What are Add-on Resources?

Add-on Resources allow you to offer additional bookable items alongside a primary resource booking in Optix.

They are commonly used for equipment, services, or extras that complement a main resource, such as:

Podcast studio + microphones, cameras, or an audio engineer
Golf simulator + club rental or coaching session
Meeting room + projector, catering, or extra chairs

Adding and organizing add-on resources in Optix helps you:

Increase revenue: Sell additional resources and services
Stay organized: Group add-ons and apply shared rules (required vs optional, min/max quantities)
Simplify management: Manage pricing, allowances, and visibility for add-ons in one place
Improve the booking experience: Let users easily select additional services or equipment during booking, with clear pricing and allowance usage

Add-on Resources are booked as part of the same booking flow, but each add-on is treated as its own resource for pricing, allowance, and availability calculations.

How Add-on Resources work

Add-on Resources are configured on a primary (main) resource and follow a structured ruleset.

At a high level:

A user selects a primary resource (for example, a studio or room)
The booking flow then prompts the user to select any required or optional add-ons
Each add-on is priced and/or deducted from the allowance independently
All selected resources appear together under one booking

Key principles:

Each add-on is still a full resource in Optix
Pricing, allowance usage, and taxes are calculated per resource
Add-ons inherit visibility from the main resource
Add-ons cannot be booked on their own (they must be attached to a main resource)

How to configure Add-on Resources

Step 1: Create the Add-on resource

Go to Resources > All Resources
Create a new resource (for example: "Microphone", "Engineer", "Projector")
Set pricing, availability, and allowance rules as needed
Save the resource

Note: We recommend creating a dedicated resource type such as Add-on Equipment or Add-on Services for easier organization.

Step 2: Attach Add-ons to a main resource

Open the primary resource (for example, "Conference Room")
Navigate to the Add-ons section
Add one or more Add-on Resources
Group them logically (for example, "Required services" or "Optional equipment")
Define selection rules:
- Required vs Optional
- Minimum quantity
- Maximum quantity

Each add-on group can be reordered and managed independently.

Add-on selection rules

For each add-on group, you can configure:

Required: Users must select at least the minimum number
Optional: Users may select up to the maximum number
Minimum quantity: The minimum number that must be selected
Maximum quantity: The maximum number that can be selected

Example: Podcast Studio add-ons

When booking a Podcast Studio, users may be asked to select add-ons during checkout.

Projectors(Required - choose at least 1)
Basic Projector - +$20/hour
HD Super Bright Projector - +$35/hour
Cameras (Optional - max 2)
4K Wide Angle - +$35/hour
1080p Standard - +$35/hour

Add-ons are grouped with clear required/optional rules, and pricing updates in real time as users make selections.

How do add-on resources behave when they are booked

How pricing works

Each add-on is priced independently
Hourly, daily, conditional pricing, and taxes apply per resource
The system always checks for allowance first
If allowance is unavailable or exceeded, pricing is applied automatically

How allowance works

Add-ons consume allowance separately from the main resource
The system treats each add-on as an individual booking for allowance calculation
One booking may consume multiple allowances across different resources

Note: Because add-ons are calculated independently, you can mix and match how pricing and allowances apply. For example:

The main resource can be included in a plan, while add-ons require an upfront charge or Add to Invoice, Due today
Or the main resource can be paid, while add-ons consume allowance

A single booking may therefore use a combination of allowances and direct payments.

Visibility and access rules

Add-on visibility is inherited from the main resource
Add-ons are not hidden just because a user lacks a plan or allowance
When a user can't actually use an add-on (for example, due to availability or plan/allowance limits), the add-on still appears in the list, and it will show indicators such as pricing or other explanatory messaging.

This ensures users are aware of available add-ons even if they require payment.

Supported resource types and limitations

Supported

Single primary resource per booking: It selects one main resource and allows add-ons to be attached to that booking.

Add-on resources are regular bookable resources: Add-ons are selected from existing resources or resource types and grouped by rules (location/resource/resource type).

Current limitations

Non-specific primary resources are not recommended for add-ons
It only supports one primary resource per booking with add-ons
Add-ons cannot be attached to multiple primary resources in a single booking

Note: Add-on resource bookings are currently supported on the mobile apps (v9.0.0+). Users can create, edit, and cancel bookings with add-ons in the mobile app. On the admin dashboard, you can edit existing bookings that include add-ons, but creating new bookings with add-ons is not yet supported. The Drop-in widget does not currently support creating bookings with add-ons.

Where users see Add-on details

Users and admins can view add-ons in:

Booking confirmation screen
Booking details screen (web and mobile)
Admin booking view

Each add-on is displayed with:

Resource name
Quantity
Price
Allowance usage (if applicable)

How to edit add-on bookings from the admin dashboard

You can edit existing bookings that include add-on resources directly from the admin dashboard. When you open a booking that has add-ons, the edit panel shows:

Per-resource price breakdown: The primary resource and each add-on are listed separately with their individual prices, allowance usage, or conditional pricing.
Multiple resources label: The resource field displays "Multiple resources" and is read-only when the booking includes add-ons.
Total summary: A combined total is shown at the bottom of the pricing section (for example, "$44.00 + allowance").
Edit price: The "Edit price" button is available and uses the combined subtotal across all resources as the starting value. You can override the total price from here.

Note: Editing is supported for both single bookings and individual occurrences within a repeat booking series.

FAQs

Can Add-on Resources have conditional pricing?

Yes. Add-ons are priced per resource, so any pricing or allowance rules configured on the add-on resource apply normally, including conditional pricing and tax rules.

Can users book add-ons without booking the main resource?

No. Add-ons are always attached to a primary resource and cannot be booked independently.

Can add-ons be required?

Yes. You can mark add-ons as required and enforce minimum and maximum quantities.

Do add-ons work with allowances?

Yes. Each add-on can consume its own allowance independently from the main resource.

Can add-ons be used with extended bookings?

Yes. When a booking is extended, associated add-ons are extended as well, following the same pricing and allowance rules.

Can I edit the price of a booking that includes add-ons?

Yes. When editing a booking with add-ons from the admin dashboard, the "Edit price" button is available. The price shown reflects the combined subtotal across all resources in the booking, and you can override it from there.

Can I edit individual bookings in a repeat series that include add-ons?

Yes. You can edit any occurrence in a repeat booking series that includes add-ons, not just the first one.