Create a Fee Schedule
Smart Kx
|
12 steps
|
37 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
2
Go to the "Firm" view
3
In the bottom left, click "Add"
4
Enter the fee schedule name
5
(optional) Add an annual minimum fee
6
(optional) Select the fee schedule as the default
Flat Rate
7
Leave the range as is and enter the Flat Rate
Tiered Rate
8
Click the + to add a tier
9
Adjust the Ranges
10
Adjust the Rates
11
Review the new fee schedule
12
Click "Save"