How do I set custom per-client pricing and duration?

This guide will show you how to set a client-specific price and/or timing for a service.

   Feature in Testing

This feature is currently in testing but will be available very soon.

What is Per-Client Custom Price and Duration?

Per-Client Custom Price and Duration lets you save a client-specific price and duration for a service, which are automatically applied whenever that client is booked in the future (including Online Booking).

Prices and durations can be set for either an individual staff member or the entire team, giving you more flexibility and control.

This can be used when a client:

  • Has agreed bespoke pricing (for example, loyalty/grandfathered pricing)
  • Always needs extra time for a service
  • Needs a different duration or price depending on the staff member
     

It is not currently possible to set custom processing or finish times

 Multi-Location Businesses

If you have multiple locations in Phorest, please keep in mind that prices and durations for each client are set individually for each location and cannot be applied across all locations at once.


Setting Prices and Durations

You can set custom prices and durations for each client in the appointment editor, their profile, or while editing a service.

If the client already has future appointments scheduled, the duration and price won't be updated automatically. Only appointments made after setting the custom duration or price will be affected.

From the Appointment Editor

After adding a service to an appointment, click on the current Price or Duration, edit it, then select Save for future bookings and click OK.

Next, choose whether the custom price/duration applies to just this staff member or all staff, and click Save & close to finish.

From a Client Profile

Open a client's profile and go to Custom services > Add New.

Next, select the service, choose whether to apply to all staff or just a single staff member, then set your custom Duration and/or Price, and select Save & close to finish.

From the Service Editor

To set a client price/duration from the service editor, go to Manager > Services > Select a service > Clients > Add.

Next, select the client, choose whether to apply to all staff or just a single staff member, then set your custom Duration and/or Price, and select Save to finish.


How Does it Work?

Once a custom client price or duration is set, it will be used for any new appointments created afterward. It will also automatically update if an existing appointment is rescheduled to a different staff member or date, provided the custom settings remain applicable at the time of rescheduling.

You can see if an appointment has a custom duration or pricing in the appointment editor. There will be a small indicator next to the price or duration, and if you hover your mouse over it, you'll get a note showing that it's a custom price or duration.


Viewing Your Custom Prices & Durations

Custom prices/durations can be viewed from within a client's profile under Custom services.

You can also view a list of clients who have custom prices/durations for a particular service within the service editor, under the Clients tab.

Was this article helpful?
0 out of 0 found this helpful