Tab

Sections

Description/Notes

Tax Overview

All the taxes that have been added in the system.

Create New

Tax Name

Name of the Tax

Default

Check if the tax will be the default for the property.

Add/Delete

Click the Add Button to save and Delete button to delete.

Modify

Modification can be made. Click Modify button after making changes.

Tax Item

Tax Item Name

Click the drop-down menu to select the different preloaded tax options.

Amount/Rate

Either a flat amount or percentage can be entered depending on rules and regulations.

Charge Formula

Choose the appropriate formula from the drop-down menu.

Charge Base, Sorting

Choose whether the tax is applied independently of any other taxes or compounded.

**Compounded: The tax is applied to the total after all preceding taxes are applied. Sorting is important if the taxes are being compounded.

Formula Type

Description

Per Person Per Night

Charges tax on each person registered for the room on each night booked.

Per Person Per Stay

Charges tax once on each person registered for the room for the entire stay, regardless of length of stay.

Per Room Per Night*

Charges tax every night on each room on a reservation.

Per Room Per Stay

Charges tax once on each room for the entire stay, regardless of length of stay.

Per Stay

Charges tax once on the entire stay, regardless of length of stay and number of persons.

Setting Name

Description

Enable Calendar

Allows for the lowest rates to display within the calendar.

Use 3 Letter Currency Code

Display the currency code instead of the currency symbol.

IBE Rate Rounding

Allows for the rates to be rounded in the index page.

Enable Bed Type *

Opens dropdown to filter by bed type.

Enable Category *

Allows checkboxes for guest to filter by rate category.

Enable Smoking Preference *

Allows checkbox for guest to filter for non-smoking rooms.

Enable Discount Code

Opens field to enter discount code at checkout

Enable Rate/Corp Code

Opens field to enter rate code, access code.

Enable Group Code

Opens field to allow entry of group attendee code

Enable TA/IATA

Opens field to allow entry of IATA number

Enable ADA Compliant

Adds ADA check box for additional filtering. This works in conjunction with the ADA check box within the room type.

Voucher Code

For clients with a loyalty program, allows guest to redeem vouchers.

Booking Engine Guest Side

Booking Engine Back End

Booking Engine Guest Side

Booking Engine Back End

Setting Name

Description

Options

Default View:

Allows you to establish the default landing page view for the guest.

There are three view:

Grid View – Layout for guest is sectioned out based on Block settings.

List View – The Block offers appear in a list format, showing the offer with the rooms available automatically.

Item View – No longer relies on Block settings within IBE Settings tab, it defaults to the room/rate combination offers which are opened to the IBE. It is listed by price, lowest to highest.

Enable Blocks:

Allows you to determine the order of the offers being made available to the guest on the booking engine landing page.

IBE Block 1:

IBE Block 2:

IBE Block 3:

IBE Block 4:

Feature Product: Used to showcase special offers. Your property may configure up to 4 Featured products (rates) and display only 2, based on availability of offer.

Note: The Rate or Package must be configured within the Feature Product options in order to display.

Rate and Package: When enabled, displays all rates and package offers published to the booking engine when enabled as a block.

Room Type: When enabled, displays available room types.

Curate Rate: When enabled, allows you to control based on the rate codes entered in the associated Curated Rate Code fields, which rates are displayed consistently.

Note: Only used if Featured Products are not enabled

Add-Ons: When enabled, the guest will see the available Add-Ons or special items on the selected page of the booking engine

Rate Product:

Package Product:

Feature Product 1:

Feature Product 2:

Feature Product 3:

Feature Product 4:

Used to showcase special offers. Your property may configure up to 4 Featured products (rates) and display only 2, based on availability of offer.

There are two selections per feature product:

Rate

Package

Curate Rate Code 1:

Curate Rate Code 2:

Curate Rate Code 3:

Curated rate is the concept of organizing and displaying a rate by using your technology to “loop” through lists of rates and packages to sort out and present to your guest the most relevant offer either by price or sort order.

When enabled, allows you to control based on the rate codes entered in the associated Curated Rate Code fields, which rates are displayed consistently.

*Only used if Featured Products are not enabled.

Enable Calendar in Room Detail View

When enabled, a calendar is generated to appear when guest is in the room detail page.

Check to Enable

Un-Checked to Disable

Enable Calendar in Rate Detail View

When enabled, a calendar is generated to appear when guest is in the rate detail page.

Check to Enable

Un-Checked to Disable

Rooms Detail Single Tab:

Enables your property to show only the description or both the description and amenities within the ‘More’ option of the room types.

Check to Enable

Un-Checked to Disable

Rate Detail Single Tab:

Enables your property to show only the description or both the description and amenities within the ‘More’ option of rate types.

Check to Enable

Un-Checked to Disable

Reduced Clicks to Book:

When enabled, the guest will skip the ‘cart page’ and move straight to the ‘checkout page’

Check to Enable

Un-Checked to Disable

Rooms Left Upper Limit:

Allows numeric entry, setting a threshold, informing the system when to display persuasive messaging related to the number of rooms left. The system will display the message when the number of rooms left matches the number entered or falls below the number entered

Enter the number of room types.

Past Days for Rooms Sold:

Enabled in conjunction with the Rooms Lower Limit to allow the system to combine number of rooms sold across the number of days entered for property display.

Select from the drop-down menu the number of days past days

Default Image for Rate Category:

Allows the property to upload images for rates that can be used as a default or in place of adding images at the Rate Code level. These will become the default images in the event a rate is published and there is no image loaded within Multimedia tab at the Rate Code level.

Upload New Image

Use Existing Images

Tab

Section

Description

Examples/Notes

Create New

Create New

Rate Code

Enter the Rate code

(This should match the rate code in the PMS)

BAR

Rate Code Name

Enter the rate code name

Best Available Rate

Category

Click the drop-down menu to select the rate category

**Rate Categories are used for the GDS

Rack/General

Rate Code Group

If the hotel uses rate code group, assign the correct rate code group of the rate code from the drop-down menu

**Rate Code Groups are used with the PMS.

OTAs, Corporate, Comp

Market Segment

If the hotel uses market segment, assign the correct market segment of the rate code from the drop-down menu

**Major Market Segments/Groups must be created prior to creating individual Market Segments

Description

The description will be shown on IBE. HTML language is required such as <Br>

Best Available Rate <br><br>

- Rate is inclusive of Internet <br>

- Flexible Cancellation Policy <br>

- No Deposit Required <br>

Default Corp

Account

Enter the Corporate Profile ‘code’ in this field for the Corporate Profile to attach automatically to reservations made on this Rate Code. 

Meal Plan

Select the correct breakfast from the drop-down menu if the rate is inclusive of BF.

** This will only be displayed on the Worldspan and Galileo (Travelport GDS channels)

Restricted Rate

The rate will not be shown on IBE. (It will be shown by using access code if has any)

Check the box for Restricted Rate if you don't want to sell them to public.

Hide Rate

The room rate will be shown "0". It can be used if the rate is not supposed to be shown to customers (i.e., 3rd party bookings)

Derivation Strike-Through

Shows the original price before discount (Derived Rate).

$500 -> $250

if the rate is 50% off BAR

Loyalty Guest Only 

It requires to login to proceed booking. 

Integration with a CRM system to validate the credentials entered is needed for this feature.

Disable Guest Email 

Check this box if user does not want any guest emails to be sent when this rate is reserved.

DOW

Check this box if the user requires a Derived Rate to have the values vary by day of the week. 

Do Not Update PMS

Removes the option to distribute the rate code from CRS to PMS for interfaces with this feature. 

Opera Daily Rate

Works as designed with this specific Opera Rate Configuration. Rate must be configured as a daily rate in Opera. 

Ignore Rate Hurdle

Works as designed with the IDeaS RMS integration.

Ignore Hurdle removes any restrictions it would otherwise apply. 

Yieldable Amount/ Yieldable Percentage

Works as designed with the IDeaS RMS integration.

Yieldable amounts allow rates to be inflated or deflated by these amounts prior to the hurdle amount comparison.

TA Commissionable

Check the box if the rate is commissionable. (TA commission can be edited in "Property Description > TA Commissions)

Min/Max Length of Stay

General Rate LOS restriction associated with the rate

Advance Booking

Lead Days. If the rate is only available after this lead days.

Book Within

The rate will be available only within this day.

14 Day Advance Purchase should have 14 in this section

Begin/End Sell Date

Date Range the rate is going to be available on IBE

If running "Last Minute Deal" which is available only today and the following day, it should have "2" in here.

Begin/End Date

Bookable Date Range for this rate code

If the hotel is running promotion to boost revenue for August and September for 2 weeks starting from May 1st,

Begin Sell Date: 05/01/2015; End Sell Date

: 05/14/2015

Begin Date: 08/01/2015; End Date : 9/30/2015

Click Save

Rate loading for deriving rate. Each linkage is for one season. Multiple linkages need to be created for multiple seasons having different rate details.

Rate Linkage

Click New Rate

Linkage

Begin/End Date

Enter the dates the season starts/ends

Derive From Master

Select the Base rate this rate derives.

Apply % or flat amount for value

Apply values by occupancy (adult or child)

e.g., BAR

Rounding

Click the drop-down menu to

select "Not Specified; Rounding

Up/Down"

e.g., -10% BAR for all of occupancy -10 on left boxes for Single Double Triple Quad. e.g., $10 Extra charge per adult +10 on right side in Extra Adult box.

Enable Room types

Select the room types you want to sell for this rate

Floor / Ceiling Rate by Room Types

Enter the amount that you don't want to sell below or higher than.

Only enabled room types are available for the rate.

The rate can be searched by using the assigned access code. Access code should be already created in "Rate Management > Access Code " to assign to the rate code. Multiple access codes can be applied.

Enter the amount that you don't want to sell below or higher than.

e.g., Regardless of the discount amount, if you don't want to sell Presidential room below than $500, enter $500 in Rate Floor. If Standard King room cannot exceed $300, Ceiling rate should be $300 for standard King Room.

Access Control

If sell the rate in any other language than the default one, translation should be done in this tab.

Multi-

Language

Each Rate code should have its own rate code image which will be shown on IBE.

Multimedia

Upload New Image

Click the bottom for upload new

image > Choose File > put the sorting number for the order showing on IBE. > Upload

Use Existing Image

If the image you want to use is already loaded or used, click the Use Existing Image image> select the image from the list

Click all the channels that you want to sell on > Save

Channel Control

Tab

Description

Example/Notes

Create New

Major Market Segment name

Enable ‘Major Market Segment’

Save

Example: Corporate

**Major Market Segments must be built prior to creating market segments.

Market Segment (This should match the market segment created in the PMS)

Select the Major Market Segment name it belongs to

Save

** Once the market segments are created, you can assign them to specific rates by going to: Rate Management > Rate Code > Modify

Select the market segment from the drop down menu

Tab 

Section 

Description 

Create New

Discount Code 

 Select the rate category and rate code from each drop-down  > Click View button 

Discount Name 

Click New Base Season Rate 

Discount Description 

Discount Condition 

Stay X Nights 

$X per Reservation 

Require Discount Code 

Select whether to apply discount rule per room nights or reservation 

Customer is required to enter discount code to get the discount 

Discount Action 

Get X % and $Y off the room stay charge of last Z nights

Get X % and $Y off total charge 

Discount off room night charge 

Discount off total charge 

This is recurrent 

Allows discounts to repeat on the same reservation, the number of recurrences is configurable as well. 

Recurrence example:  Stay three, Pay two promotion would allow guest to:  Stay a total of six nights and pay for four. 

Priority 

Priority is entered for use in the scenario where a guest qualifies for more than one discount. 

Modify

Modification can be made in this tab. 

Multi-Language

Translation should be made by language.  

Assign To Rate Code

Activate New Discount 

Select the Discount rule; Rate category; Rate code 

Begin/End Sell Date 

Begin/End Date 

Weekday Pattern 

Date range the discount is active 

Stay date range the discount is applicable 

Check all days to apply 

Click "Crate New" to save 

Tab

Section

Description

Create New

Access Code

Business Name

Save

Enter the unique access code that customer enters on IBE

The name of Access code.

Click the Save button to save.

Associated Rate Code

Select Access Code

Select Rate codes

Save

Click the drop-down menu on right at the top to select the access code to assign.

Check all rate codes to apply

3. Save Click the Save button to save.

Step

Description

Examples

Date Range

Click the calendar button and select the dates > Click View to see

Rate

Category/Rate

Code

Select the Rate Category and Rate code from the drop-down box > Click the update button.

Enter

Allotment

If the pop-up window shows, enter the allotment number by days and room types > Click the Save button to save

* Put 0 allotment in the box to release the allotment.

It will be applied all the selected days within the selected date range.

Date Range: From 7/1/2015 – 7/31/2015

Sunday / Standard King: Allotment 1

All Sundays within this period will have 1 room allotment for Standard King Room.

Save

Click the Save button

Step

Description

Date Range

Click the calendar button and select the dates > Click View to see

Rate

Category/Rate Code

Select the Rate Category and Rate code from the drop-down box > Click the Update button.

Available Restriction Levels

Property

Room Type

Rate Code Class

Rate Code Group

Rate Category

Rate Code

Room/Rate

Channel

Sub Channel

View All

Restriction Type

Description

Remove All Closure

Opens any closures (except Min/Maxes LOS, and Lead Time)

Close

No availability at the property at all for specified date range

Close to Arrival

No availability for arrivals to take place during specified date range

Close to Departure

No availability for departures during the specified date range

Stay Through Only

Only availability for bookings staying through specified date range

FPLOS Close

Length of Stay availability closure based on a 14-day pattern of arrival

FPLOS Close to Arrival

Length of Stay arrival closure based on a 14-day pattern of arrival

FPLOS Close to Departure

Length of Stay departure closure based on a 14-day pattern of arrival

Min A_LOS

Minimum length of stay based on the date of arrival

Max A_LOS

Maximum length of stay based on the date of arrival

Min S_LOS

Minimum length of stay based on the total amount of the stay

Max S_LOS

Maximum length of stay based on the total amount of the stay

Lead Time

Availability contingent upon amount of days booked in advance

Remove All Restrictions

Removes all restrictions in the specified date range

Tab

Field

Description

Examples/Notes

Create New

Group Name

Enter the Group Name (Max. 50 Characters)

IHO Jane Smith & Mark Jackson

Group Code

Group Code (Max. 32 Characters)

1507WEJSMJ

Group Description

Description will be shown in IBE. HTML Language is required.

Wedding Block for Jane & Mark <br>

Internal Comments

Note only for Internal

Attendee Code

Attendee Code will be required to proceed group booking. (Max. 16 Characters)

1507WEJSMJ

Begin/End Date

Click the Calendar icon to select the dates from the calendar modal window.

2015/07/01 – 2015/07/05

Shoulder Date

(Before/After)

Additional selling days (before and after the group dates) besides to the period of group block

1day – before

1Day - after

Begin Sell Date

Enter the date the booking goes live.

2015/1/1

Cut-off Date

Enter the ending sell date for the group.

2015/3/1

Inventory Release

Automatic/Manual

Auto release will allow to automatically release the block on cut-off date.

Group Master

Account

If there is a profile that has been created in the Profiles, select the group master account from the drop-down menu.

Flexible Group

If no rooms are available in the block or if the block has no grid details created, it will continue to pick up from this block even after it is sold out.

Multi-Language

Description needs to be translated in the selected language.

Multimedia

Images or video for the group can be added.

Select the Location from the drop-down-menu> Select the type of media > Click the Choose file button to navigate the file > Select the file > Click the Open> Enter Sorting number > Click

Upload

Inventory

It shows blocked rooms and picked up rooms by room type.

Rooms can be added

Add More Rooms > Select the room type > Enter the rooms for each date > Modify

Rate

Rate Code for

Group Days

Select the rate code

Rate code needs to be created in rate management > Rate code

Tax

Select the tax

Tax can be edited/added in Property Description > Tax

Cancellation Policy

Select the cancellation Policy

Cancellation Policy can be edited/added in Property

Description > Polices >

Cancellation polices

Additional Policy

Text

Any additional notes in regard to the policy.

Channel Control

Enable channels

Uncheck the box to disable

Email

Reservation Status

Select Email formats

Customized Email format can be created in Marketing > Templates > Templates Setup > Select Group from Reservation Type

Report

Rooming List

Field

Description

Package Code

This code is used to link to the package/offer in the PMS

Package Sort Code

Corporate code is required to enter in IBE to book the negotiated rate. Corporate code cannot be duplicated.

Package Name

This is the package name that will be displayed on the CRO and IBE

Package Description

This is the package description that will be displayed on the CRO and IBE

Max Length of Stay

This can be set to limit the package to a maximum number of nights.

Begin Date

This is the first date that a reservation can check in on this package

End Date

This is the last day a reservation can check out on this package.

Enable Package Strike Through

This will allow strike through pricing to be enable for the package, once enabled the strike through pricing will be shown on the CRO and IBE

Strike Through Rate

This allows the user to set a reference rate to be used on the strike through pricing, if a package level strike through rate is not set then the property level reference rate will be used.

Advance booking

his allows the user to set an advance booking window on the package.

Begin Sell Date

This is the first date that the package can be booked

End Sell Date

This is the last date that the package can be booked.

Resort Fee Override

This allows the user to assign a different resort fee to the package, when assigned this will override any property level default or Rant/Tier resort fees. If no resort fee is selected, then the default property resort fee or Rank/Tier resort fee will be used. 

Include Add On Cost

This option allows the user to define if the value of add-ons/inclusions associated with the package are included in the cost of the package or if the value should be on top of the price of the package. 

Loyalty Use

This allows the users to make a package only bookable by loyalty guests

Offer System Management Code

This allows the user to enter a code to map to the offer system.

Enable turn down service

This allows use user to define if the package includes a turn down service. 

Settlement Method

This allows the user to define specific settlement methods for the package. If no settlement methods are defined all can be used to guarantee the reservation. 

Exclude Room Types

This allows the user to select certain room types to be excluded for sale on the package.

Tab 

Step 

Description 

Create New

Add-On Category name 

Enter Add-On Category Namr 

Add-Ons Description 

This descriptions is internal and will not be displayed on the IBE. 

Sorting 

The sort order will be shown in the CRS

Tab 

Step 

Description 

Create New

Add-Ons name 

Enter Add-on item's name (Max. 256 Characters) 

Add-Ons Description 

Description will be shown on IBE. HTML language is required. 

Sorting 

The sort order will be shown on IBE. 

Add-ons Category 

Select the Add-ons Category 

Price/ Price Formula 

Enter the fixed amount of the item and select the price formula from the drop-down menu 

Tax and Fee   

Drop down of configured tax options. The hotel default tax will be applied unless another tax is selected. 

Begin date/End Date 

Enter Begin/End Date of selling 

Lead Time (Days) 

Add-ons item is sellable after this lead days. 

Additional Policy Text 

Will display for CRO agent reference. 

External CC Email 

Add-on confirmation emails are sent to this email. 

Required Rate / Room Codes 

Rate & Room codes, for which this add on will  

return during booking process. 

Excluded Rate / Room Codes 

Rate & Rate codes, for which this add on will  

not return during booking process. 

Schedule by Date / Time  

Allows item to be scheduled by the guest during the booking process for a specific day and/or time. 

Arrival / Departure Date Only 

Allows add on to only be available for the first or last night of a guest stay. 

Multi-Language

Upload New Images 

Click "Upload New Images" > Select the location, Media Type > Click "Choose File" to select the image file > Enter Sorting number > Click Upload  

Use Existing Images 

Click "Use Existing Images > Select the images listed in Existing Add-Ons Images > Enter Sorting number > Click Save 

Channel

Select the channels to enable (IBE and/or CRO only) > Click Save 

Inventory

Inventory may be added, otherwise Add-Ons are sold via free sell unless restrictions are applied. 

Reservation Details Include:

Book/Cancel Time

CRS Number

Booking Channel

Sub Channel

Check-in, Check-out Date

Number of rooms

Room Type

Rate Code

Amount

Add-Ons

Guest Name

City, State

Guest Comments

Section

Description

Examples

Corporate Name

Enter the corporate name

ABC Corporation

Corporate Code

Corporate code is required to enter in IBE to book the negotiated rate. Corporate code cannot be duplicated.

ABC

Rate Code

Enter the Rate code to link the corporate code

NGABC

Additional Information

Enter contact information (e.g., Address, Telephone, email)

Report Options

Description

Search

Run the report for the selected date period

New Schedule

Directs to the schedule new report. Report Category and type are automatically selected.

Schedule Log

Directs to Advance Schedule List in Report > Schedule

Export

Once the report is ran, it can be exported to either pdf or excel file.

More Filter

Some report has more options available for the advanced search.

Report Type

Section

Description

Summary Report

Search Criteria

Source: All information, Call Center, GDS, etc.

Date Type: Book Date, Arrival Date, Departure Date

Currency: USD, GBP, CNY, etc.

Available information

Room Reservations

Number of Rooms

Room Nights

Room Revenue

Add-Ons Revenue

Total Reservations

Total Revenue

Revenue/Reservation: Available in Quick Report

Revenue/Room: Available in Quick Report

Revenue/Room Night: ADR in Daily, Monthly, and Yearly Report

Additional Options

No Data comparison: Shows only this year data

Date comparison: Shows both of this year data and last year data

General Report

Rate Distribution

Reports are available by Room categories, room type, rate plan, and source

Information includes: Room Revenue, number of Reservation, room Nights, room Revenue, ADR and Average Stay

Availability Report

Report shows availability by room type for the selected date period.

Production Report

Report shows MTD, YTD of production by source.

Property Arrival

Report shows arrival list. It includes: number of room nights, number of rooms, room

type, rate plan, rate, and reservation number.

Travel Agent Production

Report shows production by IATA with individual reservation detail (e.g., guest name, stay date, reservation number, etc.)

Rate Code Expired

Report shows the expiring rate codes for the selected date period.

Reservation Report

Search Criteria

Date Type: Book Date, Arrival Date, Departure Date

Currency: USD, GBP, CNY, etc.

Select Calendar to select the date range to search.

Available information

Number of reservations

Room nights

Number of Add-Ons reservations

Room Revenue

Add-Ons Revenue

Total Revenue

ADR (Room Nights/Total Revenue)

Report Type

No Data comparison: Shows only this year data

Date comparison: Shows both of this year data and past year data

Distribution Report

Search Criteria

Date Type: Book Date, Arrival Date, Departure Date

Currency: USD, GBP, CNY, etc.

Select Calendar to select the date range to search.

Available information

Number of reservations

Room nights

Number of Add-Ons reservations

Room Revenue

Add-Ons Revenue

Total Revenue

ADR (Room Nights/Total Revenue)

Report Type

No Data comparison: Shows only this year data

Date comparison: Shows both of this year data and past year data

Profile Report

Search Criteria

Date Type: Book Date, Arrival Date, Departure Date

Currency: USD, GBP, CNY, etc.

Select Calendar to select the date range to search.

Available information

Number of reservations

Room nights

Number of Add-Ons reservations

Room Revenue

Add-Ons Revenue

Total Revenue

ADR (Room Nights/Total Revenue)

Report Type

No Data comparison: Shows only this year data

Date comparison: Shows both of this year data and past year data

Report Options

Description

10 Percent

Paid campaign in which hotels will pay commissions

Free Organic

New booking links, free at no cost for Booking Engine clients

Other

Will be used for future campaign opportunities

Not Participating

Selected for hotels that do not wish to display via Google Ads