Create a rate plan

Create a plan when you sell a room type in a new way: with breakfast, as a package, by the hour. You choose the pricing basis and the room types. Then you set the prices on the Pricing rules tab.

Before you start

Permission: Manage property settings. Owners and managers have it by default.
Know which pricing basis you need. You cannot change it after you create the plan.
Have your room types ready. See Room types.

Steps

Open Settings, then Rate plans.
Select New rate plan.
Enter the Name, for example "Breakfast".
Under Priced, choose Per room, Per guest, Per bed, Package or Day use.
If you chose Package, enter Nights and choose Charged: per guest or per room.
If you chose Day use, enter Hours sold: the first hour count in From and the last in To.
Choose the Room types the plan sells. You can leave this empty and do it later.
Select Create rate plan.

The New rate plan form

Estatell opens the new plan on its Details tab. If you chose no room types, it opens on the Room types tab.

A package asks for its nights and what it is charged on:

The New rate plan form with Package chosen: Nights and Charged

A day use plan asks for the hours it sells:

The New rate plan form with Day use chosen: Hours sold From and To

Field	What to enter
Name	Up to 100 characters. It must differ from every other active plan.
Priced	The pricing basis. Fixed after you create the plan.
Nights	Package only. From 1 to 30. 3D2N is 2 nights.
Charged	Package only. Per guest prices each adult and uses child prices. Per room prices the room and adds extra guests. Fixed after you create the plan.
Hours sold	Day use only. Whole hours from 1 to 24. To must not be lower than From.
Room types	Optional. A room type that the basis cannot sell is grey, with the reason.

A new Per guest plan, or a package charged per guest, starts with child prices: the youngest age group is Free and every other group is 50 percent of the adult price. Check them on the Children tab. See Child prices.

Change the details

Open the plan from the list.
On the Details tab, change the fields.
Select Save details.

The Details tab with Name, Description, Extra adult and Extra child numbered

#	Field	What it does
1	Name	The plan's name on screens and reports.
2	Description	Up to 2000 characters. Shown to guests and agents.
3	Extra adult	Per night, for each adult above the guests the room type includes. Per room plans, and packages charged per room (per stay).
4	Extra child	The same, for each child.

A Per guest plan shows Single supplement instead: a charge per night when one adult stays alone and you have set no price for one adult. A package also shows Nights. A Per bed plan has only the name and description.

Details of a day use plan

The Details tab of a day use plan with Hours sold and Sold between numbered

#	Field	What it does
1	Hours sold, from and to	The shortest and longest block you sell. Each whole hour in between has its own price.
2	Sold between, from and until	Optional. A block must start at or after the first time and end at or before the second. Leave both empty to sell all day.

If you change the hours later, only new bookings are affected. Prices for hours outside the new range stay saved but are not offered.

Choose the room types

Open the plan and select the Room types tab.
Tick the room types the plan sells.
Select Save room types.

The Room types tab with the room type list

Each room type shows how it is sold, for example "Sold by room". A room type the basis cannot sell is grey, with "Not available with per room pricing."

Special cases

Situation	What happens	What to do
The name is already used	"Another active rate plan already uses this name." An archived plan does not count.	Choose another name.
You choose a room type the basis cannot sell	"This plan cannot sell one of the chosen room types."	Choose room types sold by room for Per room, Per guest and Day use. Choose room types sold by bed for Per bed.
You change the basis in the form after choosing room types	Estatell unticks the room types the new basis cannot sell.	Check the list again.
You untick the last plan a room type has	"6-Bed Dorm would have no rate plan. Link another plan first."	Link the room type to another plan first.
A plan that follows a parent loses a room type	A room type cannot be removed from a parent while a plan that follows it sells the room type. Estatell says, for example, "Breakfast follows this plan for Deluxe."	Remove the room type from the plan that follows first.
A followed package changes its nights	"Dive Package − Petronas follows this plan, so its nights cannot change."	Change the plan that follows it first.
A package follows another package	The Nights field is grey: "The nights follow Dive Package."	Change the nights on the package it follows.
The day use window is shorter than the minimum hours	"The window must be at least 2 hours long, the minimum hours sold."	Widen the Sold between times, or lower Hours sold, from.
The plan is archived	"is archived. Restore it before editing."	Restore the plan.
The plan changed while you edited it	"The rate plan changed. Reload the page and try again."	Reload the page.

Create a rate plan

Before you startCopy Anchor Link

StepsCopy Anchor Link

Change the detailsCopy Anchor Link

Details of a day use planCopy Anchor Link

Choose the room typesCopy Anchor Link

Special casesCopy Anchor Link

Related pagesCopy Anchor Link