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Manage smart pricing
Manage smart pricing
Effectively manage smart pricing to balance demand and boost revenue by adjusting service prices during peak and off-peak times. Learn how to apply, edit, pause, clear, and restore pricing as needed.
Getting started
Before managing smart pricing, it's good to have an idea of when you’re most busy or quite. To start off:
- Set up smart pricing. After the initial setup, you can easily edit, pause, or clear these settings whenever needed.
- If you're a team member, reach out to the account owner to request permission to Manage smart pricing.
Applying smart pricing
- Desktop
- Mobile
To manually apply smart pricing to calendar bookings:
- Open the Calendar.
- Select the time slot your client is requesting and click Add appointment.
- Add the relevant client and select the requested service.
- If smart pricing is set up, a 'Smart pricing available' label will appear within the service details.
- Click Smart pricing available to open and edit the service details.
- Under the price, click Apply smart % increase or Apply smart % decrease. Only the relevant option and value will show.
- The price will adjust according to the selected smart pricing.
- Click Apply and Save the appointment.
To manually apply smart pricing to calendar bookings:
- Head to your Calendar.
- Select the time slot your client is requesting to book and tap Add appointment.
- Select and add the relevant client.
- Tap Add a service to select the requested service.
- Within the service details, a ‘Smart pricing available’ label will appear if this has been set up for the appointment details selected.
- Tap on Smart pricing available to open and edit the service details.
- Under the Price, tap on the purple Apply smart pricing increase or Apply smart pricing decrease. Only the relevant option and the value will show.
- The price will adjust according to the smart pricing selected.
- Tap Apply and Save the appointment.
Editing smart pricing
- Desktop
- Mobile
To edit smart pricing:
- Open Marketing and select Smart pricing.
- Next to the location, click Actions and select Edit.
- Re-select team members and services where smart pricing will apply.
- Adjust your smart pricing rules as needed:
- Day:
Select the days for smart pricing. - Time intervals:
Use the drop-down menus to set when appointments are available with smart pricing. Add up to three intervals by clicking Add hours, ensuring they don’t overlap. - Price change:
Use the drop-down menu to select whether you want the price to increase or decrease. - Change by:
Select a value and enter how much you want the price to increase or decrease.
- Day:
- Click Update setup.
To edit smart pricing:
- Open Marketing and select Smart pricing.
- Next to the location, tap on Actions (the three dots) and select Edit.
- Re-select team members that can be booked under smart pricing.
- Re-select services where smart pricing will apply.
- Where needed, change your smart pricing rules:
- Day:
Select the days for smart pricing to apply. - Time intervals:
Choose when appointments are available with the smart pricing. You can add up to three intervals by tapping Add hours, making sure they don’t overlap. - Price change:
Choose whether you want the price to increase or decrease. - Change by:
Select a value and enter how much you want the price to increase or reduce by.
- Day:
- Tap Update setup.
You can edit smart pricing for multiple locations simultaneously. Click Options in the top right corner and select Edit all locations.
Pausing or clearing smart pricing
- Desktop
- Mobile
To pause or clear smart pricing:
- Open Marketing and select Smart pricing.
- Next to the location, click Actions.
- Choose one of the following options:
- Pause:
Temporarily disables smart pricing. Confirm by clicking Yes, pause smart pricing. Unpause using the same steps. - Clear:
Completely removes smart pricing. Confirm by clicking Yes, clear smart pricing. This action is irreversible.
- Pause:
Special pricing can be paused or cleared for all locations simultaneously. Click Options in the top right corner and select Pause all locations or Clear all locations.
To pause or clear smart pricing:
- Open Marketing and select Smart pricing.
- Next to the location, tap on Actions (the three dots).
- Choose from the following options:
- Pause:
Temporarily disable smart pricing. Confirm your selection by tapping Yes, pause smart pricing. You can unpause by following the same steps. - Clear:
Completely remove smart pricing. Confirm your selection by tapping Yes, clear smart pricing. This action is irreversible and cannot be recovered once cleared.
- Pause:
Restoring smart pricing
Restore the price of services booked, including smart pricing discount, online or manually.
- Desktop
- Mobile
To restore the original price of an appointment:
- Open Sales and select Appointments.
- Searching the client's name or appointment reference number.
- Select the appointment reference number.
- Click on the Service to view full details.
- Under Discount select No discount to to revert to the regular retail price.
- Click Apply.
To restore the original price of an appointment:
- Open Sales and select Appointments.
- Searching the client's name or appointment reference number.
- Tap on the appointment reference number to open the appointment.
- Tap on the Service to view full details.
- Tap the Discount dropdown. select No discount to to revert to the regular retail price.
- Tap Apply.
Restore the pricing of online appointments booked with smart pricing by clicking Notifications, selecting Appointments, and then clicking on the service to view full details.
FAQs
How do clients see smart pricing when booking online?
How will I know which appointments have been booked with smart pricing?
Can I add more discounts to smart pricing?
What is the minimum time I can offer smart pricing?
Can I edit smart pricing once it has been set up?
Will smart pricing still apply if my client reschedules?