Rate Plans
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      How to create a rate plan

      This guide provides step-by-step instructions for creating a rate plan, including configuring its settings and options to suit your property's needs.

      Access Rate Plans

      1. Navigate to Settings > Rate Plans in the left-hand panel.

      2. On the Rate Plans page, locate and click the +New Rate button to open the rate plan creation panel on the right-hand side.

      Configure the Rate Plan

      The rate plan creation panel allows you to define the details and settings for the new rate plan. Follow these steps to configure it:

      1. Name the Rate Plan:

        • Enter a descriptive name for the rate plan in the provided field.

      2. Parent Rate Dependency (if applicable):

        • Specify if the rate plan is affected by an existing (parent) rate plan.

        • Choose whether the adjustment is by an absolute amount or a percentage.

      3. Editable Rates Toggle:

        • Enable or disable the toggle to determine if rates can be modified in the calendar plan.

      4. Additional Settings and Options:

        • Child Rates: Configure rates for children, if applicable.

        • Booking Status or Release Period: Set the booking status (e.g., open or closed) and define any release periods.

        • Manual Booking Options: Choose whether the rate plan allows Manual Booking or Manual Group Booking.

        • Guest Information: Specify any required guest information for bookings under this rate plan.

        • Minimum and Maximum Length of Stay: Define the minimum and maximum stay durations for the rate plan.

        • Applicable Products: Select the products (e.g., room types or services) to which the rate plan applies.

        • Included Items/Packages: Indicate if the rate plan includes specific items or packages.

        • Payment Type: Choose between Post-Paid or Pre-Paid (note: pre-paid is used exclusively for non-refundable rate plans).

      5. Save the Rate Plan:

        • After configuring all settings, click Save to create and apply the rate plan.

      Notes

      • Ensure all settings align with your property's operational requirements and cancellation policies (if applicable). For details on managing cancellation policies, refer to the cancellation policy guide.

      • Review the rate plan in the rate calendar to confirm its application and make adjustments if needed.