Optional Add-Ons let you offer additional activities, services, or experiences that travelers can choose to purchase separately from the core trip. Unlike required itinerary components, Optional Add-Ons aren't automatically included in the trip total, travelers review the available add-ons and decide whether to opt in.
Examples include excursions and tours, premium dining experiences, spa packages, additional activities, VIP experiences, and transportation upgrades. Optional Add-Ons work on both Regular Trips and Group Trips.
Configure an Optional Add-On
Open a Trip Component
Open any Trip.
Navigate to the Proposal tab.
Open an existing trip component, or add a new one.
When the component edit drawer opens, navigate to the Pricing & Booking tab.
Enable Optional Add-On
Locate the Optional Add-On toggle and turn it ON.
On a Group Trip, turning the toggle on reveals extra availability settings (below), because add-ons are offered through self-serve signup against limited inventory. On a Regular Trip, there are no availability settings, the add-on is simply offered to the client as an optional item to opt into.
Configure Availability
This section applies to Group Trips only.
On a Group Trip, you can optionally limit an add-on's availability by:
Available Seats: the maximum number of spots available (for example, 20 seats).
Available Until Date: the last date travelers can select the add-on (for example, until June 30, 2026).
Both: use the two together (for example, 20 seats, available until June 30, 2026).
If no limits are configured, the add-on remains available until it's manually removed or the trip closes.
Save and Publish
Save the component, then publish the proposal or landing page. The Optional Add-On becomes available to travelers.
The Traveler Experience (Group Trips)
Regular Trips
On a Regular Trip, the client reviews and selects Optional Add-Ons in their portal, in two places:
In the itinerary: each optional component carries an Optional Add-On label and an Add to Trip button, so the client can opt in directly as they read through the itinerary.
From the agent card: a call-to-action at the top prompts the client to select their preferences, and walks them through the choices in sequence, Inline Options first, then room or cabin options, then Optional Add-Ons.
Group Trips
On a Group Trip, travelers encounter Optional Add-Ons as part of the self-serve signup flow on the landing page.
View Available Add-Ons: When travelers open the landing page and move through the booking flow, selections appear in order: room and cabin selections first, then Inline Options, then Optional Add-Ons. Optional Add-Ons are displayed in dedicated cards, separate from the main itinerary.
View Add-Ons in the Itinerary: Optional Add-Ons also appear within the itinerary, each marked with an Optional Add-On tag so travelers can distinguish optional items from included itinerary components.
Select Add-Ons During Signup: During signup, travelers select room or cabin preferences, choose any Inline Options, and review Optional Add-Ons - all as part of the booking flow. Travelers can click View Details to open a side panel showing the add-on's description, images, attachments, pricing, and availability information.
Fixed-Price vs. Per-Person Add-Ons
How a traveler selects an add-on depends on its pricing, and this works the same way on Regular and Group Trips:Fixed price: travelers simply opt in or out; no quantity selection is required. For example, a Private Airport Transfer at a $100 flat fee.
Per person: travelers specify the number of travelers participating, and a quantity field appears automatically. For example, a Snorkeling Excursion at $75 per traveler.
Save or Skip Selections:
Travelers have two options:Make Selections - Select preferred add-ons and click Continue. Selections are saved immediately.
Choose Later - Continue through signup without saving add-on selections. Add-ons can be selected later if availability remains.
Complete Signup
After signup, a Subtrip is created, the traveler gains access to their itinerary, and a banner reminds them to complete payment authorization - for example: "Your trip has been created successfully. To save your spot, please authorize the required deposit amount as soon as possible."
Advisor Management
View Add-On Selections
View Add-On Selections
When a traveler selects an add-on, open the trip to view their selections, add-on choices, and authorization status. On a Group Trip, each signup creates a Sub-Trip and sends you a notification; open the Sub-Trip to review that traveler's selections.
Add an Add-On on Behalf of a Traveler
If a traveler requests an add-on by phone, email, or another offline channel:
Open the Optional Add-On component.
Navigate to Pricing & Booking.
Click Add for Travelers.
Select the travelers and confirm the assignment.
The selected travelers are added to the Optional Add-On.
Reset a Traveler Selection
If a traveler changes their mind, open the Optional Add-On component, locate the selection summary, and click Reset Selection. After you confirm, the traveler assignments are removed and the add-on returns to an unselected state, where it can be selected again later.
Optional Add-Ons After Proposal Approval
Optional Add-Ons remain available even after the proposal is approved and becomes an itinerary.
Selected add-ons remain attached to the traveler, appear in bookings, can appear on invoices, and can be included in payments.
Unselected add-ons remain optional, continue displaying availability information, and can still be selected later if available.
Bookings and Invoices
Bookings
Optional Add-Ons appear in Bookings with an Optional tag. If not selected, they remain informational only, shown as a rate rather than a billable price. If selected, they become active traveler items.
Invoices
Unselected add-ons do not contribute to the trip total and do not appear as invoice line items.
Selected add-ons are included in invoices, contribute to the trip total, and appear as standard line items.
Best Practices
Use Optional Add-Ons for experiences travelers may want but don't require.
Clearly describe what's included.
On Group Trips, set availability limits when inventory is restricted.
Use per-person pricing when traveler counts affect costs.
Review selections before generating final invoices.
Leave optional items available after approval when late opt-ins are allowed.