How to Change the Site Type of a Site

Follow this process to move an existing site from one site type to another. Most commonly used when upgrading site amenities or restructuring rates.

1. Create the New Site Type

Skip this step if the site is moving to an existing site type.

  1. Follow these instructions to create a new site type.

2. Update Base Prices for the New Site Type

Skip this step if the site is moving to an existing site type.

  1. Select Reporting from the primary navigation.
  2. Enter “Base Price Template for Campsites” in the Search Reports: field.
  3. Click on the Base Price Template for Campsites report in the All Reports list.
  4. Click the Download button and open the report.
  5. In the Base Price Template for Campsites report, find the new site type in the list and copy the site type ID and site type name.
  6. Go back to Reporting and download the Base Prices for Campsites report.
  7. Open the Base Prices for Campsites report and enter the new site type ID and site type name at the bottom of the list of site types in this report.
  8. Enter the rates for the new site type in the Base Prices for Campsites report and save this file.
  9. Upload the updated Base Prices for Campsites report by going to Campground Setup > Properties > Base Pricing.

  10. Click the Upload Campsite Pricing CSV button.

  11. Select the updated base prices for campsites file from your computer and click open.

  12. Wait for the Upload Successful message to appear at the top of the page.

3. Add Occupancy Rule for New Site Type

Skip this step if the site is moving to an existing site type.

  1. Navigate to Rules > Occupancy > Min/Max Age Groups
  2. Open an existing max occupancy rule from the rules by clicking on it.
  3. Click in the Site Types box and select the new site type from the drop down. 
  4. Click Save.

If you do not have an existing occupancy rule that fits your new site type. Click the New Variation button to start a new occupancy rule

4. Add Cannot be Booked Online Rule

  1. Navigate to Rules > Functions > Cannot be booked online
  2. Click New Variation.
  3. Name the rule: Site Type Change Block
  4. Click in the Date Group box and select Wide Range from the date group list.
  5. Click in the Site Types box and select both the old and new site type for the site.
  6. Click Save.

5. Add the New Site to the New Site Type

  1. Navigate to Campground Setup > Unit Setup.
  2. Click on the site category of the new site type.
  3. Click on the new site type.
  4. Click the Add Site button.
  5. Enter the site name and any RV profile information if applicable.
  6. Save the site.

6. Move Future Reservations to the New Site

  1. Navigate to Booking > Reservation Grid.
  2. Search by site name using the grid search so that the old and new site both appear.
  3. Click on an existing reservation for the old site and select the EDIT option from the Reservation tab of the Reservation Summary.
  4. Once in the edit workflow, change the Site Type in the Search Criteria to the new site type. The same site number in the new site type should be available.
  5. Select the new site and click Finalize Edits.

Repeat step 6 until all future reservations are removed from the old site.

7. Deactivate the Old Site

  1. Navigate to Campground Setup > Unit Setup.
  2. Click on the site category of the old site type.
  3. Click on the old site type.
  4. Click on the old site and uncheck the Active box.
  5. Unassign the old site from the map by clicking on the site in the map section. If the site is blue, this means it is not currently assigned to a site.
  6. Save the site.

8. Assign the New Site to the Map

  1. Navigate to Campground Setup > Unit Setup.
  2. Click on the site category of the new site type.
  3. Click on the new site type.
  4. Click on the new site.
  5. Assign the new site to the map by clicking on the site in the map section. If the site is purple, this means it is currently assigned to the open site.
  6. Save the site.

If the site on the map is grey and nothing happens when you click, this means it is currently assigned to another site. If this happens review step 7.

9. Remove Cannot be Booked Online rule

  1. Navigate to Rules > Functions > Cannot be booked online.
  2. Select the box next to the site type change block rule.
  3. Then click the Delete option in the menu bar.

Reminder: There can be more rules associated with a new site type than just the Min/Max Age Group rule covered in this tutorial. It is recommended that you review all rule types when adding a new site type. If pricing rules apply, the new site type should be added to these rules prior to moving any existing reservations from the old site so that the same rules are applied when the reservation is moved.