Overview

Service Pricing category is automatically inherited from educational program is a setting found under Financial Settings > General Settings > Price Lists,Fees & Taxes, in the Price List Configuration sub-group.

What This Setting Does

This setting controls whether the pricing category assigned to a service (an extra-curricular activity, club, transport option, or any other billable service offered by the institution) is automatically copied from the pricing category of the educational program that the enrolled _Student_ belongs to.

A pricing category is a way of grouping students or entities so that different prices can apply to different groups (for example, a discounted rate for one educational program versus a standard rate for another). When enabled, the institution does not need to manually pick a pricing category for each service enrollment – Classter fills it in automatically based on the student’s educational program.

Where It Is Used

This setting affects the following areas:

• Main Menu > Students > Student List > Student Profile > Educational Programs – this is where a _Student_ is enrolled in an educational program and where Service enrollments linked to that program are managed, so the automatic pricing category inheritance would take effect here when a Service is added.
• Main Menu > Financial Settings > Dropdown lists > Pricing Categories – this is where pricing categories are created and associated with educational programs, which is the source data this setting reads from.

Business Logic / Behavior

• This is an on/off (checkbox) setting. When turned on, Classter automatically fills in the pricing category of a service based on the pricing category of the student’s educational program.
• When turned off, the pricing category for a service must be set manually (or left as previously defined) and is not automatically copied from the educational program.
• This inheritance is closely tied to the setting that lists which entities should be updated when the educational program’s pricing category later changes; the initial inheritance and any subsequent cascade updates are two related but separate behaviors.
• If a service already has an active or managed financial arrangement (a special pricing agreement), the automatic inheritance does not override that arrangement, consistent with how the related cascade-update setting explicitly excludes entities under an active arrangement.

Example(s)

Fictional example: Academy A offers an After-School Robotics Club as a paid service, normally priced at $150 per month under the Standard pricing category. The educational program STEM Track has been assigned the pricing category STEM Discount, which prices the same club at $120 per month (a 20% reduction).

When a student enrolled in the STEM Track program signs up for the Robotics Club, and this setting is enabled, Classter automatically applies the STEM Discount pricing category to the student’s Robotics Club enrollment, so the student is billed $120 per month instead of the $150 Standard rate, without staff needing to select the pricing category manually.

When to Use

Use this setting when the institution wants service pricing to automatically stay aligned with the pricing category of the student’s educational program, reducing manual data entry and the risk of staff forgetting to apply the correct pricing category to a service.

When to Enable

Enable this when the institution prices services (activities, clubs, transport, etc.) differently depending on which educational program a student belongs to, and wants this pricing category to be set automatically rather than chosen manually every time a service is assigned.

When to Disable

Disable this when service pricing categories should be chosen independently of the student’s educational program – for example, if all services are priced the same regardless of program, or if staff need full manual control over which pricing category applies to each service.

Notes

Prerequisites: pricing categories must be defined and associated with educational programs for this inheritance to have any effect; if no pricing categories exist, this setting has nothing to inherit.

• Entities to update pricing category based on educational program changes (Financial Settings > General Settings > Price Lists,Fees & Taxes > Price List Configuration)
• Subject Pricing category is automatically inherited from educational program (Financial Settings > General Settings > Price Lists,Fees & Taxes > Price List Configuration)
• Enable Commissions (Financial Settings > General Settings > Price Lists,Fees & Taxes > Price List Configuration)

K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education) is enabled or disabled.