Creating a Rate Plan

James Pumpelly -

 

 

How to Create Rate Plans

 

Use the following steps to create a Cloud PMS Rate Plan:

 

  1. Click the Rate Plans link under the Rates, Taxes heading on the Configuration page.

  2. Click the Add New Rate Plan button.

 

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  1. Complete the fields on the Add New Rate Plan page. Assign a default revenue account and a default tax group. Enter a rate plan description.

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  1. Click the Save button.

  2. Next, a rate will be assigned to the rate plan by clicking the Add a Rate button.

 

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6. Complete the fields on the Edit Rate Settings page and click the Save button.

 

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7. To add seasons to the rate plan, click the rate plan name.

 

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8. Click the Add a Season button.

 

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9. There are three options for defining seasonal rates:

           

            a. Same Rate for All Days. Enter a name for the season and the start date. Define the base rate, base capacity and extra person charges and then click the Save button.

 

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With this option, the rate is the same, regardless of the days the guest is in house.

 

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b.  Rates Vary by Weekday/Weekend.

                                          i.    Enter a name for the season and the start date.

                                                   ii.     Define weekend days by opening the drop-down menu and selecting the appropriate days.

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                                                  iii.   Define the base rate for midweek and weekends, the base capacity and extra person charges.

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                                  c.  Rates Vary Daily.

                                               i.   Enter a name for the season and the start date.

                                                    ii.  Define rates by day.

 

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