How to create a new rate card for a client

This step sets the context of the rate card you're creating.

Select Agency Branch
Choose the agency branch that owns or manages the rate card.
Select Client Site
Choose the client site this rate card applies to.
Select Effective Date
Pick the date when the rates will go into effect.

You cannot proceed until all required fields are completed.

Click Next to move to the Add Rates step.

This is where you define the detailed rates, margins, and VAT logic.

Select Worker Type
Choose the role (e.g., Healthcare Assistant, Registered Nurse) that the rate applies to.
Select Skills
Add relevant skills that may affect the rate.
Rate Type
Choose one of the two options:
- Hourly Rate
- Fixed Rate
Configure rate entries
For each rate type (e.g., Normal Rate, Holiday Rate, Night Rate):
- Enter the Hourly Rate
- Enter the Agency Margin
- System calculates Agency VAT and Charging Rates automatically

You can choose to fill only the rate types relevant to the worker/site combination.

Click Next to continue to the Cancellation Policy step.

Set rules for how much a client is charged if a job is cancelled within a specific timeframe.

Before Job Start
Select a time window (e.g., 4 hours, 12 hours) prior to the shift start time.
Cancellation Fee Percentage
Enter the percentage of the rate to be charged if cancellation occurs in that window.
Click Add Policy to register the rule.
All added policies appear in the Policy Breakdown section below.

Click Save to complete the rate card setup.

Once saved, the rate card will be versioned and attached to the selected client site.
You can create multiple rate cards for different worker types or effective dates.
Historical versions will be kept for auditing but only the latest active rate card will be used for billing.

In Agency Accelerator, rate cards allow you to define what your agency charges for each worker type, including enhancements and cancellation fees. The rate creation process is divided into three steps.