Manage smart pricing (2024)

To manually apply smart pricing to calendar bookings:

1. Open theCalendar.
2. Select the time slot your client is requesting and clickAdd appointment.
3. Add the relevant client and select the requested service.
4. If smart pricing is set up, a'Smart pricing available' label will appear within the service details.
5. ClickSmart pricing available to open and edit the service details.
6. Under the price, clickApply smart % increase orApply smart % decrease. Only the relevant option and value will show.
7. The price will adjust according to the selected smart pricing.
8. ClickApply andSave the appointment.

To manually apply smart pricing to calendar bookings:

1. Head to yourCalendar.
2. Select the time slot your client is requesting to book and tap Add appointment.
3. Select and add the relevant client.
4. TapAdd a service to select the requested service.
5. Within the service details, a ‘Smart pricing available’ label will appear if this has been set up for the appointment details selected.
6. Tap on Smart pricing available to open and edit the service details.
7. Under thePrice, tap on the purpleApply smart pricing increase orApply smart pricing decrease. Only the relevant option and the value will show.
8. The price will adjust according to the smart pricing selected.
9. TapApply andSave the appointment.

To edit smart pricing:

1. OpenMarketing and selectSmart pricing.
2. Next to the location, clickActions and selectEdit.
3. Re-select team members and services where smart pricing will apply.
4. Adjust your smart pricing rules as needed:
   1. Day:
      Select the days for smart pricing.
   2. Time intervals:
      Use the drop-down menus to set when appointments are available with smart pricing. Add up to three intervals by clickingAdd hours, ensuring they don’t overlap.
   3. Price change:
      Use the drop-down menu to select whether you want the price to increase or decrease.
   4. Change by:
      Select a value and enter how much you want the price to increase or decrease.
5. ClickUpdate setup.

To edit smart pricing:

1. Open Marketing and select Smart pricing.
2. Next to the location, tap onActions (the three dots) and selectEdit.
3. Re-select team members that can be booked under smart pricing.
4. Re-select services where smart pricing will apply.
5. Where needed, change your smart pricing rules:
   1. Day:
      Select the days for smart pricing to apply.
   2. Time intervals:
      Choose when appointments are available with the smart pricing. You can add up to three intervals by tappingAdd hours, making sure they don’t overlap.
   3. Price change:
      Choose whether you want the price to increase or decrease.
   4. Change by:
      Select a value and enter how much you want the price to increase or reduce by.
6. TapUpdate setup.

To pause or clear smart pricing:

1. OpenMarketing and selectSmart pricing.
2. Next to the location, clickActions.
3. Choose one of the following options:
   1. Pause:
      Temporarily disables smart pricing. Confirm by clickingYes, pause smart pricing. Unpause using the same steps.
   2. Clear:
      Completely removes smart pricing. Confirm by clickingYes, clear smart pricing. This action is irreversible.

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:

1. OpenMarketing and selectSmart pricing.
2. Next to the location, tap onActions (the three dots).
3. Choose from the following options:
   1. Pause:
      Temporarily disable smart pricing. Confirm your selection by tappingYes, pause smart pricing. You can unpause by following the same steps.
   2. Clear:
      Completely remove smart pricing. Confirm your selection by tappingYes, clear smart pricing. This action is irreversible and cannot be recovered once cleared.

To restore the original price of an appointment:

1. OpenSales and selectAppointments.
2. Searching the client's name or appointment reference number.
3. Select the appointment reference number.
4. Click on theService to view full details.
5. UnderDiscount select No discount to to revert to the regular retail price.
6. ClickApply.

To restore the original price of an appointment:

1. OpenSales and selectAppointments.
2. Searching the client's name or appointment reference number.
3. Tap on the appointment reference number to open the appointment.
4. Tap on theService to view full details.
5. Tap theDiscount dropdown. select No discount to to revert to the regular retail price.
6. TapApply.