To ensure that the correct rate is offered to the client, a rate plan has to be created for each RFP that a hotel is bidding for.

Follow the instructions below to learn how to create and attach a rate plan.

 

 

Go to Property Management > Property RFP's

1. Select the correct contract period.
2. Locate the bid you want to participate in, by using the Quick Search option or the default display.

 

 

To start a new bid, select yes in the Action section.

After reading the account documents, click on Add another daily stay.

 

 

 

Basic Information

 

Select Create rate plan from the dropdown.

Select one of the following Rate Level options:

• Corporate: For Corporate & Consortia/TMC programs
• Government: For Government programs such as Fedrooms

The Rate plan name must be identical to the bid name.

 

Select the Rate type as per program requirements.

 

Drag and drop the required room types into the Selected column.

 

Seasons and Rates

Enter the required duration and the rate pricing details.

 

 

Blackout and Fair Dates

Select the rate availability applicable for fair dates only.

 

Start entering Blackout Periods if applicable.

 

 

After entering the period, repeat this step as required.

Click on the ellipsis to:

• Change the Blackout period into a Fair Date 
• Edit the Blackout period
• Delete the Blackout period

 

Add Fair Dates in the same way you enter Blackout periods.

Additionally, fair dates allow you to enter a different pricing for the selected period.

Amenities

Add all amenities that you are offering to the client.

 

1. Select the amenity Category
2. Select the related Type
3. Select Include in rate if the amenity pricing should be included
4. Enter the amenity value and click on the blue check mark
5. Repeat these steps as required

Click on the ellipsis to:

• Edit an amenity
• Delete an amenity

 

Policies, Taxes, and Fees

Add all policies that should be linked to the Rate Plan.

Select a policy from the dropdown option.

 

1. Select the Type and amount 
2. Select Include in rate if the the value should be included
3. Click on the blue check mark 
4. Repeat these steps as required

 

Click on the ellipsis to:

• Edit a policy
• Delete a policy

 

Review Rate Plan

1. Expand a section and click on the Edit button to make changes to your entries
2. Click on Attach to proposal at the bottom of the screen