products
- Click on + New Item
Click and drag items to re-order them
- Enter the Item Name
- If it is a product, then you can track its stock inventory.
- Item Type — Specify whether the item you are adding is a product (example: water bottle), or a service (example: massage, tour).
-
SKU Number
- If you press the tab button in this section, the system automatically assigns the item an SKU number.
- Enter the Item/Product Code
- Category — Link the item to the designated category. If you don't have categories yet, click on Create New Category.
- Add the Description
The add-on name and description appear on your booking engine. If you would like the text translated to the language in which the guest is viewing the bookings page, enter the translation of this text for each language. Leaving it empty for that language will show the same text as your main application language.
- The Booking Engine can also prioritize add-ons based on the user's preferences within the Cloudbeds system, allowing for tailored bookings that maximize seasonal perks.
- Mandatory Notes — If selected, you must enter a note on every item you add on reservations.
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Price - Enter the price for a single item
- If no price is associated, select the box: This item does not have a price — this way, you can enter a price manually when adding the item to a reservation.
-
Apply taxes or fees that will be associated with the item.
- If the taxes or fees are not listed, click the link 'Create/Modify Tax or Fee.'
-
Do not track stock inventory — Click here to learn more about Stock Inventory
- If not selected, the system will update the quantity available whenever a transaction is posted.
- If selected, the system will keep track of stock for a specific item
- Click on Save Item
Step 2 - Set up an item as an Add-on
2.1 Create the Add-On
Under Property Configuration:
- Click on Add-ons
- Select + New Add-On
- Add-on name - this will be displayed on the Booking Engine
- Inventory Item - select the item previously created
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Charge Type - Select whether it is charged per:
- reservation
- night
- room/bed
- room/bed per night
- guest
- guest per night
- quantity
- Transaction code (Internal only, optional)
- Select when the add-on will be available
- arrival
- departure
- both arrival or departure
- If "Not Applicable" is selected, availability is independent of check-in/check-out dates.
- Select when the transaction should be posted:
- Immediately when receiving the reservation, the item is posted to Folio upon booking, and inventory is reduced.
- When checking in the reservation, the item is posted at check-in, and inventory is reduced simultaneously.
- Post Add-On daily - available only for charge types like Per Night or Per Guest Per Night.
- Choose whether to keep the transaction posted or void it in case of cancellation/no-show.
- Select how add-on values are calculated for revenue allocation:
- Adjust price proportionally - Includes add-on in price adjustment calculations.
- Calculate based on full price - Keeps pricing fixed, useful for third-party services like concert tickets or transfers.
- Upload an image (recommended dimensions: 150px x 75px).
The text entered on the Add-on Name appears on the Booking Engine. If you would like the text translated to the language in which the guest is viewing the bookings page, enter the translation of this text for each language.
Leaving it empty for that language will show the same text as your main application language.
2.2 Create the Add-On Interval
The add-on will not be available if you do not set an interval.
- Click on + Add Interval
- Set interval name (internal use only).
- Define the date range (start and end date).
- Specify the minimum and maximum overlap - the number of consecutive reservation days the add-on must be available (optional).
- Select the room types you want this add-on to be available for.
- Set prices and applicable day(s) of the week.
- If the add-on's prices change throughout the year, add a new date range to set the updated pricing.
- Click on Add Date Range to save the interval.
- Click on Save.
Once you set up your add-on, guests can select it after completing their reservation. See an example below:
The Add-on appears on the reservation page in the Booking Engine either before or after the confirmation screen. You can select your preferred display option in the Engine Settings.
If you want to limit the quantity of Add-Ons sold, use the Stock Inventory option.
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