Premier | Automatic Pricing

Premier | Automatic Pricing

🔍 Summary

Premier’s Automatic Pricing allows discounts to be applied automatically based on a customer’s status, removing the need for staff to manually adjust prices. Discounts can be applied to Residents, Client Card Holders, and Members with rules based on valid dates and membership status.

❓ Likely Scenario
  1. Discounts for residents or members are not being applied automatically
  2. Client card-based discounts are not recognised or have expired
  3. Managers want to set up a new automatic discount structure for seasonal offers or promotions
🛠️ Process Overview

Automatic Pricing Structures are managed via Administrator or Manager under Automatic Pricing. Each structure defines:
- Which discount group it applies to
- The items or services included
- The discount type (percentage or fixed value)
- Validity dates

✅ Step-by-Step Instructions

Access Automatic Pricing
  1. Open Administrator or Manager
  2. Navigate to Automatic Pricing
  3. Click the Green Plus to create a new pricing structure
  4. Create New Prices: Start with a blank structure
  5. Create New Prices Based on Existing Prices:  copy from another structure (local or another site)
Define Structure Details

Dates – enter a start and end date for the automatic pricing. Leaving the end date blank will make the rules permanent.
Discount Group – choose one of:
  1. Residents – applies to all residents.
  2. Client Card Holders – applies based on the assigned card and valid date.
  3. Members – applies to active memberships within valid hours.
Add Discounts to Items
  1. Select the discount group
  2. Choose the relevant Tab (Appointments, Facilities Appointments, etc.)
  3. Tick the items to include in the discount structure
Select the Discount Type:
  1. Discount Percentage – reduces the price by a set percentage
  2. Discount Value – applies a fixed monetary reduction
  3. Enter the discount amount
  4. Click Confirm to save
Bulk Modify Discounts

To update multiple items at once:
  1. Tick the items (or use the Select All checkbox)
  2. Choose the Discount Type
  3. Enter the discount percentage or value
  4. Click Update All Selected
  5. Click Confirm to save
🧠 Important Notes
  1. Automatic Pricing applies discounts per customer group (Resident, Client Card, Member)
  2. Validity is controlled by dates and membership status
  3. Discounts are applied automatically at billing, reducing manual entry errors
  4. Bulk Modify ensures efficiency when updating multiple items across tabs
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