Reservation Surcharges: Setup

Learn how to setup an automatic surcharge to be applied during the booking process.

A reservation surcharge rule can include a percentage-based or flat rate service charge to cover things like reservation processing.

Follow these steps to locate the rule setup and to create a new variation of the rule.

Navigate to Rules

Using the primary navigation button, click on Rules

On the Rules page, click on the Pricing tab

Click on Reservation Surcharges

How to add a New Variation

A variation is a rule. Click the New Variation button to open a blank Reservation Surcharges rule form.

Rule Name

A name is required to create the reservation surcharge rule, noting that this is customer facing and will appear on their invoice.

Site Types & Add-on Types

Either a Site Type or an Add-on type must be selected, but cannot include both within the same rule. Multiple Site Types or Add-on Types can be selected for the same rule. Click within the field for a drop-down of active site types to appear to add to the rule.

If Stay Is

First, select from the drop-down menu one of the below options:

• • Less Than (No Repeat) – the reservation must be for less than the nights entered for the reservation surcharge rule to apply.
  • Greater Than (No Repeat) – the reservation must be for more than the nights entered for the reservation surcharge rule to apply.
  • Equal To (No Repeat) – the reservation must be for the exact number of nights entered for the reservation surcharge rule to apply.
  • Select Any Length if the reservation surcharge rule applies to any length reservation.

Surcharge Amount

Enter the reservation surcharge amount into the field. Select if the reservation surcharge is either a percentage (%) or dollar ($) amount.

Applies

Select one of the below options from the drop-down menu:

• • Flat Rate for Eligible Period - the reservation surcharge rule will apply as a flat charge for the eligible period selected in the next step.
  • Flat Rate for All Days – the reservation surcharge rule will apply as a whole to the entire reservation.
  • Daily Rate for Eligible Period – the reservation surcharge rule will apply to the daily rate for the eligible period selected in the next step.
  • Daily Rate for All Days – the reservation surcharge rule will apply to the daily rate for all days of the reservation.

Eligible Period

If Flat Rate for Eligible Period or Daily Rate for Eligible Period were selected in the previous step, a number of nights needs to be determined to create the eligible period.

Financial Account

Select the financial account from the drop-down menu in which the reservation surcharge will be reflected on the Journal Entry reporting.

Deferred Financial Account (Accrual)

Select the deferred financial account from the drop-down menu in which the reservation surcharge will be reflected on the Journal Entry reporting. Even if running on a cash-based accounting system, this drop-down is still required.

Apply Surcharge

Select one or both options below:

• • Apply to Consumer Site bookings – the surcharge will apply to reservations made on the consumer site.
  • Apply to Admin Site Bookings – the surcharge will apply to reservations made on the consumer site.