Required Add-ons

If you want to collect a mandatory electricity deposit, cleaning fee, or any other type of additional charge when a new reservation is made, you can use required add-ons.

Setup

First, create a new add-on for the charge you want to mandate. Simply navigate to Settings > Add-ons, and click New Add-on. If the add-on you are adding is just a charge and not a physical product, choose the type Other.

Create a new add-on if needed

Next, navigate to Settings > Units and select a unit you want to require the add-on for. Once on the unit page, select the Add-ons tab. Click New Required Add-on.

Make an add-on required for a unit and reservation type

Select the desired add-on, and select the reservation type you want the add-on to be required for. You can select Ongoing to require the add-on only for long term reservations, or Standard to only require the add-on for short term reservations. Select All to require the add-on for all reservation types.

If you want to be more picky about which reservations the add-on will be required for, you can specify the reservation source, min/max reservation dates, and even reservation length as requirements for when to require the add-on. You can even indicate if the qty is editable and if it should reflect the qty of adults, children, or pets. This can be useful for a required pet fee you want to charge per pet.

Click Save to complete.

The add-on has now successfully been set up to be required for a particular unit and reservation type. If you would like to make this same change to other units, use the import/export functionality to quickly do so.

How it works

Now that you have the add-on required, if a customer makes a new reservation that qualifies for the required add-on, they will be notified of the required add-on.

Required add-on on reservation portal

The add-on will be included in the reservation summary but will not be able to remove it like other add-ons.

If you make a new reservation from the back end (Reservations > New Reservation), required add-ons will be automatically included on the new reservation as well. If you add a new unit to an existing reservation, required add-ons will once again be included.

When you visit the reservation detail, you will see the required add-ons. They can be removed if desired.

Required add-on on the reservation detail page

Charges are automatically created for the required addon. If the required add-on is removed or if the unit the add-on was required for is removed, the add-on and it's charges are removed as well (if the charges are unpaid).

How do I charge a security deposit?

If you want to charge an additional deposit on top of the down payment deposit (the deposit built-in at the unit level), here are the steps to take: 

1. Click on Settings menu item on left side of screen
2. Click "Add-ons"
3. Click "New Add-on" and add your necessary deposit
4. Now, go back to settings and click on "Units". Click the unit in question
5. Once you have the unit up, click on the "Add-ons" tab at the top of the screen
6. Click "Add Required Unit Add-On" and add the add-on your created
7. Now, copy this required add-on to as many units as needed by clicking "Options" and then "Import/Export Unit Info" in the top right corner

Remember that refundable deposits will not automatically be refunded. You will have to manually refund as needed.