Rate Plans
A rate plan defines what a guest pays for a room type. In Veridien each room type can have several rate plans (for example a base plan, Half Board, or Full Board), and each plan's pricing is shaped by seasonal intervals that set day-of-week prices, length-of-stay rules, closed-to-arrival and closed-to-departure flags, and charges for extra guests. This guide explains how to build and manage them, and how they drive the reservation wizard.
Open Finance > Rate Plans in the sidebar. Plans are grouped by room type. Under each room type you see its plans, and expanding a plan reveals its seasonal intervals.
Rate plans are one of two sections that share the same underlying model. Finance > Promotions holds discounts derived from a rate plan. The section a plan was created in is what it is, so there is no plan-type selector to get wrong.
Permissions
Creating, editing, and deleting rate plans is permission-controlled. Staff without rate permissions can still see rates as they appear in the reservation wizard, but the management controls on this screen are hidden from them.
A rate plan has a few core fields and a stack of intervals on top:
- Name: what staff and the booking engine see (for example "Half Board").
- Base Price per Night: the default nightly rate, used on any date not covered by an interval.
- Rate Currency: optional. Leave it on the base currency, or price the plan in another accepted currency. Foreign-currency plans show a base-currency equivalent throughout the app.
- Default: one plan per room type is the default and is preselected in the wizard. The default plan cannot be deleted.
- Active: only active plans appear in the wizard. Toggle a plan off to retire it without deleting it.
Beyond those core fields, a plan also carries occupancy pricing:
- Occupancy Pricing: an Extra Guest / Night charge and a Single Occupancy Discount (a fixed amount or a percentage). The extra-guest charge applies to each guest above the room type's base occupancy; base occupancy is an attribute of the room type, not the plan.
- Age Modifiers: optional age bands that adjust the extra-guest charge. Each band sets a min and max age and a mode: Free (no charge), Percent (a share of the charge), or Fixed (a set amount). A guest whose age matches no band pays the full extra-guest charge. This is how a child or infant is priced differently from an extra adult, rather than through separate adult and child charges.
Intervals layer date-specific pricing and rules over the base price, and can override the extra-guest charge and single-occupancy discount for a season.
A plan does not have to price itself. Under Meal plan derivation, pick a parent in Derived from and state how this plan's rate differs from it:
- Percent of the parent rate: a share of the parent's nightly rate.
- Fixed amount per night: an amount per room per night.
- Amount per guest, per night: what makes meal plans expressible, since half board is a per-person supplement rather than a percentage.
Enter the difference in Amount, with a minus sign for a reduction. Half Board derived from Bed and Breakfast at +20 per guest per night moves whenever the B&B rate moves, so a meal plan never has to be re-priced by hand. Leave Derived from on the option that prices itself for a plan that stands on its own.
A derived plan does not reach OTA channels
Derivation is resolved at price time, and the channel sync cannot yet express that to an aggregator, so Distribute to channels stays off on any derived plan and cannot be switched on. If a meal plan has to sell on an OTA, create it as a standalone plan with its own base price.
Guests and staff do not need the same words for a plan. The Public identity section carries what the booking engine shows:
- Public name: the guest-facing name, for example "Stay Longer, Save More". The internal Name stays for staff search.
- Description: what the guest gets, in their words.
- Image URL: an image for the plan on the booking engine.
Seasonal intervals price by date. Offer rules decide whether a plan may be used at all, and are set on the plan itself:
- Bookable from and Bookable until: when the plan may be booked, which is independent of the nights it covers. This is how an early-bird rate closes for sale while the stay window stays open.
- Stays from and Stays until: the nights the plan may cover.
- Minimum nights and Maximum nights: length-of-stay limits for the whole plan, on top of any interval-level limits.
- Days of the week: every night of the stay must fall on a selected day, so a Friday and Saturday offer will not sell a Sunday night. Select none to allow every day.
Leave any of these blank to leave it unrestricted.
The Distribution section controls reach, and nothing is published implicitly:
- Sell on the booking engine: guests booking direct can choose this plan. Off by default.
- Distribute to channels: push the plan's rates to the OTA channels it is mapped to. Off by default, and mapping a plan in the channel manager does not switch it on. See Channel Manager Setup for the full list of reasons a plan is withheld.
Tax-inclusive pricing
Whether a plan's base price already embeds taxes and service charges is a property of the plan, but there is no switch for it on this form yet, so a plan is exclusive unless it was created inclusive for you. Ask support before publishing an inclusive rate card, and see Taxes & Charges.
- On the Rate Plans screen, find the room type and click Add Rate Plan.
- Enter a Name.
- Enter the Base Price per Night.
- Optionally choose a Rate Currency. If you skip this, the plan uses the property's base currency.
- Save. The new plan appears under its room type and is available in the reservation wizard immediately (once active).
To change a plan's name, price, or currency later, click the pencil icon. Use the Active switch to enable or disable it, and the trash icon to delete a non-default plan.
A plan can bundle extras that come with the room. Each inclusion is one of two kinds:
- Perk: a fixed included item, such as a daily breakfast for two or a welcome drink. A free perk (amount left at zero) simply reads as a "what's included" line. A priced perk posts through the charge stack for its revenue category, because a breakfast and a room night do not sit in the same department.
- Credit: a spendable allowance scoped to a category, such as a $150 spa credit or a $100 restaurant credit. The guest spends it on that category during the stay. Today a credit shows as included value on the offer; a later release will draw it down against the guest's folio charges automatically.
Each inclusion carries:
- Label: what the guest sees, for example "Spa credit".
- Service item: an optional link to your service catalogue, so a bundled massage is the same item the add-ons and POS already sell.
- Amount (or Credit value for a credit): the value in the plan's currency. Zero means a free perk.
- Type: Perk or Credit.
- Frequency: once per stay, per night, per guest, or per guest per night. This drives how many times the value counts across a stay.
- Revenue category: Room, Restaurant / dining, Spa, Excursions, Activities, or Other. For a credit this is also the category it applies to.
- Quantity: how many are included.
Inclusions belong to the plan, not the booking
Inclusions are configured on the rate plan and apply to every reservation made on that plan. To offer the same room with and without breakfast, use two plans (for example Bed & Breakfast and Room Only) rather than editing a single plan per booking.
Intervals are how you vary a plan's price and availability over time. Expand a plan to see its intervals and click Add to create one. Each interval covers a date range and sets:
- Name: a label such as Peak Season, Off Season, or Christmas.
- Start and End Date: the range the interval applies to.
- Day-of-Week Rates: a price for each weekday (Mon to Sun). Leave a day blank to fall back to the plan's base price. This is how you charge more on weekends or less midweek.
- Length-of-Stay Restrictions: an optional Minimum Stay and Maximum Stay in nights. Bookings that do not meet a minimum stay (or exceed a maximum) cannot use the plan for those dates.
- Closed to Arrival: prevents check-in on dates within the interval.
- Closed to Departure: prevents check-out on dates within the interval.
- Stop sell: fully closes the plan for booking on dates within the interval.
- Extra-Guest Overrides: a per-season override of the plan's own occupancy pricing, namely an Extra Guest / Night charge and a Single Occupancy Discount. Leave these blank to keep the plan-level values. Age modifiers are always set on the rate plan, not on the interval.
Day-of-week pricing is per night
Because rates are set per weekday, a single stay can mix prices. A Friday-to-Monday booking picks up the Friday, Saturday, and Sunday rates from the active interval, and the reservation total is the sum of those nights. You can review and override individual nightly rates in the wizard's rate grid.
To roll pricing forward to a new period or reuse one plan's calendar on another, use Copy Intervals at the top of the Rate Plans screen. This saves rebuilding a full season interval by interval.
In Step 2 of the reservation wizard, after the booking source and dates are set, each room type lists its rate plans:
- Eligibility. Only active plans appear. A plan is shown as restricted (and cannot be selected) when an interval rule blocks it for the chosen stay, for example a minimum-stay requirement that the dates do not meet, or a closed-to-arrival or closed-to-departure flag.
- Default first. The room type's default plan is preselected; staff can switch to any other eligible plan.
- Pricing. The plan's per-night rates for the stay are pulled from the matching intervals (falling back to the base price), and the per-night extra-guest charge (adjusted by any age band) applies to guests above the room type's base occupancy.
- Overrides. Staff can override any individual nightly rate in the rate grid for a one-off price without changing the plan.
See Creating Reservations for the full wizard flow.
For a peak-season uplift or a seasonal discount, add an interval to the relevant plan with the right dates and day-of-week prices, and set any minimum stay or closed flags it needs. When the period ends, the interval simply stops applying and the plan falls back to its base price; bookings already made keep the price they were quoted.
A rate plan itself never carries a discount. Percentage-off and fixed-amount deals live in Promotions, where a promotion is a separate plan derived from a base plan (for example "Advance Purchase, save 20%"). A promotion can be public or gated behind a promo code that unlocks it. Keeping discounts out of the rate plan editor means the base plan always states the real price, and every discount is a deliberate, trackable offer.
Too many plans. Every active plan is another radio option in the wizard. Keep the list short and purposeful so staff pick the right one quickly.
Leaving a plan active by accident. Only active plans appear in the wizard. Toggle off plans you are not selling so they cannot be booked.
Forgetting the base price. Any date not covered by an interval uses the base price. If the base price is wrong, gaps between your seasons will sell at the wrong rate.
Overlapping intervals. Avoid overlapping date ranges on the same plan so it is always clear which prices and rules apply on a given night.
Importing Reservations
Bring an existing reservation book into Veridien from a CSV, Excel, or JSON file, validate it before anything is written, and review past import batches.
Promotions
Run percentage-off and fixed-amount discounts as derived rate plans, keep them public or gate them behind a promo code, and understand how a code unlocks a deal rather than discounting it.