Create a monthly rate plan

A rate plan contains a base nightly price for each month. You can reuse it for properties with a similar strategy, but it does not affect an operation until you assign it.

This workflow is for owners and agency administrators with rate-plan creation permission.

Before you start#

Configure the global pricing baseline first. Then prepare:

• a name that explains how the plan is used;
• twelve positive base prices, one for each month;
• the properties that will share this strategy.

Avoid names such as "Plan 1." A name such as "City centre · 2 bedrooms" makes the intent recognizable without opening the plan.

Create the plan#

1. Open Price Calendar.
2. Go to Rate Plans.
3. Select Create.
4. Enter the plan name.
5. Enter the Rate per night for January through December.
6. Review the transitions between low, shoulder, and high season.
7. Save the plan.

Every month is required and every price must meet the form's positive minimum.

Current August validation limitation: August does not currently receive the same server-side numeric check as the other eleven months. Always enter a positive numeric value and review August explicitly. If August behaves differently, do not rely on the discrepancy; correct the value and contact support.

What the examples show#

• Complete form — not saved: a fictional plan has a descriptive name and all twelve monthly prices, ready for final review. No action has been submitted and nothing has been stored.
• Validation error — not saved: January contains 0, so the real server minimum rejects it. Correct January before saving; nothing has been stored.
• Reopened editor — not a read-only summary: reopening a plan returns to the same edit form because there is currently no separate read-only rate-plan summary. Recheck all twelve values before continuing.

Verify before assigning#

Return to Rate Plans, open the plan, and check all twelve amounts. Compare at least:

• the least expensive month;
• the most expensive month;
• one season change;
• Christmas or another special period that may need an additional rule.

The plan defines a monthly baseline. Global rules, holiday periods, adjustments, and overrides may change the calculated price for a specific date.

Errors and recovery#

• A month is missing: complete all twelve fields before saving.
• Price rejected: enter a positive number and check the decimal separator.
• Create is missing: you need permission to create rate plans; ask an administrator to review your access.
• The wrong plan is already assigned: do not delete the plan to correct it. Change the assignment for the affected period.
• Two plans are almost identical: confirm which one should remain with the pricing owner before making new assignments.

Continue with Assign rate plans by property and month.