Post-Booking Add-on Offers

Last updated October 16, 2026

The cruise is booked, the deposit is paid, and three weeks later you find a shore excursion your clients would love. You don't want to send them a whole new proposal — the trip is already decided. You just want to ask one question: do you want this?

An add-on offer is that question. It's a short, shareable page carrying nothing but the extras you're offering and an Approve button. No option grid, no comparison table, no re-pitching the trip they already bought.

Perfect for: travel insurance quotes, shore excursions, park tickets and photo packages, specialty dining, spa credits, private transfers, travel-day upgrades, celebration packages, and anything a supplier releases after you've already booked.

Creating an Offer

  1. Open the trip and scroll to the bottom of the Overview tab.
  2. Expand the Proposals accordion.
  3. Click Offer add-ons. This opens the new-proposal start page with Extras for a booked trip already chosen for this trip. Click Next: the cover. On The cover, check the title, add a note if you like, and (if you've saved add-on offer templates) pick one under Start from a saved template to start with its add-ons already in place. Click Next: pick the extras and you land in the offer's editor on Add-ons.
  4. Add your extras in the Add-ons card, exactly as you would on any proposal. See the new proposal editor for what each card holds.
  5. Click Preview & send when you're happy with it.

Reusing the same extras? Build the offer once, then choose Save as template from the ⋯ menu in its editor. Next time, it's waiting under Start from a saved template when you click Offer add-ons. See Proposal Templates.

There is no Proposals tab. The button lives inside a collapsed accordion at the bottom of Overview, which is the single most common reason people can't find this feature. Expand Proposals and it's there.

Offering a Choice on a Specific Day

This is what the format is really for. An offer becomes far easier to say yes to when the client can see when the thing happens.

Say your clients are in Skagway on April 9 and there are three versions of the White Pass railroad excursion. Rather than listing three near-identical extras and hoping they read carefully:

  1. Create the three add-ons.
  2. Give all three the same name in Choice group — Skagway excursion. They become a pick-one set. (See Add-on Choice Groups for how choice groups work.)
  3. On each one, set Show on an itinerary day to April 9.

Your client now sees a heading — Day 4 · Fri, Apr 9 · Skagway — with the three options nested underneath it as radio buttons. The choice is made in context, on the day it belongs to, instead of in an undifferentiated list of extras.

Only the days you anchor to are shown. The offer page doesn't redraw the whole itinerary — your clients have already seen it. It draws a heading for each day that has something anchored to it, and nothing else. Extras with no day set appear in a plain list underneath, exactly as before.

If the day isn't found

Show on an itinerary day matches on the calendar date against the trip's itinerary. If there's no day on that date — the itinerary hasn't been built yet, or you typed the wrong date — the add-on simply appears in the ordinary list instead.

Nothing is ever hidden because of a wrong date. The worst case is that your extra shows up in the flat list rather than inside a day, which is where it would have been anyway.

Anchor every member of a choice group to the same day. If you anchor only one of the three excursions, JourneyFuse moves the whole set into that day together rather than splitting it across two places on the page. That's deliberate — a pick-one set torn in half stops behaving like a pick-one set — but it's clearer for everyone if you just set the date on all of them.

Letting Each Traveler Choose

Shore excursions rarely suit everyone in the party. One traveler wants the glacier, the other wants to fish. You can offer both and let each person pick their own.

  1. Add each excursion as its own add-on and set On an itinerary day to the port day.
  2. Click More, set Pricing to Per person, and set Quantity to Let client choose.
  3. Leave Choice group empty. A choice group lets the whole party pick only one excursion per port.

When your client ticks an excursion, the page asks Who's going? and shows a button for each traveler by name. Everyone starts selected, and your client taps a name to take them off. The price follows the names they pick, so an excursion for one of two travelers costs half as much.

When they approve, you see Client selected with the names underneath, for example For Alex Parker. The invoice line names them too: Mendenhall Glacier (Alex Parker).

When you'll see a number instead of names. The names come from the travelers on the trip. If the trip doesn't list everyone yet, or an excursion is set to Adults only or Children only, the page shows a simple count (1 of 2 travelers) instead. The price works the same way, and you'll see the count beside Client selected.

Quoting Travel Insurance After Booking

Many advisors quote insurance once the deposit is in, and usually from a third-party insurer so the client can compare a few plans. The quickest way is the Send insurance quote button.

Send insurance quote

You'll find Send insurance quote in three places:

  • In the Insurance section of the trip's Terms & Insurance card on Overview.
  • In the trip's to-do list, as Client asked for an insurance quote, when your client asked for one on a proposal, an invoice or a waiver link.
  • In the email we send you when a client asks for a quote.

It opens an add-on offer that carries only the Travel protection card, with plans already filled in:

  1. the plans your client ticked when they asked for a quote,
  2. otherwise the plans on the trip's booked proposal,
  3. otherwise the plans saved under Library → Insurance.

Check each plan's premium, add or remove plans, and click Send to client. Clicking the button again later reopens the same quote until you send it, so you never end up with two.

What happens next

  • When you send it, the trip's Insurance shield changes to Quote sent.
  • When your client approves a plan:
    • The plan is added under Bookings as an Insurance booking, with the insurer, plan name, premium and trip dates filled in. Add the policy number there once you've bought the policy.
    • The premium is added to the trip's invoice as a draft line, named Travel Protection followed by the plan's name, for you to review and send.
    • The Insurance shield changes to Yes.
  • When your client declines, the shield changes to Declined.

The shield only moves forward from an open question. If you've already marked it Yes or Own policy, a later quote or decline doesn't change it.

Client paying the insurer themselves? Turn on Client pays the insurer directly in the Travel protection card. When they approve, the plan is still added under Bookings, but nothing is added to their invoice.

Building one by hand

You can also start from Proposals → Offer add-ons. Open the Travel protection card, choose Optional, then click + Plan from library or add plans by hand. Give each plan its premium, choose per traveler or flat, and send. Approvals work exactly as described above.

Your client sees a Protect your trip section listing each plan with its price and coverage summary, plus No, I decline coverage. When they confirm a plan, the offer's total updates to that premium, and you're notified straight away.

Want to price it yourself first? Choose Quote later instead of Optional. Your client can tick the plans they'd like priced, and nothing is added to the invoice or Bookings. You follow up with the real quote.

Nothing is charged to a card on an offer. On a normal proposal, travel protection can be collected with the deposit. On an add-on offer the trip is already booked, so the premium goes onto the invoice instead, or is paid to the insurer directly.

How Accepted Add-ons Get Billed

This is the part that works differently from a normal proposal, and it's worth understanding before you send.

The trip is already booked, so an offer collects no deposit and takes no card. When your client approves, the extras they picked are added to the trip's invoice as new lines, each priced for the travelers they picked. If the trip has an open invoice, they're appended to it. If the last invoice is already paid or void, a fresh Add-ons invoice is created.

Either way it arrives as a draft that you send — nothing is charged automatically. You review it and send it when you're ready.

Each priced extra also lands on the Bookings tab. It arrives as Not booked, priced at what your client approved and dated to the port day you pinned it to, and its invoice line is linked to that booking. Extras priced Included or Quote on request bill nothing, so they get neither a line nor a booking.

To collect a card for just the extras, click Request a card for these on the accepted offer (in the trip's Proposals). The card request opens with every priced extra they approved already ticked and the amount set to their total, and your client sees each one listed above that total when they enter their card. You can also start from Payments → Request a card and tick the extras under What is this for? yourself. See Card Authorizations for how ticking works.

This is why the deposit fields disappear on an offer. On a normal proposal the add-on editor offers Deposit at booking, Collect the full price at booking, and a Balance due date. Those describe a moment that doesn't exist here: the booking already happened. On an add-on offer those fields are replaced by a note telling you the extras go onto the trip's invoice instead.

Seeing What They Chose

Once the offer is accepted, the extras your client picked are recorded on the offer itself and show a Client selected badge in the add-on list.

That matters most for a pick-one set where the alternatives cost the same, or for extras priced Included or Quote on request — those bill nothing, so the invoice alone wouldn't tell you which of the three excursions they actually wanted.

Tips and Common Questions

Will the offer show up on my Leads board? No. Add-on offers are for clients who already booked, so sending one never adds or moves a lead card.

Can I send more than one offer for the same trip? Yes. Each one is its own page with its own link. A shore-excursion offer in January and a specialty-dining offer in March are two separate offers.

Can I use "Quote on request" pricing? Yes. The client sees a Quote on request badge, nothing is added to the total, and their interest is still recorded when they approve — useful for gauging demand before you go to the supplier.

What if they say no? They can decline the whole offer. The trip is untouched — declining an offer never affects the booking.

Can I require a choice? Yes — tick Traveler must pick one on the choice group. Be careful with this on an offer, though: it means they can't approve without picking something. If "none of these" is a legitimate answer, either leave it unticked or add an explicit "No thanks" option to the set priced at $0.

Do the extras show up on the client's portal? They're billed through the trip's invoice, so they appear there like any other line.

After the client approves

Acceptance records the selected extras, adds their invoice lines, and creates a Not booked booking for each priced extra. It does not reserve the service with its supplier or add an itinerary item. Arrange the approved service with the supplier, then open the booking it created, add the confirmation number and mark it booked, and check its date and details on the itinerary. Review the existing invoice before adding a charge: the accepted offer has already added the selected extra, so do not bill it twice.

This is part of JourneyFuse’s travel proposal software: branded proposals clients can review, choose from and pay on.