BravelyPay uses a flexible, layered system for setting rates — from standard pricing to sliding scales — with the ability to make bulk updates when needed. Here's how to set up your practice's rates:
📖 Recommended Reading: Learn more about how billing is structured by reading How Billable Rates Work in Bravely ↗
Step 1: Setting Practitioner Rates
Practitioner rates are the fees a practitioner charges across different session types and clients.
To set or edit rates:
Go to Payments → Rates & Billable Items (top right)
Click the Practitioner Rates tab (1st tab)
Choose a practitioner from the list
Click on a rate to edit it, or the + button to add a new rate
Enter the amount and click the ✓ icon to save
Step 2: Setting Session Type Rates
⚠️ Important: Practitioners must be assigned to a session type before you can set rates for it. To do this, go to Adjust Each Session Type (below) or Create Session Types ↗.
Once a practitioner is assigned to a session type, you can set their rate for that session. This allows you to charge different fees depending on the practitioner or session type.
There are two ways to set Session Type rates:
1. Adjust Each Session Type
To set rates by editing each session type individually:
Go to Appointments → Setup (top right) → Session Types
Scroll to Team Access & Billing
Under Enable Team, select the relevant practitioner(s)
Under Practitioner Rates, select the client's rate(s)
2. Adjust Session Billables
To view and edit all practitioner-session rates in one place:
Go to Payments → Setup (top right) → Session Billables (2nd tab)
Select rates for each Session Type by Practitioner
Step 3: Setting Client Rates
⚠️ Important: To set a rate for a client, they must first be assigned a practitioner and session type.
Once practitioner and session type rates are in place, you’re ready to assign rates to individual clients.
There are two ways to set client-specific rates:
1. Set Each Client Rate
Go to the Client's dashboard → Setup (left sidebar) → Session Types & Rates (2nd tab)
Select the relevant practitioner and rate for each session type
2. Set All Client Rates
Go to Payments → Rates & Billable Items (top right) → By Client (5th tab)
Search for the client
Assign rates per session type and practitioner
That’s it! With this flexible rate structure, you can manage billing accurately across your entire practice, from standard rates to sliding scales.
Need a hand?
Want guidance with your setup? Reach out, we're happy to help