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Extra Charges, Package, and Session changes: the two steps
There are two steps to making a change. Changes will not come into effect until both of these steps are completed:
Input your changes and the date they come into effect.
Schedule plan changes for the children who will be moved onto the new prices (can be done in bulk).
Step 1: Making a change
As the steps below entail, you do not need to make new sessions for your changes:
Go to Settings in your sidebar → Finances → Pricing → Pricing structure
Select the Session, Extra Charge 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 anything else
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 changes (such as new times to which a session applies) and settings for your pricing group(s)
Click Save
Step 2: schedule the changes to Plans
If you have scheduled a price change, as shown above, you then need the children's plans to pick up the new prices from your chosen date.
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 settings 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.
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