Recipe

Bookings and the calendar

Change a price without texting the client

Every saved invoice change asks whether to notify. Update silently is the answer when you have already spoken to them.

1 min read · Owner or front desk · Running day to day

A price typed over a line on the booking's invoice stays on that booking unless you carry it through a series, and Update silently saves it without a word to the client, which is the answer when you have already spoken to them.

  1. Open the booking from Appointments.
  2. On the Appointment tab, scroll to How Much, the booking's invoice.
  3. Type the new figure over the Price on the line.
  4. Under Notify customer?, choose Update silently.
  5. Select Save Changes.
  6. On a recurring booking, choose This Appointment Only or This and All Future.

The save bar appears as soon as a line changes, and Save Changes stays disabled until Notify customer? is answered. On a trial, Update silently is already chosen. Update silently saves the new price and sends nothing. Send notification sends an email and a text, and Preview message shows that text before you commit to it. A recurring visit already in the past skips step 6 and saves for that visit alone.

Trap

A line on a package credit takes no price until you select Remove credit on it. On a visit included in a membership the typed price is not applied, Membership price kept says so, and a charge goes on through Add Item instead. Prices are locked while you edit means the Edit appointment panel is open, so change the price there or close it.