The purpose of this article is to explain:

  • What are price and job length adjustment
  • How to apply an adjustment
  • How an adjustment impacts scheduling and payment

 

What are price and job length adjustments?

The BookingKoala booking form has been designed to make setting up your price and time estimates easy so you or your customer can simply select the options that fit their needs to get a quote. However, there may be situations where you may want to override the pricing and/or time length estimated by your booking form.

For example, some businesses have changed their rates throughout the years.  A business may honor lower rates using a price adjustment to retain the services of a long-time customer.  A price adjustment overrides all of the system's pricing parameters (Except for sales tax) and updates the service total. A service total adjustment is the booking's price before any discounts, coupons, or taxes have been applied.  

Or, you may learn that a certain recurring service takes the provider more or less time than the system has estimated.  You could update the time it takes by applying a job length adjustment.  A job length adjustment overrides the system's time estimate based on the pricing parameters and updates the total job length.

 

Adjusting Booking Price and Job Length

To apply a service total, price, or job length adjustment, click the pencil icon or use the Edit button to edit/open any booking.

Scroll down until you see the "Booking Adjustments" section.  This is normally located just above the "Choose Service Provider"/"Assigned To" section where you select the provider, date, and time.  

To override the automated pricing for this job BEFORE taxes, coupons, or discounts, check the box next to "Do you want to adjust service total?" Then, enter the new price into the field below. 

In the Payment Summary box on the upper right side or bottom of the booking form, you will see the service total has been adjusted.  

To override the automated pricing for this job BEFORE taxes but AFTER coupons or discounts, check the box next to "Do you want to adjust price?" Then, enter the new price into the field below. 

On the Payment Summary box on the upper right side or bottom of the booking form, you will see a new line for the adjusted total.

Below the price adjustment option, there is another option for “Do you want to adjust time?” Check this box to override the booking's estimated length of time.

The Booking Summary on the top right corner of the page will automatically reflect whatever time is entered into the hours and minutes boxes.  

Please note: You can adjust the time for all pricing schemes EXCEPT hourly bookings/booking form 5.  This is because the system already is using a manual time adjustment to calculate the price.

Once you have entered an adjustment into the system, be sure to click the green "Save Booking" or "Update Booking" button from the right-side menu.  

Pro Tip: Always be sure to check whether you have selected "This Booking Only" or "All Future Appointments" before updating a booking so you know whether you are updating one or every booking in a recurring service.  

 

Impact of Booking Price and Time Adjustments

Because the price and time adjustments override certain parts of your booking form, it is important to understand how they affect the rest of the booking details

 

Provider Selection and Availability

Whenever you make time length changes on page one of the booking form, the system will have you reconfirm the availability of the scheduled provider(s). This principle applies to any time-length adjustments applied to a booking.  In some circumstances, a provider may become available or unavailable depending on the length of your booking.  

If the same provider is still available, you can just select the desired date and time again, then click the blue "Update Booking" button on the left.  

 

Service Total

When a price adjustment is applied to a booking, it will override the automatically generated service total that was calculated by your booking form.   The price adjustment overrides the service total as well as any discounts that have been applied by frequencies and coupon codes. Sales tax will NOT be overridden.

Whenever a price adjustment is being used, the Payment Summary bo will continue an extra line called "Adjusted Amount" so you can see the amount before any tax is applied (if applicable).  

 

Provider service payment

By default, the system will pay your providers out of the service total and NOT the adjusted amount you've entered into a booking.  This is to ensure that any special deals or rates you are offering a customer do not impact their payment as determined by the booking form. 

This is especially important if you work with contractors, who have pre-defined terms of how much pay they should receive for any given job type.  

However, if you DO want to pay your providers out of the adjusted price (when has been checked off), you can easily change that under your  Provider Store Options. Please go to:

Settings > General > Store Options > Provider > Bookings

Scroll down to the question "Would you like the system to calculate the provider's pay based on the original or the adjusted total on your bookings?" and select "Adjusted amount".

Be sure to click the blue "Save" button at the bottom of the page to update your settings.

 

Customer tips and parking

Price adjustments will impact all percentage-based tips or parking fees, but will NOT impact flat-fee-based tips and fees.

  • For example, if you apply a 20% tip to a $100 job, the tip amount will be $20. If you use the price adjustment to change the total to $80, the tip amount will now be $16.  

  • When a flat fee of $5 is selected for a provider's parking payment, the total is not impacted by the adjusted rate.