You can create and manage changes to add-on categories, add-ons, and packages at the chain level and assign them to individual properties. This article explains how to build chain-level elements and distribute them with granular control options.
⚠️Important: Chain-level elements do not take effect until assigned to individual properties. Property-specific settings like pricing and taxes are applied after assignment.
Packages contain rate and add-on elements that must exist at chain level before being included in package configuration.
Create a chain level package
📌Note: Review the packages creation and management documentation for detailed configuration options.
Outlined below are steps in how to create a chain level package.
Go to the Chain Manager menu.
Go to Chain Level Default.
Click on Package menu.
Select Create New tab.
Enter package code used for interface communication.
Enter package name within the 256 character limit, no HTML allowed.
Enter package description HTML allowed for booking engine display.
Enter rate code for package days from the dropdown to set the package pricing baseline.
Enter package length as a minimum stay considering the included add-ons for appropriate stay duration.
Enter sorting order.
Set date ranges:
Begin date.
End date.
Begin sell date this is optional.
Begin sell time this is optional.
End sell date this is optional.
End sell time this is optional.
Enable Package Strike-through.
Check if package price should display with strike-through value based on another rate code.
Select reference rate code for strike-through display this should be higher value than package to show savings.
Include Add-ons Cost:
Check to add the add-on configured pricing to room rate.
Leave unchecked if room rate already includes add-on costs and the add-on configured pricing will be ignored.
⚠️Important: For add-ons with the pricing added to the room rate, the booking engine shows as an average nightly rate throughout booking engine, with detailed nightly breakdown appearing in cart. Unless otherwise configured, add-on prices are applied to the first night of the stay to ensure all costs are covered.
If enabled in the CRM, Allow Pay by Points check to allow loyalty program redemption.
Check Restrict Package for Access Code.
Check to require access code for booking.
Click Create New.
Copy an existing package to create a new one
Follow these steps to copy an existing package to create a new one.
Go to the Chain Manager menu.
Go to Chain Level Default.
Click on Package menu.
Click Copy Package tab.
Select the package to copy from the drop down in the upper right.
Enter the new package code used for interface communication.
Enter the new package name within the 256 character limit, no HTML allowed.
Enter sorting order.
Check the boxes of the elements from the original package to copy to the new package.
Multi language description.
Multimedia.
Rate.
Inclusion.
Channel control.
Policies.
Email templates.
Click Copy to Save and you will be brought to the new package’s modify tab.
Make any adjustments to the new package code as usual.
Assign access codes to packages, this is optional.
Follow the steps below to assign access codes to packages.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Access Control tab.
Enter full or partial access code and click Search to find relevant codes.
Check Enabled for desired access codes to apply to this package.
Click Save.
🤓Tip: Clear checkboxes to disable access codes when no longer needed.
Set up multi-language content for packages
Follow the steps below to set up multi-language content for packages.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Multi-Language tab.
Select the language from the dropdown.
Enter the translated package name within the 256 character limit.
Enter translated package description.
Click Save.
Upload new images for a package
Follow the steps below to learn how to upload a new image for a package.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Multimedia tab.
Select your preferred upload method:
Click Upload New Image button to upload from your computer.
Click Choose File.
Select the file from your computer.
Click Open.
Click Use Existing Image button and select from images already uploaded in Multimedia section for your chain.
Click Select to choose your image and return to the screen.
Enter the title of your image video.
Enter SEO or Alt Text for screen readers and accessibility requirements.
Enter sorting number to control display order
Click Upload.
Configure rate and policy settings for a package
Follow the steps below to configure rate and policy settings for a package.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Rate tab.
Select rate code for package days from dropdown.
This would be prepopulated from creating the package but may also be configured or changed on this tab.
Choose policies from the dropdowns to apply to the package if they should be different from the hotel default:
Tax for room stay.
Cancellation policy.
Guarantee policy.
Travel agent commissionable option.
Click Save.
Add package inclusions
Follow the steps below to add package inclusions.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Inclusions tab.
Choose the add-on Item from the drop down to include in the package.
Enter sorting order for it to display if multiple add-ons are in the package.
Click Insert New to save.
⚠️Important: Add-ons with inventory limits are checked during availability searches. Package booking depends on add-on availability.
Set channel control for a package
Follow the steps below to set channel control for a package.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Channel Control tab.
Check boxes for relevant channels to sell the package:
Booking engine (IBE).
In house call center.
API (if enabled).
Click Save.
Configure package specific emails if different than the default
Follow the steps below to configure package specific emails if different than the default.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Email tab.
Select reservation status.
Reservation confirmation.
Reservation modification.
Reservation cancellation.
Pre-stay email.
Post-stay email.
Select language, if multiple enabled.
Uncheck Using Default Package Email Setup.
Or leave checked for the hotel default templates to be used for confirmations.
Select email type.
Confirmation, modification, cancellation, pre stay and post stay.
Choose Language.
Select from email from approved addresses in drop down.
Enter reply to email addresses.
Separate with semicolons.
Enter subject line, the default prepopulates for convenience.
Enter BCC email addresses for internal notifications, this is optional.
Modify Email Body or click Load Default to restart.
Click Save, Cancel, or Preview.
🤓Tip: HTML knowledge helps with complex email customization. Contact support for professional template creation.
Assign packages to properties
Follow the steps below to assign packages to properties.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Click on the package to assign.
Select the Assign to Hotel tab.
Choose the desired hotel or hotels from the smart search.
Click Next.
Check the specific package elements to assign to chosen properties, elements unchecked elements will not transfer to the property.
Package.
Multi language.
Description.
Access control.
Multimedia.
Package rate.
Inclusion.
Channel control.
Policies.
Email.
Click Update to complete the assignment to the property or Back.
Replace existing hotel level package
To update a pre-existing hotel level package with the chain version to then manage at that level, follow the steps below.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to Packages.
Go to Replace Existing Hotel Level Package Tab.
Select hotels by entering the name in the box.
Only hotels with a property level package that matches the code will be available to choose.
Click Select All, this is optional.
Press Next.
Choose all the elements to overwrite at the property package with the chain elements:
Package.
Multi language.
Description.
Access control.
Multimedia.
Package rate.
Inclusion.
Channel control.
Policies.
Email.
Click Update to complete the assignment to the property or Back.
Monitor chain level package assignment activity
Activity logs are available for packages, add-on categories, and add-ons to track assignment success and troubleshoot issues.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Package menu.
Select the Activity tab.
Enter the date range to view activity and click search.
Choose from the status dropdown to further narrow down the results, this is optional:
All.
In progress.
Pending.
Success.
Partial.
Failure.
Select View to see detailed information about assignment actions:
Event ID.
Package name.
Hotel code(s).
Time.
Last update time.
Status.
Message.
View - To access more granular error messages.
Make necessary corrections before reassigning elements following the assign to property steps.
Create a chain level add-on category
You must create add-on categories before creating the add-ons themselves.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Add-on menu.
Select Add-on Categories.
Select the Create New tab.
Enter the Add-Ons Category Name.
Enter the Add-Ons Category Description.
This is used by custom integrations or internal reference.
Enter the Sorting number to control display order in the system.
Click Create New.
Click the Multi-Language tab to enter translations if applicable.
Select the language from the dropdown menu.
Enter the translated Add-Ons Category Name.
Enter the translated Add-Ons Category Description.
Click Save.
The category is now ready to have individual add-ons assigned to it.
Assign chain level add-on categories to properties
Follow the steps below to assign chain level add-on categories to properties.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Add-on menu.
Select Add-on Categories to view the list.
Locate the Add-on category by:
Entering the Add-on Category name in the field and click Search.
Click on the Add-on Category name.
Select the Assign to Hotel tab.
Choose the desired hotel or hotels from the smart search.
Click Next.
Check the specific add-on category elements to assign to chosen properties, elements unchecked elements will not transfer to the property.
Add-Ons Category Detail.
Multi Language Description.
Sorting.
Click Update to complete the assignment to the property.
Monitor chain level add-on category assignment activity
Activity logs are available for packages, add-on categories, and add-ons to track assignment success and troubleshoot issues.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Add-on menu.
Go to Add-on Categories.
Select the Activity tab.
Enter the date range to view activity and click search.
Choose from the status dropdown to further narrow down the results, this is optional:
All.
In progress.
Pending.
Success.
Partial.
Failure.
Select View to see detailed information about assignment actions.
Description.
Hotel code(s).
Time.
Last update time.
Status.
Message.
Make necessary corrections before reassigning elements following the assign to property steps.
Create chain level add-ons
📌Note: Property-specific elements (taxes, pricing, deposit rules) apply after assignment
Follow the steps below to create chain level add-ons.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Add-on menu and click Add-ons.
Select the Create New tab.
Click Create New.
Enter the add-on name in the name field.
📌Note: HTML formatting cannot be used in the name field.
Enter the description to display in the booking path to guests or agents.
Choose the add-on category from those already created or create a new category and return to building your add-on.
Select from three options for when this add-on will display and be available for sale, based on configuration elements.
This enables add-ons to be offered more strategically and as relevant to where the guest is in their planning:
Pre confirmation displays only in the booking path prior to checkout.
Post confirmation displays only to guests after the booking has been confirmed or offered as an upsell to an existing reservation.
Pre and post confirmation can be added before booking confirmation or when modifying an existing reservation.
Multi room reservations display add-ons per booking after clicking modify. This is to ensure the correct add-ons display for each booking in the itinerary.
Enter dates if the add-on should only be sold for specific stay dates. This is an optional step.
Enter begin date.
Enter end date.
Check Include in deposit if a deposit is required for the room booking.
Optionally, configure schedule by date and schedule the time by checking the boxes:
If selecting arrival date only or departure date only options, the system will automatically assign one add-on to the reservation and it cannot be scheduled.
Scheduling by date, with or without a specific time, is available for add-ons where shoppers select the quantity to add to their reservation.
For per-night pricing, selections are automatically applied each night of the stay based on the chosen criteria, and scheduling does not apply to this option.
When scheduling by date, there are two more options to restrict the guest from scheduling items on their arrival and or departure dates. If checked, these dates will not appear as selectable options to the guest.
Enter additional policy text.
Enter additional information to display to shoppers.
In the booking engine this will appear below the description.
Enter the email address(es) that you want internal or vendor notifications to go to for this add-on item when it's purchased.
Enter required rate codes and room types.
The add-on will only display when the guest selects these rooms or rates.
This does not affect the sort order, only if the add-on should appear.
Enter excluded rate codes and room types.
This entry will ensure the add-on will never display when the guest selects these rooms or rates.
This ensures the most relevant add-ons will be displayed to the guest during the booking journey.
Click to Save.
Click the Multi-Language tab to enter translations if applicable.
Select the language from the dropdown menu.
Enter the translated Add-Ons Category Name.
Enter the translated Add-Ons Category Description.
Click Save.
⚠️Important: Chain level add-ons intentionally do not include pricing configuration for each property to be priced as required. Tax configuration is property specific and may be added after the add-on is assigned to the property along with pricing.
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 Add-on menu.
Click on Add-ons.
Click on the Add-on to enter the image.
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.
Assign add-ons to properties
Follow the steps below to assign add-ons to properties.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Add-on menu.
Select Add-ons to view the list or locate the Add-ons by:
Filtering by Add-on Category dropdown.
Entering the Add-on name in the field and click Search.
Click Assign to Hotel tab.
Choose the desired Chain or Hotel Group, this is optional.
Choose hotels by typing the name in the field.
Click Next when complete.
Select specific elements to assign to chosen properties.
Add-Ons detail.
Replace required or exclude exceptions.
Multi language description.
Multimedia.
Sorting.
Click Update to complete the assignment.
Monitor chain level Add-on assignment activity
Activity logs are available for packages, add-on categories, and add-ons to track assignment success and troubleshoot issues.
Go to the Chain Manager menu.
Go to Chain Level Default.
Go to the Add-on menu.
Go to Add-ons.
Select the Activity tab.
Enter the date range to view activity and click search.
Choose from the Status dropdown to further narrow down the results, this is optional:
All.
In progress.
Pending.
Success.
Partial.
Failure.
Select View to see detailed information about assignment actions:
Add-ons.
Hotel code(s).
Time.
Last update time.
Status.
Message.
Make necessary corrections before reassigning elements following the assign to property steps.