Price Schedule: Setting Custom Rates per Client

This feature allows users to set custom rates for different clients. These rates can be set as a fixed amount or as discounts. 

Users who are issuing superbills or creating claims, should prefer using the discount, as this would keep their default rates unchanged in the superbill.

Global Price Schedules

Once a client is added to a price schedule, the system will use the price/discount in any of these scenarios:

• When a new appointment is booked manually in the calendar.
• When the client books an appointment while they are logged into the portal.
• When the client books an appointment while they are logged in the management area of the booking widget.
• The client books an appointment in the booking widget using the same name and email as in their client record.

Changes to custom prices do not apply retroactively. Appointments already scheduled need to be manually adjusted.

Note: The system will not use the price schedule if the client books an appointment using a different name/email in the booking widget, as that would cause a new client record to be created.

The following screenshots show how to use the price schedule feature. You can find this setting by navigating to "Bookings > Booking Settings > Services".

Custom Price Schedules by Client

You can also add a custom price schedules by client. 

Note: The client must be set to "Self Pay" to be able to add them to a custom price schedule

1. To do this, go to the client's profile and scroll down to the Price Schedule section.
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3. Click the "+ add price schedule" button and choose from an existing price schedule or create a custom schedule
4. If creating a custom price schedule for the client, click the green "Add Item" button to add services.
5.  Choose the Amount type and complete the schedule by filling out the amount
6. Click Save once complete.
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7. The price schedule will show on the client's profile
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8. To remove the price schedule, click the "Edit Price Schedule" button and then click "Delete"
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The same scenarios apply to these price schedules and this pricing will be used for the following:

• When a new appointment is booked manually in the calendar.
• When the client books an appointment while they are logged into the portal.
• When the client books an appointment while they are logged in the management area of the booking widget.
• The client books an appointment in the booking widget using the same name and email as in their client record.
• These prices will be reflected on invoices and superbills