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How use rules that add line items to bookings

in Rules Tags: Edit RulesRules List

You can create a rule that allows you you to add line items to bookings depending on certain conditions using the Add Line Items action.

For example, if you want to add a discount to activities booked for Sundays and you want that discount to be shown as a line item, you could use the Day of the Week condition to select Sunday, and the Add Line Item action to set the discount amount or percentage.

To create a rule that uses the Add Line Item action, follow these steps:

1. Navigate to Inventory > Rules in the main menu.

2. Click Create Rule.

3. Give the rule a name (1) that’s easy to recognize, and a description (2) of what it will do.

4. Click Add New Action.

5. Click Add Line Items.

6.Click Add Line Items.

7. Select a line item from your line items bundles (1), or create a new line item.

Give the line item a label (2).

Select whether it should add a percentage or dollar amount and enter the amount (3). For discounts, the amount should be entered as a negative.

If the line item is a tax, check the box labeled This is a Tax (4). Taxes don’t add to each other, only the subtotal of the booking and any non-tax line items listed above the tax.

If the line item should be multiplied by each group member, check the box labeled Multiply (5). For example, if there are five passengers listed in the booking, a line item with Multiply checked will be multiplied by five.

You can also specify an amount over which the line item should be applied, so if you have lower-cost price tiers that don’t use this line item, enter an amount higher than their cost.

Click Add This Line (6).

8. Add any further conditions and actions the rule should have.

9. Click Create Rule.

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