In this article:
Pricing Groups to allow you to charge different rates for different age ranges. To learn how to set that up, follow the instructions in the article below:
Automatic Room Move rules
Just like automatically changing a child to a new Room in your setting based on their age, you can also automatically move a child to a new pricing group as they get older. To set that up, , follow the instructions in the article below:
Set up Automatic Price Group 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.
Go to 'Get Started', then select 'Plans' from the 'Finance Setup' menu
To edit a child's plan, by click on their row, and select 'Schedule Change'
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.