How to add Rate Plans

Rate plans for Conference and Banqueting are made in three steps. All rates are organised into categories. 

Step 1 - Description:

• Give your Rate a code, with a maximum of 12 characters using a _ for spaces
• Add a description, which is visible for the user and shows on the invoice & proforma
• Choose a category
• Choose a market segment (this is not mandatory)
• Choose how the rate should charge
• Add any notes you require and press save.

Step 2 – Breakdown:

• Select Add
• Choose the first analysis code, and enter an amount and description
• Continue adding to this to build the package
• There is a calculator at the bottom of the breakdown section, that will update when you press save
  
  NB- The customer does not see the breakdown, just the total cost. It is also possible to amend the breakdown of a package on a specific event, should you have provided a discount or bespoke arrangement

Step 3 – Restriction

• Add the start and expiry date
• Tick the days of the week you want the package to be available.