Chain level rate codes management guide
Chain level rate code management allows hotel chains to create and distribute standardized rate codes across multiple properties. This centralized approach ensures consistency while providing control over property-level customization permissions.
📌Note: If specific functionalities are enabled for any of the properties in the chain, those configuration elements will appear at chain level for management. They will only affect properties with optional features enabled.
Create chain level rate codes
Follow the steps below to create a chain level rate code.
Go to Chain Manager.
Go to Chain Level Default.
Go to Rate Code.
Click Create New.
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.
Single Tier – if enabled and hotel is using tier rate strategy.
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.
Allow Pay by Points – if enabled via CRM loyalty module.
Ignore PMS rate update: If enabled.
Check to block rate code configuration and pricing from integrated systems.
It does not apply to group rates.
Travel agent commissionable: Check if the rate is commissionable.
Commission amount displays as configured in property description and travel agent 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 day of week: if enabled.
Check to derived rate values to be set by day of the week as well as date ranges.
Enable length of stay upsell on the booking engine, check if enabled and this rate should be available for this functionality.
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.
Loyalty Rank – Custom integration.
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 chain rate codes to blend using the rate as a master if using this feature. These codes must also exist at the properties.
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.
Allow Hotel To Modify These Attributes – check the elements that can be modified at hotel level. If left unchecked they will be visible but greyed out. Chain elements may always be changed and reassigned to properties as business needs evolve.
Advanced booking.
Category.
Min length of stay.
Single tier.
IBE filter.
Description.
Rate code group.
Sorting.
Begin or end date.
GDS description.
Derived rate code.
Travel agency commissionable.
Begin or end sell date.
GDS code mapping.
Restricted rate.
Click Save.
Copy a chain 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 at chain level. You can then modify the rate code as needed.
To copy an existing chain rate code follow the steps below:
Click Chain Manager on the left navigation.
Click Chain Level Default.
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.
Policy assignment.
Click Copy to save.
You may then proceed to the modify tab to make further changes as needed.
Configure chain rate linkage, this is optional
This section explains how to set up derived rates at chain that calculate their values based on a master rate, allowing you to maintain consistent pricing relationships across multiple rate codes.
To set a chain rate linkage to a rate code follow the steps below:
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Click the Rate Linkage tab.
Select the rate code from drop down in the upper right.
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.
The properties must have this chain level rate code assigned prior to pushing this 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 one.
Extra child two (if used).
Extra child three (if used).
Extra child four (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 one.
Extra child two (if used).
Extra child three (if used).
Extra child four (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.
Rate floor this is optional.
Rate ceiling this is optional.
Room type level floor and ceiling values are not applicable at chain as specific pricing is set at property level for each room type.
Click Add.
Policy assignment, this is optional
This section explains how to assign chain policies to chain rates in advance of pushing them to the properties. The alternative is to not assign policies at chain and do so at the hotel level.
Follow the steps below to set chain policies to chain rates.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Go to the Policy tab.
Select the rate from the drop down on the upper right.
Select the cancellation policy from the dropdown.
This will be assigned for all dates if done on this screen.
If no policy is chosen, none will be applied.
To set dates or more granular controls this may be done in the chain policy menu and then assigned to the property.
Select the guarantee policy from the dropdown.
This will be assigned for all dates if done on this screen.
If no policy is chosen, none will be applied.
To set dates or more granular controls this may be done in the chain policy menu and then assigned to the property.
Click Save.
Chain access control tab, this is optional
View, add or modify chain access codes from this tab to associate with this chain rate code prior to pushing the rate to the property. Access codes may be created via the access code menu in chain management.
Follow the steps below to add a chain access code to the chain rate code configuration.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Click the Access Control tab.
Select the rate from the drop down in the upper right
Enter the access code, partial code or name in the field.
Click Search.
Locate the code or codes and check the box under enabled.
Click Save.
Configure chain rate multi-language support
Add language translations for your chain rate codes to support international guests and multi-language booking experiences.
To add language translations to the rate code follow the steps below.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Click the Multi-Language tab.
Select the rate from the drop down in the upper right.
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.
Enter the translated internal comment, if enabled.
Click Save.
Add multimedia content to a chain rate code, this is optional.
Upload images for your chain rate codes to enhance their visual appeal across booking channels. This may be done instead of or in addition to assigning images at property.
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 Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Click the Multimedia tab.
Select the rate from the drop down in the upper right.
Image upload methods with two options:
Option one:
Click Upload New Image button to upload from your computer.
Click Choose File.
Select the file from your computer.
Click Open.
Option two:
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.
Choose location – how image will be saved:
Standard this is recommended.
Small.
Enter sorting for order of images display.
Click Upload to save.
Chain channel distribution, this is optional
This section allows pre-assignment of booking channels prior to pushing the rate to the property. The alternative is to set these channels at the property level after the rate is updated.
Follow the steps below to set channel availability at chain.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Click the Channel Control tab.
Choose the rate code from the dropdown.
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.
Single rate assignment from chain to property
Follow the step below to single rate assignment from chain to property.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Select assign to hotel tab.
Select the rate from the drop down in the upper right.
Choose the chain or hotel group name from the dropdown to narrow down the property results.
Choose desired hotels or click Select All.
Optional - Click Rate Linkage Preview to see any rate linkages already at the properties to verify before sending the chain configuration.
Click Next.
Select specific rate code elements to assign to chosen properties.
Rate code.
Multi channel description.
Access control.
Multi language description.
Rate derivation.
Policy assignment.
Channel control.
Multimedia.
Remove existing overwrite rates.
Assumes the rate pricing from this rate’s linkage or season rate at the property will then be used or new rate overwrites will be entered.
Click Submit Request.
Multi-rate assignment of chain rates to one or more properties
Follow the step below to multi-rate assignment of chain rates to one or more properties.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Select the Multi Rate tab to choose multiple rates.
Select the Category from the dropdown to filter the rates or search by rate code.
Click on the required rate or rate codes from the left column.
Click Add.
Click Send Assign to Hotel to send.
Select target property or properties from the list:
Optional - Click Rate Linkage Preview to see any rate linkages already at the properties to verify before sending the chain configuration.
Click Next.
Select specific rate code elements to assign to chosen properties.
Rate code.
Multi channel description.
Access control.
Multi language description.
Rate derivation.
Policy assignment.
Channel control.
Multimedia.
Remove existing overwrite rates.
Assumes the rate pricing from this rate’s linkage or season rate at the property will then be used or new rate overwrites will be entered.
Click Submit Request.
Converting property rates to chain management
Use to change a previously created rate with the same code at property to a chain level rate code for centralized management.
Click Chain Manager on the left navigation.
Click Chain Level Default.
Click Rate Code.
Select Replace Existing Hotel Level Rate Code.
Choose the rate code from the dropdown.
Choose the hotel or hotels to have this property level rate replaced with chain.
Optional - Click Rate Linkage Preview to see any rate linkages already at the properties to verify before sending the chain configuration.
Click Next.
Select specific rate code elements to assign to chosen properties:
Rate code.
Multi channel description.
Access control.
Multi language description.
Rate derivation.
Policy assignment.
Channel control.
Multimedia.
Remove existing overwrite rates.
Assumes the rate pricing from this rate’s linkage or season rate at the property will then be used or new rate overwrites will be entered.
Click Update.