Schedule a Price Change
Good news! You do not need to make new Sessions, Fees or Packages if your prices are changing. In Famly, you can schedule a price change within existing packages, sessions or fees and set the change to happen on a specific day. To do so, follow the steps below:
Go to Settings → Finances → Pricing → Pricing Structure
Select the Session, Fee or Package you would like to adjust
Click on the 3 black bars in the top left corner of your selection to open the session history (if it's not already open)
Select Schedule change before changing the prices
Select a start date from which you would like the changes to come into effect
Please note, this date cannot be changed once saved.
Enter the new pricing and fill in all details on Pricing, Availability, Closure days and Days on leave.
Click the Schedule change button when you're ready
Implement a Price Change
Next, you will need to implement the price change you just scheduled, in order for it to appear on invoice previews in the Finance Overview page and Billing tab.
☝️Note: If you do not complete this step, your invoices will still go out correctly to all children affected by the price change on the date set in step 1.
However, you'll likely want your invoice previews in the Finance Overview, and billing tabs on Child Profiles, to show those update amounts when the time comes. Complete this step in order to see the correct plan totals on your end!
Go to Finance → Overview
Select the Plans tab (between Overview and Purchases)
Select all children (checkbox next to Child Name), or select specific children for you'd like to update Plans
Click Action (top right) → Manage → Update plans
Enter the date (1st of month) of the scheduled price change
e.g. January 1st, or August 1st of the appropriate year
Select the checkbox to "Also schedule a plan change on this date"
Select Preview
Click Update [N] plans