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orders
Add an add-on when a customer who already booked asks for an accessory that goes with one of their items, such as a helmet for a bike. It joins the order attached to that item’s line, and you send the customer a checkout link for its price. Line Items explains how add-on lines attach and are priced. To add a listing the customer can book on its own, follow Add an item instead.

Prerequisites

Required permissions: Create and edit orders to add the add-on (orders:order_summary:manage) and to send the checkout link (orders:order:create), and View orders to follow the payment on the Payments tab (orders:order_payments:view). Every built-in role holds both, Member included. See Users & Roles.
Have ready before you start:
  • The add-on and the line it goes with, for example the helmet and the customer’s bike.
  • An order that is not closed. A closed order shows no + Add until you reopen it. See Reopen an order.
  • The customer’s email, to send the checkout link to.
  • A payment provider connected, for the online payment methods the link offers. See Payments settings.

The walkthrough

1

Open the order

Open Orders and find the order. Check the location selector in the top-left corner first if your account has more than one location, because the table lists only that location’s orders. The order opens on its Summary tab.
The Orders table with an order's row highlighted
2

Open the Add-ons tab

Click + Add in the top-right corner of the order, then the Add-ons tab at the top of the Add panel that opens. The tab lists the add-ons recommended for this order: the ones attached to its listings, and the ones offered at checkout.
The Add panel on its Add-ons tab, with the tab highlighted and the recommended add-ons listed
3

Pick the add-on

Enter the add-on’s name in Search anything at the top. If it is not listed, choose All under Add-ons on the left. Each row shows the add-on’s price, such as From 10.00 € or 10% of parent price. Click the add-on’s row.
The Add-ons tab searched for an add-on, with Search anything, All and the add-on's row highlighted
4

Choose the line it goes with

Under “Select which item this is an add-on to:”, click the line the add-on goes with. Lines are listed under their customer’s name, each with its dates. Pass over Whole order and the customer rows above them. The Add Line Item panel opens with the add-on.
Select parent item with the question and the booking line it goes with highlighted
5

Check the dates and the price

Check Start and End, copied from the line you chose; a sale add-on shows Sales date. Unit price starts at the add-on’s price for that line. Enter another to change it. Choose the add-on’s option, such as a size, if it has one: until then the card reads Please select all options and Add is greyed out.
The Add Line Item panel for the add-on with Start, End, Unit price and the option field highlighted
6

Add the add-on

Click Add at the bottom of the panel. The panel closes, and the Summary tab lists the add-on, with Add-on to and its line’s name above its own name. Its chip reads Unpaid, and the Payments card on the right of the order reads Partially paid.
An order's Summary tab with the add-on's Add-on to caption, its Unpaid chip and the Payments card at Partially paid highlighted
7

Open Send checkout link

Click Payment in the top-right corner of the order and choose Send checkout link. The Send checkout link panel opens on the right.
The Payment menu open on an order with Send checkout link highlighted
8

Check the email and what the link collects

Check Email under Contact details. It starts with the email of the order’s main customer. Check the rows under Amount to collect: every line that still owes money is ticked at what it owes. On an order that was paid in full, that is the add-on alone. Untick any other row.
The Send checkout link panel with the Email field and the Amount to collect section highlighted
9

Send the link

Check that the online methods under Available payment methods are ticked, then click Send checkout link at the bottom of the panel. The button ends in the amount, for example 10.00 €. Checkout link created successfully confirms it, and the panel closes.
The bottom of the Send checkout link panel with Available payment methods and the Send checkout link button highlighted
10

Follow the payment

Open the order’s Payments tab. The link is listed under Checkout links as Active. When the customer pays, it reads Used, and the add-on’s chip on the Summary tab reads Paid.
An order's Payments tab with the tab, the Checkout links card and an Active link highlighted

How do I know it worked?

  • The add-on is on the Summary tab with Add-on to and the name of the line you picked.
  • The order total includes it, at the price you left or entered.
  • The link is listed under Checkout links on the Payments tab, and the add-on’s chip reads Paid once the customer pays.

Troubleshooting / common pitfalls

Recommended lists only the add-ons attached to the listings on the order and the ones offered at checkout. Choose All to see every add-on offered at the order’s location. An add-on missing there too is not set up as an add-on for that location. See Add-on settings.
An add-on attached to listings is offered only for the lines of those listings. One offered only at checkout goes on the whole order or a customer, never a line. A line that is itself an add-on is never offered. Check which listings carry the add-on in Add-on settings.
With no + Add, the order is closed. Reopen it as Reopen an order shows. With + Add but no Add-ons tab, your role hides the tab. See UI visibility.

Line Items

How add-on lines attach to their parent and how they are priced.

Changing an order

Every walkthrough for changing an order a customer already has.

Add an item

Put another listing on the order at the dates the customer wants.

Send a checkout link

Collect what an order owes, in full or in part.

Add-on settings

Which listings carry an add-on, and how its price is set.