How to create a Booking Pricing Option?

Summary

This guide will show you how to create a booking pricing option for your Class or Ad Hoc Activities. In this example, we will be creating a pricing option for a 45-minute Badminton session.  

 

Step-by-Step Guide

  1. From the Home Screen, go to the 'Pricing Option' module.
    Screenshot 2024-03-14 at 12.32.40.png
  2. On the Next Screen, select 'Pricing Option' again.
    Screenshot 2024-03-14 at 12.32.47.png
  3. Select 'Create Pricing Option' on the top right of the page.
    Screenshot 2024-03-14 at 12.34.22.png
  4. Fill in the fields for your Pricing Option and click on 'Create'.

    Reference: Reference to locate this booking. An underscore symbol(_)is used to replace a space.
    Price: Booking Price 
    Friendly Name: This is the name the customers will see when making the booking 
    GL Code: A string of alphanumeric characters assigned to an entry in the general ledger. E.G. GL Code 1003 could be the code for Ad hoc Booking income.
    Type: Booking. (You can learn about all the different pricing options on this link Pricing Options) 

    Screenshot_2021-10-25_at_12.19.02.png

    This will set your price at the Global level.

  5. Click on 'Manage Settings'.
    Screenshot 2024-03-14 at 12.38.05.png
  6. General Tab
    From here you can make changes to the reference, Friendly Name Finance code and Tax Options.
    You can ignore 'Ask for Price' and 'Capture Notes'.
    'Can be sold as Extra is only to be used for Point of Sale Pricing Options.
    Once Happy with the details, click on 'Save'.
    Screenshot 2024-03-14 at 12.42.05.png
  7. Availability Tab.

    1. Date Restriction (Optional).
      You can add an 'Active Start Date' and an 'Active End Date'. This will restrict this pricing option to a date range.
      Screenshot 2024-03-14 at 12.44.13.png
    2. Age Restriction (Optional).
      You can add an 'Age from' and an 'Age to' to restrict this pricing option to a specific age range.
      For example, you may have activities that are only suitable for adults.
      Screenshot 2024-03-14 at 12.50.45.png
    3. Gender Restriction (Optional).
      You can select which gender this pricing option should be restricted to. For example, some of your activities might be for women only. This would prevent men from booking this activity in error.
      Screenshot 2024-03-14 at 12.47.36.png
    4. Customer Restriction (optional).
      If you tick 'customer records', this means that only customers who have signed in will be able to view and book this activity.
      Screenshot 2024-03-14 at 12.50.10.png
    5. Membership Restriction (optional).
      You restrict this activity to only be available to certain members. You can restrict by Membership Groups or Membership Types.
      Screenshot 2024-03-14 at 12.54.23.png
    6. Activity Restriction (optional)
      You can restrict this activity to customers who have completed a waiver or an induction. You will need to first create these restrictions. Please refer to our guide for more information.
      - Select Yes from the dropdown
      Screenshot 2024-03-14 at 12.54.53.png
      - Select the restriction you wish to apply from the dropdown. You can add as many as you want.
      Screenshot 2024-03-14 at 12.58.12.pngScreenshot 2024-03-14 at 12.58.37.png
      - Select the criteria
      Screenshot 2024-03-14 at 12.59.23.png
      Once you are happy with the details, click on 'Save'.
      Screenshot 2024-03-14 at 13.00.08.png
  8. Pricing (Optional if all your centres have the same prices for your activities)
    On top or instead of the Global Price, you can configure prices at the Setting Group or Facility Level. For example, a fitness class at one facility may be cheaper than another.

    1. From the Setting Group or/and the Centre drop-down, select the Setting Group/Facility to which you wish to add a price.

      Screenshot 2024-03-14 at 13.04.28.png
    2. Once you have selected your Setting Group or Facility, click on 'Create New Price'.
      Screenshot 2024-03-14 at 13.08.30.png
    3. Fill in the details

      - Price
      - Type (Optional): Member/Non-Member
      - Timebands (Optional)
      - Active Start Date (Optional)

      - Active End Date (Optional)
      Screenshot 2024-03-14 at 13.10.22.png
      You may repeat for other venues/Groups if needed.

      Please note: You can add as many prices as you want but make sure that each price has at least one criterion (other than the price itself) that differs from the other price(s) such as the 'Type', Timeband or Active Start/End Date. Otherwise, by default, FLOW always search for the cheapest price available to the customer.

  9. Adjustments.

    You can create adjustments at the Global, (Setting) Group or Facility level just like for the price itself.

    Adjustments can be created based on the customer's membership, age restriction, timebands, dates etc...
    For more information on how to create an adjustment, please refer to this guide.

  10. Usage
    You will first need to create a 'Usage Type'
    1. Go to the Usage Tab.
      Screenshot 2024-03-14 at 12.05.28.png
    2. Select Global, Setting Group or Facility and click on 'Create New Usage'.
      Screenshot 2024-03-14 at 12.07.03.png
    3. Select the usage type from the 'type' dropdown.
      Screenshot 2024-03-14 at 13.12.52.png
    4. Enter the amount of usage and click on 'Create'.
      Screenshot 2024-03-14 at 13.13.16.png

  11. Access Control
    1. Click on the Access Control Tab.

      Screenshot 2024-03-14 at 13.16.34.png

      This tab is to be used if you allow customers without a membership to book activities.

    2. Tick 'Print Ticket' and enter the 'Max uses'.
      Screenshot 2024-03-14 at 12.11.21.png

      The value entered will determine how many times the customer can go through the gate with that booking token. This can be useful if a customer is required to go through more than one access gate to access the venue where the activity is taking place. Please read our Multi-door access guide for more information.

      Please note: If the value entered is higher than one, this will override your Passback rule.

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