How do I handle price increases without impacting historical financial data?

If you want to apply a price increase for a particular treatment you can do the following:

  • Create a new appointment (with the same name) and the new price
  • Once it's no longer needed, delete the old appointment type (old price) - When you delete an appt type you don't exactly delete it, you just discontinue it. This is how we maintain the integrity of appointments that have previously been booked using that appt type.

Start using the new appointment type as and when the price change takes effect.

Related article:

How do I add an appointment type?


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