Change Policy Setup for Online Reservations

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Overview

Set up the Change Policies to apply when a reservation is modified by the customer on the Online Guest Portal.

Note: Contact your support tech to discuss this module.

Prerequisites

  • Access to the Online Guest Portal
  • Permissions to modify Change Policies

Steps

Location

  • Click on the Menu button.
  • Click on the Setup tab.
  • Select Change Policy Setup.

Add

  • Click Add to create a Change Policy.
  • Enter the Name.
  • Character Limit: 100 characters.
  • Press Submit.

Policy Applicability

  • Enter the Policy Applicability – when the Change Policy will apply.

  • Link to Unit Type: The policy can be Global (applies to all Unit Types) or specific to selected Unit Types. Click on the slider and the box to select the specific Unit Type(s).

  • Link to Rate Group: The policy can be Global (applies to all Rate Groups) or specific to selected Rate Groups. Click on the slider and the box to select the specific Rate Group(s).
  • Link to Source (Created): The policy can be Global (applies to all Sources that the reservation was created via – Console, Resort Web, and Resort Web API/Channel) or specific Sources. Click on the slider and the box to select the specific Source(s).
  • Link to Source (Changed): The policy can be Global (applies to all Sources that the reservation will be changed/modified via – Console, Resort Web, and Resort Web API/Channel) or specific Sources. Click on the slider and the box to select the specific Source(s).

  • Applies To: Select the policy applicability on how you want the policy to apply – Any Reservation, Days Before Check In, or Days After Made Date.
  • Applies Days (or more) and Applies Days (or less): Number of days for the policy applicability, e.g., 14 days prior to Check In.
  • Rez Length (Days or more) and Rez Length (Days or less): Length of reservation.
  • Check In Date Between: Check In date range.

Policy Fees

  • Enter the Policy Fee – charges relating to the Change/Modification.
  • Flat Amount: A set flat amount to be charged, e.g., $25.00.
  • Percentage: Percentage of the Reservation Charges, e.g., 50%.
  • Minimum Amount: A Minimum amount is charged, ideal when Percentage is used.
  • Priority: Priority of the Change policy.
  • Charge Tax After Fee Calculated: Tax is charged after the policy fee has been calculated.
  • Apply After Tax: The policy fee is applied after tax has been calculated.
  • Active: Enable to make the policy active/available.

Troubleshooting

  • Ensure all fields are correctly filled and within the character limits.
  • Verify that the policy is active if not applying as expected.
  • Contact support if issues persist.