Automatic Changes to a Child's Pricing Bands

Create rules to automatically move a child to a new pricing group, as they grow up.

Julia Rose avatar
Written by Julia Rose
Updated over a week ago

Pricing Bands

Pricing Groups allow you to charge different rates for different age ranges. To learn how to set them up, follow the instructions in the article below:

Automatic Room Move Rules

You can automatically move a child to a new Room in your setting, based on their age. To set that up, follow the instructions in the article below:

Set up Automatic Pricing Changes

Setting up automatic rules gives you the ability to allow children to automatically move to the next pricing group in your setting, based on their age. This will result in them always being charged the correct prices for their age. To set this up, first add your pricing groups, then:

  • Log in to the app click Get Started

  • Click on Pricing in the Finance setup menu

  • Click Pricing Move Rules in the top right corner

  • Click + New Rule

  • A new window will open (as below) Tick the move to the next pricing group option

  • Select the Pricing Group they will move into

  • Select a move rule

  • Enter when it should happen and click Create

  • Repeat this for each Pricing Group

In order for a session to be Automatic Pricing Group eligible it must be available for all your pricing groups. This means entering a price for all pricing groups when setting up the session. This price can be £0, should the session not be normally available for that pricing group.

On the right hand side, you can select a child to see your pricing groups rules in action.


Activate the Rules

Now you have created the Automatic Pricing Rules, you need to apply them to plans. You will have to do this individually for each child.

  • Go to Get Started, then select Plans from the 'Finance Setup' menu.

  • Click on the relevant child to open the overview of their Bookings tab.

  • Click on the plan that you want to change the Pricing group for.

  • Change the Pricing group to 'Automatic' (as shown below).
    If you receive a locked plan message, simply choose a start date that is after the last invoiced period.

  • Click Save when you've made the changes.

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