Watch this YouTube video guide on how to add Pricing Schemes
The Bambi pricing system enables customers to set rates on a large number of factors, including a base rate for trips, loaded and unloaded miles travelled, wait times and many more. Customers can easily establish different pricing structures based on what sort of trip it is (wheelchair, ambulatory, etc.) as well as who is paying for it. All of this is done through the pricing interface off of the main screen.
After you have switched over to the new pricing system, when you look under pricing you will see an option to activate it for your organization. This is done by clicking the "Enable New Pricing" button as shown below:
This should be done after you have created your pricing models so that trips do not miss out on being priced.
To begin, click on "Pricing" at the top of the screen. That will bring you to a screen that looks like this:
To get started with your pricing, click on the green button that says "Add New Pricing Model". You will be given a screen that looks like this:
This is step 1 of the process, where you will enter a name for the Pricing Scheme to identify it among others, as well as select the payer(s) and space type(s) (e.g. wheelchair, ambulatory, etc.) that are covered by this pricing. Enter in a start and end date for when the pricing will take effect. For example, you might be creating pricing that takes effect today, or at the start of the next month. For the end date, if this pricing is only going to last for a certain period then enter the last date that it will be active; otherwise simply enter a date far in the future (e.g. 01/01/3000) to make it effectively open-ended. Optionally, you can finish with a description of the pricing for your own use. Once you have done this, click "Next" to move onto part 2 where you will enter the pricing:
On this screen you can set pricing for your services based on a number of factors:
Base Price: This is a flat fee each trip.
Loaded Mileage Rate: This is a per/mile fee for every mile in which the passenger is loaded. You can optionally allow a customer a certain number of free miles which will be excluded from the calculations.
Unloaded Mileage Rate: This is the same as the loaded mileage rate, but applies to miles traveled before the passenger is loaded.
Wait Time Rate: This enables charging for time the driver spends waiting for the passenger to be available. The user needs to enter a rate and a time period for that rate to be applied (e.g. $10 per 15 minutes). There is also the ability to optionally give a particular number of free minutes.
Late Cancellation / No Show Fee: This charges customers if they cancel to close to the pickup time or don't show up at all. For the late cancellation portion, users enter the time window (in minutes) that constitutes late cancellation.
After Hours Fee: This is used to charge extra for trips that occur outside normal business hours. The user must enter the amount to charge as well as the start and end of business hours.
Holiday/Weekend Fee: This enables charging an extra fee for holiday and/or weekend trips. The user must enter the fees for each, and if setting a holiday fee must select which holidays it applies to.
Stair Fee: Enables charging for stairs at the pickup or dropoff location. The user must enter the fee amount and what type of fee it is (flat or per-stair). Optionally a minimum number of steps required to charge a fee can be set.
Additional Flat Fees: Fees can be set for:
Wheelchair Rental
Oxygen
Additional Attendants
Additional Passengers
Bariatric Passengers
Once you have set your desired fees, click "Next" and the pricing model will be added.
To modify a pricing model, simply click the pencil icon next to the name on the list for the one you want. The first form will appear and then everything works just as it does for creation.
To delete a model, simply click "Delete" next to the name of the model you wish to delete.
In order to have the price for a trip calculated according to your pricing models, first enter all of the trip information. Once that is completed, click the $ button as shown here:
When that button is pressed, if there is a pricing model that matches the trip by payer, space type, and trip date, you will receive a breakdown of the trip pricing like this:
Here you can examine the pricing and if you agree with it, click Accept and the price will be entered into the input price field. If for any reason you do not want to use this calculated price, click Cancel and the input price field will remain blank. You can then enter a price manually if you wish.
The calculated price is based on the data that has been entered for the trip. If this data changes (e.g. the pickup time changes which could mean it's off-hours, or the pickup location changes which means the mileage changes) then the pricing can change. If this happens, the current saved price will be marked "stale". To update the pricing, simply click the $ button and proceed as above. If the price is still this will be indicated in the input price field, which will read "Input Price (stale)" and the Save button, which will be labeled "Save With Stale Price". Note that you are not required to update the pricing; this is simply a reminder to check into it.