Add-ons and Cancellation Protection
Sell extras alongside a trip, and offer a cancellation-fee waiver your client elects at signing — both print right on the contract.
Add-ons let you sell anything alongside a trip — gear rental, extra boat hours, a shore lunch, a fly-tying session — as its own catalog item, priced flat or as a percentage of the trip's own price. Build the catalog under Add-Ons in the main menu, then add rows to a booking as you sell them.
Billing what you've added
Add-on rows sit unbilled on the booking until you're ready. Generate Invoice on the booking's add-ons card rolls every unbilled row into one add-on invoice — so a client who adds a second day of gear the week before the trip gets one clean bill, not a line buried in the original deposit. Leave a row's price blank for price-on-request.
Cancellation Protection
Cancellation Protection is a fee-waiver policy you set, not an insurance product — Fishing Outfitter isn't an insurer, and this isn't trip insurance. You decide the percentage; if your client elects it, they're agreeing to pay that fee in exchange for you waiving some or all of your normal cancellation penalty if they have to cancel.
Two modes, your choice
- Sell — your own fee-waiver product, priced as a percentage and billed like any other add-on.
- Advise — no product of yours. Instead, the contract records that you recommended your client look into third-party trip-cancellation insurance, and that they acknowledged it.
The plan gate applies to Sell mode only. The Advise acknowledgment costs nothing to record and is available whatever your plan.
A percentage-priced row is calculated against the trip revenue the booking is actually billed for — the stored total with licence and catch-card fees, tax, and any already-billed add-on fees taken back out. Those three are never part of the base.
How a client elects it
When Cancellation Protection is on, the signing flow asks your client to elect or decline before they can finish signing — no skipping past it. You (or an admin) can also set the election directly on a booking outside of signing; either way it's the same single record, with the source noted for the audit trail.
Once Cancellation Protection has been invoiced on a booking, the election is frozen — void the invoice first if it genuinely has to change.
The contract's cover sheet prints the total, deposit, and balance, every billed add-on line, and the Cancellation Protection election — Elected, Declined, or the Advise acknowledgment — so a client can see exactly what they agreed to without re-reading the whole document.
If you sync to QuickBooks or FreshBooks (Business plan), the provider invoice is created once, on the first synced payment, and isn't updated after that. An add-on or Cancellation Protection fee billed later won't appear on the synced invoice automatically — add it by hand on the accounting side, and watch for the banner on the booking telling you the invoice is out of date.
Add-ons and Cancellation Protection are on the Solo, Pro, Business, and Elite plans, and the catalog is owner- and admin-only.