Edit a rate scale

1. From Sales, select Group sales.

2. Under Configuration, select Group sales settings.

3. Select the Flat Rate Pricing tab.

4. Under Rate scales, select the scale to edit and on the action bar, select Edit.

5. Edit the name and description of the rate scale as needed.

6. To make this the default rate scale when flat rate pricing is selected on a reservation, select Set as default rate scale. You can always select a different rate scale on the reservation, but setting the one you use most as the default will save a step in most cases. Clear this checkbox if it should not be the default rate scale.

7. Under Applications, you can edit the default programs, fees, and resources for this rate scale along with the applications for each. These are defaults only and can be changed as needed on each group reservation. Applications are necessary to ensure that all items and services purchased are accounted for properly. For example, if a group pays a $500 flat rate for a group visit that includes three different programs, you must determine how that $500 is split and applied to the three programs. In the Application Type field, select “Program,” “Fee,” Supply/Equipment,” or “Staffing resource” and select the item to include.

8. In Percent field, enter the percent of the flat rate that should be allocated to the selected item. For example, enter “10” if ten percent of the flat rate a group will pay should be allocated to the selected item.

9. Select Add. The item and the percent allocated are displayed in the grid. The total percent allocated is displayed under the grid and is updated automatically. When you have allocated 100 percent, a green checkmark appears.

10. You can edit the applications in the grid by adjusting the entries in the Percent column. To remove an application, select a row and click delete on your keyboard.

11. Under Prices, edit the group rates as needed.

• If the rate scale currently charges all groups one standard amount regardless of size, you can edit the amount in the Group of any size pays field.

• If the rate scale currently includes multiple flat rate prices for groups based on size, you can edit the sizes and prices in the grid. For example, you can edit the rate scale to charge $200 for groups of up to 20 people and $400 for groups that have between 21 and 50 people.

The Group over 0 pays field dynamically changes to include the largest amount entered in the grid. Continuing with the previous example, this field would read Group over 50 pays and you can enter a flat amount that all groups of 50 or more will pay.

12. Select Save. You return to the Flat Rate Pricing tab and the edited scale is displayed.

Note: If you edit a rate scale that is currently in use on reservations and you want the new rate scale values to be updated on those reservations, you must access the Rate Scale tab on each reservation record, select Change rate scale, and select the updated rate scale. For more information, see Change Rate Scales for Group Reservations.