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Price changes: the two steps
There are two steps to making a price change and the changes will not come into effect until both of these are completed.
Input your new prices and the date they come into effect into your Pricing page.
Schedule plan changes for the children who will be moved onto the new prices (can be done in bulk, this step is not needed if you're on Improved Actuals).
To make a change to prices at your setting, you'll need the 'Manage Financial and Occupancy Settings' permission enabled.
Step 1: Making a price change
You do not need to make new sessions for your new prices - you can schedule a price change directly onto your existing sessions, packages, or products. To do so:
Go to Settings → Finances → Pricing → Pricing structure
Select the Session, Product or Package you would like to adjust
Click on the 3 black bars in the top left corner of your selection
Select Schedule change BEFORE changing the prices
Select a start date from which you would like the changes to come into effect
This date cannot be changed once saved.
Enter the new pricing and settings for your pricing group(s)
Click the Schedule change button
Step 2: schedule the changes to Plans
If you have scheduled a price change, as above, you will then have to update the children's plans to reflect the new rates.
To save you going into each child's plan individually to schedule a change, you can bulk update your plans to pick up any changes you've made to your session, product or package including changes to price and chargeable days.
To complete Step 2, follow the instructions in the article below:
IMPORTANT: If you add additional children after you have scheduled the bulk change of plans, with start dates before the price change date, you will need to manually change their plans to match the new pricing.
Please note, this second step is not needed if you're on Improved Actuals.