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Planniac Upsell: Step by step

How to set up and use Planniac Upsell

Ellen Lee avatar
Written by Ellen Lee
Updated over 2 months ago

Overview of Planniac Upsell

This is an attractive page that offers your services and curated experiences. When this feature is activated, you can link to this page from your public website, and you can send a direct link from Planniac to a guest on record.

1. Activate Planniac Upsell

Before starting with anything else, you'll need to activate Planniac Upsell.

  1. Go to Admin Settings > General Settings

  2. Find the Itinerary and Planniac Upsell area

  3. Toggle "on" the Upsells is Active switch

2. Set up your Groupings

  1. Go to Admin Settings > Planniac Upsell and click Edit Groupings

  2. Create Groupings that make sense to your business, like Tours, Transfers, Events, Weddings, Beach Equipment, Room Extras, Massage, etc.

  3. These Groupings do not have to be the same as your Planniac activity types or parent names. These are to help the guests find what they are looking for.

3. Activate Activities for Planniac Upsell in Resources

  1. Create or select an activity as usual

  2. Go to the Planniac Upsell tab

  3. Activate the "Show on Planniac Upsell Page" toggle switch

  4. Complete the information fields

    1. Switch the toggles to offer this activity to guests, non-guests or both

    2. Give it an enticing name

    3. Select a grouping (tour, transfer, massage, etc.)

    4. Is there a default status? We suggest Needs Review or another status that clearly shows the activity requires followup.

    5. Assign a default vendor (not visible to guest)

    6. Write a marketing description of the activity (the guest will see this)

    7. Upload an attractive .jpg or .png photo

    8. Indicate the days of the week this activity is available

  5. Complete the other information on the page that will affect the Upsell:

    1. Name the resources providing the activity

    2. Include standard start and finish time, if any

    3. Include standard itinerary information (ie what's included, what to bring, how to dress)

    4. On the far left, indicate whether the tour is:

      1. Private

      2. Not available for children

      3. Not available for adults

      4. Very Important: Sold per person, per item or per room

    5. Ensure your pricing is correct

      1. Remember to price the activities in your Cloudbeds currency

      2. Include pricing for children (otherwise they could book at $0)

    6. Complete the standard information that will appear automatically when the plans are made, like

      1. Standard itinerary notes

      2. Standard start and end times

    7. Does a Pack Meal need to be provided by the hotel?

4. Arrange the Upsells in Admin Settings > Planniac Upsell

Drag the upsells to put them in the sort order you prefer.

Hint: Consider these things to make your Upsell page really pop!

  1. The first three items will be seen first and are most important. Try to select three upsells that represent your best offerings, for example one transfer, one tour and one spa service.

  2. Try to get variety in your photos. For example, different zoom levels and overall photo colors.

5. Edit your Templates in Admin Settings > Templates

  1. Upsell hotel guest link template

    1. This is the email that you can send from the Guests page of Planniac.

  2. Upsell non-guest link template

    1. This email is generated when someone not staying at your hotel requests an activity from your Upsell page

  3. Upsell booking request confirmation - Hotel Guests is the email automatically generated after a future guest of your hotel requests activities from your Upsell page.

  4. Upsell booking request confirmation - Outside Guests is the email automatically generated after a non-guest of your hotel requests activities from your Upsell page.

6. Set your preferred colors and upload your logo

  1. On Admin Settings > General Settings, you can customize the colors to reflect your brand

  2. On Admin Settings > Business Information you can upload your hotel logo so that guests know they are booking activities directly with you.

    • Don't forget to also upload your guest itinerary banner

7. Provide your guest with a link so that they can book quality experiences curated by your hotel.

  1. Go to the Guests page and retrieve a guest record

  2. Find the Planniac Upsell section

  3. Copy the link or use Send to Guest to automatically send the template email.

    1. This link contains your Cloudbeds hotel ID and your guest's Cloudbeds reservation number.

    2. The link you send to your guest will include their name and reservation details to increase their confidence while booking an experience with you.

8. Set up Cloudbeds to automatically send a personalized link to your upcoming guests

  1. Use the following link exactly as it appears here. Just replace the xxxxx with your Cloudbeds hotel ID. (make sure you get everything including the [conf number] with the space.
    ​https://experiences.planniac.com/reservation/xxxxx/[conf number]

  2. To insert the link, click on the link button (above where it says NOTHING SELECTED). Put the link in as shown but replace 266441 with your hotel ID

    If you are unsure about setting up templates in Cloudbeds, please read this article which describes the process in more detail.

9. Offer experiences to non-guests

Non-guests will be directed to your Offers & Experiences page where they can enter some personal details and request services and experiences from your property. You can do this if you:

  1. The first way is to go to the home page of Planniac and follow the instructions for sending a link.

    1. Copy the link

      1. Copy a link that restricts access to people who provide their information first (click to preview a demo page):

      2. Or copy a link that allows them to preview the activities before providing their personal details (see the demo page):

    2. If you already know the outside guest's email address, you can send the link invitation in an automated email. See the demo. Then the guest will be greeted by name – a very personalized experience!

  2. A second way is to go to the Outside Guests page and create a new Outside Guest or select from the list, then use the button to copy the link or send an email.

  3. And finally, you can provide the link to the page on your site. The link will be https://experiences.planniac.com/YOURHOTELID. You can send the link in an email, WhatsApp or SMS message when a non-guest requests information about the activities you offer.

10. Watch for Upsell requests on your Planns page.

  1. You will know them by the small "globe" icon on the far left of an activity line item

  2. Follow up with your guest. Remember these are only requests, not confirmed bookings

Related Articles
Guests tab overview
Settings > Payment Types
How to sign up for Planniac
Planniac notes posting to Cloudbeds
Online pre-registration (digital check-in)
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