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Fee Schedules

Schedule, manage, and simplify your fee updates

Bruno de Oliveira avatar
Written by Bruno de Oliveira
Updated this week

With the Fee Schedules feature, GovWell now offers you the ability to plan and update your fee templates in advance. This makes it easier to stay organized and efficiently manage fees for specific time periods.

A typical use case for this is the start of a new year, when many fees need adjustments:

Without Fee Schedules you're forced to manually review and update your fees that need adjustments, one by one, often in a rush in the first business day of the year.

With Fee Schedules you can preemptively update your fees for the new year, weeks or even months ahead of time and let them automatically take effect the moment the New Year begins. All the work is done in advance using the Fee Schedules feature – you can sit back and let the system automatically handle the changes seamlessly!


📆 How to Set Up your Fee Schedules

Setting up your Fee Schedules is simple! First, look for the 'Fee Schedules' option in your 'Settings' page.

The 'Fee Schedules' page is replacing the current 'Fee Templates' page

In the Fee Schedules page, the current schedule will be displayed by default, along with the list of currently active fee templates. In this case, we're looking at the 2025 Fee Schedule.

To set up a new Fee Schedule, head over to the 'All Fee Schedules' tab and click 'Create Fee Schedule'

You’ll be presented with a menu to create a new Fee Schedule – simply choose a name, select the start date for when it should take effect, and pick a template from your existing schedules using the ‘Based on Fee Schedule’ option.

Using an existing Fee Schedule copies all the fees from that schedule to your new schedule so you don't have to individually create every fee from scratch.

Copying from an existing schedule is especially helpful if you want updated fees to take effect at a later date. Simply adjust the relevant fees in the new schedule, and they’ll automatically go live on the scheduled date!

On the ‘Fee Schedules’ page, you’ll see a list of all your schedules. The active schedule is marked with a ‘Current’ tag. From here, you can click the ‘More’ button next to a schedule to edit or delete it, or click directly on a schedule to edit its fees.

To edit fees, you can either click the respective fee name or use the More ➡️ Edit option - the Update Fee Template menu will appear and allow you to make any required changes. Click 'Save changes' at the bottom right corner to apply the updates!


💡 If you need any assistance setting up your schedules please don't hesitate to reach out to our Support team

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