Using price sheets

Filter pricing menu

You can use the Filter pricing menu to specify exactly what prices you want to see. This is especially helpful if you are working with large amounts of customer types and custom fields. Locate this menu in the toolbar directly below the Dashboard Menu Bar.

Available options:

• Hide if not visible: When this box is checked, any customer types or custom fields set as “Hidden” will not be shown
• Hide custom fields: Hides all custom fields
• Hide resources: Hides all resources

• Simple custom fields: When viewing custom fields, this option displays custom fields in a simplified, one-line view instead of showing a preview for each one.

  

• Filter items: Type in one or more item names to only see prices for those items. Or, put a minus sign (-) in front of an item name to exclude it.

• Filter customers and groups: Type in one or more customer types or custom field groups to only see prices for those customers or groups. You can also exclude customers or groups by putting a minus sign (-) in front of them.

• Items per page: This is an additional option available when viewing the price sheet overview from Settings > Price Sheets > Overview. Use this filter to choose how many items should be shown at a time. If it’s taking a while for your prices to load, you may want to try showing fewer items per page.

  

Prices and visibility menu

Use the Prices and visibility menu in the toolbar to view one or more price sheets at a time.

To view multiple price sheets, hold down the alt button (Windows) or the option button (macOS) while clicking the price sheets you want to see (sheets will be shown in the order that you select them).

When viewing multiple price sheets, you will see the sheet names listed under the Visibility column. Each sheet will have its own row per item, customer type, or custom field.

You can print your price sheets using the icon in the toolbar. Any filters currently in place will be applied when printing. In other words, only the information shown on your screen will be printed.

The pricing overview lets you view pricing and visibility for multiple items at once, making it easy to quickly compare prices and make changes.

To update a price:

1. Choose which price sheet you want to update using the Prices and visibility menu (Not sure which price sheet to choose? Learn more here.)
2. Optional: Narrow down your prices by item or customer type using the Filter pricing menu.
3. Under the Price column, find and click on the specific price you wish to update.

4. Make sure the dropdown menu is set to Change:

   

5. Enter the new price in the text box.
6. Click the Save button.
7. Repeat these steps for any other prices you need to adjust.

To update visibility, click on the Visibility column for the customer type or custom field you want to update, then choose the setting from the dropdown and click Save.

You can quickly discount all customer types and custom fields on a certain sheet by a percentage amount using the price sheet’s Adjustment column.

To add a price sheet adjustment:

1. Go to Price Sheets in Settings.
2. Navigate to Overview.
3. Choose which price sheet you want to update using the Prices and visibility menu.
4. Under the “Adjustment” column next to the item(s) you want update, switch the dropdown from “Inherit” to “Change”.

5. Enter the price adjustment.

   Note: A positive adjustment will add an expense while a negative adjustment will give a discount.

6. Select Save.

You can repeat these steps as many times as you need for any other price sheets you need to adjust.

You can also add adjustments to price sheets on the item level. To do this, navigate to an item’s Settings and then select Options & Prices under the “Availability” section. Then, follow steps 3-7 above to add adjustments.

Using the Edit fields menu, you can add or remove custom fields across multiple items at once. To do this:

1. Open the Edit fields menu from the top right and select either Add fields or Remove fields.

2. Choose your field from the dropdown:

   

3. Select whether you want to add/remove the field from individual customer types or from the whole booking:

   • If adding/removing the field at the customer type level, select the customer type(s) to update
   • If adding/removing the field at the whole booking level, select the custom field group(s) to update

   

4. Click Add.

Double-check that your field has been added to the correct customer types or custom field group. If you aren’t seeing the field where it should be, open the Filter pricing menu and make sure the “Hide custom fields” box is unchecked.

You can add customer types and custom field groups to multiple items at a time using the Edit customers and groups menu, located directly below the toolbar. To do this, open the menu and select whether you’re adding customer types or field groups.

If adding a customer type, select the customer type from the dropdown, check the box next to any items you want to add it to, then click Add.

If adding a custom field group, type in the name of your new field group, select which items to add it to, then click Add. Next, add custom fields to your new group, and update their pricing and visibility accordingly.

Updating customer type and custom field settings

You can also update a customer type or custom field’s settings from the pricing overview. Click on the customer type or custom field to open its settings, make your changes, then click Save.