How to set up a Rate Plan - Step 1

Step 1: The first step is to open Base7 and click on Settings

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Step 2: Click on Rate Plans

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Step 3: Click on Add rate plan

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Step 4: This is the place where you can name your rate plan

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Step 5: Choose which rate this offer should be based on

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Step 6: If desired, add a specific discount. This can only be set in percentage. Please be aware that you have to use a dot instead of a comma as a separator

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Step 7: Select the room types linked to this rate

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Step 8: If desired, add a board to this rate

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Step 9: If a board is selected, then decide if this one is included in the price or excluded

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Step 10: Select the correct property if you are working in a multi property account

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Step 11: Click on Create rate plan to save

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Step 12: In order to finish the basic setup of this rate click on Edit

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Step 13: Select different options for the credit card if you are a Stripe user. For the accounts using the Base7 option for the credit card, the settings from your IBE will be taken into consideration

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Step 14: This option will only be available for the Stripe user:
Charge (will charge 100% of the reservation)
Pre-authorize (will capture the total amount for 7 days)
Wait (will save the credit card in the client profile)

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Step 15: For the accounts who are not using Stripe, the setting from the IBE will be applied

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Step 16: It is possible to create a Rate Plan that is only valid for early bird bookings. You can set a period of days in advance for which the guest can book. If it's less than this amount, the rate will not be shown in your IBE

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Step 17: Set the minimum and maximum stay options for this Rate Plan if applicable

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Step 18: Or use the default setting. This information will be taken from the Restriction Page in your account.

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Step 19: Don't forget to save!
That's it. You're done.

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Here's an interactive tutorial for the visual learners

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