Dynamic/Sibling Rates

Dynamic Rates are used when a center wants to apply sequential rates to students within a family. If a sibling is registering into the same room/program, the system will assign the sequential rate within the Rate Category to the sibling.

When setting up Dynamic Rates, be sure no other rates are setup in the following screens:

• Room configuration
• Room Semester (View Semester screen)
• Plan Options
• Registration Exceptions

Setting Up Dynamic Rates

1. Create a Rate Category
   • When creating a Rate Category, the Category Type must be Category and Use Dynamic Rates? must be set to Yes
     
2. Create a Rate
   • Is this rate for a sibling?
     • N/A - use this when creating the rate for the first student
     • Yes - use this option when creating the rates for siblings. The second student will receive the first sibling rate in the sequence
       
   • Enter the Sequence # in the Sequence # to Charge field. Please Note: The sequence # is not editable once saved
     
   • When creating a rate, choose the Dynamic Rate Category from the Category drop-down
3. At the Room level configuration, locate the Rate Category field. Use the drop-down to select the Dynamic Rate Category
   

Dynamic Rate Facts

• Ensure Sequence #s are being assigned correctly. Once the sequence is entered on the Create A Rate screen, it cannot be edited
• Although it is not recommended to have duplicate sequence numbers, the system will allow duplicates. An advantage to allowing duplicates is if a rate needs to be added between 2 existing rates. 
  • For example: Sequence #1 is $50, Sequence #2 is $30. If there should be a rate for $40, instead of deleting all rates, create an additional sequence #1 for $40. The system will take the oldest rate first
• If a student is registering into multiple rooms/programs, or there are multiple siblings registering, the order of registration does not decide the sequence assigned. The order of approval is the deciding factor on which sequence # is applied
  • For example: If a student registers into Room 1, then Room 2, but during approval, Room 2 is approved first, Room 2 will receive the lower sequence #
  • See “Sibling Dynamic Rates” section below for a sibling example
• If a dynamic rate category is created, but a sibling rate is not setup, siblings will receive the regular dynamic rate

Sibling Dynamic Rates

For siblings, the sequence # is assigned upon registration approval, not registration. The example below shows that if Student A registers first, but Student B is approved first, Student B is assigned the first student rate and Student A is assigned the sibling rate.

• Two siblings register into the same wait list room/program: Carson was registered first, then Michael
  
• On the Program Wait List, students show in the order they are registered
  
• Michael is approved first, then Carson
  • Michael’s PRA – shows he received the first student rate
    
  • Carson’s PRA – shows he received the sibling rate