Upsell automations for add-ons during booking

Purpose

1.1. Automate upsell offers for aromatherapy class add-ons (e.g., essential oils kit, private coaching) during booking and payment stages to optimize revenue.
1.2. Automatically detect course bookings and trigger targeted promotions for relevant add-ons, providing a seamless, automated upselling process tied into payment and finance workflows.
1.3. Ensure each booking event prompts consistent, personalized, and automatable upsell opportunities using cross-platform automation, driving higher customer conversion rates and maximizing transaction value.

Trigger Conditions

2.1. Automated trigger upon user landing on checkout/payment page for aromatherapy class.
2.2. Automate when a certain course package is selected or basket value exceeds a threshold.
2.3. Trigger automation automatically upon form submission or payment intent detection.
2.4. Automator identifies user types (new, repeat) and tailors upsell offer accordingly.

Platform Variants

3.1. Shopify
• Function: Script Editor/API for automating dynamic product recommendations in checkout flow.
3.2. WooCommerce
• Setting: WooCommerce Upsell Hooks; automated display rules in payment gateway integration.
3.3. Stripe
• API: Checkout Session API; automates custom upsell products during session creation.
3.4. PayPal
• Feature: Smart Payment Buttons (Add-ons module); automates dynamic offer pop-ups.
3.5. Square
• Setting: Catalog API; automates adding modifiers for upsell items in payment transaction.
3.6. Calendly
• Integration: Workflows/Invitee Schedules API; automates add-on prompts post-confirmation.
3.7. Acuity Scheduling
• Setting: Add-on Upselling in appointment types; automates upsell automations at class booking.
3.8. Eventbrite
• API: Additional Items endpoint; automates suggested add-on offers tied to ticket purchase.
3.9. Zapier
• Action: Webhooks with filter; automates cross-platform upsell triggers and custom notifications.
3.10. Mailchimp
• Trigger: Transactional email API; automates post-booking upsell and reminder campaigns.
3.11. HubSpot
• Workflow: Deals & Payment Triggers; automates personalized upsell communication after booking.
3.12. Salesforce
• Flow Builder: Payment/Order Object triggers; automates upsell tasks and reminders for staff.
3.13. Google Sheets
• Automation: App Script triggers on new entry, dispatching upsell offer communications.
3.14. Slack
• App: Workflow Builder; automates channel or DM prompts with order-linked upsell info.
3.15. Twilio SMS
• Studio Flows: Automated text message upsell offers triggered by booking API event.
3.16. SendGrid
• Automation: Transactional template send; automates email with embedded add-on purchase links.
3.17. Intercom
• Series Automation: In-app and messaging automator triggers contextual upsell offers instantly.
3.18. ActiveCampaign
• Automation: Triggers on payment received; sends automated personalized upsell emails.
3.19. Pabbly
• Function: Connect/integrate booking to payment to email for automated upsell through multi-step workflow.
3.20. Monday.com
• Automation: Items added/changed automates internal notifications for manual follow-up upsell.

Benefits

4.1. Automates revenue generation by presenting targeted upsells at critical decision points.
4.2. Reduces manual intervention with end-to-end automator capabilities across finance and booking processes.
4.3. Automatedly captures higher order values with minimal customer friction.
4.4. Automates personalized, context-aware offers, boosting class add-on conversion and user satisfaction.
4.5. Achieves scalable, repeatable, and automatable upsell operations adaptable to multiple service lines.