After configuring one or more dynamic pricing rules on your account they will begin applying to client invoices and payments. The way they appear will vary slightly depending on whether the payment is viewed as a client or as an administrator. In this guide we will take a look at how dynamic pricing rules appear throughout the platform.

One of the most common ways dynamic pricing rules are applied is through client self-booking. This includes a wide range of possible rules from member pricing to distance surcharges to price adjustments based off of pet size or coat type, and more.

The price your clients will see for options in the booking portal will always be the default service/series price. This is the standard price for the service/series, before any potential price adjustments.

For services requiring any pre-payment (i.e. set to Required payment, Require package/credit, or Deposit) when the client reaches the payment step of registration they will see an asterisk next to any service towards which a line item rule has been applied. In addition, a "Custom pricing applied" message will display beneath the booking total.

If the price adjustment is instead due to an invoice rule, it will display under the Discount section of the listed total.

It's important to note that these price changes display to clients during self-booking only if they reach the payment step. If the service being booked is set to require a card on file or optional payment, they will not see the dynamic pricing changes until they view their invoice.

Price changes due to dynamic pricing rules will likewise display on any impacted invoices. How they display however will vary slightly between the client view for invoices and the admin view (i.e. how you and your team see invoices when generating and sending them).

There are a few paths a client may take to view their invoices. This includes manual invoices your team generates and sends them via email, invoices that are created when booking a service set to optional payment, those accessed through the Private Client Portal, and those sent through automated billing. Regardless of how a client accesses their invoice however, their view will be much the same.

On the client invoice view line items will display with the price they are being charged for that item. They will not necessarily see the default base price, only the amount that is applicable for their purchase (i.e. if the standard unit price is $150 but there has been an applied pricing rule increasing it to $180, they will see only a unit price of $180). If the invoice has an applied invoice pricing rule the discount amount will be shown in the Discount section, just as it would for any manually applied discount or discount code.

When a saved invoice has an applied rule the view for your team will be a bit more complex than that of your clients. Any line item with an applied rule will be marked with an asterisk, and any invoice rule will show in the Discount section with the invoice total. If any rule (line item and/or invoice) has been applied, a "Custom pricing applied" label will appear beneath the invoice totals.

Since users may wish to adjust pricing and/or discounts when creating or editing invoices, applied pricing rules will display slightly differently for those views. The following two sections explore how rules come up when manually generating invoices from bookings and from client profiles.

When generating invoices from a booking's information page the system will automatically apply any relevant pricing rules. If a line item is subject to a rule, a pink gear icon will appear next to its price.

Selecting the icon opens an info bubble showing more details about the applied pricing rule. This pop-up shows the name of the rule, the associated price change, and the original unit price.

Similarly, if there is an relevant invoice rule applied a pink gear icon will appear next to the Discount field near the bottom of the invoice and the appropriate discount amount will be pre-populated.

Selecting the gear icon opens an info bubble listing the name of the applied pricing rule and the discount amount.

When an invoice is built manually from a client profile or additional line items are manually added to an existing invoice it will be up to the user to apply any relevant line item rules.

Just as for booking invoices, when generating an invoice from a client's profile any applicable pricing rules will be indicated by a pink gear icon next to relevant line items and/or the discount field.

If an invoice pricing rule applies for the client the discount will be automatically applied. Click the gear icon to see more details.

In contrast, line item rules are not automatically applied. If a line item matches a pricing rule clicking the gear icon allows users to see more details and apply the rule if they so choose. Selecting the "Set Price to X" button adjusts the line item price in accordance with the rule.

To learn more about dynamic pricing rules, check out our other available help guides: