The Sliding Scale: How To Implement a Sliding Price Scale Online

I love writing about the sliding scale and financial accessibility, but I didn't expect that my two previous posts on the subject would not only be some of my most read of mine, connecting me to lovely folks all over the world. There's still a big need for resources on the sliding scale and financial accessibility in business so I'm working on expanding my original posts into a bigger community course (i.e. a donation-based course on sliding scale, financial accessibility, and thinking about money in a way that makes sense for you and your community). If that sounds like something you're interested in then sign up for my newsletter for updates.

In the meantime, I wanted to write a short post on one of the questions I've been getting again and again: 

A sliding scale sounds great, but how do I implement one on my website?

First of all - great question! There are a few options that I've used myself and come across online. Of course, anything you choose to do depends on the type of platform you're using, so I've tried to keep my recommendations general enough to allow for their usefulness across multiple platforms. However, no matter how you end up offering a sliding scale online, a lot of the success of your clients using the scale in a way that benefits you both is by being clear about your expectations and parameters of use. You can learn more about these things in the first, second, and third part of the sliding scale and financial access series. Now, on to the practical bits!

image via @ninaluong

Managed vs Unmanaged

If your platform allows it, the easiest way to implement a sliding scale is to list multiple price tiers for a single item with each price corresponding to one part of your sliding scale. There are two variations to this: the unmanaged sliding scale and the managed sliding scale. An umanaged sliding scale would mean that you offer your service from $0 on up without restrictions on either end (i.e. someone can pay $5 for a service while another person pays $65 and there is no minimum or cap to what someone can pay). You'll sometimes see this type of sliding scale called "Name Your Price" or "No One Turned Away for Lack of Funds." Some online shop platforms allow a Name Your Price option, but if yours doesn't a workaround is to use a third party platform to set up a donation button for your services where folks choose their own price that way. I have a donation button set-up on my support the work page if you want to see an example of this (and some questionable poetry).

I have used the unmanaged sliding scale model both online and in-person in the past and found that clients have found the amount of un-guided choice to be very stressful which is why I tend to use a managed sliding scale. A managed sliding scale involves listing a few prices that you choose and that reflect different points on your sliding scale (i.e. $5 for the low end of the scale, $10 for the middle, and $15 for the top end). Managed sliding scales can be as wide or narrow as you like and you can see an example of a wider sliding scale on my Begin With the Breath course and a narrower sliding scale for my Solace course. You can also check out my old listing for my Samhain Oracle where I listed out dollar amounts from $1 to $21. I talk more about the managed sliding scale and why I like it over here.

image via @jorae

Discount Codes

The other way to offer your sliding scale online is to list one standard price and then offer discount codes for folks to use to access different parts of the sliding scale. I first learned about this technique within the world of knitters  (specifically through Jessa Maed who now offers access to discount codes once you sign-up for their mailing list which is a great way to build a newsletter community). You can see an example of a sliding scale accessed via discount code on Francoise Danoy's Aroha Knits page (also, you're welcome, dear readers who are also knitters and who have not yet discovered Francoise's or Jessa's knits). I recently used this technique for my annual fundraiser - where I sold a series of ebooks - and on the backend it was super easy to implement and folks seemed to find it easy to use. Here is the language that I used on my listing:

• Check out my Sliding Scale Guide below to help you find the price for you. The suggested price is $9. You are invited to pay less or pay more as you are able.

• The current listing price is set at $12 which is the Pay-It-Forward price.

• Use the coupon code JOYFUL to purchase at $9.

• Use the coupon code ABUNDANT to purchase at $3.

image via @dirtjoy

The Language of Your Scale

The language we use around money, financial access, and our sliding scales is one of the ways you help folks not only understand your own values, but a way to help folks feel empowered. I'm always adjusting the language on my course sales pages as I learn how to more clearly articulate how to use the sliding scale, why I use the sliding scale, and the feeling of confidence I hope folks feel when they're engaging with my sliding scale. It is a constant work in progress and I even spent a long time trying to figure out for this post if "managed" versus "unmanaged" was too formal and binary but then reminded myself that I can use the language I have right now and adjust again in the future.

For me, it's important to try and tie the concept of my scale and pricing to the greater Worts & Cunning learning community, so I use words like "support" and "community supported" to describe different levels of my scale (you can see this in action for my Solace and The Plant Ally Library courses). I also use the concept of Pay It Forward in my sliding scale because it feels empowering to folks who have the means to not only access a course they want to take but help others access it, too. Here is the current language I use for my sliding scale:

• Standard Membership: The actual cost of the course

• Supported Membership: For students on the low end of the sliding scale

• Extra Support Membership: The most supported membership price for those on the lowest end of the sliding scale. (This is only available for part of the year - see details below.)

• Pay It Forward Membership: Cost of the course plus a little extra to help create access to the course

Through my sliding scale I hope to communicate to folks that I want to support their ability to access my work and want them to feel welcomed in from the start of their journey as a student in my courses. As you create and adjust your sliding scale its important to not only keep in mind the financial parameters of the exchange but what you're feeling about your sliding scale and how people are using it as well as how you hope those accessing your sliding scale might be feeling.

Expanding and Contracting Your Sliding Scale

At different points of the year, I extend my sliding scale options for folks who need extra financial support and this allows me to create deeper access in a way that is also sustainable for my business. I announce sales, extended sliding scale, and payment plans at the end of one calendar year for the next calendar year which helps to reduce feelings of scarcity or pressure buying. For example, twice a year you can access Solace, which is a $36 course, at an "Extra Support Membership" of $12. I make sure that information is posted about this year round on the FAQ as well as the Creating Access section of the Solace sales page.  

Either version of a managed or unmanaged sliding scale (or a mildly managed sliding scale to be more accurate) can have boundaries put in place including limits around how many tickets, sessions, products or whatever it is that you offer are available at each price point. I go into this more on my post How to Make the Sliding Scale Better for You & Your Clients but essentially with a managed sliding scale you can say that three spots are available at $5 versus five spots available at $10 while a unmanaged sliding scale might look more like three spots are available at the $5 and under option and five spots are available within the $6 to $10 range and so on. I host my classes through teachable and they allow you to cap enrollment for different price points and I'm sure other online course hosts offer the same. I especially like creating these boundaries with my sliding scale for my in-person offerings where I have to cover expenses like travel, renting a space, class supplies, and so on.

I've expanded and contracted my sliding scale through the seasons for a few years now and I enjoy the rhythm of knowing that I can create more access in as stress-free and sustainable a way as possible. As you experiment with what works for you, know that your sliding scale and the way that you exchange money for resources and define your pricing is a living energy within your business that needs to be honored, changed, and adjusted as needed. 

Some questions to consider when incorporating a sliding scale into your practice:

Why do I want to use a sliding scale?

What form of sliding scale feels the most supportive to me and my community? 

What worries me about using the sliding scale?

What excites or interests me most about using the sliding scale?

How does using the sliding scale support my ability to create a sustainable and values-aligned practice?

How do you want a possible client to feel when they are learning about and participating in your sliding scale?

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These are the easiest ways I have seen the sliding scale implemented online, but let me know in the comments if you do things a different way. This post was inspired by questions left in the comments of my previous sliding scale posts, so if you have questions about the sliding scale, implementation, and financial accessibility in general, leave them down in the comments and I'll get to them as I can.  

Thank you for all of your support, encouragement, and kind words about my work around the sliding scale and especially for letting me know that so many of you have found it useful. That's the best feedback and I hope you find the system that supports your ability to thrive in your work. 

As we imagine a culture beyond the confines of capitalism, I hope that you’re able to access these visions of a more just and more kind world with greater ease and steadfastness. May our acorn dreams be the trees which shelter our descendants.

This post was made possible through patron support.
❤ Thanks, friends. ❤

The Sliding Scale: A Tool of Economic Justice

Class and economic justice are topics that lots of folks struggle to talk about in the United States because most of us aren't educated in schools or the culture at large to talk about money, access to resources, and what class actually is. Class, of course, cannot be understood as an isolated experience, but is part of the complex interactions of race, gender, ability, privilege, sexuality, and the myriad of identities we all hold. I think the sliding scale is a great way to begin a conversation about class because it frames the discussion from the standpoint of access. I wrote this article, in part, because it was really hard to find any online resources about creating and using a sliding scale. So, these are my thoughts, and they are a work in progress. In future articles, I will talk more about the realities, upsides, and pitfalls of using the sliding scale model as well as how to figure out if such a model is sustainable for your business. Please feel free to share, cross-post, and incorporate information (including the graphics) from this article onto your site - I just ask that you give credit to keep the conversation going. 

Want to know my updated thoughts on the sliding scale including troubleshooting and alternatives? Come this way. I’ve also written about ways that I focus on creating access and not scarcity in my marketing.

Offering a sliding scale for classes and products comes from a desire to create multiple access points for the wild and big hearted creatures called to learn from us. I have always strived to offer products and services at a variety of price points as well as multiple free offerings throughout the year, including keeping my online programs purposefully inexpensive (you can find all my courses here) so that folks from a diversity of economic backgrounds might take part. In meditating on what tools I could use to create multiple financial access points that would reflect the multiple economic realities of my students, I use a sliding scale system for some of my products and services. 

First, if you're unfamiliar with what class is and why it matters, please visit classmatters.org to learn more and check out the additional resources listed at the end of this post.

The sliding scale is a tool that allows for a product or service to be obtained at multiple price points based on the circumstances of the purchaser. Typically, the scale will be set in a chart and some form of income verification is provided by the purchaser to an authority figure who determines where on the scale the purchaser falls. This method allows folks who would most likely be priced out of something to have the chance to take part in it. It also seeks to address the systemic inequalities of class in our culture.

The sliding scale represents the idea that financial resources, including income, are not and should not be the only determining factor in whether or not someone can access services/care/etc. Service providers and institutions usually offer sliding scale because there is a commitment to serving individuals and/or communities that would otherwise not be able to afford the services. Often, these organizations actively seek external funding to establish financial stability and fill in the economic gaps that sliding scale does not provide for. For a small business like Worts + Cunning Apothecary, I do not receive any outside funding to supplement sliding scale discounts, so I must take into account what I am able to offer and still be able to support my family. I'll talk about implementing a sliding scale in your own business in future posts.

For a sliding scale to work it relies on the principles of truthfulness, respect for complexity, and accountability. I do not ask for income verification. I trust my students and clients to be honest. Community thrives when accountability is a central value, because that is where trust grows and depth work can be done. Teachers deserve to get paid and students deserve classes which recognize the multiple realities of economic access and privilege that exist.

Recently, someone shared with me the idea of sacrifice versus hardship when examining access. If paying for a class, product, or service would be difficult, but not detrimental, it qualifies as a sacrifice. You might have to cut back on other spending in your life (such as going out to dinner, buying coffee, or a new outfit), but this will not have a long term harmful impact on your life. It is a sacred sacrifice in order to pursue something you are called to do. If, however, paying for a class, product, or service would lead to a harmful impact on your life, such as not being able to put food on the table, pay rent, or pay for your transportation to get to work, then you are dealing with hardship. Folks coming from a space of hardship typically qualify for the lower end of the sliding scale. I find the idea of sacrifice versus hardship to be a very useful nuance when talking about class and access because it recognizes and respects that paying for something might still be a challenge even if it is just a short-term one, while giving appropriate space for those who are dealing with financial hardship.

Here is a general guidelines about how I currently price my sliding scale and to help you determine where you fall on it.

• The highest dollar cost reflects the true cost of the class or service. It is the cost that the practitioner would charge all students in the absence of a sliding scale. If you have access to financial security, own property or have personal savings, you would not traditionally qualify for sliding scale services. If you are able to pay for "wants" and spend little time worried about securing necessities in your life, you have economic privilege and power in our community. This price is for you.

• The middle cost (when there is one) reflects the practitioner's acknowledgement that paying the full cost would prevent some folks from being able to attend, but who do not honestly find themselves reflected in either descriptions for the highest cost or the lowest. If you are struggling to conquer debt or build savings or move away from paycheck to paycheck living but have access to steady income and are not spending most of your time thinking about meeting basic needs such as food, shelter, medical care, child care, etc., you belong here. If you, however, can ask others for financial support, such as family members, partners, or friends, please consider using those personal resources before you use the resources of the sliding scale and limit opportunities for others.

• The bottom cost represents an honest acknowledgment by the teacher and practitioner that there are folks whose economic circumstances would prevent them from being a part of classes if there was not be a deliberate opportunity made for them to access services at a cost that is reflective of their economic realities. If you struggle to maintain access to needs such as health care, housing, food, child care, and are living paycheck to paycheck or are in significant debt, you belong probably belong here and you deserve a community that honors your price as equal an economic offering as the person who can pay the highest tier. Even when the lower tier is still prohibitive, I will work with folks to offer extended payment plans and other solutions.

Typically, there is a limited amount slots for products, services, and classes offered at the middle and lower end of the scale. Please be mindful that if you purchase a price at the lowest end of the scale when you can truthfully afford the higher ticket prices, you are limiting access to those who truly need the gift of financial flexibility. Being honest with yourself and your financial situation when engaging with sliding scale practices grows strong and sustainable communities. It also respects the work of teachers and creators, like myself, you have families to support and rent to pay. Additionally, when I am paid fairly, I am able to invest more time and resources to free and lower cost offerings.

In the spirit of access and supporting those who appreciate visual learning tools I've created a graphic to illustrate how the Worts + Cunning Apothecary sliding scale works. Above you'll find a graph illustrated with three bottles (click to enlarge). Each bottle contains sentences that describe a person's current financial experience and class. The bottle on the far left is full of beautiful green potion representing the upper end of the sliding scale spectrum. Folks who identify most with the statements in the far left bottle qualify to pay for class tickets at the upper end of our sliding scale. The middle bottle represents folks who sometimes can pay for the upper end of the sliding scale, sometimes the middle, and sometimes the bottom half (depending on how many sliding scale options are available). The bottle on the far right represents the lowest end of the scale and folks who qualify to purchase class tickets from the bottom of our price spectrum. 

For ease of reading, here is the text from each of the bottles in the above graphic:

Top of the Scale (or the left bottle):

• I am comfortably able to meet all of my basic* needs

• I may have some debt but it does not prohibit attainment of basic needs

• I own my home or property OR I rent a higher-end property

• I own or lease a car

• I am employed or do not need to work to meet my needs

• I have regular access to health care

• I have access to financial savings

• I have an expendable** income

• I can always buy new items

• I can afford an annual vacation or take time off

Middle of the Scale (or the middle bottle):

• I may stress about meeting my basic needs but still regularly achieve them

• I may have some debt but it does not prohibit attainment of basic needs

• I own or lease a car

• I am employed

• I have access to health care

• I might have access to financial savings

• I have some expendable income

• I am able to buy some new items & I thrift others

• I can take a vacation annually or every few years without financial burden

Bottom of the Scale (or the right bottle):

• I frequently stress about meeting basic needs & don’t always achieve them

• I have debt and it sometimes prohibits me from meeting my basic needs

• I rent lower-end properties or have unstable housing

• I do not have a car and/or have limited access to a car but I am not always able to afford gas

• I am unemployed or underemployed

• I qualify for government assistance including food stamps & health care

• I have no access to savings

• I have no or very limited expendable income

• I rarely buy new items because I am unable to afford them

• I cannot afford a vacation or have the ability to take time off without financial burden

* Basic Needs include food, housing, health care, and transportation.
** Expendable Income might mean you are able to buy coffee or tea at a shop, go to the movies or a concert, buy new clothes, books, and similar items each month, etc.

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At the end of the day, the sliding scale thrives on trust. Trust is a pretty amazing thing. I trust you to be honest in your assessment of your economic reality. Since the sliding scale is a tool of accountability, it is an ongoing conversation and I remain committed to helping folks figure out how to talk about their own economic experiences, since it has been such a helpful language to learn on my own journey. 

Do you use the sliding scale in your practice?
How do you employ it and does it work for you?
Do you use other economic equity tools?
Comment below!

Additional Resources

• How to Make the Sliding Scale Better for You + Your Clients

• I really enjoy additional language for the scale developed by the folks at Embracing Equity

• Beth Maiden’s My Business is A Garden is endlessly inspiring.

• Ride Free: Fearless Money Management Sliding Scale Discussion

  • Check out Hadassah Damien's exploration of the sliding scale which includes a number of sliding scale examples for everyone to learn from.

• Read Patty Adam's of Durham Healing Arts and Yoga for Queers + Misfits thoughts on the sliding scale and donation-based classes.

• Check out Kammaleathahh Livingstone's Tip It Forward program to make sure bodywork and massage can be available to everyone.

• Working Definitions of Class

• Where We Stand: Class Matters by bell hooks

• Class Matters: Cross-Class Alliance Building for Middle-Class Activists by Betsy Leondar-Wright

Please feel free to share, cross-post, and incorporate information (including the graphics) from this article onto your site - I just ask that you give credit (my name, Alexis J. Cunningfolk, and link to this post) to keep the conversation going. Because we need to keep talking about money, equity, and how we make it better for all.