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Manage Upsell

Easily manage your guest add-ons, control when and where they are available, customize pricing, and make sure the right team members are notified when an upsell is purchased.

Written by Cathy Yap

Upsells can include early check-in, late check-out, parking, pet fees, airport transfers, additional cleaning, experiences, upgrades, damage waivers, and other services or products.


📍 Access your Upsells

From your ChargeAutomation dashboard: Go to → Upsells → Manage Upsells


✏️ Manage an Existing Upsell

Click the blue three-dot icon and select Edit.

🏷️ Title - The name guests will see when browsing your available add-ons.

🔖 Internal Name - Used for your internal reference. Guests won't see this name. You can use the same name as the Title can make your upsells easier to manage.

🧩 Type - Defines how the upsell is created and managed.

  • Internal — Created and managed directly in ChargeAutomation.

  • External (Third Party Upsell) — Connects to a third-party upsell. External upsells are available on the Professional plan.

📂 Category - Organize your upsells by category, such as:

  • General

  • Early Check-in

  • Late Check-out

  • Damage Waiver

Categories make it easier to organize and manage your upsell catalog

📝 Short Description - This is displayed to guests when they view the upsell. Keep it concise and explain the value of the service.

💰 Pricing Model - Determines how the add-on is priced.

🏷️Price - The amount charged for the add-on. Booking currency will be used as the currency type.

💰 Vendor Revenue Split - Share your booking revenue with vendors or partners automatically.

Important: Available on the ProfessionalPlan. This feature is only available for properties connected to Stripe.


⚙️ MORE SETTINGS

Customize how your upsell works by configuring approval requirements, whether the upsell is mandatory or optional, additional fees and terms, purchase availability, guest reminders, host notifications, and the properties, tags, and booking sources where the upsell will be available.

Is Your Approval Required?

Decide whether upsell requests need manual approval.

  • Approval needed: You’ll review and approve each request before it’s confirmed

  • No approval needed: Upsells are automatically confirmed after purchase

Is This Upsell Mandatory?

Control whether the upsell is optional or required.

  • Optional: Guests can choose whether to purchase

  • Mandatory: Guests must accept the upsell as part of their booking

Additional Fees & Terms

Add any extra charges or additional information related to the upsell.

When Can Guest Purchase This?

This setting lets you control exactly when an upsell is available to guests. This ensures your offers are shown at the right time and only when they can be fulfilled.

Set Reminder for Guest

Increase upsell conversions by automatically reminding guests about available add-ons.

Host Notifications

Get real-time updates when a guest purchases or requests an upsell.

Add email addresses and/or phone numbers to receive instant notifications about guest upsell activity.

Upsell Deep Link ID

A unique identifier and link used to direct guests to a specific upsell offer within the ChargeAutomation guest portal.

Append this ID to a ChargeAutomation dynamic link to open this upsell automatically for the guest.

Attach Properties

Select which properties this upsell applies to.

  • Assign to specific rentals or multiple properties

  • Ensures relevance based on location or property type

Attach Tags

Control visibility based on Tags.

Attach Booking Sources

Choose which booking channels the upsell applies to.

  • Apply to all booking sources or select specific ones (e.g., direct bookings, OTA platforms)

Need Help?

If you run into any issues or have questions, feel free to reach out to our support team at [email protected].


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