Overview

Before creating a rate plan, make sure you understand the concepts covered in Understanding Rate Plans — particularly the difference between root and derived plans, and how the pricing types work.

Rate plans are created and managed from the Rates section of your property. Each rate plan applies to a single room type, so if you want the same rate structure across multiple room types, you will need to create a plan for each one.

Creating a Root Rate Plan

Root rate plans calculate their price from the room type’s base price. Use these for your primary rate tiers.

Navigate to Rates from the sidebar, or go directly to Rates
Click New Rate Plan
Fill in the plan details:
- Name — a clear, descriptive name (e.g., “Standard Rate”, “Best Available Rate”, “Non-Refundable”)
- Room Type — select the room type this plan applies to
- Pricing Type — choose how the price is calculated (see below)
- Includes Breakfast — toggle on if this rate includes breakfast
- Cancellation Policy — select the applicable cancellation policy
Configure the pricing (see the sections below for each type)
Click Save

:::info Leave the Parent Rate Plan field empty when creating a root plan. If you select a parent, the plan becomes a derived plan instead. :::

Creating a Derived Rate Plan

Derived plans calculate their price from a parent plan rather than from the base price. Use these for discounts or surcharges that should always track another plan.

Follow the same steps as above
In the Parent Rate Plan field, select the plan you want to derive from
Set the pricing type and modifier — the modifier is applied to the parent plan’s calculated price, not the room type’s base price

Example: Your “Standard Rate” root plan calculates to EUR 132/night for Deluxe Doubles. You create a derived “Member Discount” plan with a -15% modifier. The member price will be EUR 132 x 0.85 = EUR 112.20/night.

:::warning A derived plan must use the same room type as its parent. You also cannot derive from another derived plan — derivation is limited to one level. If the parent plan you want is grayed out, it is itself a derived plan. :::

Configuring Pricing Types

Modifier (Percentage)

This is the most common pricing type. It adjusts the starting price by a percentage.

Select Modifier as the pricing type
Enter the Price Modifier as a number:
- Positive numbers increase the price (e.g., 10 = +10%)
- Negative numbers decrease the price (e.g., -15 = -15%)
- Zero means no change from the starting price

Calculation for root plans: Room type base price x (1 + modifier / 100)

Calculation for derived plans: Parent plan price x (1 + modifier / 100)

Absolute (Fixed Amount)

Adds or subtracts a fixed currency amount from the starting price.

Select Absolute as the pricing type
Enter the Price Adjustment as a number:
- Positive numbers increase the price (e.g., 50 = +EUR 50)
- Negative numbers decrease the price (e.g., -20 = -EUR 20)

Calculation for root plans: Room type base price + adjustment

Calculation for derived plans: Parent plan price + adjustment

:::tip Absolute pricing works well for add-on packages. For example, a “Bed & Breakfast” rate plan could be an absolute adjustment of +EUR 15 on top of the standard rate, representing the cost of breakfast. :::

Occupancy-Based (Extra Guest Charges)

Charges additional amounts based on how many guests are in the booking.

Select Occupancy-Based as the pricing type
Set the Base Occupancy — the number of guests included in the base price (e.g., 2)
Set the Extra Adult Charge — amount per additional adult per night
Set the Extra Child Charge — amount per child per night

Calculation:


Nightly price = Base price
              + (extra adults x extra adult charge)
              + (children x extra child charge)

Where: extra adults = max(0, total adults - base occupancy)

Worked example: Base price EUR 100, base occupancy 2, extra adult EUR 25, extra child EUR 15. Booking: 3 adults, 2 children.

Extra adults: 3 - 2 = 1
Cost: EUR 100 + (1 x EUR 25) + (2 x EUR 15) = EUR 155/night

Adding Day-of-Week Modifiers

Day-of-week modifiers let you adjust prices for specific days — a weekend surcharge, a midweek discount, or higher rates on popular arrival days.

Open an existing rate plan (or create one first)
Scroll to the Day-of-Week section
For each day you want to adjust, enter a percentage modifier:
- 20 = +20% (e.g., Saturday surcharge)
- -10 = -10% (e.g., Tuesday discount)
- Leave blank or 0 for no adjustment

Example modifiers for a weekend surcharge:

Day	Modifier
Monday — Thursday	0 (no change)
Friday	+10%
Saturday	+20%
Sunday	+15%

:::info Day-of-week modifiers are always applied last, after all other price calculations — including calendar overrides. If a rate plan calculates EUR 110 for a given night and that night is a Saturday with a +20% day-of-week modifier, the final price is EUR 110 x 1.20 = EUR 132. :::

Rate Plan Checklist

Before activating a new rate plan, verify:

The name is clear to both staff and guests (it appears in the booking widget)
The correct room type is selected
The pricing type and values produce the expected nightly rates
For derived plans, the parent plan is correct and active
The cancellation policy matches this rate’s terms
Day-of-week modifiers are set if you charge differently on weekends or specific days
You have reviewed the rate calendar to confirm how the new plan looks across upcoming dates

:::tip After creating a rate plan, use the rate calendar to preview what the calculated prices look like for the next few weeks. This is the fastest way to catch mistakes before guests start booking. :::

Understanding Rate Plans — Concepts, pricing types, and calculation order
Using the Rate Calendar — Date-specific overrides and availability
Managing Room Types — Setting the base price that rate plans build on
Cancellation Policies — Linking policies to rate plans

:::permissions

rate_plans:create — Create new rate plans
rate_plans:edit — Modify existing rate plans and day-of-week modifiers
rate_plans:view — View rate plan details (required to see the Rates section) :::