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Create a Flat Rate Type

  • Updated:

This article will show you how to create a Flat Rate Type for a facility. Flat Rates can be used when you wish to charge a flat fee for a reservation. By setting Fee Limits for the rate, the price will remain the same regardless of how many hours someone rents on one day.

 

 

Instructions

  1. Navigate to Facilities > Facility List
    facilities-facility list
  2. Expand a Location
    expand location
  3. Edit a Facility
    edit facility
  4. Navigate to the Rate Types tab and click Add Rate
    rate types - add rate
  5. Add a Label for the rate type
    label
    • Note: This will appear on the catalog.
  6. Set the Base Fee
    base fee
    • Fee: Enter the dollar amount you wish to charge for the rate
    • 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
  7. Enter a minimum and maximum Fee Limit that matches the base fee you entered above
    fee limits
  8. Fill out the remaining fields as needed
    remaining fields
    rate fields
    • Min/Max Units: Leave blank
    • Dates (required): Select a date range for when 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 reservation can occur
      • Do Not Print: Select to not allow Open Hours to print on the receipt.
    • Schedule Type (required): Use the drop-down menu to select a schedule type (Daily, Weekly, Monthly, Yearly)
    • 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
  9. Click Save New Rate
    save new rate
  10. Click Save Facility
    save facility

 

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