Standard charges link a default charge to a specific facility, equipment, or instructor record (or facility type, center or site) and define how it is retrieved from the Charge Matrix when a permit is created.
Choose one of the following:
To add or modify a standard facility charge, go to Administration > Facility Settings > Facility Charge Matrix.
To add or modify a standard equipment charge, go to Administration > Equipment Settings > Equipment Charge Matrix.
To add or modify a standard instructor charge, go to Administration > Instructor Settings > Instructor Charge Matrix.
Choose one of the following:
To add a new standard charge, click Add New.
To modify an existing standard charge:
Search for the facility, equipment, or instructor charge.
Click the charge Name.
For an equipment charge, specify whether the charge is for Bookable Equipment or Lendable Equipment in the Charge For section.
Enter the Charge Name in the Primary Charge section.
Specify whether the charge is a Fee or Discount in the General Information section, if applicable.
Select the Customer Type, Facility/Equipment/Instructor, Site, Event Type, and/or other information in the Selection Criteria section.
Note: You can choose either ONE of Center, Facility/Equipment, Facility/Equipment Type, or Site OR both Facility/Equipment Type and Site. For complete descriptions of the options on this page, click here.
Choose one of the following:
If the charge is a fee, specify the G/L Account, Default Fee, and/or any other information in the Fee Information section.
If the charge is a discount, specify the G/L Account, Discount Type, Discount Percent or Fixed Amount, and/or any other information in the Discount Information section.
Select the taxes that apply to the charge in the Tax Information section.
Enter the Minimum and Maximum Age for activity or daycare program registrants required to be eligible for the fee in the Age Qualification section, if applicable..
Note: Leave the ages at 0 or blank if there is no age requirement.
To specify that customers require a specific alternate key type and/or status to qualify for the charge, fill in the Alternate Key Qualification section, if applicable.
If the charge is never applied automatically, specify the question that must be asked online and/or the Activation Code that must be entered in order to activate the charge online in the Online Settings section, if applicable.
Select custom questions and answers the charge will be in effect in the Custom Question section, if applicable.
In the Scheduled Fee Change section, select if scheduled fee changes are by the:
date on which a booking is made (Charge the scheduled fee by TRANSACTION date).
starting date on which the booked resource will be used (Charge the scheduled fee by BOOKING date).
then select an Effective Date and enter the corresponding Charge Amount which will take effect on that date. To add another fee change, click Add New.
Enter the dates the charge will be in effect in the Dates section, if applicable.
To assign a specific stage sequence to reservations using this fee, select it in the Stage Sequence Information section, if applicable.
Click Save.
Updating fee amounts in a batch
Using the facility/equipment/instructor charge matrix
Adding a facility or equipment record