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Automatic Changes to a Child's Pricing Group
Automatic Changes to a Child's Pricing Group

Create rules to automatically move a child to a new pricing group, as they grow up.

Sara Brunvoll avatar
Written by Sara Brunvoll
Updated over a month ago

Pricing Groups

Pricing Groups allow you to charge different rates for different age ranges. To learn how to set them up, follow the instructions in this article.


Automatic Room Move Rules

You can automatically move a child to a new Room in your setting, based on their age. To set that up, follow the instructions in this article.


Set up Automatic Pricing Changes

Setting up automatic rules gives you the ability to allow children to automatically move to the next pricing group in your setting, based on their age. This will result in them always being charged the correct prices for their age. To set this up, first add your pricing groups, then:

  • Click on Settings in your sidebar and go to Finances

  • Click on Pricing advance rules

  • Click on Add new rule

  • Check the advance to the next pricing group option

  • Select the Next pricing band they will move into

  • Select a Move rule

  • Enter when it should happen and click Create

  • Repeat this for each pricing group

In order for a session to be Automatic Pricing Group eligible it must be available for all your pricing groups. This means entering a price for all pricing groups when setting up the session. This price can be $0, should the session not be normally available for that pricing group.
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On the right hand side, you can select a child to see your pricing groups rules in action.

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Activate the Rules

Now you have created the Automatic Pricing Rules, you need to apply them to plans. You will have to do this individually for each child.

  • Go to any child's profile (either via Children in your sidebar or use the search bar) and click on their Billing tab

  • Click on the plan that you want to change the Pricing group for

  • Change the Pricing group to Automatic
    If you receive a locked plan message, simply choose a start date that is after the last invoiced period.

  • Click Save when you've made the changes.

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