How do I handle price increases without impacting historical financial data?
You can now safely update appointment prices without affecting past appointments or historical financial reports.
How pricing works now
When an appointment is booked, the cost is saved on the appointment itself at that point in time.
This means:
- Updating an appointment type price only affects future bookings
- Existing appointments keep the original price
- Historical invoices, payments, and reports remain accurate
How to apply a price increase
If you need to increase the price of a treatment:
- Go to Settings → Scheduling → Appointment Types
- Edit the appointment type
- Update the cost
- Save your changes
That’s it! Any new appointments booked after the change will use the new price, while existing appointments will continue to use the price they were booked with.
When an appointment price can change after booking
There are a small number of scenarios where an existing appointment will re-sync to the current appointment type price:
- Editing the duration of an hourly rate appointment
Changing the duration will recalculate the cost using the current hourly rate.
- Changing the appointment type
Switching to a different appointment type will apply the cost of the newly selected type.
- Changing the assigned clinician
Changing the clinician will update the cost, including clinician-specific pricing.
Outside of these scenarios, appointment prices remain unchanged.
What’s changed from before?
Previously, changing the price of an appointment type could affect historical data, so users were advised to create new appointment types for price increases.
Although still an option, this is no longer required. You can now manage pricing directly on appointment types with confidence that past financial data will remain intact.
Updated on: 30/01/2026
Thank you!
