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How do I create a rate plan?

Find out how to create and manage rate plans in YCS to meet traveler needs and optimize your revenue. The article covers creating, editing, linking rate plans, and understanding cancellation policies.

Last updated: 10 months ago | 20 min read time

You can create rate plans in YCS to meet the diverse needs of travelers and manage your revenue flexibly. After creating a rate plan, add prices and availability in the Availability Center or Calendar to make your rooms visible and bookable.

Creating a rate plan

Basic rate plans are also referred to room-only rate plans that do not offer any additional benefits, such as breakfast or flexible cancellation policies, to guests. These plans can serve as a reference point for room pricing, allowing you to seamlessly link other rate plans to them.

Before you begin setting up your rate plan, consider whether you would like to include additional details, such as dates, rooms, or customer segments. If you intend to include these in your basic rate plan, be sure to toggle on the Advanced setup option in the top section of the page.

Basic setup: Internal name, Cancellation policy, Use prices from, and Popular benefits

Advanced setup: Rate plan type, Internal name, External Code ID, Cancellation policy, Auto-extend rates, Use price from, Rate type, Book dates, Arrival dates, Day use, Popular benefits, Restrictions, Customer segments, Child rates, and Rooms.

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Rates and availability >> Rate plans.
Click Create.
Name the rate plan. This name will be for internal use only.
Select a cancellation policy.
Add any benefits you want to include in the rate plan
Toggle on Advanced setup for additional rate plan settings.
Review your rate plan, then click Save.

Editing or deactivating rate plans

You can easily edit a rate plan at any time by selecting under Rate plans.

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Rates and availability >> Rate plans.
Click on the rate plan you want to edit.
Apply your changes, then click Save.

Rate plans cannot be deleted, but you can deactivate a rate plan you don’t want to use. This will change its status from Active to Inactive.

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Rates and availability >> Rate plans.
Tick the box for each rate plan you want to deactivate.
Click Deactivate.

You can repeat these steps to reactivate a promotion. Simply select the rate plans you want to reactivate and click Activate.

How do I add meals to my rate plans?

Meal-inclusive rate plans, or meal plans, not only offer guests convenience, value, and an elevated experience but also present revenue opportunities and operational benefits for properties. By crafting rate plans inclusive of breakfast, lunch, or dinner, your property can gain a competitive edge and entice guests to extend their stay. This approach appeals to travelers who value the assurance of a reliable meal, encouraging longer and more enjoyable stays.

Meals can be added to a rate plan in the rate plan setup, as outlined above.

In step 6, where you can select popular benefits to include in your rate plan, tick Breakfast, Lunch included, and/or Dinner included to include that meal for all guests in this rate plan.
Click Show more to access additional meal options. Tick desired options from the categories of Breakfast, Dinner, and Food & Beverage and then click Confirm.
Review your rate plan settings and click Save.

Linking rate plans to easily manage rates

Linking rate plans allows you to use a single rate plan to manage the rates of multiple other rate plans on Calendar and Availability Center. When a rate plan is linked to another, any changes you make to the base rate plan will automatically apply to the linked rate plans. This helps you save time, maintain consistency across your offerings, and reduce the risk of errors when updating rates.

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Rates and availability >> Rate plans.
Click Create or select the rate plan you want to link to another.
Under Use prices from, select the rate plan you want to use as the base.
Review your rate plan, then click Save.

Which cancellation policy applies to a booking?

When more than one cancellation policy can apply to a booking, we use a defined set of rules to determine which one takes effect.

If your property offers EasyCancel, this policy will always apply.
If EasyCancel is not offered, the strictest cancellation policy from any applicable Seasonal and Essential promotions will apply.
If EasyCancel is not offered and the booking does not include a Seasonal or Essential promotion, the strictest cancellation policy among the rate plan, any applicable Targeted promotions, and any policies set on the Cancellation policies page will apply.

Additionally, if a rate plan is sent from your channel manager without a cancellation policy, the strictest policy set on the Cancellation policies page will apply by default. When no cancellation policy is set for a rate plan, the cancellation policy will be set to non-refundable by default.

Check out this article for more information on cancellation policies.

Rate plan field glossary

Lite rate plan setup

Internal name:	The name of your rate plan (this is for your internal use only).
Cancellation policy:	Cancellation policy that will be applied to the rate plan.
Use prices from:	Allows you to use an existing rate plan’s prices.
Popular benefits:	The benefits guests will receive with this rate plan. Make sure that the benefits are consistent with the selected Offer Type and Rate Plan name.

Advanced rate plan setup

Basics

Internal name:	The name of your rate plan (this is for your internal use only).
External Code ID	This field is for channel manager purposes (leave it blank if not in use).
Cancellation policy:	Cancellation policy that will be applied to the rate plan.
Auto-extend rates:	Automatically updates the rates for future dates based on the settings.
Use prices from:	Allows you to use an existing rate plan’s prices.
Rate Type:	This determines how prices are being calculated on the Rates & Allotment page.
Book Dates:	The dates that determine when this rate plan is available on Agoda.
Arrival Dates:	The dates when guests can stay at your property under this rate plan.
Day Use:	Use rate plan for day use
Mark as promotion:	Select this option to have this rate plan appear as a promotion on agoda.com
Children fee:	Apply a fee for added children

Benefits

Benefits

The benefits guests will receive with this rate plan. Make sure that the benefits are consistent with the selected Offer Type and Rate Plan name.

Restrictions

Sell limit per day:	Maximum number of bookings under this rate plan per day.
Min Days in Advance	The minimum number of booking days in advance required to qualify for the rates. For example, if you set it as 2, guests can purchase this rate only for a stay starting the day after tomorrow. Leave this blank if the rate can be booked at any time.
Max Days in Advance	The maximum number of booking days in advance allowed to qualify for the rates. For example, if you set it as 5, guests can purchase this rate only until 5 days in advance.
Min Length of Stay	The minimum number of stay nights required to book this rate plan. Guests are allowed to book this rate if the number of nights is equal to or higher than the min LOS.
Max Length of Stay	The maximum number of stay nights required to book this rate plan. Guests are not allowed to stay more than the max LOS.
Minimum stay when including Restricted Day	Minimum number of nights which must be booked if the stay includes the marked day.
Channels*	Channel discounts, if any.
Customer segments	Customer segmentation restrictions, if any

Rooms

Room types:

Room type that will be sold on the rate plan.

FAQs

Can I set up multiple rate plans?

Absolutely, you can set different rate plans to offer different benefits, time periods, room types etc.

How do I add free cancellation to my rate plans?

Free cancellation rate plans allow a guest to cancel their booking without penalty. These plans are instant draws for the many travelers that require flexibility and peace of mind to make a reservation. You can create a free cancellation rate plan that is flexible to your property as well by only allowing a guest to cancel up to one day before check-in.

Free cancellation can be added to a rate plan in the basic rate plan setup, as outlined above. In step 5, where you can select a cancellation policy, click Select a cancellation policy and type free into the search box and select your desired policy based on the period before check-in.

How do I add a non-refundable policy to my rate plans?

Non-refundable rate plans typically offer lower rates for guests who are willing to forfeit their payment upon cancellation or no show. These guests are generally committed to their stay, securing revenue for your property while reducing the likelihood of rooms being left vacant due to last-minute cancellations.

A non-refundable policy can be added to a rate plan in the basic rate plan setup, as outlined above. In step 5, where you can select a cancellation policy, click Select a cancellation policy and type non refundable into the search box and select your desired policy.