How to Configure Pricing on a Registration Item
Phase 1: Create Item & Navigate to Pricing
- Save the New Item: Once you have entered the item Name and Description, click the green Save Item button.
- Access Pricing: On the "Item Edit" screen, click on the Pricing tab in the top navigation bar.
- Add Price: Click the green Add New Price button.
Phase 2: Set Up Price Basics
You can Select Price Type:
- One-Time Fee
- Set the One-Time Fee Amount.
- Per Time Period
- Set Fee Amount per Unit of Time.
- Configure the Valid Rental Start Times, if applicable to the Item.
- Configure the Valid Days of the Week for Rentals, if applicable to the Item.
- Recurring Fee
- Set Initial Fee.
- Set the Recurring Fee and the corresponding Unit of Time for each Recurring Fee.
- Set the Recurring Payment Duration.
- Payment Plan
- Set Initial Fee.
- Create Installments:
- Click [+] Add New Installment to create separate payment dates.
- Note: The system automatically generates the dates.
- Set Installment Amounts: Change the "Payment Amount" to reflect the installment amounts.
Save: Click the Save Price button in the bottom right corner.
Phase 3: Set Up Price Eligibility
Once the price is saved, a new tab called Price Eligibility will appear next to "Price Basics." Click it to configure the following restrictions:
- Group Eligibility:
- Click Add Group to add eligible groups for the item.
- Select Group(s).
- Date Eligibility:
- In the "Enroll By" field, you can select or type the enroll-by date for the item.
- Family Enrollment:
- You can indicate another family member is enrolled in the item by checking the box under Family Enrollment.
- Multi-Class Enrollment:
- You can view if the enrollee is also enrolling in another item with indicated tags by checking the box under Multi-Class Enrollment.
- To choose the indicated tags, click the + button
- Select the desired tag(s) from the list.
- Staff Access Only:
- You can indicate that only staff can apply the rate during in-house enrollments by checking the box under Staff Access Only.
Finalize: Click the green Save Eligibility Requirements button in the bottom right corner.
The system will display a notification confirming that the price was updated successfully.