Setting Up Pricing Rules

Create a Pricing Rule

To create a pricing rule, you will want to head over to Left-hand Navigation: Admin » Pricing Rules.

1. Choose the Location, Reservation Type and Group you would like the rule to apply to.
   
   
   1. Note: If there is no Group to select, create one by clicking the Create Group button. Read more about Groups by clicking here.
      
      
2. Click +Add Rule.
   
   
3. Add a Label. Write 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.
   
   
4. Choose the Type of pricing rule you want to create.
   
   
5. 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.
   
   
6. 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.
     
     
7. Enter an Amount. This will be the specific Dollar amount, Percentage, Service or Reservation type that you are adding based on the criteria above.
   
   
8. When you're done, click Save.

Field Guide

Pricing Rule Groups

Pricing Rule Groups allow you to charge different sets of pricing rules (or rules of different values) to different groups of reservations. Using Groups, you'll be able to set pricing changes ahead of time, or run specials on your pricing in a breeze.

Any currently inputted pricing rules are assigned to the first group that you'll see, which will apply to all reservations that started on or after January 1st, 1900 (this covers all reservations that have ever been created in your app.

To create a new group of rules, click the Create Group button, and indicate to which reservations this new group of rules should apply.

• Starting on or after a specific date—which will apply the pricing rules to reservations that start on or after a date.
• Ending on or after a specific date—which will apply the new pricing rules to reservations that end on or after a date.
• Created after a certain date—which will apply the new pricing rules to all reservation that are created after the date entered.

Once created, you can select that group and input your new rules per reservation type.

Power-User Tip: If only the values of your pricing rules (like multiple pet discounts or late fees) are changing for this group, use the Copy Rules tool to copy the existing groups' rules to the new group and change the values.

Important: Only the rules that you have configured on a specific group will apply, the rules are not cumulative between groups. Ensure that each group of rules is complete—meaning that all of the rules that you'd like to apply exist in that group.

It's also important to remember that Peak Dates (holiday surcharges) are configured per Pricing Rule Group, and will need to be added to a group if setting a rate change for future dates that cover holidays.f If you have any questions on Pricing Rule Groups, feel free to reach out to our awesome support team for assistance.

Pricing Rule Types 

Copy or Delete a Pricing Rule

To copy or delete a pricing rule, click on the wrench icon and select Copy Rule or Delete Rule.

Copy Pricing Rules to Other Reservation Types:

To easily copy all pricing rules from one reservation type to another, click the Copy Rules button on the rule header.

On the pop-up, select the reservation type that you'd like to copy the rules to, and press Copy Pricing Rules.

Exceptions

Pricing rule Exceptions can allow one rule to negate another. For instance, if you do not want to offer an extended stay discount if the multiple dog discount is also running, you can create an Exception.

1. Click on the Wrench Icon next to the rule that you want to add an exception for, then select Add an Exception. If you have multiple rules of this type (e.g. 2 dog discount, 3 dog discount, 4 dog discount) this will apply the exception to all rules of this type so you only need to choose one.
   
   
2. Choose the following settings:
   Is Less Than = don't charge this rule if this other Type of rule (5+ Nights) is applying as well.
   Is Greater Than = only charge this rule if this other Type of rule (5+ Nights) is applying as well.
   
   
3. Done (Save).
   
   
4. To Delete an Exception: simply click on the Wrench Icon » Add an Exception » Clear Exception.

Compound Pricing Rules

When Compound Pricing Rules is on for a specific reservation type, pricing rules will run in the order of which they are created on the pricing rules setup page. This will create less of a discount if using percentages because not all rules are discounted from the base rate.

Example: You charge $45 per night for boarding but discount based on the number of dogs from the same family (25% off each dog) and if they stay for an extended period of time (additional 10% off each dog).

Compound Pricing Rules OFF (default):

If this setting is off, each rule will calculate from the base rate of the reservation type. This will create a larger discount because the second discount (10%) is not being taken from the full base rate ($45) but rather from the subtotal of the previous rule ($33.75).

Compound Pricing Rules ON:

Left-hand Navigation: Admin » Reservation Types and Services Configuration » Edit Reservation Type » Compound Pricing Rules "on".

If this setting is on, the next rule will calculate based off of the subtotal from the previous rule. This will create a smaller discount since both discounts are being taken from the base rate.

Modifies Base Rate

This setting can allow a charge/discount to change the base rate and allow other pricing rules to apply to this changed rate instead. This setting can be found by clicking on the wrench icon.

Important! This setting only works for the following pricing rule types:

• Animal Weight
• Number of Animals
• Number of Additional Animals in Same Lodging
• Animal Breed
• Number of Reservations
• Number of Reservations (location)
• Animal Age
• Units of Reservation.

Example: Your kennel charges boarding by weight so you would like this to become the base rate for each animal and THEN apply multiple dog discounts and extended stay discounts after that rate has changed.

As we can see from the Estimate, the weight rule now changes the Base Rate and our 2 dog discount calculates from the new base rate.

Same Rules Without Modifies Base Rate:

Without the weight rule modifying the base rate, the 2 dog discount will apply to the original base rate of $50, and then $10 (weight charge) will be added after.