Overview
How taxes, charge items, rate plans and the rate calendar fit together, and where each one lives.
This chapter covers what you sell and how Estatell prices it. You set most of it up once in Onboarding. Use these pages after go-live to add, change or retire prices and products.
How the pieces fit
- Taxes come first. Room revenue picks the taxes on room nights. Each charge item picks its own taxes.
- A rate plan says how a room is priced. The rate calendar holds its price and selling rules for each date.
- An inclusion puts a charge item, such as breakfast, inside a plan's price.
- Discounts and payment methods are used on the guest bill.
Where each item lives
| Menu | Item | What it is for | Page |
|---|---|---|---|
| Settings → Billing setup | Taxes | SST, tourism tax and other taxes | Taxes |
| Settings → Billing setup | Charge items | Extras you sell, and their codes | Charge items |
| Settings → Billing setup | Payment methods | How guests pay | Payment methods |
| Settings → Billing setup | Room revenue | The taxes on room nights and day use | Room revenue |
| Settings → Billing setup | Discounts | Discounts staff give on a bill or a booking | Discounts |
| Settings → Rates | Rate plans | How each room type is priced | Rate plans |
| Front desk → Operations | Rate calendar | Prices and selling rules, date by date | Rate calendar |
| Settings → Details | Meal periods tab | When meals are served | Meals and meal periods |
Who can change prices
| Item | Permission it needs | Who has it by default |
|---|---|---|
| Everything under Billing setup, Rate plans and Meal periods | Manage property settings | Owners and managers |
| See the Rate calendar | View the rate calendar | Every role |
| Change the Rate calendar | Edit rates and restrictions | Owners and managers |
Set up for the first time
If your property is not live yet, use the Onboarding pages instead. They set up the same screens in a shorter form.
| Onboarding page | Same screen after go-live |
|---|---|
| Taxes | Taxes |
| Payment methods | Payment methods |
| Charge items | Charge items |
| Discounts | Discounts |
| Basic rate | Rate plans |
Special cases
| Situation | What happens | What to do |
|---|---|---|
| A booking says no rate is set for a night | The plan has no price on that date. | Set the price in the Rate calendar, or extend the plan's prices with Bulk update. |
| A tax is missing from a bill | The charge item or room revenue does not use that tax. | Add the tax in Charge items or Room revenue. |
| You want to charge a company its own rate | Company rates are set on the plan's Companies tab. | See the Companies chapter. |