Add-ons Setup

# Add-ons Setup ## What You'll Learn This guide covers how to create and manage rental add-ons in RecSystems: - Creating add-ons for extra revenue - Configuring pricing and billing options - Assigning add-ons to fleets - Managing required vs optional add-ons - Setting up quantity rules ## Prerequisites - Admin role - At least one fleet configured - Understanding of your rental extras ## Understanding Add-ons Add-ons are extra items or services customers can purchase with their rental: - Safety equipment (life jackets, helmets) - Convenience items (coolers, tubes) - Services (delivery, setup) - Insurance options - Fuel packages ## Creating an Add-on ### Step 1: Navigate to Add-ons 1. Go to **Dashboard → Add-ons** 2. Click **New Add-on** button ### Step 2: Basic Information **Required Fields:** - **Name** - Clear, descriptive name - **Price** - Cost in dollars - **Description** - What's included **Example:** ``` Name: Premium Life Jacket Price: $15.00 Description: Coast Guard approved Type III PFD with whistle ``` ### Step 3: Configure Billing **Billing Frequency:** - **One Time** - Charged once per booking - **Per Day** - Charged for each rental day **When to Charge:** - **At Booking** - Included in initial payment - **At Check-in** - Collected when customer arrives - **At Checkout** - Added when returning ### Step 4: Set Quantity Rules **Usage Quantity Mode:** **Fixed Quantity** - Customer gets exactly 1 - No selection needed - Good for: Parking passes, cleaning fees **User Selectable** - Customer chooses how many - Set min/max limits - Good for: Life jackets, tubes **Tied to Booking Unit** - Quantity matches rental quantity - Automatic calculation - Good for: Per-unit insurance, fuel ### Step 5: Required vs Optional **Required Add-ons:** - Automatically added to bookings - Customer cannot remove - Price included in total - Use for: Mandatory fees, required equipment **Optional Add-ons:** - Customer chooses to add - Can be removed - Use for: Extras, upgrades ### Step 6: Add Photos (Optional) Add-ons can have images: 1. Click **Add Image** or drag photo 2. Shows during booking process 3. Helps customers understand offering 4. Recommended: 800x600px minimum ## Assigning to Fleets ### Link Add-ons to Equipment Add-ons must be assigned to fleets: 1. Edit the add-on 2. Find **Fleet Assignments** section 3. Check fleets that offer this add-on 4. Save changes **Example:** Life jackets for water sports - ✓ Jet Skis - ✓ Boats - ✗ ATVs ### Fleet-Specific Considerations Different fleets may need different add-ons: - Water sports: Life jackets, tubes, anchors - Land vehicles: Helmets, GPS, trailers - Equipment: Delivery, setup, operators ## Pricing Strategies ### Competitive Pricing Research local rates for: - Similar add-ons - Competitor offerings - Retail prices - Set slightly below retail ### Bundle Pricing Create value packages: ``` "Water Sports Package" - $50/day - 4 Life Jackets - Tube - Rope - Cooler (Save $20 vs individual) ``` ### Dynamic Pricing Consider different rates for: - Peak vs off-season - Weekday vs weekend - Single vs multi-day ## Common Add-on Types ### Safety Equipment - Life jackets/PFDs - Helmets - First aid kits - Fire extinguishers - Safety flags ### Convenience Items - Coolers - Tubes/towables - Anchors - Dock lines - GPS units ### Services - Delivery/pickup - Fueling service - Cleaning service - Setup/orientation - Guide services ### Insurance/Protection - Damage waiver - Theft protection - Liability coverage - Deposit reduction ### Consumables - Fuel packages - Ice - Sunscreen - Maps/guides - Parking passes ## Managing Add-ons ### Viewing All Add-ons The add-ons index shows: - Name and price - Billing frequency - Required status - Fleet assignments - Published status ### Editing Add-ons To modify an add-on: 1. Click on add-on name 2. Click **Edit** 3. Update any fields 4. Save changes **Note:** Changes don't affect existing bookings ### Publishing Status **Published** - Visible to customers - Available for selection - Shows in booking flow **Unpublished** - Hidden from customers - Good for seasonal items - Testing new add-ons **Archived** - Permanently hidden - Preserves historical data - Cannot be restored ## Best Practices ### Naming Conventions Use clear, descriptive names: - ✓ "Adult Life Jacket" - ✗ "PFD-A" - ✓ "Half-Day Tube Rental" - ✗ "Tube" ### Description Guidelines Include: - What's provided - Any size/weight limits - Duration if applicable - Special instructions ### Pricing Psychology - End prices in 5 or 0 ($15, $20) - Show value for packages - Compare to retail prices - Highlight savings ### Required Add-ons Use sparingly for: - Legal requirements - Actual mandatory items - Processing fees - Environmental fees ## Customer Experience ### During Booking Customers see add-ons: 1. After selecting dates/times 2. Grouped by type 3. With images and descriptions 4. Required items pre-selected ### Clear Presentation Show customers: - Total add-on cost - Per-day vs one-time - What's included - Why it's valuable ### Mobile Optimization Ensure add-ons work on mobile: - Large tap targets - Clear pricing - Easy quantity selection - Visible descriptions ## Reporting and Analytics ### Track Performance Monitor add-on metrics: - Attachment rate (% of bookings) - Revenue per booking - Most/least popular - Seasonal trends ### Optimization Tips Based on data: - Adjust pricing - Change requirements - Update descriptions - Test new offerings ## Troubleshooting ### "Add-on Not Showing" Check: - Published status - Fleet assignment - Date availability - Required permissions ### "Wrong Price Calculating" Verify: - Billing frequency setting - Quantity mode - Price entered correctly - Tax settings ### "Can't Remove Required Add-on" This is correct behavior: - Required items cannot be removed - Change to optional if needed - Or remove from fleet ### "Quantity Issues" For quantity problems: - Check usage quantity mode - Verify tied to correct setting - Test with sample booking ## Seasonal Considerations ### Summer Add-ons - Tubes and towables - Coolers - Shade canopies - Extra fuel ### Winter Add-ons - Hand warmers - Extra gear - Heated seats - Storage covers ### Year-Round - Insurance options - Delivery services - Safety equipment - Convenience packages ## Related Guides - [Fleet Configuration](fleet-configuration.md) - Setting up equipment categories - [Unit Management](unit-management.md) - Managing individual items - [Pricing Strategies](../03-revenue-optimization/pricing-strategies.md) - Revenue optimization - [Booking Workflow](../01-daily-operations/booking-workflow.md) - How add-ons affect bookings ## Summary Well-configured add-ons in RecSystems: - Increase revenue per booking - Enhance customer experience - Provide necessary equipment - Create upsell opportunities - Simplify operations Remember: Add-ons should add value for both your business and your customers!