On TRYTN, the process of creating Scheduled Activities takes place over 3 steps: 1) Basic Settings, 2) Schedule Settings, and 3) Advanced Settings. This particular article covers Step 3, Advanced Settings specific to scheduled activities (activities with a defined start and end time). These optional settings allow you to add taxes and fees, add-ons, questions, and display preferences for your products.
This article covers the following topics:
- Determine Display Settings
- Assign Tax Rate(s) and/or Fees
- Assign Add-Ons
- Specify Questions
Determine Display Settings
Product display settings can be found by navigating to your activity of choice and selecting Advanced Settings from the Actions menu. Each of the individual display settings are explained in detail below.
Hide Activity from Website
Select this checkbox to hide your activity from website purchases. This option can be utilized for activities that you do not want all site visitors to see, such as in the case of custom itineraries or email promotions. These activities are still available for public purchase if a user has a direct link to the product page.
Display Product Before Categories
When customers view your booking page, the default setting displays categories first, followed by individual products. You have the option to change this order, if needed, by selecting this checkbox to show your activity above categories. Note: If multiple products have this option checked, the product sort order will determine which item appears first.
Reservation Display Color
Select the color you'd like to use to indicate scheduled occurrences of your activity on the ‘Upcoming Reservations’ widget (shown on your account dashboard).
The snapshot below shows how Reservation Display Color can help organize your reservation calendar by visually differentiating each scheduled activity with a unique color.
By default, product units on TRYTN are set as 'per participant.' This means that a customer who purchases a quantity of '2' for an activity is booking spots for 2 participants. However, in cases when you have customers booking a group activity, customized unit labels may make more sense.
Example Scenario: Boating Charters
Custom unit labels can be beneficial for activities like charters, for example. In this scenario, customers may book an entire boat for a given period of time. For this type of booking, rather than have customers book one spot for each individual, you might want to create a custom unit label, such as "boat" (which would represent booking 'per boat'). Once you set this as your unit label, if a customer selects Qty: 1, this will indicate one boat rental (rather than one participant ticket for a boat ride).
To select a new label for your activity, navigate to the product you have in mind and open the associated Actions menu to select Advanced Settings. On the following screen, you will see a field titled Unit Label.
To change the unit label setting, simply select the alternative label from the dropdown menu and Save Changes. Going forward, all customers will see this new label for your product both in the booking flow and in emails.
How can I add new label options to the Unit Label dropdown?
If you don't see the label you need for your activity, simply click the blue button Add New Item to create one.
Why don't I see a Unit Label dropdown on my product's Advanced Settings page?
If you do not see the Unit Label field, there are two possible reasons why:
- You have not created any custom unit labels. If this is the case, go to Shop Settings > Custom Labels and create a custom unit label (for help, see our Custom Labels article). Then you can navigate back to the advanced settings page for your product, and the Unit Labels menu will be active.
- You are on a merchandise item. Only scheduled and unscheduled activities can utilize custom unit labels.
Under Selected Categories on this page, you can assign any applicable categories to your activity. When you click this field, you will see a list of all product categories that have been created for your shop. If you do not see a category you want to utilize, visit Products > Settings > Categories to create a new category (see the Categories article for details).
Click on all applicable categories and they will be added in green. To remove an unneeded category in this field, simply click the 'x' to de-select it.
Under the Selected Attributes header on this page, you can assign applicable product attributes to your activity. When you click this field, you will see a list of all attributes that have been created for your shop. If you do not see any attributes that work for your activity, visit Products > Settings > Attributes to create a new product attribute (see our article on Product Attributes for more information).
Click on all applicable attributes and they will be added in green. To remove any unneeded attribute in this field, simply click the 'x' to de-select it.
When a custom report is assigned to a product that report(s) replaces the default manifest report that is available in the check-in process. To assign custom reports for an activity, locate the section titled Selected Custom Report(s). When you click this field, you will see a list of all custom reports that have been created for your shop. If you need to create a new report, visit Reports (see our article Custom Report Overview for more information).
Click the field to assign one or more reports to be used as a custom, printable manifest. Only shared reports can be selected. All reports you add will appear in green. To remove an unneeded report in this field, simply click the 'x' to de-select it.
IMPORTANT: Once all display settings have been updated, click to Save Changes to make sure all updates are implemented on your account.
Assign Tax Rate(s) and/or Fees
To assign tax rates or fees to your products, simply navigate to the product of your choice and click on Actions > Advanced Settings. Under Applicable Taxes & Fees on this page, you can assign taxes and/or fees to your activity. When you click this field, you will see a list of all taxes and fees that have been created for your shop. To add a new tax rate or fee, visit Settings > Tax Rates & Fees (see our Tax Rates & Fees article for details and instructions).
Click to select all applicable taxes and/or fees that apply to your activity. Each added item will be shown in green and can easily be de-selected by clicking the 'x' to remove them from the field.
Add-ons allow customers to purchase supplemental products for the activity they are purchasing. To assign add-ons for your activity, navigate to the product and select Actions > Advanced Settings. From here, scroll down to the Add-Ons section on the Advanced Settings page.
Follow the steps below to add and set up each individual add-on for your activity:
STEP 1: Select Applicable Add-Ons
Use the Search field or click on add-ons from the Unselected Add-Ons menu to include all applicable add-ons for this activity. To make this process easier, you can select multiple add-ons at once by following the instructions below:
- For Add-Ons Listed in Consecutive Order: Hold down [Shift] to select multiple items at a time if these items appear in sequential order in your list.
- For Add-Ons Listed Out of Consecutive Order: Hold down [Control] (for Windows OS) or [Option] (for Mac OS) to select multiple items at a time if the items do not fall in sequential order.
Once your add-ons are selected, click the arrow to move them to the Selected Add-Ons section.
STEP 2: Determine Add-On Settings
All add-ons you've added to your activity will be shown in an individual box under Selected Add-Ons. For each, you must determine: 1) if it should be hidden from website purchases, 2) if it is required for purchase, and 3) the maximum quantity of add-ons that can be purchased.
Require Add-On to be Purchased
Select this checkbox to make your add-on required for purchase. If selected here, any customer that adds this product to their cart will be notified that they must purchase this add-on, and their purchase total will reflect the cost of this add-on, in addition to the base product.
Hide Add-On from Website Purchases
Select this checkbox to hide your add-on from website purchases, when needed. This can be used for add-ons you don't want all site visitors to see (useful for custom itineraries or email promotions). If selected, customers that add this product to their cart from the web experience will not see the option to add this add-on to their purchase.
By default, the system will allow a customer to purchase an unlimited quantity of an add-on. However, it may be helpful to set a Maximum Quantity of add-ons in the following instances:
- When you want to limit an add-on to only 1 per-person
- When you don't want to allow a customer to purchase more than "x" number of add-ons for a particular activity
See the below scenarios to determine the Maximum Quantity setting that works best for each add-on for your activity:
To Allow an Unlimited Number of your Add-On to be Purchased:
Leave the Maximum Quantity field blank to allow customers to purchase as few or as many of the add-on as they desire.
To Allow No More Than 1 Add-On to be Purchased:
Set the Maximum Quantity field to "1" and customers will be presented with a checkbox during the purchase process, allowing them to either purchase the add-on or not.
To Set a Pre-Determined Number of your Add-On to be Purchased:
Set the Maximum Quantity field to anything other than "1" to allow customers to select an add-on quantity from "0" up the value you set in this field.
Example: If you enter a "5" for Maximum Quantity, a user can choose to purchase anywhere from 0 to 5 of the add-on with their purchase.
STEP 3: Determine the Display Order for your Add-Ons
Click on your add-on boxes and drag them into the preferred display order.
STEP 4: Save Changes
To activate any updates you make, be sure to click Save Changes.
Questions allow you to ask your customers for any necessary information at the time of purchase. To assign questions specific to your activity, first navigate to the product and click the associated Actions menu, followed by Advanced Settings. From this page, scroll down to the Questions section on the Advanced Settings page.
Follow the steps below to add and set up each individual question for your activity:
STEP 1: Select Applicable Questions
Use the Search field or click on questions from the Unselected Questions menu to include all applicable questions for this activity. To make this process easier, you can select multiple questions at once by following the instructions below:
- For Questions Listed in Consecutive Order: Hold down [Shift] to select multiple items at a time if these items appear in sequential order in your list.
- For Questions Listed Out of Consecutive Order: Hold down [Control] (for Windows OS) or [Option] (for Mac OS) to select multiple items at a time if the items do not fall in sequential order.
Once your questions are selected, click the arrow to move them to the Selected Questions section.
STEP 2: Determine Question Settings
All questions you've added to your activity will be shown in an individual box under Selected Questions. For each, you must determine: 1) if it should be hidden from website purchases, 2) if it is required for purchase, and 3) how the question should be presented.
Hide Question from Website Purchases
Select this checkbox to hide your question from website purchases, when needed. This can be used for questions you don't want all site visitors to see and may be useful for custom itineraries or email promotions. If selected, customers that add your product to their cart from the web experience will not see this question when they are making their purchase.
Require Question to be Answered
Select this checkbox to require your question to be answered for purchase. If selected here, any customer that adds this product to their cart will be notified that they must provide a response to this question. Notice that that questions with an answer type of 'Choose an Existing Activity Date' are mandatory and will be required to answer.
Based on the type of responses you need to collect, you must decide how many times your question will be asked (per cart, per item, or per participant). Use the descriptions below to determine How the Question Should be Presented to your customers for this particular activity:
Once Per Cart
If selected, the question will appear only once at the cart level. In instances where the item is placed in the cart multiple times, or when multiple participants will attend the activity, the question will still only be asked once.
Once Per Cart Item
If selected, the question will appear each time this item appears in the cart. For example, if the activity is added to the cart 3 times, the question will be asked 3 times, once for each time the activity is added.
Once Per Participant
When selected, the question will appear for each participant in the cart. For example, if 2 participants are booked during the purchase of an activity, a separate answer will be required for each of the 2 participants.
STEP 3: Determine the Display Order for your Questions
Click on your question boxes and drag them into the preferred display order.
STEP 4: Save Changes
To activate any updates you make, be sure to click Save Changes.
By presenting customers with product recommendations, the process of discovering new items becomes effortless, ultimately contributing to an increase in your average order value. Customizing the list of recommended products displayed to customers while they browse the current item can facilitate their purchase of complementary items such as round trips or other related products.
Here you can modify or add a new policy to your product.