Price Schemes Overview
Learn about Price Schemes
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About Price Schemes
Price Schemes allow you to set flexible pricing rules for your Courses based on who is booking, how many places they book, or even the specific Course or Training Provider. Whether you're offering Discounts for Customers, bulk booking rates, or specific Customer pricing, Price Schemes help you control what your customers pay — automatically.
Price Schemes are used to provide a group of Users with an alternative cost for a Course for Users in a certain Account, Account Group, or Users that have a certain Job Role.
Price Schemes are automatically applied to a Shopping Basket or Checkout at the end of a purchase, so your Customers do not need to remember a Discount Code!
Please Note!
Currently, Price Schemes based on Job Roles are not supported in Checkout. If your platform uses the Checkout for Bookings, any Price Scheme rules tied to Job Roles will not be applied at the point of booking. While these rules may still be visible in your settings, they won’t affect the pricing shown to Users during the Checkout process.
To ensure your pricing rules work as expected, we recommend using Account-based or Account Group-based rules when configuring Price Schemes for use with the Checkout.
Benefits
Here are the benefits of using Price Schemes
Set pricing rules once | Define pricing logic for different Accounts, Account Groups and Job Roles (SB only) |
Automate pricing structures | Handle bulk Discounts, special customer rates, and regional variations without manual input or adjustments. |
Improve Booking experience | Customers see the correct price immediately at Shopping Basket/Checkout, reducing confusion and the need for manual overrides. |
Save time on admin | No more calculating Discounts or updating spreadsheets — the Platform applies the right price for you. |
Keep pricing consistent | Apply rules centrally across your Courses and Training Providers to maintain accuracy and control. |
Key Terms and Glossary
Price Scheme | A rule-based pricing structure that determines what a Delegate or booker will pay for a Course. Price Schemes can be used within Courses & Course Templates. |
Mappings | This is who the Price Scheme is mapped to, for example, is it to an Account, Account Group or Job Role |
Cost | This is the override Cost for the Price Scheme. For example, if your Course Cost is usually £200, the Account ‘Charity’ will only pay £100, this will be your override Cost for this Account |
Cost Type | Cost Type allows you to select how you wish the Price Scheme to be added within the Basket, for example, is it per Delegate, Per Session, Per Day etc, |
Creating a Price Scheme
A few fields are required before you can create your Price Scheme. Here's an overview of what they all mean:
Label
This is the name of your Price Scheme. Be sure to name it something relevant to what the Price Scheme will be offering. For example, ‘Charity’, ‘Key Accounts' or ‘Educational’
Account (Training Provider)
This is the Training Provider that owns the Price Scheme (If you have multiple Training Providers, they can be selected here). Make sure that you have selected the correct Training Provider, as only the Courses selected by this Account will be able to offer this Price Scheme.
Account Groups
Here, you can specify if this Price Scheme should only apply to specific Account Groups.
Accounts
Here, you can specify if this Price Scheme should only apply to specific Accounts.
Job Roles (Shopping Basket Only)
Here, you can specify if this Price Scheme should only apply to specific Job Roles (also known as User Types).
Where to find Price Schemes
Click ‘Profile’ and then ‘Administration’ in the top right corner of your Platform
This will open the Administration Menu
Select ‘Price Schemes’ from the administration menu
This will open the ‘Price schemes’ DataGrid
The steps below are exactly the same for both Courses & Course Templates
Select ‘Courses’ or ‘Course Templates’ from the Main Navigation Menu on the left-hand side
This will open the corresponding DataGrid
Right-click on your selected Course or Course Template and select ‘Price Schemes’ from the context menu
This will open the Price Scheme DataGrid for that Course or Course Template
Price Management
Learn how to create and manage Price Schemes in your platform:
FAQ’s
Why should I use Price Schemes instead of just setting prices on the course?
What happens if more than one Price Scheme could apply?
Do I have to create a new scheme for every course?