Video Guide

As you can see this is where you will manage the pricing groups whether it be a region or affiliation pricing group. 

There are three main elements on this page: the search bar at the top, the map on the left, and the pricing group card on the right. 

The search bar at the top will allow you to quickly find a specific pricing group and is very useful in the event that you have a lot of different pricing groups. 

The map on the left allows you to not only see the regional pricing groups but also add or edit existing ones' coverage areas. 

Lastly the pricing group card shows all the existing pricing groups on the account and allows you to edit them as well. 

Adding a pricing group 

Let’s go a little more in depth on the map and the pricing group card by creating a new pricing group. To do this simply click on the 'New Pricing Group' button on the top right corner of the page. 

You should now see a new pricing group in the list of pricing groups titled New Pricing Group. The first field is the name and you are welcome to use any name you would like, however we recommend it to be something short and descriptive so that it can be easier to find in the future. 

The next field allows you to choose whether you would like this to be a regional or affiliation type group. If you choose affiliation the map tools will change into a text box and you will input the code you want to associate with that pricing group. 

When choosing a regional type pricing group you will need to create the region on the map to do this simply click on the pencil icon. 

You can always go back and edit any of the regions on the map by simply clicking on the pencil icon for that pricing group. If you would like to change the color of a region on the map then simply click the colored circle next to the pencil icon to bring out the color picker.  

The last field on the pricing group card is the tax percentage. Here simply input the sales tax percentage you charge for that area or affiliation group. 

Packages

Now let’s go ahead and add some packages. To do this simply click on the downward arrow, which will drop down and show three options: Edit Packages, Edit Addons, and Delete. Choose edit packages and you will be sent to the packages page. 

To add a package click the New Package button in the top left and a new modal window will open to be filled out. 

The first field is the name of the package which you are free to name however you would like. 

The next field is the description and this will let your clients know a little bit more about the package. 

Next is the type of strategy you would like to use which are Flat Rate, Quantity, Number of Photos, Lot Size, Size, and List Price. Flat Rate and Quantity are the simplest to implement because they do not use a tiered pricing system like the others. 

Flat Rate of course just has you set the fixed price and event duration. 

Quantity you need to the price per unit as well as the maximum quantity that can be ordered by an agent.

Simply click the add a new tier button and a new row with text boxes will show up. The first field is going to be the maximum number of photos, lot size, size, or list price that falls under that pricing and duration. So for example say you charge $100 for properties up to 1,500 SqFt then the first field will be 1,500 with a type of Size. The next fields are the price and the duration of the event, these are fairly self explanatory just remember that the duration needs to be in minutes. 

Finally the last field is the qualifications field and when clicked you will get another drop down asking whether qualifications are required or not, if they aren’t then any available team member with a coverage area that covers that property can be booked. 

If only certain team members can accomplish this package tasks, then click the slider and select from the qualified groups list. 

The trash icon on the left most side is used to delete the tier. 

Lastly you can keep adding tiers by simply clicking the 'Add a New Tier' button. A quick tip if you are having trouble knowing how the tiers are functioning is to look underneath the first field, here you will see the range that the tier goes up to or between. 

Lastly click the 'Save' button and the new package will now be on the packages page. One final thing to do with the packages is to add the package features. 

This is a quick way to let your clients know what is and isn’t included in the package. Simply click the 'Add Feature' button and then give the feature a name. 

You can also decide whether or not the Feature will have a checkmark next to it by clicking on the checkbox to the left of the name. 

This is very useful for illustrating the differences between multiple packages and can be a very useful sales tool if used properly. 

You can always edit the package by clicking the 'Set Pricing' Button on the package and if you need to delete a package this can be done by clicking the downward arrow on the top right of the package card and then clicking delete. 

The last thing we are going to take a look at on the packages page is the ability to preview the packages as your clients will see them. To do this simply click on the 'Preview' button on the top left. 

Addons

Next let’s take a look at the Addons. You can get there by either clicking on the Addon menu item in the top navigation bar if you are still on the packages page or if not go to the pricing page then click on the down arrow of the pricing group you want to edit and choose the 'Edit Addons' button. 

The two add ons on the right hand side are to allow clients to order a unique URL for the property site and the other is to allow projects to be renewed after a year. Before we can add an addon we need to create a category. 

To do this simply click on the 'Add a Category' button and give the category a name and description. 

This will be seen by clients when ordering a project so we recommend using something that is descriptive and inviting. 

Once you create the category you can add an addon by clicking on the 'Add Addon' button. A new modal window will appear and the process is very similar to that of adding a package, choosing a name, description, and pricing strategy. 

The pricing strategies are the same as the package with the tiered pricing on certain strategies. 

There are also the qualifications requirements at the bottom: Separate Event and Twilight Event. Marking an add on as a separate event will not include it in the duration calculations for the scheduler and will require an additional appointment for the add on event. The twilight event tells the scheduler that this event can only be scheduled around sunset and will force clients to pick from a time slot that is available at that time. 

Finally click 'Save' and the add on will be added to the categories list of addons. To edit an existing addon simply click on the downward arrow next to the addon name and description to bring down a drop down menu with an edit button that will then allow you to bring that modal window back up. To delete an addon the process is the same but choose delete instead of edit addon.