Bulk Adding Prices to Items

Step 1: Access Class Pricing

  1. From the Dashboard, click the Operate icon in the bottom navigation menu.
  2. Select Catalog & Pricing from the Operate menu.
  3. Choose Class Pricing to view your list of available classes.

Step 2: Select and Bulk Edit Classes

  1. Use the search bar to find the class(es) you wish to update.
  2. Check the boxes next to the classes you want to modify.
  3. Click the Bulk Edit button at the top of the list.

Step 3: Add a New Price Plan

  1. In the Items Being Edited window, navigate to the Pricing tab.
  2. Locate the class and click the Add Price button.

Step 4: Configure the Price

This example in the video above shows the creation of a payment plan

  1. Price Type: Select the Payment Plan tab.

    Initial Fee: Enter the amount to be paid at the time of registration.

    Installments: * Click [+] Add New Installment.

    • Select the Payment Date for the installment using the calendar.
    • Enter the Payment Amount.
    • Repeat these steps if additional installments are needed.
  2. Price Label: Give the plan a descriptive name (e.g., "Resident Payment Plan").
  3. Click Save Price.

Step 5: Set Price Eligibility

  1. Switch to the Price Eligibility tab within the price configuration window.
  2. Click Add Group.
  3. Search for and select the appropriate group (e.g., "Residents").
  4. Click Select Group(s) and then click Save Eligibility Requirements.

Note about Resident Pricing:

The OttoApp can automatically put people into a Resident group when they create their accounts based on criteria you provide. But, the OttoApp does not put people into Non-Resident groups automatically. So, ensure you have Group Eligibility indicated for your Residents but do NOT require any eligibility for Non-Residents.

Non-Resident prices should be available to "Everyone"

Quick Tips:

  • Multiple Installments: You can add as many installments as needed to spread out the cost over several months.
  • Clear Labeling: Use specific labels for your price plans so they are easily identifiable by both staff and residents during checkout.
  • Eligibility: Remember to save your eligibility requirements, or the new price plan may not appear for the intended users.
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