Rate sheets allow you to define specific pricing rules for your experiences. Tourism operators can use rate sheets to easily manage seasonal pricing, offer different customer tiers, and automate price adjustments based on booking dates.
Accessing this feature
Go to Trade > Rate Sheets
How to use it
Creating a New Rate Sheet
On the Rate Sheets page, click New.
Enter a "Rate Sheet Name". This is important for organisation. Choose a name that clearly describes what this rate sheet is for. For example: "Summer Peak Season 2024", "Winter Off-Peak Rates", "School Holiday Family Package", or "Group Booking Special".
Set the Start Date and End Date for when this particular Rate Sheet applies. This is how the system knows when to use these prices. If it's for your summer season, you'd set the start and end dates for those months. You can pick a date range that makes sense for your business – whether it's a few weeks, several months, or even a full year.
Choose which of your experiences this Rate Sheet will apply to. You'll see a section where you can Select Products. Click on this, and a list of all your available tours, activities, or accommodation options will appear. Tick the boxes next to all the experiences you want to include in this Rate Sheet. You can select one, a few, or all of them.
For each experience you selected, input your prices. You'll typically see options to set prices for different customer types (like Adult, Child, Senior, etc.). Carefully enter the price for each category. For example, your "Summer Peak Season" Rate Sheet might have Adults at $100, Children at $50. Double-check your numbers here.
You might find a section where you can add a brief description of what's Included or Excluded in these rates. This is a great place to mention things like "Lunch included" or "Excludes national park fees".
Once you've filled everything in, review all the details. Check the name, the dates, the selected experiences, and especially all your prices.
Click the Save button.
Tips
Create as many Rate Sheets as you need. Set up different pricing for various seasons (e.g., Summer, Winter, Shoulder), special events, or even specific days of the week.
Define distinct pricing for different customer types. Easily set prices for adults, children, seniors, students, or even custom groups you've created.
Specify precise validity dates. Pinpoint exactly when each Rate Sheet is active, so your pricing updates automatically when dates change.
Apply Rate Sheets to individual experiences or entire categories.
View and edit existing Rate Sheets. Need to tweak a price or adjust dates? You can easily go back and make changes.
Duplicate Rate Sheets. Save time by copying an existing Rate Sheet and simply adjusting the dates or a few prices for a new season.
Deactivate old or expired Rate Sheets. Keep your system tidy by turning off Rate Sheets that are no longer in use.
Need help?
For further assistance, contact us at [email protected]