Overview

This module explains how to use Pricing Calendar Templates in OpsDriver to streamline and automate the creation of pricing events. Templates allow you to consistently apply markups or pricing logic across different days, vehicle types, and seasons.

---

1. Accessing Pricing Calendar Templates

Steps:

1. Go to the Sales header

2. Click Pricing Calendar

3. Select the Templates tab

Here you’ll see a list of existing templates and can create new ones to manage pricing strategy across time.

---

2. What Are Pricing Calendar Templates?

Templates allow you to:

• Create repeatable pricing patterns

• Group vehicles for seasonal or demand-based adjustments

• Apply changes across multiple dates quickly

These are especially useful for:

• Peak and off-peak periods

• Recurring events or service types

• Quickly updating availability or pricing as demand changes

---

3. Applying Templates to the Calendar

You have three ways to apply a pricing template to the calendar:

A. Add to a Single Markup Event

1. Click “Add to Single Markup Event”

2. Choose a specific date

3. Click “Create Markup Event”

This applies your template to just one calendar day.

---

B. Add to a Date Range

1. Click “Add to Date Range”

2. Choose a start and end date (e.g., June 1–June 30)

3. Select the days of the week you want the template to apply to (e.g., Mondays, Tuesdays, Thursdays)

4. Click Create Markup Event

5. Confirm the number of markup events to be created

This is ideal for setting weekday or weekend pricing patterns across a month or season.

---

C. Add to Specific Dates

1. Click “Add to Specific Dates”

2. Manually select calendar dates to apply the event

3. Click Create Markup Events

4. Confirm the number of events and click Yes

Great for targeting holidays, special events, or known busy days.

---

4. Making Real-Time Adjustments

Once your template events are applied:

• You can click into individual calendar events to:

  • Adjust pricing

  • Set limited availability

  • Mark a vehicle type as sold out

This makes it fast and flexible to adapt to real-time fleet availability or market changes.

---

Best Practices

• Use templates for consistent pricing patterns across seasons or service types

• Pre-load your calendar at the start of each quarter or school year

• Combine with vehicle visibility settings (e.g., sold out/limited) for demand management

• Keep template names clear and organized by use-case (e.g., “Peak Weekday – School Bus”)