This article will tell 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

1. Navigate to Facilities > Facility List
   
2. Expand a Location
   
3. Edit a Facility
   
4. Navigate to the Rate Types tab
   
5. Click Add Rate
   
6. Fill out the fields
   
   
   
   • Label (required): Create a name for your rate, this 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: Will rent the facility in 30-minute increments (commonly used for meetings, parties, etc)
       • Hour: Rents the facility by the hour (such as for meetings, basketball courts, pavilion rental, etc)
       • Day: Rents the facility in daily, overnight increments (commonly used for reservations such as Campgrounds, RVs, etc)
       • Block: Rents the facility by a specified block of time occurring on the same day (such as a wedding pavilion or sports field 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 specified, the facility will be completely unavailable on any date with this number of bookings using this rate type
   • GL Code: Select a GL Code for rentals using this rate type, N/A will use the facility's GL configuration
7. Click Save New Rate
   
8. Click Save Facility
   

Resources

• Create a Flat Rate Type
• Create a Block Rate Type
• Create a Day Rate Type