Accurate facility rate setup is essential for maintaining proper financial records and enforcing school board rental policies. Before clients can submit requests and receive automated billing, administrators must configure baseline costs across all venue types.
This guide walks you through the steps to navigate, adjust, and deploy customized rate schedules within the system.
To get started, log in to the program using your Administrator credentials and navigate to Setup> Price Tier. Once inside the Price Tier dashboard, administrators can select, define, and modify pricing criteria for distinct user classifications.
Applying Price Tiers during creation of Permits
Once your pricing profiles are configured in the backend, they will automatically dictate client billing rules whenever a new permit or activity listing is initiated.
When an administrator or coordinator opens the Facilities Request Form, the assigned pricing tier can be manually verified or overridden on Screen 1:
• Client and Tier Matching: Selecting an organization from the Client Name dropdown will automatically apply their pre-configured default classification in the Price Tier dropdown field.
• Manual Tier Overrides: If an event qualifies for special pricing (e.g., a standard youth group hosting a one-off charity event), you can click the Price Tier dropdown and manually choose an alternate profile for the booking.
Selections made in the Price Tier dropdown during the Screen 1 setup phase will seamlessly populate the Price Tier for this permit field on Screen 4, serving as the active baseline for all tentative charges.
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