DocketShop Setup Step 3: Add or Edit Online Booking Products' Pricing and Servicing Details

Having an online shopping cart feature is very important in today’s digital age. Having the correct pricing and servicing details displayed to potential clients is even more important.

This article is Step 3 of 7 steps listed in our DocketShop Setup Directory.

Before You Start

Here are a few things to know before you continue:

• We have a training course in the Learning Hub specifically designed to walk you through your DocketShop setup! 
  Click here to go to the Learning Hub and log in. 
  Click here to learn how to log into the Learning Hub. 
  Click here for more info on both our 'Setting Up DocketShop' courses.
• You must have Admin or Office Staff permissions in order to set up DocketShop.
• You must have a phone number in your Docket profile.
• You must have at least one asset in your Docket account.
• You must have at least one pricing template set up or your pricing matrix imported into your Docket account.
• You must be set up with an online payment processor.
• While DocketShop can be used without a website, we recommend integrating it with your business website. Docket provides website services if you don’t already have one. To learn more, click here!
• If you’re on our Grow plan, you automatically get Basic DocketShop. If you’re on our Pro plan, you automatically get Premium DocketShop.

Please Note: It’s very important to add your assets and pricing templates or pricing matrix into Docket BEFORE having us activate your DocketShop subscription. 

DocketShop automatically pulls in your asset inventory and pricing ONCE when it’s first activated. Moving forward you’ll need to manually update your assets and pricing information, so make sure you have most of the work done beforehand!

Access Pricing and Servicing for DocketShop Products

To view your pricing and servicing details for a product in DocketShop, follow the instructions below:

1. Click into Online Booking in the left-hand menu.
2. Click into Products.
3. Click on the product you want to set up or adjust pricing and servicing details for.
4. Click on the "Servicing" button at the top of the product's details page.
   
   

This page has two sections: 

1. Servicing information at the top.
2. Pricing information right below.

Set Up Pricing Details 

We recommend starting with your product’s pricing details since these are mostly quick decisions for drop-down settings.

1. Pricing Model defaults to Fixed Pricing, but if you’re using a pricing matrix for your assets you should change this to Variable Pricing. If you don’t want potential clients to fully book and pay online, you can change this to None so that only requests can be submitted, not actual scheduling.
   
    
2. Taxable indicates whether or not the pricing on this particular product is taxable or not.
3. Price and Price to Compare gives you an opportunity to show potential clients how your base price for a particular product compares to the average price for the same product in your industry.
4. Show Price Heading defaults to Show, but you can Hide this label if you want. We recommend leaving this on for clarity to your potential clients. 
5. Multiple Quantity defaults to No, but you can change this to Yes if you’d like a potential client to book multiple products at once. If you change this to Yes, all products that a client books will be scheduled for the same delivery and pickup dates, however, so we recommend leaving this as No.
6. Service End Selection applies to products that you create a service period for. It defaults to automatically selecting the appropriate end date according to your service period, but you can turn this off if you want to allow visitors to select their own end date even if it’s different from the service period you’ve set up. (Service periods are discussed in more detail below.)
7. End on Blocked Dates provides options for handling services that end on a blocked date you've set in your Hours of Operation settings. In these cases, you can choose for DocketShop to: Auto-Select Earlier Date, Auto-Select Later Date, or Allow Service End on Blocked Date.
8. Same-Day Cut-Off allows you to select an ending time for booking a same-day delivery or service of this particular product. For instance, if you don’t want to work in same-day bookings for this product after 11am, you can set that up here.
9. Extra Day Fees defaults to Show, but you can Hide these fees if you want. We do recommend showing fees as a best practice however.
10. Price Unavailable Message is a type of error message that a potential client will see if there is a mismatch between your pricing matrix and this product’s price factors. You can customize the default message if you’d like, but this will only apply if you’re using a pricing matrix.

Don’t forget to click the "Save" button at the top!

Pricing Details with Variable Pricing Model

If you’re using a pricing matrix in Docket and the matrix has pricing details for a product you’re adding into DocketShop, you’ll need to select ‘Variable Pricing’ from the Pricing Model drop-down.

Selecting Variable Pricing will cause a new Overage Costs setting to appear in the Display Options section.

We always recommend to show your additional fees, but you do have the option to Hide the overage costs.

Pricing Details with No Pricing Model

If you don’t want to give potential clients the ability to schedule and pay for a product online, but still want to show your products in a shopping cart-like display on your website, you can select ‘None’ from the Pricing Model drop-down.

Selecting None will replace the original Price and Price to Compare fields with the Alternate Price Display setting.

You can leave this blank or add something like “Price to be discussed upon request”.

Set Up Servicing Details

If you've set your Pricing Model to 'Fixed Pricing', then you’ll need to add at least one Service Period by clicking "+ Add Service Period".

TIP: If you have your Pricing Model set to Variable Pricing or None (no pricing) then the Service Period section won’t apply to your product and you can leave it blank.

1. Type determines how clients book this service period and which tasks DocketShop creates. 
   
   
   
   There are 6 options to choose from:
   
   Fixed Range gives clients an exact number of days and DocketShop will set the Pick Up date based on their selected Drop Off.
   
   Flexible Range lets clients choose their own Pick Up date, up to the number of days you set.
   
   Drop-off Only lets clients book a Drop Off without a Pick Up date. DocketShop only creates a Drop Off task and you schedule the Pick Up later, if needed. Clients will still be asked to select a service end date when they check out, but it won't change the price or create a Pick Up task in your Docket account. These types of orders are created with a rental length of 'None'. If you don’t update the length on the Drop Off task before you complete it, Docket will bill for an overage every day until you change the rental length.
   
   Pick-up Only only creates a Pick Up task and works well for items like dump bags that only need one leg of service.
   
   Customer Determined (Daily) lets clients choose their own start and end dates that they'll pay a daily rate for. You can’t require clients to select an end date or set a minimum number of days. Clients who select only a Drop Off date end up with a same-day rental, so use Flexible Range if you need them to choose an end date.
   
   Customer Determined (Hourly) works like Daily, but clients choose a number of hours instead of days.
2. Duration sets the length of the service period in days or hours. With Flexible Range, this is the longest length a client can choose.
3. Price is the amount you charge for this service period. With Drop-off Only and Pick-up Only, clients pay this price at checkout. With the Customer Determined types, it's the daily/hourly rate clients pay.
4. SKU links this service period to a Billing Template in Docket. Enter the SKU that Docket created for the template, found at the bottom of the template’s Details tab. This field is optional, even if your main pricing model is billing templates.
5. Display Label replaces the default duration label shown to clients. For example, you can change '7 Days' to 'Weekly'. This field is optional.
6. Extra Days (+Days) sets how many days past the duration a client can add to the Service Period. A number here takes priority over the Allow Extra Days setting for your storefront. This field is optional.
7. Overage (per day) sets the amount you charge for each extra day a client adds. This field is optional.
8. Tax controls how Docket applies your tax rates to any overage charges for this product. It defaults to 'Match Product' which uses the product’s own tax setting. You can change it to 'Yes' to tax overage charges every time or 'No' to never tax them.
   
   

Click "+ Add" at the bottom of the form to save it as a Service Period option for this product.

TIP: You can set up more than one Service Period that potential clients can choose from when booking or requesting this product. To choose one of them as the default for this particular product, click the radial button to the left.

Don’t forget to click the "Save" button at the top!

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!