Creating & Managing Add-On Items

Add-Ons are items that can be used for a variety of ways within the platform. Most businesses use these to create wine flight menus or food menus, which can then be assigned to a Collection, which are then specific experiences. Consider an Add-On item as one item on your menu, then the Collection is how you group the menu items together.

Another strategy is using Add-Ons as UpSells and assigning those to experiences. This is done by creating a Collection and setting it as an UpSell menu type. Doing so will show your selected Collection as optional items the guest may add to their reservation. Consider this something similar as "You might also like" you see on popular shopping sites.

Creating Add-On Items
The first step to creating your menu is to create your Add-On items.

1. Log into the CellarPass admin panel by going to https://www.cellarpass.com
2. Select Experiences from the left-hand menu.
3. From the submenu, select Add-Ons.
4. This will display a page where your Add-Ons are managed.
5. To add a new Item, click the Add New Item in the top right.
   1. If you need to edit an existing Item, simply click the name of the Item.
6. Complete the form which includes setting:
   1. Item Status
   2. Taxable
   3. Include in Gratuity Calculation
   4. Item SKU
   5. Cost
   6. Retail Price
   7. Item Name
   8. Item Description
   9. Department
   10. Item Type
   11. Category
   12. Item Image

Assigning Products to Collections
Now that you have created your Items, the next step is to group them together by creating and assigning a Collection.

1. Log into the CellarPass admin panel by going to https://www.cellarpass.com
2. Select Experiences from the left-hand menu.
3. From the submenu, select Collections.
4. This will take you to the page where you manage Collections.
5. Click Add Collection from the top right-hand side of the screen.
6. Enter the Collection Name. Note that the name you set for your Collection is displayed to your guests as the menu.
7. Select a Collection Type, which is one of the following:
   1. Menu Selection
      This option will display all the selected Add-On items assigned to the Collection and will require the total number of Add-On items to match the total number of Guests in the reservation.
      
      
   2. Flex Menu
      This option provides the most flexibility by allowing you to set a minimum and maximum number of selections that would be required to be selected when booked. In this Collection type, you will need to set a minimum quantity and maximum quantity.
      
      
   3. Experience Selection
      Unlike the Menu Selection option we discussed earlier, the Experience Section option is designed to show a list of your Add-On Items, but will be limited to selecting just one choice when booking a reservation. This is typically used for selecting different flights of wines. With this menu type, all guests would go through the same wine flight. Whereas with Menu Selection, you could offer a party of 4 choose their own individual wine flight.
      
      
   4. UpSell
      Consider this option as an optional choice, where as all three options are typically considered required to be selected to complete their reservation. This could be anything from adding a Cheese & Charcuterie Plate, a Cabana Rental, a Bike Rental or let your imagination go wild.
      
      NOTE: Checking the Default checkbox, will determine which of the Add-On Items within the Collection will be selected by default during checkout.
      
      
8. Now that you have determined the Collection Menu Type, it's time to start assigning your Add-On Items to the Collection.
9. Click the Add Item button. Doing so will add a row to your menu. Clicking on the Add-On name will allow you to choose from your list of active Add-On Items.
10. Continue to add all of your Items until you are done.
11. Click the Save button when done.

Assigning Collections to Experiences
You are almost done. The last step (before testing of course) is to assign your Collections to Experiences.

1. Log into the CellarPass admin panel by going to https://www.cellarpass.com
2. Select Experiences from the left-hand menu.
3. From the submenu, select Events.
4. Locate the name of the Experience you wish to assign your Add-On Collection to.
5. Click on the Experience Name to edit.
6. From the submenu, select Add-Ons.
7. This will take you to a page where you can assign your Add-Ons. Notice on this page, there are two sections, Add-Ons and UpSells.
8. Using the dropdown menu within the Add-Ons section, select your Collection that you wish to assign for your Add-Ons. Note that you can only select Add-On Menu Types within this dropdown.
9. If you would like to assign Upsells, use dropdown menu within the UpSells section to determine the Collection. Note that you can only select UpSell Menu Types within this dropdown.
10. Click the Save button when done.

Test, Test, Test
Whenever you make major changes to your experiences, we recommend that you place some testing bookings through the admin panel and through your website, verifying prices, descriptions, pictures and so forth.