1. Navigating to Settings
- Go to Settings → Finances → Ratelists.
- Select the Pricelists tab.
- Click the ADD RATELIST button on the right side of the page.
💡Tip: Have your full price structure and supplements ready before you begin so you don't miss any important part.
2. Pricelist header
- Name: Give the list a clear, descriptive name to make selection easy (e.g., Basic pricelists 2026). This name is visible only to admins.
- Description: An optional handy field for internal notes. Use this field to record details about what this pricelist covers. Like the name, this is only visible to admins.
- Period (From / To): These dates help you identify which pricelist to use for specific timeframe, as they are shown in pricelist selection. This also allows you to prepare next year's rates in advance while still using your current rates as needed.
- Available for: choose All companies, or Specific companies to offer this pricelist only on jobs for the companies you pick.
- Rounding: Decide whether the pricelists should keep the default Rounding or a different one.
- Company selection:
- Available for all companies: Pricelist will be available for all jobs for all companies in your OnSinch system.
- Specific companies: Pricelist will be only offered as available for companies you pick here.
- Default for new jobs: If you select company here, this pricelist will be automatically pre-selected for every job created for that company.
Note: These dates are not hard restrictions, just guides. The system will still allow you to use a pricelist outside these dates.
3. Adding a first rate Rule
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Set a Condition (The "If")
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Choose your main starting point and add your first condition. Usually it is Profession or Role, but it can be any other condition such as Rating or Contract, depends on your rate structure.
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Example: Condition is set for Profession - Stagehand.
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Select Unit type (The "When")
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Choose how to measure the work - Worked hours, Planned hours, Overtime, Flat, or Custom units.
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Example: Work is charged hourly, with 4-hour minimum call guarantee.
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Enter the Rate (The "How much")
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Enter the financial value calculated per unit. It can be an hourly rate, a flat rate or % of some other rule.
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Example: The rate is €20 per hour.
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❗When using a Flat rate with Standbys, the rate will always be applied if the condition is met - even if the standby person does not end up working.
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Create a rate Component (The "What")
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The name displayed on calculations, price quotes and other client-facing documents, visible to both admins and clients and included in exports and the API.
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Example: Component name of this calculated rate is "Base".
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Result: When a staff member is working as Stagehand, client is charged €20 for every worked hour (min. 4 hours) and the final amount is labeled as Base.
4. Adding and connecting more Rules
Most pricelists need more than one rule. For each new rule, decide how it connects to the rules you already have.
- Stand-alone rule: works on its own. Example: Technicians are charged a different rate than Stagehands, so they get their own rule.
- Nested rule ("And also if..."): adds a rate on top of its parent rule. Example: when a Stagehand works as Staff leader, the client pays €3 more per hour.
- Else rule ("If not, then..."): applies only when the rule above it does not. Example: shifts that start at 22:00 or later are charged €25 per hour, all other shifts €20.
- Always apply: applies to every shift, whatever the other conditions are. Example: a night surcharge for all professions.
Read more in Ratelists: Nested and Else Rules.
5. Testing your logic with the Calculator
Before you publish, open the Calculator in the bottom-right corner of the page. Enter a sample shift and check the price. The Calculator shows the full breakdown and highlights the rules that were used, so you can see exactly how the price was calculated.
Example:
- Profession Stagehand, worked 18:00 - 21:00.
- The shift has 3 worked hours, but the minimum is 4 hours: 4 × €20 = €80, labeled as Base.
6. Save & publish
When the pricelist has all your rates, click Publish. The pricelist can then be chosen on jobs.
Not ready yet? Save the pricelist as a draft and finish it later.
Give your main rules a name, so you can find your way around a long pricelist.