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Manage detail sidebar: Rate plans

How to adjust rate plans quickly on a daily basis? Easily manage your rate plans for each day of the year directly from the Manage page. Once you have set up your rate plans, you can adjust them efficiently using the rate calendar.

Note: Whether you can use rate plans, and which ones, depends on your PMS/CM.

Info: General rate plan management and configuration should be done on the Rate Plan Settings Page.

The Rate Plan tab provides a quick overview of your setup and allows for fast, manual adjustments.

 Step by step - adjusting rate plans

If rate plans have been set for a particular day, it will be displayed in the calendar at the respective tab.

  1. Go to the Manage page and select a date. The rate panel will open on the right side of the screen. Click on the % icon to view the Rate Plans tab.

  2. You can make the following adjustments to the rate plans:

    1. Turn rate plans on or off for selected dates: use the green Close/Open icon
    2. Adjust the rate plan value

    Note: If the rate plan is set to person, you will see a 👤 (one person) icon. If the rate plan is set to unit, you will see a 👥 (group) icon.

  3. A “Save” button will be displayed at the bottom of the restrictions panel, click “Save” to move the adjustment to the change log.

  4. Finally, review the entries in the change log and publish them to your PMS.

    Note: By default, rate plans apply to all room categories. To set different values for each category, deselect “Apply to all room categories” at the bottom of the editor.

    Rate Plans_EN