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How to copy rate tables

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How to copy rate tables

Video: https://vimeo.com/685250238/a9dff5315a

  1. Select Rates > Set/Reset Client Rates > Copy Rate Table

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  1. Choose the 'From' and 'To' rate table you want to copy.

From: The previous rate table you would like to copy rates from.
To: The destination table you would like the rates to be copied to.

 

 

  1. If you need to update clients to the new rate table you can use the 'bulk change rate tables' feature. 

This is also found in the Copy Rate Table screen and works to update the rate table mapped against a service location. 
Existing Rate Table: The current rate table linked against the service location
New Rate Table: The new rate table to be linked to the service location.





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