Article Details
Pricing Rules are formulas that automate special pricing (discounts or surcharges), helping to streamline your checkout process and ensure the correct price is being charged. Some of the most common types of pricing rules that you may need for example would be a Multiple-dog discount, Late Check Out Fee, Extended Stay Discount. Free Service After Number of Reservations, Feeding Charges, etc.
Warning: It is recommended to set-up and test your pricing rules outside of business hours. Changes happen in real-time and will affect checkouts that may be in progress throughout the day. Be sure to give yourself enough time to set them up, thoroughly test them, and make sure they are correct, BEFORE they are used in live transactions. You can test with your own Owner account and Animals. We are not liable for lost revenue or erroneous charges due to mistakes made in setting up your rules, and will not fix transactions erroneously charged due to incorrect setup. It is your responsibility to test your rules before using them with real customers.
Before You Begin
- Only those in the Admin user group can set up and manage pricing rules.
Create a Pricing Rule
- Navigate to Left-hand Navigation: Admin ยป Pricing Rules.
- Choose the Location that you would like the rule to apply to.
- Select the Reservation Type.
- Select the Group that you would like the rule to apply to.
Notice: If there is no Group to select, create one by clicking the Create Group button. Read more about Groups here.
- Click +Add Rule.
- Add a Label.
- This should be a short description for your rule. This label shows up on the receipt. It also makes it easy for staff and customers to identify what discount, charge, or free service has been applied.
- This should be a short description for your rule. This label shows up on the receipt. It also makes it easy for staff and customers to identify what discount, charge, or free service has been applied.
- Choose the Type of pricing rule you want to create.
- Enter a Value.
- This value will coincide with the method selected in the next step. The value is essentially the criteria that the rule has to meet, before applying the surcharge or discount.
- This value will coincide with the method selected in the next step. The value is essentially the criteria that the rule has to meet, before applying the surcharge or discount.
- Choose a Method.
These are the types of things that you can automatically add or remove based on the above criteria.
- Dollar
- Percent
- Service
- Reservation Type.
- Enter an Amount.
This will be the specific Dollar amount, Percentage, Service or Reservation type that you are adding based on the criteria above.
- Select Save.
Field Guide
| Setting | Description | Helpful Hint |
| Label | This phrase will be displayed in the cart and on the customer's receipt. | |
| Type | This is the type of rule you are using. Rule types are created by Gingr and each has its own set of parameters that cannot be customized. This list will change over time as new rules are developed. | Please see Pricing Rule Types for a list of all rule Types. |
| Value | Indicates when the type of rule is applied. The Value will depend on the rule. | |
| Method |
This indicates how the surcharge or discount is applied. Your options are: Dollar Amount, Percentage, Service, or Reservation Type |
Negative number = Discount Does not automatically schedule a service. |
|
Amount/Service |
This indicates how much you would like to surcharge or discount (or which service is being given to the customer). This field will change between "amount" and "service," depending on the discount method. | Important! if the Number of Additional Animals rule is used, the dollar Amount or Percentage will be applied to EACH pet's reservation. So if you discount a second additional animal -$5, you will want to create a rule that discounts $-2.50. |
Related Resources
- Set Up Pricing Rules Topic Outline
- Create a Pricing Rule Group How-To
- Pricing Rule Types Reference
- Copy or Delete a Pricing Rule How-To
- Create an Exception to a Pricing Rule How-To
- Modifies Base Rate Setting Reference
- Set Effective Dates for Pricing Rules How-To
- Comp All Services of this Type How-To
- Turn Off Pricing Rules for a Specified Animal How-To
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