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How to Assign Services to Price Lists

This guide will walk you through how to assign specific services to a price list in Pabau.

Each price list holds custom prices for the services you choose. This is how you agree different rates with an insurer, a company or a group of clients. You can add, change or remove a list's service prices at any time without changing your standard service prices.

TIP: Need a price list first? See How to Create a Price List.

Step 1: Open Price Lists

Go to Setup, select the Other category and click Price Lists. Your lists appear under Your price lists. The Items column shows how many custom prices each list has.

Step 2: Open the List’s Service Prices

  1. Click the number in the Items column. The list opens straight on its Service prices.
  2. Alternatively, click the three dots in the Actions column and select Edit, then click Service prices on the left of the editor.

A price list row with its Items count and Actions menu marked

Open a list from its item count or its Actions menu

Clicking the list's Rules (for example Issued to: BUPA) opens it on When it applies instead.

Step 3: Set the Prices

  1. Narrow the list with Service category, or type at least 3 characters in Search services.
  2. Type the agreed price in the box next to a service. It is marked Custom price, and the At a glance panel counts your changes, for example 1 price change to save.
  3. To take a service's price off the list, click Use standard price under its box.
  4. Click Save.

The Service prices section of a price list with the Service category filter, a custom price, Use standard price and the Save button marked

Change only the prices you need, then save

IMPORTANT: A blank box means the service has no price on this list. While the list is applied at the Point of Sale, a service without a price on it can't be added, so give every service you bill to this payer a price.

NOTE: Nothing is changed until you click Save. The footer reads You have unsaved changes until you do, and Cancel discards them.

How Price Lists Are Used at Checkout

When a sale is billed to a company or insurer, the Point of Sale applies the price list issued to that payer automatically. Staff can also pick a list themselves under Price list in the cart, or choose None to go back to your usual prices.

While a list is applied, services are charged at the list's price, as long as the list's location and employee conditions match the sale. Services with no price on the list are greyed out and can't be added, so give every service you bill to that payer a price on the list. If you switch to a list that doesn't cover everything already in the cart, choose Keep items to keep those lines at their current price, or Apply & re-price to remove them.

What's next?

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.