Create a Pricing Rule (How-To)

Article Details

Summary

Pricing Rules are formulas that automate special pricing, such as discounts or surcharges. They speed up checkout and help make sure the right price is charged. Common examples are a multiple-dog discount, a late check-out fee, an extended stay discount, a free service after a number of reservations, and feeding charges.

Warning: Set up and test your pricing rules outside of business hours. Changes happen in real time and affect checkouts in progress. Give yourself enough time to set up and test your rules before you use them in live transactions. You can test with your own Owner account and Animals. Gingr is not liable for lost revenue or wrong charges from mistakes in your rule setup, and will not fix transactions charged wrongly because of incorrect setup. You must test your rules before you use them with real customers.

Before You Begin

Only users in the Admin user group can set up and manage pricing rules.

Steps

  1. Go to Left-hand Navigation: Admin » Pricing Rules.
  2. Select the Location the rule applies to.
  3. Select the Reservation Type.

  4. Select the Group the rule applies to. If there is no group, select Create Group. See Create a Pricing Rule Group.

    Pricing Rule Group interface with buttons.

  5. Select +Add Rule.
  6. Enter a Label. Use a short description. The label shows on the receipt and helps staff and customers see which discount, charge, or free service applied.
  7. Choose the Type of pricing rule.
  8. Enter a Value. The value is the criteria the rule must meet before it applies the surcharge or discount.
  9. Choose a Method: Dollar, Percent, Service, or Reservation Type. These are the things Gingr can add or remove when the criteria are met.
  10. Enter an Amount. This is the dollar amount, percentage, service, or reservation type to add based on the criteria.
  11. Select Save.

Field Guide

Setting Description Helpful Hint
Label This phrase shows in the cart and on the customer's receipt.
Type The type of rule you use. Gingr creates rule types, and each has its own parameters that you cannot customize. The list changes as Gingr builds new rules. See Pricing Rule Types for the full list.
Value Shows when the rule applies. The value depends on the rule.
Method Shows how the surcharge or discount applies: Dollar Amount, Percentage, Service, or Reservation Type. A negative number is a discount. A positive number is a surcharge. This does not schedule a service on its own.
Amount/Service How much to surcharge or discount, or which service the customer gets. The field changes between "amount" and "service" based on the method. Important: If you use the Number of Additional Animals rule, the dollar amount or percentage applies to each pet's reservation. To discount a second additional animal by $5 in total, create a rule that discounts $2.50 each.

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