Create packages
A package defines the services that are bundled together and sold for a flat daily rate on a per person basis.
The first step in creating a package is to enter its name, availability, and description information. If you're creating a complete meeting package, you can also indicate whether or not guestrooms are included in the package price.
If you are creating a package that will be sold on a DirectBook website, additional steps are required. Learn more.
To create a package
- Open the property where you want to create the package, navigate to the Packages section, and then click New.
- Complete the fields on this page, as needed.
| Information | |
| Name | The name of the package as you want it be displayed to users. This should be a descriptive name, especially when you have multiple versions of a package type. For example, your property may offer two Ski and Stay packages, one for weekdays and another for weekends. Because each package is priced differently, you want to make sure that your users select the correct one when they detail a booking so you name them "Ski and Stay - Weekday" and "Ski and Stay - Weekend". |
| Display Name | While each of your package names should be unique, you may want a more generic name to be displayed in contracts and other customer-facing documents. In the previous example, the Ski and Stay - Weekday and Ski and Stay - Weekend packages should appear as simply "Ski and Stay Package" in all booking-related documents. To accomplish this, you would enter "Ski and Stay Package" in the Display Name field for each package. |
| Abbreviation | The package abbreviation. |
| Start Date/End Date | The date range the package is available at the property. If you want the package to always be available, leave these fields blank. The package will be available for bookings whose arrival date falls within the specified date range (the departure date can be outside of this availability time frame). |
| Description | A rich-text description of the package which details all of the services included in the per person package price. Use the formatting toolbar to customize the appearance of this description on customer-facing documents. |
| Property | The name of the property that is offering the package. |
| Package Reference | If applicable - the corporate identifier assigned to the package. Because multiple properties may offer the same—or very similar—packages but with different names, the Corporate Package Reference can be used to group those packages together for corporate-level reporting. |
| Active | When selected, the package is available to users. When cleared, the package is retired and no longer appears in picklists for selection. |
| Include Guestrooms in Package Price |
When selected, the guestroom allocation is rolled up into the package price on the booking check, and the guestroom rate is displayed as "included in package". When cleared, the guestroom allocation is displayed separately in the guestrooms section of the booking check, and the package price represents only the event and other income allocations of the package. This allows you to track guestroom revenue outside of the package while still managing the room block attendance as part of the package. Users can override this setting on the Booking Package Detail page if necessary. |
| Total Package Price Per Person (Calculated) | |
| Total Event Price | The sum of the per person event prices. You can see the events that have been added to the package in the Package Events section. |
| Total Other Income Price | The sum of the per person other income prices. You can see the other income items that have been added to the package in the Other Income Items section. |
| Total Package Price | Total Event Price + Total Other Income Price = Total Package Price per person |
| Total Event Price Per Person (Calculated) | |
| Package <Revenue Classification> Price | The sum of the package event revenue breakdowns by revenue classification. Together, these revenue breakdowns equal the Total Event Price Per Person. |
| Total Other Income Price Per Person (Calculated) | |
| Package <Revenue Classification> Price | The sum of the package other income item prices by revenue classification. Together, these prices equal the Total Other Income Price Per Person. |
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The following sections display records associated with the booking. |
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| Package Events | Lets you create, edit, and delete events on the package. When users add the package to a booking, they can choose to create all the events on the package or only those requested by their group. Users also have the option of associating other events to the package. |
| Package Guestrooms | Lets you select the guestroom types that can be sold on the package and enter the rate for those rooms. Each package can offer multiple rooms types; however, they should all be assigned the same rate for each occupancy level (S/D/T/Q). For example, the rates for your King and Queen rooms might be entered as follows: 200/250/300/350. The per person guestroom rate is calculated when the package room block is created. |
| Package Other Income | Lets you create, edit, and delete other income items on the package. |
The required fields are displayed with a red indicator. These fields must be completed before you can save the record.
- Do one of the following:
- Click Save to save your changes and open the Package page where you can add the package events along with any guestrooms and other income items.
- Click Save & New to save your changes and create another new package.
- Click Cancel to discard your changes without saving.