Overview
Use Add-ons to present additional items to be purchased by your Participants upon registration. Examples of these can be things like goggles, swim caps, merchandise, one-time donations, or simply a way to support general programming.
Locating Add-ons
To find and create Add-ons, click on the menu stack in the upper left-hand corner of your Captyn account and choose Settings & Reports.
From the Settings & Reports page, select Add-ons in the "Customer Checkout Options" section.
Here, you will see a list of all existing Add-ons as well as the option to + New more.
Creating a New Add-on
To create a new Add-on, click the + Add add-on button. Set a title for the Add-on, set a Description for it, and even upload an Image for this item (great for selling gear like googles, caps, sweatshirts, and more).
Continuing on in the setup...
You have the option to provide options for this Add-on. These are perfect if wanting to sell an item like a shirt with varying sizes or colors
Set the price for the Add-on.
Enable it by default on all newly created offerings (after the Add-on is created).
Make it global, which will apply it to any and all offerings you have.
Assign a Billing Category for financial tracking.
Editing an Add-on
To edit an existing Add-on, click on any of the options from the Add-ons page. You can change the Name, Description, and Price. Be sure to click Save when finished editing. You can also choose to Delete an add-on by clicking the ellipses and choosing "Delete add-on".
You can also change the order these are presented to your customers by clicking on the small grey arrow pointing up to the left of the name of the Add-ons.
Public View
Putting an Add-on into a registration is very easy for your Participants. Once they choose their Programs, assign the Participant, and link the Account, they will be presented with any Add-ons. Items will be added by first clicking the + icon next to the appropriate option, and then selecting Add to Cart.
These Add-ons will be confirmed on the Review & Checkout screen.
Exporting Usage
You have two places to export the itemized usage of your Add-ons, in addition to your transaction reporting found in Financial Reports.
First, you can export a list of all Add-on usage. From the Add-ons page, click on Actions and choose the "Export itemized use" option.
Additionally, you can export it on a per Add-on basis by clicking on the ellipses on the row of the particular Add-on. Click and choose "Export itemized use".
