In the booking module, users will encounter various booking period options to choose from when setting up a rate plan. These options consist of Hourly, Daily, and Nightly. The selection made will impact the available choices and language within the rate plan. This instructional guide will be segmented into sections dedicated to creating a rate plan for each booking period. It is advisable to thoroughly review all instructions before proceeding with the rate plan creation process.
Daily Booking Period
Typically used for daily rental boats or anything setup as a Daily product.
Using the navigation pane on the left, click the Booking module.
Click Settings using the ribbon at the top.
Click the Rate Plans tile.
Click Add New in the top right.
Name the rate plan to what you want to see it as.
Name the rate plan to what you want the customer to see it as.
Select the Daily Booking period. This is where the steps will begin to diverge from the other sections in this guide. This being Daily, Nightly, and Hourly.
Select the Booking Policy. Policies that match the booking period will only show up here so any differing policies will never show here.
Set the price structure for the rate plan. You can make this rate plan a price per day, or price based on number of days booked. Each selection will give further options and these will be broken down into subsections below.
Price per day
This is a fixed per day rate. This will typically be your ‘base rate’ for most boaters that book for a single day OR you do not use multi day rate plans.
If you have multi day rates, use the maximum rental length of time to set the maximum amount of days someone can book using this rate plan.
Example - You have a standard rate plan that uses Price per day and a separate multi-day rate plan for 4 days. Make sure the maximum rental length of time of this standard rate plan is set to 3.
The rest of the options are constraints you wish to apply to the product when this rate plan is being used. Leaving them blank will default to product settings, so it is okay to leave blank if you choose.
There is an option Discount Rate Plan which is a toggle where when it is on it will only show this rate plan when the conditions are met. Conditions being they book 3 days for a 3 day rate or book 5 days for a 5 day rate. This toggle doesn’t do anything for the customer when booking online, it is for the user when they are creating an advanced reservation. If this is off, this rate plan will appear as a rate plan option no matter the amount of days this booking is for.
Save
Use this guide to assign and setup your rate plan in the product: Updating Rates - Transients.
Price based on number of days
If you have a pricing structure that depends on the amount of days booked you would use the cost based on number of days and enter the amount of days the booking would need to be here.
If you have different prices depending on the amount of days booked you will need to create a rate plan for each breakdown of days. Meaning if you have a different rate for 3 days versus 5 days you would create a rate plan for 3 and a rate plan for 5. It is a good practice to name the rate plan ‘3 Day Rate’ or ‘5 Day Rate’ as example.
After selecting the Price based on number of days button you will enter the amount of days in the Total Price for field.
Going down one step on this page, select Yes to set a minimum rental length of time. Make this Equal to the number entered in the Total Price for field.
Set the maximum length of time if you plan on using multiple rate plans for each product. An example would be if you have a price structure where a different price is given for 3 days, 5 days, and 7 days. The 3 day rate plan would have a maximum rental length of time set to 4 days. The 5 day rate would have a max length of time set to 6 days. The 7 day rate would not need a max length of time only if this is the largest time frame you offer.
The rest of the options are constraints you wish to apply to the product when this rate plan is being used. Leaving them blank will default to product settings, so it is okay to leave blank if you choose.
There is an option Discount Rate Plan which is a toggle where when it is on it will only show this rate plan when the conditions are met. Conditions being they book 3 days for a 3 day rate or book 5 days for a 5 day rate. This toggle doesn’t do anything for the customer when booking online, it is for the user when they are creating an advanced reservation. If this is off, this rate plan will appear as a rate plan option no matter the amount of days this booking is for.
Save.
Use this guide to assign and setup your rate plan in the product: Updating Rates - Transients
Daily rate plans will ONLY show up in the daily products' advanced pricing section.
Nightly Booking Period
Typically used for hotel rooms or anything setup as a Nightly product.
Using the navigation pane on the left, click the Booking module.
Click Settings using the ribbon at the top.
Click the Rate Plans tile.
Click Add New in the top right.
Name the rate plan to what you want to see it as.
Name the rate plan to what you want the customer to see it as.
Select the Nightly Booking period. This is where the steps will begin to diverge from the other options in this guide. This being Daily, Nightly, and Hourly.
Select the Booking Policy. Policies that match the booking period will only show up here so your hourly or daily policies will never show here.
Set the price structure for the rate plan. You can make this rate plan a price per single night, or price based on number of nights booked. Each selection will give further options and these will be broken down into subsections below.
Price per night
This is a fixed per night rate. This will typically be your ‘base rate’ for most boaters that book for a single night OR you do not use multi night rate plans.
If you have multi night rates, use the maximum rental length of time to set the maximum amount of nights someone can book using this rate plan.
Example - You have a standard rate plan that uses Price per night and a separate multi-night rate plan for 4 nights. Make sure the maximum rental length of time of this standard rate plan is set to 3.
The rest of the options are constraints you wish to apply to the product when this rate plan is being used. Leaving them blank will default to product settings, so it is okay to leave blank if you choose.
There is an option Discount Rate Plan which is a toggle where when it is on it will only show this rate plan when the conditions are met. Conditions being they book 3 nights for a 3 night rate or book 5 nights for a 5 night rate. This toggle doesn’t do anything for the customer when booking online, it is for the user when they are creating an advanced reservation. If this is off, this rate plan will appear as a rate plan option no matter the amount of nights this booking is for.
Save
Use this guide to assign and setup your rate plan in the product: Updating Rates - Transients.
Price based on number of nights
If you have a pricing structure that depends on the amount of nights booked you would use the cost based on number of nights and enter the amount of nights the booking would need to be here.
If you have different prices depending on the amount of nights booked you will need to create a rate plan for each breakdown of nights. Meaning if you have a different rate for 3 nights versus 5 nights you would create a rate plan for 3 and a rate plan for 5. It is a good practice to name the rate plan ‘3 night Rate’ or ‘5 night Rate’ as example.
After selecting the Price based on number of nights button you will enter the amount of nights in the Total Price for field.
Going down one step on this page, select Yes to set a minimum rental length of time. Make this Equal to the number entered in the Total Price for field.
Set the maximum length of time if you plan on using multiple rate plans for each product. An example would be if you have a price structure where a different price is given for 3 nights, 5 nights, and 7 nights. The 3 night rate plan would have a maximum rental length of time set to 4 nights. The 5 night rate would have a max length of time set to 6 nights. The 7 night rate would not need a max length of time only if this is the largest time frame you offer.
The rest of the options are constraints you wish to apply to the product when this rate plan is being used. Leaving them blank will default to product settings, so it is okay to leave blank if you choose.
There is an option Discount Rate Plan which is a toggle where when it is on it will only show this rate plan when the conditions are met. Conditions being they book 3 nights for a 3 night rate or book 5 nights for a 5 night rate. This toggle doesn’t do anything for the customer when booking online, it is for the user when they are creating an advanced reservation. If this is off, this rate plan will appear as a rate plan option no matter the amount of nights this booking is for.
Save.
Use this guide to assign and setup your rate plan in the product: Updating Rates - Transients.
Nightly rate plans will ONLY show up in the nightly products' advanced pricing section.
Hourly Booking Period
Typically used for half day boat rentals or anything setup as an Hourly product.
Using the navigation pane on the left, click the Booking module.
Click Settings using the ribbon at the top.
Click the Rate Plans tile.
Click Add New in the top right.
Name the rate plan to what you want to see it as.
Name the rate plan to what you want the customer to see it as.
Select the Hourly Booking period. This is where the steps will begin to diverge from the other options in this guide.
Select the Booking Policy. Policies that match the booking period will only show up here so your nightly or daily policies will never show here.
Set the price structure for the rate plan. You can make this rate plan a price per hour, or price based on number of hours booked. Each selection will give further options and these will be broken down into subsections below.
Price per hour
This is a fixed per hour rate. This will typically be your ‘base rate’ for most boaters that will not use any of the multiple hourly rate plans.
After making sure the Price per hour option is selected, go to the next option down.
You can set a minimum rental length of time if you require a minimum amount of hours that must be booked for this rate to be used. If this is your ONLY rate this will usually be 0 since we can use Time Slots in each of the products.
If you do have multiple hourly rate plans, use the maximum rental length of time to set the maximum amount of hours someone can book using this rate plan.
Example - You have a standard rate plan that uses Price per hour and a separate hourly rate plan for 6 hours. Make sure the maximum rental length of time of this standard rate plan is set to 5.
The rest of the options are constraints you wish to apply to the product when this rate plan is being used. Leaving them blank will default to product settings, so it is okay to leave blank if you choose.
There is an option Discount Rate Plan which is a toggle where when it is on it will only show this rate plan when the conditions are met. Conditions being they book 4 hours for a 4 hour rate or book 6 hours for a 6 hour rate. This toggle doesn’t do anything for the customer when booking online, it is for the user when they are creating an advanced reservation. If this is off, this rate plan will appear as a rate plan option no matter the amount of days this booking is for.
Save
Use this guide to assign and setup your rate plan in the product: Updating Rates - Transients.
Price based on number of hours
If you have a pricing structure that depends on the amount of hours booked you would use the cost based on number of hours and enter the amount of hours the booking would need to be here.
If you have different prices depending on the amount of hours booked you will need to create a rate plan for each breakdown of hours. Meaning if you have a different rate for 4 hours versus 6 hours you would create a rate plan for 4 and a rate plan for 6. It is a good practice to name the rate plan ‘4 Hour Rate’ or ‘6 Hour Rate’ as example.
If you have multiple rate plans for an hourly product, the Time Slots functionality in each hourly product cannot be used.
After selecting the Price based on number of hours button you will enter the amount of hours in the Total Price for field.
Going down one step on this page, select Yes to set a minimum rental length of time. Make this Equal to the number entered in the Total Price for field.
Set the maximum length of time if you plan on using multiple rate plans for each product. An example would be if you have a price structure where a different price is given for 4 hours, 6 hours, and 8 hours. The 4 hour rate plan would have a maximum rental length of time set to 5 hours. The 6 hour rate plan would have a max length of time set to 7 hours. The 8 hour rate plan would not need a max length of time only if this is the largest time frame you offer.
The rest of the options are constraints you wish to apply to the product when this rate plan is being used. Leaving them blank will default to product settings, so it is okay to leave blank if you choose.
There is an option Discount Rate Plan which is a toggle where when it is on it will only show this rate plan when the conditions are met. Conditions being they book 4 hours for a 4 hour rate or book 6 hours for a 6 day rate. This toggle doesn’t do anything for the customer when booking online, it is for the user when they are creating an advanced reservation. If this is off, this rate plan will appear as a rate plan option no matter the amount of hours this booking is for.
Save.
Use this guide to assign and setup your rate plan in the product: Updating Rates - Transients
Hourly rate plans will ONLY show up in the hourly products' advanced pricing section.