Overview

This module explains how to use TBN’s proprietary fee engine to create add-ons that are either:

• Included by default (but optional), or

• Required (non-editable by the customer)

These features help you control pricing consistency and transparently communicate what fees are part of the trip.

1. Creating a New Add-On

Step-by-Step Instructions:

1. Go to the Add-Ons section under Company Setup.

2. Click Create New Add-On.

3. Enter a Display Name for the fee (e.g., “Driver Gratuity”).

4. Choose a Price Type:

   • Flat Fee

   • Percentage

   • Per Mile

   • Per Mile Per Vehicle

   • User Defined Percentage (customer enters their own amount)

2. Setting Up an Included (But Optional) Fee

Use Case: Driver Gratuity

1. Choose User Defined Percentage as the Price Type.

2. In the description, enter a recommendation (e.g., “We suggest a gratuity of 15%”).

3. Set the Add-On Type to:

   • Included by default, but customer can change or opt out

4. Enter a Default Value (e.g., 15).

5. Click Save.

Customer View:

• The add-on will appear on the booking widget’s add-ons page as pre-selected.

• Customers can increase, decrease, or remove the gratuity based on preference.

3. Setting Up a Required Fee

Use Case: Fuel Surcharge

1. Create a new Add-On (e.g., “Fuel Surcharge”).

2. Choose Per Mile Per Vehicle as the Price Type.

   • This will charge a set amount for each mile and each vehicle used in the trip.

3. Set the Add-On Type to:

   • Included by default and required

4. Do not enter a default value for the customer—this is controlled by your company.

5. Click Save.

Customer View:

• This fee will be locked and unchangeable.

• The customer will see the fee applied automatically and must accept it to complete the quote request.

4. How These Fees Appear in the Booking Widget

• Included (optional) fees appear with a default value that customers can change.

• Required fees are non-editable and will be automatically calculated into the final quote.

• Both types are totaled at checkout and reflected in the Add-On Summary.

Example:

If a quote includes a 15% gratuity and a per-mile fuel surcharge, the customer will see both listed, with clear indicators of which are optional and which are required.

Best Practices

• Use included but optional fees for things like gratuity, Wi-Fi, bottled water, or other customer-service items.

• Use required fees for items like fuel surcharges, toll recovery, or regulatory fees.

• Clearly label and describe each fee to reduce confusion and increase trust in pricing transparency.