This article will teach you how to create a Rate Type for a facility. If a Rate Type is not created, the facility will not appear on the Catalog.
Instructions
Navigate to Facilities, then to Facility List
Expand a Location
Edit a Facility
Navigate to the Rate Types tab
Click Add Rate
Fill out the fields
Label (required): Create a name for your rate, which will appear on the catalog
Base Fee (required): Add a base fee and unit size
Fee: Enter the dollar amount you wish to charge for the rate.
Note:
Not applicable when grid pricing is enabled.
Base Unit: Choose if the facility can be reserved in Half Hour, Hour, Day, Block, or Minute units
Half Hour: Rents the facility in 30-minute blocks. This option is often used for meetings, parties, and similar events.
Hour: Rents the facility by the hour. Common uses include meetings, basketball courts, and pavilion rentals.
Day: Rents the facility in daily or overnight blocks. Commonly used for Campgrounds, RVs, and similar reservations.
Block: Rents the facility for a set block of time on the same day. Often used for things like wedding pavilions or sports fields for games.
Minute: Rents the facility by the minute
Unit Size: Specify the size of the unit. For example, If you select the Day unit and set the Unit Size to 2, the facility will be booked in 2-day increments
Grid Pricing Enabled: Select to enable grid pricing, which you can configure on the Grid Pricing tab
Fee Limits: Enter a minimum and maximum fee limit
Min/Max Units: Add a minimum and maximum unit size
Example: An Hourly rental with a Unit Size of 2, means each unit is 2 hours. A Min unit of 2 would indicate a minimum of 2 two-hour blocks (4 hours total).
Dates (required): Select a date range for which this rate is available
Repeat Annually: Check to have the rate automatically renew every year.
Open Hours (required): Create a From and To hour range of when the facility is open
Do Not Print: Select to not print the reservation timeframe on the receipt.
Note:
If you selected the Day type above, the From and To times will now function as check-in and check-out times. The To time will cross over to the following day.
Schedule Type (required): Use the drop-down menu to select a schedule type (Daily, Weekly, Monthly, Yearly)
Daily: Choose if it will be an everyday fee
Weekly: Allows you to select the days of the week the rate will apply
Days: Required if you chose a Weekly schedule; select which days to apply the rate
Monthly: Select if you want a once-per-month schedule
Yearly: Choose to have the rate on a once-per-year schedule
Note:
You must use the Day Base Unit with a Yearly schedule type.
Taxes: Select tax type(s)
Price Includes Tax: Check to include the tax amount on the promoted price.
Account Flag: Select an Account Flag from the list
Residency: Select residency requirements (Available to All, Residents Only, Non-Residents Only)
Online Availability: Choose availability features (Available Online and In-House, Available Online Only, Available In-House Only)
Fee Varied: Click to select varying fee options
Max Daily Bookings: If set, the facility will be fully unavailable on any date that reaches this number of bookings under this rate type.
GL Code: Select a GL Code for rentals using this rate type; N/A will use the facility's GL configuration
Click Save New Rate
Click Save Facility
