Default a Price List when Booking a Space

When you book a space from the Booking Calendar, you can configure a default price list to display in the Price List field. You can configure this at the organization level, account level, and/or the event level.

Event Default Price List

You can assign a default price list at the event level if a price list was not selected and applied in the Pending Bookings section of the Booking Calendar when the event space(s) were booked. In this situation, that price list is set as the default price list for the event. To set the default event price list if no price list is already set:

1. Click on the Events link from the Main Menu. The Events screen opens.
2. Select the event for the default price list.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Details tab.
5. Select the price list to use for the event from the Price List drop-down.
6. Click OK.

Account Default Price List

To default a price list at the account level, you can use price classes. You assign price classes to accounts and price lists to control what price lists are available for a particular account and what price list is used as the default price list for an account. Price classes are often used when a particular group of accounts needs to receive different pricing than another group of accounts. For example, member pricing and non-member pricing. See Price Classes for how to create and apply price classes. 

When you book a space from the Booking Calendar for an account with a price class, the price list matching the price class assigned to the account defaults into the Price List field. 

Organization Default Price List

To define a price list at the organization level:

1. Click on the Price Lists link from the Main Menu. The Price Lists screen opens.
2. Select the price list you want to default into the Price List field.
3. Right-click and select Edit. The Edit Price List screen opens.
4. Check the Org Default check box.
5. Click OK.

Default Hierarchy

If you use more than one of the above configurations, then a hierarchy is used to determine which price list to default. The software first looks for an event default price list. If there is no event default price list, then Enterprise looks for a price class on the account. If there is no price class assigned, then the software looks for an organization default price list.