Overview: What are we talking about?
Planning for pricing increases is essential for businesses, especially when facilities get booked out months in advance. This article showcases the simple steps needed to update your boarding, daycare, and appointment rates in advance to go into effect on a specific date.
This article includes:
How to Update Boarding and/or Daycare Standard Rates
Navigate to Account Settings » Services & Costs » Boarding or Daycare Rates
Click the "Add a New Rate" button.
Enter the new rate details and apply an "Effective Date" for when your new rate will be in effect; the effective date can be in the future or the past. Click Save.
Your new rate will now display on the rates page, with the effective date noted.
Please note:
1) The effective date recognizes the arrival date of the booking. All bookings with an arrival date after the effective date, will be updated to the new rate. All bookings with an arrival date before the effective date, will remain at the old rate.
2) Bookings with recurring dates will respect the first arrival date on the booking. Therefore, if the first arrival date is before the effective date, then all dates included on the booking will remain at the old rate.
3) If an existing booking's arrival date is changed to a date after an effective date, the booking will display an alert giving the User the option to update the rate if applicable.
Whooo hoo! You have successfully updated your boarding and/or daycare standard rate with an effective date!
New bookings entered into the system after the effective date, will update with your new rate automatically.
How to Update Appointment Standard Rates
Navigate to Account Settings » Services & Costs » Appointments
Click "Update Price" for the appointment type you are going to update.
Click "Add a new rate."
Add the effective date of the new rate and update the cost field.
Now your appointment type will display with your new rate and effective date visible.
You can add multiple rate adjustments per appointment type at once, following the steps noted above.
Please note:
1) The effective date recognizes the arrival date of the booking. All bookings with an arrival date after the effective date, will be updated to the new rate. All bookings with an arrival date before the effective date, will remain at the old rate.
2) Bookings with recurring dates will respect the first arrival date on the booking. Therefore, if the first arrival date is before the effective date, then all dates included on the booking will remain at the old rate.
3) If an existing booking's arrival date is changed to a date starting after an effective date, the booking will display an alert giving the User the option to update the rate if applicable.
Whooo hoo! You have successfully updated your appointment standard rate with an effective date!
New bookings entered into the system after the effective date, will update with your new rate automatically.
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