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 grandfathered into their current rate. To read more about how to do this in Time To Pet, check out our help article: Best Practices for Grandfathering Rates For Existing Clients When Raising Rates For New Clients.

Check out a short video from our Onboarding Team on the Bulk Update Custom Client Rates Settings section:

View of the Bulk Custom Client Rates screen

Updating a Service Rate For All Clients

  1. Navigate to your Advanced Settings and select "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 grandfather your current clients 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.

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.

  1. Navigate to your Advanced Settings and select "Bulk Custom Client Rates".
  2. Find the Service you wish to update (only enabled services are listed).
  3. Click 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 any changes made to a subset of clients.

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

    View of "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 of the "View Clients Included" button

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

Next Help Article: Advanced Key Settings

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