How to Create a Setup Fee

A setup fee is an extra, one-off charge added when customers purchase select products or services. This is handled in Upmind by creating a required product option.

Create the setup fee product option

1. Log in to the Upmind dashboard.
2. Access it from the dashboard by clicking on Store Catalogue.

3. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

4. Click the Product Options tab.
5. Click Add New and select Product options category.

6. Enter a category name. The description is optional.
7. Make sure the Is required? checkbox is ticked to enforce selection.
8. Click Create to add the option category.

To organise further, you may add a subcategory using the same steps.

Add the setup fee option

1. In the Product Options section, click the three-dot menu next to your new category.

2. Select Add product option.
3. Enter the name and set the desired price.
4. Click Create.

Assign the setup fee to products

1. Go to Store Catalogue.
2. Select the product or service to which you want to add the setup fee.
3. Click the three-dot menu on the product and choose Edit.

4. In the product menu, go to the Product Options section and click Manage.
5. Choose the setup fee option you just created and apply it to the product.
6. Save your changes.

Customers will see the setup fee in the order summary in their client area.