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Charge conditions are user definable "rules" applied to services that automatically increase or decrease the charge price of a service according to set conditions, such as charging more on a weekend or applying a discount to a regular client.

 

  • Using charge conditions means that you need fewer services and so the system is easier to use.

  • By creating charge conditions for a service you can automatically cater for price variations that you have advertised to your clients.

  • Once the charge conditions have been set up, you only ever need to alter them if you have a price increase, change your pricing policy, or offer a new service.

  • You can add or edit charge conditions on any existing services.


Step 1: How do I Add a Charge Condition?
 

Tammy usually offers a fish feeding service at $15.00 per visit. However, at the weekend the service costs $20.00. She will need to add a charge condition to automatically increase the price and charge clients $20.00 when they request this service on a weekend.

 

1. Click "FishFeed" from the service item list. 

YOU WILL LEARN HOW TO:

 

  • Add a Charge Condition to your New Service Item

  • Add a Discount Condition

  • Add a Condition with Multiple Circumstances

For Further Help:
 
Service Items
Charge Conditions

2. Click the option for "Charge Conditions".

3. Click the button for "Add a New Condition"

4. Choose the option "it is a weekend" from the dropdown.

5. Type in the cost for the weekend service "$20.00".

 

6. Click "Add".

Your new charge condition appears in the list.

 

You can see that if the service is scheduled on a weekend, the charge will be automatically increased from $15.00 to $20.00 when the service is scheduled.

 

Step 2: How do I Add a Discount Condition?

 

Tammy usually offers a fish feeding service at $15.00 per visit. However, she has certain clients that receive a 10% discount on all their services. She will need to add a charge condition to automatically discount the price and charge these clients $13.50 when they schedule this service on a weekend.

 

Begin creating a charge condition following the method you learnt in the steps above.

 

1. Choose "the client type is" from the dropdown. 

 

2. Choose the client type "Discount 10%" from the second dropdown.

 

3. Type in the discounted price "$13.50" and click "Add".

Your new charge condition appears in the list.

 

You can see that if the service is scheduled for a client who has a 10% discount, the charge will be automatically discounted from $15.00 to $13.50.

 

Step 3: How do I Add Multiple Charge Conditions?

 

Tammy usually offers a fish feeding service at $15.00 per visit. However, she has certain clients that receive a 10% discount on all their services but who also schedule jobs on a weekend. She will need to add a multiple charge condition to automatically increase the service charge for a weekend, BUT ALSO discount the price by 10% at the same time.

 

Begin creating a charge condition following the method you learnt in the steps above.

 

NOTE that you have two existing charge conditions in your list.

  • One will increase the price for a weekend booking.

  • The other will discount the price for clients who have the client type "10% discount".

 

1. Create a charge condition and choose "the client type is" and "Discount 10%" from the dropdowns.

 

2. Then click "Add another if..."

3. Choose the condition "it is a weekend" from the dropdown.

 

4. Type in the new cost "$16.00" for the new multiple condition. Click "Add".

Your new multiple charge condition appears in the list with the others.

 

You can see that if the service is scheduled for a client who has a 10% discount AND they schedule it on a weekend, the charge will be automatically discounted from $20.00 to $16.00.

Congratulations! You have completed this stage.

 

To move forward to the next step, click the link below and then choose the next step:

 

< Step 2: Add Services < 2-2 Add charge conditions

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