FMX offers the ability to set up auto calculated fees for schedule requests based on individual resources within your site!

With this feature, you can create individual fees for your Resources, based on specific Scheduling Rate Types.

Scheduling rate types need to be turned on by your FMX AM, CSM or Support. From there, the rates can be set by a site administrator. Please reach out to your Account Manager, CSM or FMX Support (support@gofmx.com) if you'd like scheduling rate types enabled. 

Creating and Assigning Scheduling Rate Types

You can create Scheduling Rate Types in your Admin Settings under General Schedule Request Settings: Admin Settings > General > Schedule Request Settings > Scheduling rate types

Once created, you can assign the different scheduling rates based on each schedulable Resource in your site. A scheduling rate can be added to each schedulable Resource under the Resources & Locations tab on the left sidebar of your screen. Once there, scroll down to Scheduling Rates:

If you do not see Schedule Rates, please ensure "Requires Estimating" or "Requires Invoicing" boxes are checked!

You can then choose which Scheduling Rate Type is assigned to individual User Types. Please note that each user type can only have one Scheduling Rate assigned. To do this, select a User Type by navigating to Admin Settings > User Types > Edit (whichever user type needs updated) > Schedule Request Access > Scheduling Rate Type

Once these have been set up in your site, Users will be able to see the estimated fee, based on their User Type, prior to submitting their Request. Please note, if you do not wish for users to see the estimated fee, you can disable this by navigating to their User Type (follow the steps above for navigating to the Scheduling Rate Type) and the permission below Scheduling Rate type is "View Estimated Fees" adjust this to None.

 

 

Was this article helpful?

  • 1 out of 1 found this helpful