We are pleased to announce the launch of a new feature, specifically designed to streamline the process of editing service costs for individual clients whose sessions have already been marked as complete, inactive, or missed.
With this newly introduced bulk edit feature, you no longer need to reopen sessions and redo them in order to make comprehensive modifications to their costs.
This feature empowers you to easily search for specific costs and promptly update them to reflect the desired changes. The system does not perform any calculations on your behalf, so it is essential that you possess the accurate, full cost information, as well as any partial costs that may have been added due to custom completion types.
For instance, if you intend to modify the cost of group sessions, you will need to locate the previous service cost and replace it with the updated value. It is crucial to bear in mind that the cost pertains to each individual client within the session, rather than the group as a whole.
To illustrate, if a group session incurs a service cost of $69.00 per hour per student, the $69.00 figure does not represent the cost for the entire group session, but rather the charge for each individual client participating in the session. Therefore, if you wish to apply a $69.00 service cost to the entire group session, considering there are three students involved, the actual service cost should be adjusted to $23.00. In this scenario, the BULK EDIT tool proves invaluable, as it enables you to search for instances of $69.00 and effortlessly replace them with $23.00.
Fortunately, this new tool operates with impressive efficiency, allowing you to swiftly make adjustments across thousands of sessions that may have experienced incorrect service cost allocation. It is worth noting that if you charge partial amounts for missed sessions, you will need to perform a separate check for those service costs and provide the appropriate replacement values. For example, if there is a late cancellation option that charges the client 50% of the service cost, based on the aforementioned example, you would need to execute a BULK EDIT search for instances of $34.50 and replace them with $11.50.
Undoubtedly, this new feature proves particularly advantageous for group sessions that necessitate adjustments in service costs.
To find this new tool navigate to: SESSIONS > SERVICES LIST (from the main menu) > Click on the Edit Icon (pencil) for the designated service (from the table) > Click BULK EDIT (from the top of the edit service page).
Go to the services list.
Click the edit button for the service and then click on the BULK EDIT button.
Add the search for amount and the replace with amount. Provide a start and end date. You can click the HOW MANY RECORDS WILL THIS UPDATE? to determine how many records will undergo a change. When ready click the SUBMIT - YOU BETTER BE SURE! button.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
