1.3: Set Up Usage Fees Based on User Groups [Beginner]
The Scenario: Running a lab means supporting a mix of internal teams and external partners, each with different rates. Handling those calculations manually gets messy fast. This setup automates usage fees right at checkout, ensuring everyone is billed accurately according to their group without any extra admin work for you.
QReserve Subscription: Core
- Implementation Steps:
- Define User Groups: Navigate to
Administration → Users → User Groupsand create groups for your different pricing tiers (e.g., Internal, Student, Commercial). Pro Tip: Add a prefix like 'Rates: ' to these group names to keep your list organized. - Configure Rate Schedules: Navigate to
Administration → Resources → [Select Resource] → Reservations → Ratesand create your various rates (e.g., Academic, Commercial). - Assign Rates to Groups: Link each User Group to its corresponding rate schedule. Define your billing metrics (e.g., hourly, flat-rate, or per-unit).
- Advanced Rate Logic: In the expanded rate view, you can:
- Enforce account number requirements for specific schedules.
- Use 'Edit Rate Time Options' to automate price shifts based on duration or time of day.
- Billing Account Configuration: Choose between allowing manual entry of account numbers or requiring users to select from a pre-vetted list of stored accounts.
- Manage Stored Accounts: Navigate to
Administration → Users → [User] → Identifiers and Records → Stored Account Numbers+ to define account details and expiration dates. - Enforce Stored Selections: To require selection from vetted accounts, enable the toggle at
Administration → Site Settings → Reservations → Reservation Options → Force Users to Select From Stored Account Numbers.
- Define User Groups: Navigate to
🎬 [ ▶ Watch Setup Video Guide]: