Setting a hotel up

Adding and changing rate plans

Creating a plan, what the meal codes mean, pricing one plan off another, and what stops you retiring one.

A rate plan is a way of selling the same room: room only, with breakfast, a corporate rate. Every price in the system is a price *on a plan*, for a room type, on a night.

![Rate plans: the list, then the form for a new plan.](help-img/rate-plan-list.png)

![A new rate plan.](help-img/rate-plans.png)

Do this

On the list: Edit and Retire on each plan, and New rate plan beneath. On the form:

  1. Code — short, uppercase, permanent: CP, MAP, CORP.
  2. Name — what a guest sees on their bill.
  3. Kind — standard, corporate, package, and so on. It decides which reports the plan lands in.
  4. Meal plan — room only, with breakfast, half board.
  5. Derive it from another plan — a percentage or an amount off a parent, so a change to the parent flows down. Untick it to price the plan on its own.
  6. Create it. A new plan has no prices until the rate sheet gives it some.

Until September 2026 a hotel's plans were whatever it was given on the day it was created, and adding one was a request to Asar. Operations → Rate plans is where they live now.

Adding a plan

New rate plan asks for four things.

A new plan is created with no prices, on purpose, and the list shows *Room types 0* until you set them under Rates. Asar does not invent a tariff for a plan nobody has priced.

Pricing one plan off another

Tick Price it from another plan to make a plan follow a parent — this is how a non-refundable rate that is always ten percent below the standard one is meant to be set up.

To stop a plan following, untick the box and save. It keeps the prices it has and they become its own.

Retiring a plan

Retire stops a plan being sold. Nothing is deleted: every booking, bill and rate row that ever named it stays exactly as it was, and Bring back returns it to sale with its prices intact.

When it refuses

Who can do this

A manager or above. The same permission that sets the tariff, because a plan *is* the tariff.

More in Setting a hotel up

Opening a hotel: the whole thing in orderSix phases from the GST certificate to the first night audit, and what each one needs. Getting the hotel group signed upWhat Asar does, what the hotel does, and why nobody here chooses your password. After the wizard: making the hotel actually readyThe wizard makes a hotel that exists. This is what makes it one that can trade. Setting the restaurant up, in the order it has to be doneGST groups and stations before dishes, dishes before tables. Backwards means rebuilding the menu. The first real dayOne booking end to end before you rely on it, then the three daily habits. The month after openingFour things to read on a schedule, and the one that changes on its own. Adding a hotel: the five stepsOne wizard, five steps, and the hotel exists. Everything after it is adjustable. Room types and real room numbersThe type sets the price. The numbers are the rooms a guest is actually given. Room categories and room numbersAdding a category, putting rooms in it, moving a room, and taking one out of the inventory. Rates, plans and the cancellation policyA rate per type and date, and the rules that go with selling it. Closing a date, minimum stay and stop sellThe five rules that decide whether a night may be sold, how to set them, and how to lift one. Rates run out — the check that is not about configurationA hotel that was ready in August stops being sellable in February. Load rates further ahead. Seasons — a date range that prices differentlySetting a peak or a lean period once instead of typing a hundred nights. Going live: the readiness checksEleven or so checks per hotel, and what each one means it cannot do yet. The onboarding boardEvery hotel in the group at once, and what each is still missing. Lists and reasonsEighteen short lists your staff pick from, and why free text was worse.