Add and edit modifiers
What are modifiers?
Modifiers are a way for you to offer additional options on top of variants and extras that customers can choose from when booking an experience or accommodation. They’re also a way to adjust your booking journey so that it’s optimised for your experiences.
Modifiers are arranged into Modifier Groups. This allows you to set different types of options for variants and extras. For example, a food festival may sell a half-day ticket (variant) where customers can choose from two time slot options (first modifier group) and three workshop options (second modifier group).
Types of modifiers
During vs. After Checkout
You can decide when modifiers appear in the booking process, either during checkout or after checkout. For post-checkout modifiers, customers will be able to log back into their Easol account and make their selections.
Free vs. Priced
You have the option to set prices for modifiers, so that they add extra costs when selected, or leave them free. Note that priced modifiers are only available for modifiers set during checkout.
Per Variant vs. Per Guest
For post-checkout modifiers, you can decide who makes the selections. This is particularly helpful if you’re creating per-unit variants.
Per variant option lets the lead booker, the customer that pays for the experience, to make the selections. This is useful where the selection affects the entire group, for example, choosing between indoor or outdoor seating for a dining experience.
Per guest option, on the other hand, lets each guest make their own selections by logging into the lead booker’s Easol account. This is useful where each guest may have their individual preferences, for example, choosing between vegetarian or non-vegetarian meals.
Note: Once you’ve started selling and customers have made their selections, you won’t be able to switch between per variant or per guest.
Use cases for modifiers
Modifiers are extremely flexible and can be adapted in many ways for different types of experiences. Here are some common ways creators use modifiers:
You can seamlessly upsell your experiences with priced modifiers. For example, a dining experience can upsell high-demand seating options or a festival can offer VIP perks to ticket holders for extra cost. See Edible for an example.
If your experience involves renting equipment, such as surfboards or skis, you can create one variant for equipment hire and then use modifiers to allow customers to select the type of equipment they’d like to rent. This is especially useful if you have a large list of equipment on offer and don’t want to clog up your checkout with every equipment option available. See Bayou for an example.
Offering free merch with your experiences, like t-shirts and books? Modifiers are a great way for customers to select their preferred merch option, their clothing size etc. See Lucid for an example.
Exhibitions, Workshops & Other Activities
Have a roster of activities, like exhibitions and workshops, that customers can schedule as part of their experience? Modifiers can be configured with dates, times and even biographies so you can showcase people like instructors, artists and speakers.
How to set up modifiers
Before you set up modifiers, make sure that you’ve created all the variants and extras that you’d like to apply modifiers to.
- Go to the Modifiers tab of an experience or accommodation and click Add to create a new modifier group.
- Fill in the details of your modifier group, including:
- Name – Provide a descriptive name for the group, for example, “Festival Time Slots” or “Festival Workshops”. Note that this will be displayed at checkout when customers make their selections.
- Application – Select the variants and/or extras you’d like to apply the modifiers to.
- When do customers make their choices? – Choose whether customers should make their selections for this modifier group during or after checkout. If you select after checkout, you can choose whether the lead booker or guest makes the selection.
- Rules for this group – Set the minimum and maximum number of selections customers can make for the group. For example, if customers must pick only one option, set the minimum and maximum as 1. If customers can pick up to 5 options, set the minimum as 0 and the maximum as 5. You can override the rules for specific variants and extras later.
- Help text for the customer – Provide instructions to be displayed alongside the modifier group.
- Click Save. Your new modifier group is now updated.
- Next, create the modifier options for the group. Click Edit on your new modifier group and click Add under Modifier.
- Fill in the details of your modifier, including:
- Name – Provide a descriptive name for the modifier, for example, “Pasta Workshop”.
- Short description – Add some details to help customers understand what they’re selecting, for example, “Learn how to make fresh pasta with Chef Luca D'Acampo”.
- Price – If applicable, add a price to the modifier. The amount will be added on top of the variant or extra price. Note that modifiers with prices are only available for modifier groups during checkout.
- Start time and End time – If applicable, add the dates and times for the modifier.
- Image – Upload an image that best presents the modifier.
- Availability – Set the stock inventory to prevent selling more than you have available. Once the stock number is reached, the modifier will be automatically marked “Sold Out”. Leave blank to offer an unlimited number of the modifier.
- Biographies – If you have biographies set up, you can select a biography from the dropdown to automatically add a link to the biography page for the customer’s reference. To add multiple biographies, click Save and then a new dropdown will appear.
- Click Save. Add a new modifier and repeat step 5 for each option that customers can choose in the group.
How to add custom property types for modifiers
Aside from the default fields for modifiers (name, description, price, start/end time etc.), you can create any text field to add extra details to your modifiers with Custom Property Types. For example, a festival that allows customers to select a number of workshops to attend may add custom fields for “Location” and “Class Type”. Custom fields can also be filterable, making it easier for customers to find their preferred option.
Note that this is an advanced feature and requires custom modifications to your website theme.
To add custom fields:
- Select the Modifier Group you’d like to add custom fields for.
- Click Advanced Settings.
- Provide a Name for the custom field (e.g. “Location”).
- If you’d like the field to be filterable by customers, tick the Filterable checkbox.
- Click Save.
- Return to the Modifier Group and click Edit on the modifiers to fill in details for the new custom property type.
You can create as many custom property types as you like.
How to edit modifiers
Once you’ve created modifiers, you can edit them at a later date if needed. For example, you can change the modifier group name, change a modifier’s image, make a modifier available or unavailable etc.
Note that there are some settings that cannot be changed once customers start booking and selecting modifiers:
- When customers make their selections – you cannot switch between during and after checkout.
- Who makes selections – you cannot switch between per variant and per guest selections.
How to mark a modifier as sold out
Modifiers will be automatically marked as sold out if the amount booked meets the stock inventory amount. However, you can also manually mark a modifier as sold out.
- Go to the Modifiers tab of an experience or accommodation and select the Modifier Group you’d like to update.
- Locate the modifier you’d like to mark as sold out and untick the Availability checkbox.
How to remove modifiers
Please note that removing modifiers is a permanent action and cannot be undone.
To remove a modifier group:
- Go to the Modifiers tab of an experience or accommodation and select the Modifier Group you’d like to remove.
- Click Delete.
To remove a modifier:
- Under the Modifiers tab, navigate to the Modifier Group of the Modifier and click Edit.
- Scroll to the bottom of the screen and click Delete.
How to view and export reports for modifiers
With Reports, you can view all the selections customers have made on modifiers.
- Go to the Modifiers tab of an experience or accommodation.
- Locate the Modifier Group you’d like to see a report on and click Report.
- Click the Filter button to filter the data by:
- Date Selected
- Modifier Group
- Variant or Extra
- To export a report, click Export – a CSV file of the report will be downloaded to your computer.