Adding a Rate Plan

  1. Click the link
    1. A blank rate Plan is shown in the right screen (title of the page = New Rate Plan)
  2. Set the desired Code
    1. Mind that the Code can not be changed after saving
  3. Set the desired Name
  4. Set the the Description
  5. Select, by using the drop-down, the Cancellation Policy for the Rate Plan
    1. Only loaded and active Cancellation Policies can be selected in the list
  6. Select, by using the drop-down, a Mealplan for the Rate Plan
  7. Check, if needed, the checkbox for Rate Delivery Only
    1. This option is only used for the receiving Reservation from certain channels. Please contact Roomer Support for more details
  8. If desired, check the box for Set Length of Stay
    1. When checked, the fields for Minimum and Maximum will be activated
    2. When activated set the desired values, where the Minimum never can exceed the Maximum
    3. When the box remains unchecked, no Minimum or Maximum is set for the Rate Plan ans all lengths of stay are accepted.
  9. Always open for booking can remain checked or can be, when needed, unchecked
    1. When Checked, the Rate Plan will be open for Reservations on every day
      1. To Exclude certain days/periods click ‘add date’ and set the from and to date for the Black Out Day/Period
    2. When Unchecked, the Rate Plan will be closed for Reservations on every day
      1. To open certain days/periods click ‘add date’ and set the from and to date for the Stay Dates Day/Period
  10. Choose the applicable days of arrivals
    1. Either check the applicable days or use the presets
  11. Click ‘Save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Rate Plan is closed
    4. The new Rate Plan is added to the list under ‘active’

Modifying a rate Plan

  1. In the list, click the Rate Plan that needs to be modified
    1. The details are shown in the right part of the screen (title of the page = the code of the Rate Plan)
  2. Change the required fields
    1. The Code can not be changed.
  3. If needed, add/adjust the desired dates
  4. Click ‘save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Rate Plan is closed

Deactivating a Rate Plan

  1. In the list, click the Rate Plan that needs to be deactivated
    1. The details are shown in the right part of the screen (title of the page = the code of the Rate Plan)
  2. On the bottom click ‘Deactivate’
    1. The PMS shows a warning and asks for confirmation
  3. In the warning box, click ‘yes’
    1. The warning box is closed
    2. The PMS shows a green bar on top, indicating deactivation was successful
    3. The Rate Plan is deactivated and only visible in the list when ‘inactive’ is selected

Reactivating a Rate Plan

  1. In the list, select ‘inactive’
    1. All deactivated Rate Plans are displayed
  2. Click the Rate Plan that need to be activated
    1. The details are shown in the right part of the screen (title of the page = the code of the Rate Plan)
  3. On the bottom click ‘Activate’
    1. The PMS shows a warning and asks for confirmation
  4. In the warning box, click ‘yes’
    1. The warning box is closed
    2. The PMS shows a green bar on top, indicating activation was successful
    3. The Rate Plan is closed and only visible in the list when ‘active’ is selected

Duplicating a Rate Plan

  1. In the list, click the Rate Plan that needs to be duplicated
    1. The details are shown in the right part of the screen (title of the page = the code of the Rate Plan)
  2. On the bottom click ‘Duplicate’
  3. An exact copy of the Rate Plan is made
    1. Only the Code is different as a sequence is added (e.g. original Rate Plan code = TST_0, code for duplicate = TST_0-1)
  4. If needed change the code
  5. if needed change the desired fields
  6. Click ‘Save’
    1. The changes are saved
    2. The PMS shows a green bar on top, indicating saving was successful
    3. The Rate Plan is closed
    4. The new Rate Plan is added to the list under ‘active’

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