The Optional Costs feature is a tool designed to help you prepare and manage potential add-ons without impacting the trip’s financial totals. These costs are not presented to clients. They remain within the platform for planning and flexibility.
Where to Find Optional Costs
Optional Costs are available in both the Trip Builder and the Lead record.
In the Trip Builder, scroll to the bottom of the page below the main Costs section. You will see a separate section labeled Optional Costs where you can add and manage optional line items.
In the Lead record, the Optional Costs section appears directly below the Trip Costs section. The layout and functionality mirror what is available inside the Trip Builder.
Adding an Optional Cost
Inside the Optional Costs section, click Add. You can choose either the Nett Cost Calculator or the Commission Cost Calculator.***
When using either calculator, you will see a toggle at the bottom labeled Optional Cost. Turn this toggle ON to classify the item as optional. ***
Optional Costs are excluded from all financial calculations. They do not impact trip totals, reporting, supplier bills, or client payments unless they are converted into a main trip cost.
Line Item Title for Itinerary Display
The Line Item Title field controls how an Optional Cost appears on the client-facing itinerary.
Optional Costs display below the Pricing Summary and the How to Pay and Confirm section. When clients scroll further down, they will see a section labeled Optional Addons. ***
 | This display is currently available only in the new layout and applies to PageFlow and PageSnap. It is Not supported in Classic versions at this time.*** |
Linking to a Day Item
Optional Costs can be linked to a Day Item in the itinerary. When a cost is linked, the Optional setting is controlled by the Day Item, not by the toggle inside the cost.
If you attempt to change the Optional toggle on a linked cost, you will see a message indicating that the optional status is determined by the linked Day Item.
To update the status, go to the itinerary Detail View and locate the Optional column. If the item is set to Yes, the cost remains in the Optional Costs section. If changed to No, the system will automatically move the cost into the Trip Costs section and include it in financial calculations.
