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How to find, create and manage a rate plan

Updated over a week ago

This article explains how you find view, create and manage your rate plans.

Watch our Tutorial:

Need a visual guide? Here’s a quick tutorial showing how to create and manage rate plans:

Step-by-Step Guide

1️⃣ Navigate to the Pricing Section

  • Log in to your Amenitiz dashboard.

  • Head to the Booking Engine section.

  • Click on Pricing to access your rate plans.

2️⃣ View and Manage Plans

In this section, you can:

  • See all existing rate plans.

  • Create new plans.

  • Modify existing rate plans.

  • Deactivate or delete existing ones. Learn how to do it here.

3️⃣ Create a New Rate Plan

◾️ Getting Started

  • Click on Create a New Pricing.

  • Fill out the form for your new rate plan.

◾️ Name and Description

  • Give your rate plan a catchy name and a clear description.

  • Don’t forget to translate these into all active languages to ensure international guests can easily understand them.

◾️ Set Up Your Rate Plan

  • Select the relevant Sales Terms (these must be pre-created).

  • Decide whether to display the plan on your website or reserve it for OTAs.

  • Specify any included meals (e.g., breakfast or full board).

Types of Rate Plans Explained

When setting up prices and restrictions for your rate plans in Amenitiz, it’s important to understand how they work. Let’s break it down:

◾️ Independent Rate Plans

Think of these as your foundational plans – the big players. They operate entirely on their own, giving you full control.

  • You can set their prices and restrictions exactly how you like.

  • One example of an independent rate plan is your “Standard/default rate

◾️ Derived Rate Plans

These are the most-used rate plans, and for good reason – they make pricing dynamic and flexible without requiring extra effort.

Derived Rate Plans work by taking your base price from an Independent Rate Plan and tweaking it. For instance:

  • You can increase or decrease the price by a fixed amount or percentage.

  • You can also adjust restrictions, like minimum stays or booking windows.

📍 Example1: Create a “Standard Breakfast Plan” derived from your Standard Rate, adding €5 to include breakfast.

📍 Example2: Your Standard Rate is €100. You create a Derived Rate Plan for OTAs with a +10% adjustment, so the OTA price becomes €110.

✨ Note: Once an Independent Rate Plan is set up, you can build as many Derived Rate Plans on top of it as you need – but remember, Derived Plans can’t be stacked on each other.

4️⃣ Define Price Settings

◾️ Derived Pricing

  • Link prices to an existing plan and set a modification rule (e.g., +€10 or +15%).

  • Any changes to the parent plan’s prices automatically update the derived plan.

Example: A “Standard Rate” at €100/night increases by €20 for a derived plan, making it €120/night.

◾️ Independent Pricing

  • Choose “No, I want it to be independent” to set unique prices.

  • Adjust rates directly in the inventory calendar using the Bulk Update feature.

5️⃣ Set Restrictions

◾️ Derived Restrictions (e.g. minimum stay)

  • Link to an existing plan’s restrictions for simplicity.

  • Changes to the parent plan’s restrictions automatically apply to the derived plan.

◾️ Independent Restrictions

  • Create a unique schedule of restrictions, such as minimum stay or closed dates.

  • Use Bulk Update in the inventory to make changes.

6️⃣ Set additional features

◾️ Link to OTAs

  • Assign your rate plan to one or more OTAs.

  • Remember, this is just a visual reminder. OTA connections require our Customer Care team assistance for activation.

◾️ Promo Codes

  • Restrict access to rate plans by sharing exclusive promo codes.

  • Guests can enter the code during booking to unlock special rates.

◾️ Room Selection

  • Select the rooms where the rate plan will apply.

  • For derived plans, only rooms linked to the parent plan can be chosen.

💡 Tip

Regularly review your rate plans to adapt to market trends and maximise occupancy.

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