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The First Step will be to organize a sales strategy.  A Room Type is a marketing package; it has a description, picture, maximum guest capacity and rate.

A Room Type may be a common description for a number of Rooms like Queen, Single, King, Suite . Or, it may represent a single  unique room such as Romance Suite.  Each Room Type will have an inventory of Rooms available which will be added in the next step, Rooms.

Rate Plans allow you to create the different rate structures for the different room types you offer. The Rate Plans you setup here appear in guest folios, statements and anywhere your rooms are sold online like your website and OTA channels.

Rate Plans define unique rates for weekdays and weekends, the number of occupants, minimum length of stay, etc.   In Step 5 we will create the room types and apply these to the Rate Plans in this step.

This section will walk you through adding your basic rate plans for the specific rooms associated with your room types, including features and discounts.

There are two steps to complete in this section. 

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Enter your Rate Plans

First, choose your “weekend days”. This will allow you to automatically enter different rates for weekends. By default we have set the weekend days to Friday and Saturday, but you can change these settings here. Click “Add Rate” tab once you are done.

Now, enter your first rate plan. Click the help icon for instructions on each field.

  • Enter a Rate ID, up to 8 Characters, and a description for each rate plan that will correspond with a selected Room Type.For Example _Standard Queen Rate would correspond with a QUEEN room type.
  • Then, choose Per Person or Flat Rate.  The per  person option allows you to charge for extra guests.
  • Enter the weekday, weekend and weekly rates. If you do not have weekly rates, just enter the weekday rate.
  • If you chose “per person” rate, then enter the amount you charge for extra Adults, Children and/or infants.
  • Repeat this process until you have added all of your Rate Plans.

Room Types

Set up your Room Types. This section of the Wizard will walk you through adding your room types with basic description, bed count and max guest count etc. Once you have your Room Types defined and added here, we will identify the rooms or room numbers associated with these types.


  • Room Type ID: Enter the #, letter or name that you use to identify the room.
  • Description: This will display online to guests booking online.
  • Default Rate ID: choose the Rate Plan for this Room Type.
  • Max Guests: Enter the maximum number guests for this Room Type

To view Room Types or make changes, click “View Room TypesTo view Rate plans or make changes, click “View Rate Plans.” 

Click ‘Continue’ once you have entered all of your Rate PlansRoom Types.

 

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Example of Rate Plan:

  • Rate ID: QUEEN
  • Rate Description: Queen Room
  • Rate Number of Guests Field. (If the rate applies to the first 2 guests, enter "2" in this field.) Each Additional Guest Charge can be added below in the Extra Adult, Child, Infant Fields.

    • Room Types

    Remember that Room Types is a way to group similarly priced bed configuration rooms.

    For example for a hotel/motel could be QUEEN -  Queen Room or DOUBLE - 2 Double Beds

    An example for a Bed and Breakfast that has unique rooms could be a SUITE - Romance Suite, COTTAGE - 2 Bedroom Cottage

    Rate Type: Use Per Person to enable the Additional Guest Pricing.