Rate Plans and Packages - Everything you need to know

1. Access Rate Plans & Packages page in the left main menu of your dashboard
2. Click to add

3. Enter Rate Plan name (Public): Rate Plan name that will be displayed upon creating a new reservation and on the Internet Booking Engine. You can also give the rate plan name in other languages by selecting the language button.
4. Enter Rate Plan name (Private): This is an internal Name for the package that will not be displayed upon creating reservations and on the Internet Booking Engine. This is used to name rate plans differently if they all have similar names (i.e Breakfast Included - August Breakfast Included - September Breakfast Included, etc).
5. Is this a derived Rate Plan?
   Please check further details below:

6. Promotion Code (for booking engine): If you would like this rate plan or package to show only when a promotion code is entered, select Yes. This rate plan will only appear if the correct promotion code is entered
   • If the package has a promotional code applied, the rate plan will not be available for channel's mapping
7. If you enable the promo code option and enter a promo code, you'll be given a direct link to the booking engine poge with the promo code applied in advance
8. Select add-ons included in your package: Select certain add-ons to make them part of the package rate. If the room costs 100 per day with a special offer and you add 'Breakfast' as an add-on to the package, the guest should pay 100 for both the room and breakfast
9. Select which sources* rate plan will be available for

The information below will be displayed on the booking engine:

10. Inclusions: What does the package include? Ex: Breakfast, Shuttle
11. Policies: Enter the package policies. Please note that it's the responsibility of the system user and the property's guests to follow the policies. Policies entered here can't be controlled by the system
12. Image: Upload an image to promote your package

1. After entering basic information scroll down and click Add Interval

2. Enter interval name
3. Select accommodations to which this rate plan will be applied
4. Select the date range for this rate plan (start and end dates)
5. Select on which days of the week the rate plan will be available
6. Enter restrictions for the rate plan if needed (not mandatory)

7. Saleable Accommodations. Here you can:
   • Keep All selected and apply to all rooms
   • Uncheck All box in order to specify how many accommodations of a certain type you allow to sell with package pricing.
8. Rate: If your plan is non-derived - enter the package Rate for each day of the week. If the rates are the same for each day of the week - enter it once and click Apply under Apply to all column.
9. Additional Guest Pricing: If you charge an additional fee for adults or children not included in the rate, you can indicate the price of each additional adult and child below.
   • Use the same as base rate: The same price for each additional adult and/or child set on base rates will be applied.
   • Derive by same value as rate plan: The derived price for each additional adult and/or child set on base rates will be applied.
   • Custom: You can indicate a new price for each additional adult and/or child for this rate interval.
10. Click Add Interval to save interval

11. After you have added an interval to your rate plan, click SAVE button at the bottom of the screen.

You may add as many intervals as you wish by clicking on Add Interval.

Once you saved your rate plan, you will be redirected to Rate Plans & Packages page, where you can:

1. Search the existing Rate Plans by name/word
2. Sort by:
   • • Creation date
     • Alphabetical order
     • Expiration dates (farthest and soonest)
     • Hide expired intervals
3. Active for Sources / Booking Engine: This toggle controls whether your rate plan is displayed on the booking engine, available internally as a source during new reservation creation and whether it is available for channel sync if you have Advanced Channel Rates.
4. Edit, copy or delete packages by clicking on the gear icon

If you add a new interval which date range overlaps the existing interval, the system will throw a notification asking whether you want to proceed and showing how the system will modify the existing interval.

Example:

1. You created a rate plan with one interval called ''Summer 2021'' starting from August 1st 2021 until August 31st 2021.
2. In the same rate plan, you added a new interval called ''Holiday 2021'' starting from August 8th 2021 until August 14th 2021 (it overlaps with ''Summer 2021'' interval)
3. The system will throw the following alert. If you click Confirm, the system will automatically create 3 intervals by breaking existing interval into 2 and pasting the new interval between them.

1. Use the filter Display and select the Rate Plan and Packages, Promotional Rates in the dropdown
2. Enter the promo code if any
3. Proceed with further steps to complete the reservation. Please see article: Create a new reservation in Cloudbeds PMS

If a booking was made with a rate plan - this will be displayed on the reservation details page under 'Rate Plan(s)'.

1. Go to Rates and Availability and select Rate Plan & Packages
2. Click Add New Package

3. Give an internal name (just for your reference) and an external name (which will be made public) to your package
4. Select Derived plan
5. Select the minus sign ("-") and percentage ("%"), since we will give a percentage discount in relation to the base rate

6. Complete the other additional sources, item data, description, terms, and conditions and add an image that illustrates the package. We recommend including in the Terms and Conditions the rules of use of the promotional rate to avoid misunderstandings. A non-refundable early check-in (or check-in) is a common practice.

7. Under the Availability section, click Add Interval. We will add the periods in which the package is in effect.

8. Select room types that this package applies
9. Select the start date and end date of package availability. The promotional package will be visible to guests who select arrival and departure dates within the period
10. Set the minimum and maximum length of stay to 3 days. You can also include extra rules according to your strategy
11. Scroll down and click Add Interval
12. Save everything. It is also recommended to access your booking engine and test this promo