Rate code configuration
You can configure rate codes in multiple ways to accommodate various business practices, selling tactics and strategies.
Rate codes control how your pricing displays across direct channels and third-party integrations, with specific features varying by channel type.
The required fields are indicated with the red asterisk.
For individual properties, you can create rates in the CRS and assign to the PMS, or in the PMS and assign to the CRS, depending on integration options. Some integrations require creating rates in both systems.
⚠️Important: Your rate configuration screen may not show all options described in this article, as features vary by channel integration, enabled features and system setup decisions at onboarding. Contact the support team to explore additional system capabilities [email protected]
📌Note: For chain properties, you can create rates at chain level and assign them to one, some, or all properties in a single action for efficiency and standards. These rates may also assign to the PMS if the integration supports it.
Create a new rate code
Outlined below are the steps on how to create a new rate code:
Click Rate Management on the left navigation.
Click Rate Code.
Click Create New tab.
Enter the rate code.
This code communicates to the PMS, RMS and other channels
Enter the rate code name.
The display name for the rate code.
HTML is not allowed in any product names.
Choose the relevant category from the dropdown.
These are GDS rate categories.
Select market segment, if enabled from the drop down.
Select rate code group, if enabled from the drop down.
Enter the rate code description.
For CRS booking engine, you can enter HTML allowed formatting to highlight the offer.
Line Breaks = <br>
Strong (bold type) = <strong></strong> AND <b></b>
Italics = <em></em>
Ensure all tags are properly closed. Improperly closed tags will break the layout.
Enter an internal description, if enabled.
This description passes on reservation comments to property teams for internal instructions.
Enter a GDS description.
The system will truncate descriptions that are too long or use unsupported characters.
Enter a short description.
For smaller devices with limited space.
Enter the default corporate account.
Enter the corporate profile code to automatically attach to reservations made on this rate code regardless of channel.
Select meal plan.
Choose the correct breakfast from the dropdown if the rate includes meals to display in GDS channels.
Check the boxes to enable these features, if relevant:
Restricted rate: if rate is only bookable via access or corporate code.
Hide rate: if rate value should not display to the booker online or confirmation emails such as net or internal transfer rates.
Qualified rate: if rate requires the guest to be a member of an association and or meet other criteria (age, employer, etc) this is used as a booking engine filter.
Prevent direct sale: prevents rate from appearing in any availability search.
Applicable if it has others deriving from it such as packages or groups.
IBE filter: not currently in use.
Derivation strike-through: if rate should display as a discount from the rate linkage price.
Zero value or comp rate: if the rate value is zero and is sold as part of offers or loyalty integration.
This setting allows the booking to bypass the property minimum rate safeguard.
Loyalty discount: not currently in use for custom integration.
Loyalty guest only: if enabled with a loyalty integration.
Check to enforce member sign up or sign in to complete the booking.
Loyalty public promo: if enabled with a loyalty integration.
Check to allow rate to display prior to member sign up or sign in to complete the booking.
Ignore PMS rate update: if enabled.
Check to block rate code configuration and pricing from integrated systems.
It does not apply to group rates.
TA commissionable: check if the rate is commissionable.
Commission amount displays as configured in property description and TA commissions.
Disable guest email: check to never send transactional emails to guests from the CRS for this rate.
Do not update PMS: check to prevent this rate code from updating PMS rate configuration for integrations that support updates from the CRS.
Opera daily rate: if enabled.
Check if also enabled in Opera PMS.
Enable DOW: if enabled.
Check to derived rate values to be set by day of the week as well as date ranges.
Mobile only for direct channels: check for the rate to display on mobile devices for the CRS booking engine.
To extend to metasearch or other channels, set under the channel tab as well.
RMS settings: if enabled, check the relevant option:
Ignore rate hurdle: check if the hurdle value should not apply to this rate.
Yieldable values: enter the positive or negative amounts to increase or decrease the rate value when compared to the hurdle.
Sorting: enter the order in which the rate should display lowest sort number appears first.
Enter the min length of stay if required.
Length of stay restriction applied as default.
Enter the max length of stay if required.
Length of stay restriction applied as default.
Enter the min occupancy.
Set minimum adult and or children occupancy limits for this rate.
Enter the max occupancy.
Set maximum adult and or children occupancy limits for this rate.
Enter an advance booking number.
Enter the number of lead days required to book the rate.
Enter a book within number.
Enter the number of days relative to arrival rate is available to stay.
Enter a begin sell date.
Enter the date to being selling.
Enter an end sell date.
Enter the date to end selling.
Enter the begin sell time.
Enter the time to begin selling on the sell date, default is midnight.
Enter the end sell time.
Enter the time to end selling on the sell date, default is midnight.
Enter the begin date.
Enter the first date guests may stay.
Enter the end date.
Enter the last date guests may stay.
Enter the blending rate codes.
Enter up to two rate codes to blend using the rate as a master if using this feature.
Enter a currency, if enabled.
Select the currency for this rate code from the drop down if selling in multiple currencies.
Enter a strike-through rate.
This is optional.
Select a rate code from the dropdown use for the higher rate, if not using rate linkage for the dynamic value.
Tick the Weekday Pattern boxes.
Check the days of the week to sell this rate.
Relates to selling only, not stay dates.
Send rate code to PMS.
For PMSs that accept it, sends rate configuration to create or update in the PMS
Click Save.
Copy a rate code
The copy rate code tab allows manual entry of rate code and rate name and selection of other rate code features to copy. You can then modify the rate code as needed.
To copy an existing rate code follow the steps below:
Click Rate Management on the left navigation.
Click Rate Code.
Click Copy Rate Code tab.
Select the existing rate to copy from the drop down in the upper right of the screen.
When selected it will appear greyed out in the copy rate code field.
Enter the rate code for your new rate.
Enter the rate name for your new rate.
Check the boxes for the features you want to copy over from the preexisting rate:
Rate linkage.
Access control.
Multi-language description.
Multimedia.
Channel control.
Click Copy to save.
You may then proceed to the modify tab to make further changes as needed.
Configure rate linkage
This section explains how to set up derived rates that calculate their values based on a master rate, allowing you to maintain consistent pricing relationships across multiple rate codes.
To set a rate linkage to a rate code follow the steps below:
Click Rate Management on the left navigation.
Click Rate Code.
Click the Rate Linkage tab.
Click Add New Rate Linkage.
Select the derive from master rate code from the drop down menu to derive this rate’s value.
The system supports two levels of derivation to allow child, parent and grandparent derived pricing configuration.
Set the day of week (DOW) by checking the applicable days of the week, if enabled.
Enter the begin date.
The first stay date for this pricing.
Enter the end date.
The last stay date for this pricing, or leave blank if rate is ongoing.
Price percent derivation: enter positive or negative derived percentage for each occupancy level based on the master rate pricing:
Single.
Double.
Triple.
Quad.
Price amount derivation: enter positive or negative derived value for each occupancy level based on the master rate pricing:
Single.
Double.
Triple.
Quad.
Supplement percent derivations: enter positive or negative derived percentage for additional guests or child age group pricing based on the master rate:
Extra adult.
Extra child 1.
Extra child 2 (if used).
Extra child 3 (if used).
Extra child 4 (if used).
Supplement amount derivations: enter positive or negative derived amounts for additional guests or child age group pricing based on the master rate:
Extra adult.
Extra child 1.
Extra child 2 (if used).
Extra child 3 (if used).
Extra child 4 (if used).
📌Note: Child pricing safeguard: In rare scenarios where total room price for adults and children exceeds the cost if total occupancy were adults, children will be charged as adults.
Rounding: choose from the drop down menu for your preference for the derived value:
Not specified will display as calculated.
Round up to the nearest cent.
Round down to the nearest cent.
Enable room types: check the box for each room type to sell for this rate:
If no room types are enabled, all are assumed to be enabled as long as pricing exists.
If any room types enabled, only these will be sold with this rate code.
Rate floor this is optional.
Enter for each room type and this price will be bookable if the configured pricing is below this value for this room type.
Rate ceiling this is optional.
Enter for each room type and this price will be bookable if the configured pricing is above this value for this room type.
🤓Tip: Typical use case for rate ceiling is corporate rates with best rate guarantee - set ceiling in line with contracted rate, but if best available rate falls below that value, guest receives best available rate price.
Click Update to save.
⚠️Important: Rates may be configured with percent and or amount derivation offsets. Alternatively if no offsets are configured the rate will have the same values as the master.
Discounts and access control
Discounts tab
Conveniently view discounts associated with this rate code from this tab, proceed to the discount menu to make changes.
To view discounts applied to a rate code follow the steps below:
Click Rate Management on the left navigation.
Click Rate Code.
Click the Discount tab.
Any discounts already applied to this rate will display.
Click the Discount Rule Name to see the details.
Access control tab
View, add or modify access codes from this tab to associate with this rate code. Access codes may be created via the access code menu.
Follow the steps below to add an access code to the rate code configuration:
Click Rate Management on the left navigation.
Click Rate Code.
Click the Access Control tab.
Enter the Access code or name in the field.
Click Search.
Locate the code or codes and check the box under enabled.
Click Save.
Configure multi-language support
Add language translations for your rate codes to support international guests and multi-language booking experiences.
To add language translations to the rate code follow the steps below:
Click Rate Management on the left navigation.
Click Rate Code.
Click the Multi-Language tab.
Select the desired language from the drop down to enter translations.
Enter the translated Rate Code Name.
Enter the translated Rate Code Description.
Enter the translated Rate Short Description.
Click Save.
Add multimedia content
Upload images for your rate codes to enhance their visual appeal across booking channels.
Follow the steps below to learn how to add multimedia content:
📌Note:
Size ratio: 4:3
File size: 512k for optimal page loading time, maximum image size: 2MB
Click Rate Management on the left navigation.
Click Rate Code.
Click the Multimedia tab.
Image upload methods with two options:
Option 1:
Click Upload New Image button to upload from your computer.
Click Choose File.
Select the file from your computer.
Click Open.
Option 2:
Click Use Existing Image button.
Select from images already uploaded in multimedia section for your chain.
Click Select to choose your image and return to the screen.
Enter an image title for identification (maximum 80 characters).
Enter the SEO or alt text for screen readers and accessibility compliance (maximum 120 characters).
Enter sorting for order of images display.
Click Upload to save.
Control channel distribution
This section explains how to control where your rates appear and how to customize rate descriptions for different booking channels.
Follow the steps below to set channel availability:
Click Rate Management on the left navigation.
Click Rate Code.
Click the Channel Control tab.
Check boxes for channels where the room type should be sold:
Mobile Only checkbox is non-channel specific and extends this mobile rate to metasearch in addition to your direct mobile site.
For extranet channels, these are mapped as part of channel setup - the support team will do this if you don't have access.
Optionally enter channel specific descriptions to use instead of the main descriptions to better appeal to those shoppers.
Click Save.
📌Note: If a room is confirmed via GDS or the voice application but later looked up or modified via booking engine, the booking engine channel description will be used if:
A booking engine channel description is entered for the language the guest is using.
If there's no booking engine description entered or guest uses another language, the description under multi-language will display.
Multi-language descriptions for all languages are used on confirmation emails via CRS and CRM.