Setting up date-based policies(Using the Policies Tab)

Use the Policies tab to set date-based policies for your individual items on each of your rates. These are your guarantee, cancel, meal plan no show and early checkout policies on specific dates. These need to be done at the item/rate intersection. Refer to Appendix A for policy descriptions and hierarchy.

Policies set using the Policies calendar will override any assigned or default policies set up in Preferences or in the Item Setup tab for those dates. These policies also appear in the Status calendar and can be viewed by clicking the policy icon.

In this topic

Setting Up or Editing Date-based Policies

Removing Date-based Policies

Setting Up or Editing Date-based Policies

To set or edit your date-based policies:

Select the Item on the rate that is being assigned the date-based policy.
Click the Policies tab. The Policies Calendar appears.

Note: To view the policy name, move your cursor over the policy type displayed inside the calendar cell. If a new policy is required, it must first be set up in Policies and be available.

Click the (edit) icon in today’s date or any future date that you want policies to be applied. The Setup Policies pop-up window appears.
If the policy is seasonal, select the season from the Rate Season drop-down list (to set up a rate season, refer to Season Setup for more details).
Enter a Start Date and End Date for this policy, or click the calendar icon to select the dates from a drop-down calendar.
By default, all days of the week are selected (darkened). Click to select any days of the week this policy would not be apply.

Note: To clear all the days of the week, click the Uncheck All button. To select all days of the week, click the Check All button.

Select the applicable policy or polices from the drop-down lists (to set up policy descriptions and rules, refer to Policies for more details).

Tip: You can use the Clear button to clear all fields and start over. You can use the Close button to close the window without saving.

Click Save & Continue to add other date-based policies for the item selected, or click Save to save your settings.
Repeat these steps for each Item on the rate for the policy to be applied consistently across the rate.
Do one of the following:

Select another tab to continue setting up inventory items.
Select the Rates option to add or modify rates.
Click the property name at the top of the screen to return to the Property Dashboard.

Removing Date-Based Policies

To remove policies from the calendar:

Select the Item under the rate in the rate tree.
Click the Policies tab.
Click the (edit) icon in today’s date or any future date that you want policies to be removed. The Setup Policies pop-up window appears.
Enter the dates in Start Date and End Date fields, or click the calendar icon to select the dates from a drop-down calendar.
Select the Remove checkbox.
Click Save.