Using custom fields with adjustable pricing

You can enable adjustable pricing for any checkbox, dropdown, or quantity field (learn more about custom field types).

1. Create the custom field.

   Recommended: To ensure only your staff can make price adjustments, set the visibility for your online price sheet(s) to Visible, Hide when booking. Learn more about custom field visibility.

2. In the custom field’s settings, select the Settings menu.
3. Select Settings & Pricing.
4. Check the box for “Adjustable pricing”.

5. Configure the field’s options:

   1. Under the Price column, select None and change the dropdown selection from Inherit to Change.

   2. Using the Set in: dropdown, choose whether the field should adjust the total by a dollar or percent amount.

      Optional: Set a default or base price for the field. Otherwise, you can leave as $0.00 or 0%.

   3. Under the Tax column, choose whether to inherit your Dashboard’s default tax settings or to apply specific tax(es) when the field is used. You can also select “Off” to make the field untaxed. Learn more about tax types.
6. Select Save.

When a custom field uses adjustable pricing, you’ll see an Adjustable pricing badge below the field preview. Now, you can add the adjustable custom field to an item or to a custom field group to be used on your Dashboard.

Before you or members of your staff can adjust prices on bookings, you’ll need to have the permission “Adjust custom field prices on bookings”. For help managing permissions, contact FareHarbor Support.

To add a price adjustment:

1. Locate the price adjustment field. If you’re viewing an existing booking, select the icon to edit the field.
2. Make sure the field is selected (for example, if it’s a checkbox field, make sure the box is checked).
3. Below the field, select Change price.

4. Enter the amount of the price adjustment. If you want to enter a discount, be sure to put a minus sign in front of the amount.

   

   For existing bookings: Make sure to Save your changes. Price adjustments will be applied after saving.

Notes:

• If you’re adding an adjustment on an affiliate booking, the invoice price of the custom field is automatically calculated based on the amount you entered and the commission rate on the invoice sheet.
  • If needed, you can select Change invoice price and enter a different amount, which will be multiplied by the commission rate on the invoice sheet to calculate the updated invoice price.
• Whole booking field price adjustments will be automatically applied to the booking total. If adjusting a per-customer field, the adjustment will be automatically applied to the customer.
• You can also add a price adjustment to an existing booking, even if the field wasn’t originally included on the booking. Learn more about adding custom fields to existing bookings.

You can report on adjustable custom fields using the Custom Field Answers report. Using this report, you can see how frequently custom fields with adjustable pricing were used in a specific date range, view price adjustment amounts and booking totals, and summarize adjustments by reason (if applicable).

Recommended price adjustments report setup:

1. In the first column of the report settings, choose whether to report on customer-level or booking-level adjustments.
2. In the second column, select your adjustment field(s). In the dropdown below the field name, select When not empty in order to see all instances where the adjustment field was used.
3. In the third column, group by Custom Field and optionally Custom Field Answer (this is especially useful for dropdowns containing adjustment reasons).
   • It may also be useful to group by Booking, especially if you have bookings with more than one adjustment.
4. In the fourth column, make sure Subtotal is selected (this represents the amount of the adjustment). Select any additional columns you want to see before generating your report.