Showcase extras and upsells without cluttering your quote. The Optional booking status keeps additional services visible to travellers in their own dedicated section, making it easy to convert interest into confirmed bookings when the time comes.

What Optional does

Items marked as Optional appear in the day-by-day itinerary view with a dashed border and a question mark icon. They sit in a dedicated section after the standard inclusions list, separate from the main pricing totals.

This is useful for upselling add-ons, experiences, or upgrades that a traveller may want to consider but has not yet committed to.

Controlling whether travellers see the price

Administrators can choose whether the gross price of Optional items is shown to travellers.

When price display is enabled (the default), travellers see the cost of each optional item. When it is disabled, the price is hidden. This is helpful for items that are quoted on request.

This setting is managed in your organisation's defaults.

How to mark an item as Optional

1. Go to the Build tab on your itinerary.
2. Select the item you want to mark.
3. Click the More icon (...) next to the option.
4. Choose Mark as optional.
5. Save your changes.

Note: You cannot mark an item as Optional if it already has an active booking status, such as Confirmed or Requested. Reset the booking status on the Bookings tab first, then apply the Optional status.

How Optional items appear to travellers

Optional items appear on day-by-day postcards and within the item detail sections of the itinerary. They are grouped into their own section after the inclusions list, keeping the quote clear and easy to read.

Converting an Optional item to a confirmed booking

When a traveller decides to go ahead with an optional item, update the booking status from Optional to Confirmed. The item's price is immediately added to the itinerary totals and payment calculations.

The Mark as optional option is greyed out

If the option appears disabled, the item has an active booking status. Go to the Bookings tab and reset or cancel the booking status before trying again.