Bulk Updating Custom Client Rates

In Time To Pet, it is possible to customize the rate that a client pays for a specific service. You can also customize the rate of a specific service for all of your clients (or a subset) with our Bulk Custom Client Rate tool. This tool essentially automates the process of going into each individual client's profile and making the cost adjustment client by client and service by service. 

The Bulk Custom Client Rates tool can also be used if you're updating your rates for new clients but want to make sure your existing clients are locked into their current rate (also called a "legacy rate"). To read more about how to do this in Time To Pet, check out our help article: Best Practices For Keeping Legacy Rates for Existing Clients When Raising Rates For New Clients.

Check out this video from our Onboarding Team on bulk updating client rates!

Updating a Service Rate For All Clients

  1. Navigate to Settings > Advanced > Bulk Custom Client Rates.
  2. Find the service you wish to update (only enabled services are listed).
  3. Change the rate using the input and then click the "Set" button.

View of the Service Rate settings in Bulk Update Custom Client Rates

The most common reason for customizing a rate for all clients at one time is to give legacy rates to your current clients, locking them into a specific rate. 

For example, consider "Dog Sitting - 30 Minutes" which costs $30. If you were to edit the service and adjust the cost to be $32, all of your existing clients would now also pay $32 as well. By first customizing the rate for all clients using this Bulk Custom Client Rate tool, editing the service and adjusting the cost would only affect future clients.

Note: Once a custom service rate has been set for a client, any future adjustments to the default service rate will no longer apply to the client.

Remove All Customizations

You can also use this tool to remove any customizations made for a particular service for all clients. By removing any customizations, you are ensuring that all clients will pay the default cost set on the service. To do so, follow the steps listed below:

  1. Navigate to Settings > Advanced > Bulk Custom Client Rates.
  2. Find the Service you wish to update (only enabled services are listed).
  3. Click the "Remove All Customizations" button.

screenshot of bulk custom client rates tool with an arrow pointing at the remove all customizations button

Limiting Bulk Rate Adjustments to a Subset of Clients

By default, the Bulk Custom Client Rates tool will apply any changes you make to all clients in your account. It is, however, possible to only apply changes made to a subset of clients. To do so, please follow the steps listed below:

  1. Navigate to Settings > Advanced > Bulk Custom Client Rates.
  2. Click the "Filter Clients For Rate Adjustments" button:

    Filter Clients For Rate Adjustments button

  3. This will present you with a list of filters (these are the same filters that are available in Reporting > Clients)
  4. Add as many filters as you need. You can review which clients will be included in the adjustments by clicking the "View Clients Included" button. 

    View Clients Included Button

  5. Any adjustments made to service rates will now only be applied to these filtered clients instead of your entire client list.

Exporting Full Service Rate Data

While the main purpose of this tool is to set up or remove custom rates for your clients in bulk, you can also use it to download a full report of your service rates. This report will include a complete list of your company's services and the rates you are currently charging each of your clients for them. To download this data, follow the steps below:

  1. Navigate to Settings > Advanced > Bulk Custom Client Rates.
  2. Click the "Download Full Service Rate List" button, and a CSV file will be downloaded to your device.

screenshot of bulk custom client rates tab with a box around download full service rate list

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