How to create custom add-ons

Last updated: May 6, 2026

Custom add-ons: Products > Add-Ons > +New Add-on. Set name, description, location/provider. Pricing: Simple/Flexible Duration/Fixed Duration/One time. Examples: airport pickup, meals, custom insurance. Default-include option available.

Add-ons are extra services beyond the core program, accommodation, or fees. Examples: airport pickup, meal plans, custom insurance.

Where to create

Products > Add-Ons in the right side menu.

How to create

  1. Click + New Add-on.
  2. Enter:
  3. Save.
  4. Set pricing.

Pricing types

  • Simple. Fixed rate regardless of duration.
  • Flexible Duration. Different prices by duration tier.
  • Fixed Duration. Set price for a specific duration.
  • One time. Single fee for the entire add-on.

Optional fields

  • Internal notes.
  • Default language.
  • Translations.

Insurance note

Though Edvisor offers competitive insurance options with commission, agencies can also create custom insurance via Add-Ons. The Insurance Marketplace section is the recommended path for connected providers.

Default for all quotes

If an add-on should appear in every quote, check Include this by default on all quotes when creating it.


Source: https://help.edvisor.io/efa/custom-addons