Note: In any guest-facing communication regarding upsells, they are referred to as "Stay Enhancements".
Operators have the ability to create upsells on three different levels:
Global: Creating upsells that apply to all or most units. Go to Property Management > Global Items > Add Upsell
Unit Group: Creating upsells that apply to all units within a Unit Group. Go to Property Management > Unit Groups > Select a Group > Add Upsell
There are three types of upsells:
Standard: This type is for basic stay enhancements upsells such as Pet Fees, equipment rental, grocery stocking or unique offerings like experiences, party décor, private chefs, etc.
Automated Early Check-in or Automated Late Check-Out: If you have DACK-integrated smart locks, this option will adjust the time the code is set on the lock. If you don't, this upsell type will adjust access code visibility to the new check-in time if your pre-check-in window is set to zero. (Read more on your App Settings here.) This upsell type has additional enhanced optional features, including in-app alerts and automated approval, if you do not have a same-day turn.
External: You can enable this option and include a link to direct guests to purchase something outside of the app.
NOTE: In order to take payment in the app, you must have a connected Stripe account
and complete the integration in the operator portal. If you do not have this set up,
please submit a request by emailing support@zendesk.dackinc.com.
Creating a Standard Upsell:
Select the Upsell Type from the drop-down menu.
Enter the Upsell Title that will be displayed to your guest in the app.
Select an Upsell Category (for more info, see this article)
Mark Upsell Free: if checked, the upsell will show "FREE" in the mobile app.
Hide Price: If checked, the price of this upsell will not display on the preview screens for Stay Enhancements. The guest will see the price when they click into the details of the upsell.
Enter the price. This can be a fixed price, or based on the hour and/or quantity. Monthly pricing is also available, which will override this base price. You'll find more details on enabling that feature below.
Select whether this upsell requires staff approval.
If "No" is selected, the guest will be automatically charged.
If "Yes" is selected, the guest's credit card will be pre-authorized for the amount, but will not be charged until the purchase is approved by your designated staff.
Select which of your staff should be notified and/or approve or deny upsell requests. For instructions on setting up upsell notifications, please read this article.
Disable Stripe: Select this option only if you are not taking advantage of convenient in-app payments.
Pay Cash: Select this option if this upsell requires payment outside of the app.
Customize Button Text: If you have selected "Pay Cash," you can use this option to customize the button text. (i.e. Submit Request, Charge Card on File, etc.)
External Upsell/External Link: Enable this option for purchases made outside of the app, and add the external link. When choosing this option, the guest will be taken directly to the external link destination when clicking on the Stay Enhancement in the app.
Assign to Unit Group (only for Global Upsells): Either check "Assign to All Unit Groups," or choose the unit group from the dropdown that will appear when you click into the the "Select Groups" box.
Dynamic Settings: If selected, reservation based charges will multiply the quantity below by the number of days in the guest's reservation.
Quantity Settings: If enabled, you are able to choose up to two quantities, such as per hour, person, pet, etc. If you have selected reservation based charges, the first quantity should be per day.
Additional Contact/External Provider: This option allows you to easily work with a 3rd party vendor to fulfill stay enhancements. Examples include housekeepers, private chefs, delivery services, etc. Enable this option if you would like an outside party to be notified of an upsell. NOTE: Do not delete the details that are auto-filled, even if you are not using an external provider. There are a few additional options:
Provider Can Approve / Decline From Email: Enabling this option will give the external provider the option to approve or decline the guest request.
Include Guest Contact Details in Email: Enabling this option will allow the external provider access to guest contact details, which would otherwise remain hidden. Frequently, external providers will manage communication with the guest after a purchase has been made.
Display Purchase Price in Email: Enable this option if you would like the external provider to see the purchase price. We leave this disabled by default as often operators will include a transaction fee in the total price that is not paid to the vendor, and therefore prefer the price hidden.
Display Settings: Enable one or both of these options, if desired.
Hide Upsell After Approved: Enabling this option will hide a stay enhancement in the app after a purchase is approved. This is useful for an upsell that can only be purchased once, such as a pet fee or early check-in.
Hide Upsell After Check-in: Enabling this option will hide a stay enhancement in the app after check-in time. This is useful for an upsell that can only be fulfilled before a guest arrives.
Discounts/Pricing: Enabling this feature will open up a menu that allows you to create monthly pricing for an upsell. This allows you to charge based on seasonality or other factors that would impact the price of an upsell. The monthly price will override the base price, and guests checking in during that month will see the price that correlates to that month. If a month is left blank, the base price will be applied.
Description: Provide any details here that will help the guest understand what is included/involved in their purchase. Here are some helpful tips:
When purchasing an upsell, a guest has the opportunity to leave notes. If there is information that you need from the guest, make sure to request that in the description. Guest notes are easily visible to you in your Guest Request dashboard.
It is helpful for guests to know if there is a timeframe around upsells. For example, if you aren't able to approve an early check-in request until 24 hours before a stay, let your guest know in the description.
Any upsell that requires approval will pre-authorize a credit card, but a guest will not be charged until the purchase is approved. This is very helpful information to include in your description. They will see a pending purchase on their credit card statement.
Post-Purchase Instructions: Utilize this feature to send an automated message to your guest after a purchase is approved. This will help guests with any instructions for pick-up or deliveries, or generally understanding what to expect.
Declined Upsells: If you are not able to approve an upsell, you have the option to send a personalized note to a guest with an explanation. A pop-up box will appear after you decline an upsell in your dashboard. Note that this feature is not available if you decline an upsell from an email.
Select an image: Upload one or more 1200x600 pixel images, or simply click on the "Unsplash" button to conveniently choose from a library of photos. You can refine your photo search by entering keywords into the search bar, and simply select your favorite photo and click "Upload." A photo cropping tool will appear to allow you to adjust how the photo will fit into the 1200x600 frame.
Creating an Automated Early Check-In or Automated Late Check-Out:
If you have DACK-integrated smart locks, this option will adjust the time the code is set on the lock. If you don't, utilizing the Automated Early Check-In upsell type will adjust access code visibility to the new check-in time if your pre-check-in window is set to zero. (Read more on your App Settings here.) This upsell type has additional enhanced optional features, including in-app alerts and automated approval, if you do not have a same-day turn. See below for more information and rule sets for these options.
NOTE: Utilizing the automated options requires hourly pricing.
Select Automated Early Check-In or Automated Early Check-Out from the drop-down menu.
Follow steps 1-8 above. (External Upsells will not apply to ECI and LCO).
Auto-Approval Settings: Select this feature if you would like the guest's request to be automatically approved. Note the following parameters:
It is within 24 hours of a check-in or check-out.
You do not have a same-day check-out or check-in.
Alerts: Select this feature if you would like a guest to receive a pop-up alert and notification about the availability of early check-in or late check-out, if the following criteria has been met, the alert will send 24 hours before check-in time or 24 hours before check-out time:
Guest has not already purchased late checkout/early check-in Upsell
You do not have a same-day check-out or check-in
The reservation was created over 24 hours before check-in for Early Check-In alert
The reservation was created over 24 hours before checkout time for Late Check-out alert
For late check-out alert, the stay must be longer than one night
Note: When Alerts are selected, messaging will be activated. You can find and edit these messages by navigating to the left menu and selecting Messages. For more about messaging, read this article.
Quantity Settings: Enter the number of hours available for Early Check-In and Late Check-Out. Again, if you have DACK-integrated smart locks, the code will be set on the lock according to the number of hours purchased.
External Contact/External Provider: See step 13 under Creating Standard Upsells.
Display Settings: See Step 14 under Creating Standard Upsells.
Discounts/Pricing: See Step 15 under Creating Standard Upsells.
Hourly Rates: Enabling this feature will open a menu that allows you to create a different price for additional hours. The first hour will be your base price and, if desired, you can choose a different price for each additional hour.
Example: The base price for an automated early check-in is $50. The second hour is an additional $20. The guest will be asked to pay $70 for early check-in.
We highly recommend creating a test unit and test reservation and creating different upsell types in order to view them from your guest's point of view, practice approving and denying, and observe operator and guest notifications.