Create A Base Rate

Modified on: Fri, 5 Sep, 2025 at 2:22 PM

Applies to:          Stayntouch PMS          

Create A Base Rate


A base or parent rate is a rate that is not dependent on any other rate. It will need to be updated manually in the Rate Manager, or by using the Rate Strategy functionality. To create a base rate, navigate to Settings > Rates > Rates > + ADD NEW.


A base or parent rate is a rate that is not dependent on any other rate. It will need to be updated manually in the rate manager, or by using the rate strategy functionality. In settings, click on "RATES."


Select "Rates" again.


Click on "ADD NEW" in the rates list.


From here, open Rate Details.


In the "Add new Rate" page, open the "Rate Details."


Enter the rate name in the NAME field.


Enter the rate name in the "Enter Rate Name" field.


Enter the rate code in the RATE CODE field.


Enter the rate code in the "Rate Code" field.


Select the rate type from the TYPE dropdown menu. Keep in mind where you would like the rate to display in the PMS.


Select the rate type from the "Type" dropdown menu. Keep in mind where you would like the rate to display in the PMS.


Enter the rate name in the DESCRIPTION field.


Enter the rate name in the "Description" field.


The DISPLAY RATE NAME ON BILL/FOLIO toggle can be turned ON if you want the rate name to display on a customer's bill instead of the name of the charge code.


This can be toggled on if you want the rate name to display on a customer's bill instead of the name of the charge code


Find your charge code from the CHARGE CODE dropdown menu.


Find your charge code from the dropdown menu.


Select the correct currency from the CURRENCY dropdown.


Select the correct currency from the drop down.



If you are creating a base rate, and you do not want derived rate amounts for an extra person to differ, the EXTRA ADULT/CHILD MIN. AMOUNT THRESHOLD field needs to be set to 100%.


If you are creating a base rate and you do not want derived rate amounts for an extra person to differ, the "Extra Adult/Child Min. Amount Threshold" field needs to be set to 100%.


Enter "100" in the "Extra Adult/Child Max. Amount Threshold" field.


As we are creating a base or parent rate, the BASED ON/COPY FROM section is not needed right now, but is covered in our derived rates article.


As we are creating a base or parent rate, this section is not needed right now, but will be covered in our derived rates video.


There are four toggles on the right hand side (PMS ONLY, CHANNEL ONLY, MEMBER RATE, and PUBLIC RATE), please leave those off.


There are four toggles on the right hand side, please leave those off.


Click ADDITIONAL DETAILS to expand the section.


Click on "ADDITIONAL DETAILS" to expand the section.


It is possible to associate demographic information with a rate if you already know that for this rate it will always be business or leisure, for example. If you are creating your BAR rate, this can differ, so nothing has to be selected. However if you are creating an Expedia rate, you can already set the SOURCE as Expedia.


It is possible to associate demographic information with a rate if you already know that for this rate it will always be 'business' or 'leisure' for example. If you are creating your BAR rate this can differ, so nothing has to be selected. However if you are creating an Expedia rate, you can already set the source to be Expedia.


If commissions are already enabled for your property, you can decide which charge codes you will be paying commission over.


If commissions is already enabled for your property, you can decide which charge codes you will be paying commission over.


Click RULES & RESTRICTIONS to expand the section.


Click on "RULES & RESTRICTIONS" to expand the section.


In the RULES & RESTRICTIONS section, click DEPOSIT REQUIREMENTS to associate your deposit rule.


In the "RULES & RESTRICTIONS" section, click on "Select Deposit Requirements" to associate your deposit rule.


With every deposit rule, there should also be a cancellation policy; this can be selected from the CANCELLATION PENALTIES dropdown.


With every deposit rule there should also be a cancellation policy, this can be selected here.


Click ADD-ONS to expand the section.


Click on "ADD-ONS" to expand the section.


If your rate includes add-ons, such as breakfast, or if you are creating a package, the add-ons can be toggled on to use here. An add-on is either included in a price (so if your room rate is $100 and the add-on is $10, the total will stay $100) or added to price (using the same prices, this would total to $110). It is possible to bundle the add-on with the room charge on the customer's bill, but this is a bill display only functionality.


If your rate includes add-ons such as breakfast or if you are creating a package, the add-ons can be toggled on to use here. An add-on is either included in a price (so if your room rate is 100 and the add-on is 10 euros, the total will stay 100), or added to price (using the same prices this would total to 110 euros). It is possible to bundle the add-on with the room charge on the customer's bill, but this is a bill display only functionality.


Click the arrows to collapse the ADD-ONS section.


Click the arrow to collapse the "ADD-ONS" section.


Click STEP 2 - SELECT ROOM TYPES to proceed.


Click "STEP 2 - SELECT ROOM TYPES" to proceed.


A base rate is usually set for all room types, and it is possible to move all to assigned by using the green arrow.


A base rate is usually set for all room types, it is possible to move all to assigned by using the green arrow.


It is also possible to drag and drop the room types.


It is also possible to drag and drop the room types.


Click the SAVE button to continue.


Click the "SAVE" button to continue.


If promotions have already been set up, it is possible to assign these to the rate, as well, but it is not required.


If promotions have already been set up it is possible to assign these to the rate as well, but it is not required.


Click the SAVE button to continue.


Click the "SAVE" button to continue.


Then, the date range for this rate needs to be selected, with a maximum of three years.


Then the date range for this rate needs to be selected, with a maximum of 3 years.


Click CONFIGURE RATE to set up your rate amounts.


Click on "CONFIGURE RATE" to set up your rate amounts.


Fill in the rate amount for single occupancy.


Fill in the rate amount for single occupancy


If the rate amount is the same for double occupancy, the arrow can be used to copy the amount into the next field.


If the rate amount is the same for double occupancy, the arrow can be used to take over the amount into the next field.


If you allow more than two adults in the room, an amount needs to be filled in for the extra adult field. If you do not charge for this, enter zero.


If you allow more than 2 adults in the room, an amount needs to be filled in for the extra adult field. If you do not charge for this put in zero.


This is the same for the child field; if you do not charge for an extra child, enter zero.


This is the same for the child field, if you do not charge for an extra child please put in zero.


Fill in the rate amounts for all room types within the rate, and then save the updated set by clicking UPDATE SET.


Fill in the rate amounts for all room types within the rate, and then save the updated set.


If you want to set a different default rate for weekend days compared to the rest of the week, you can deselect those days.


If you want to set a different default rate for weekend days compared to the rest of the week, you can deselect those days.


Deselect the checkbox for the weekend days.


Select the checkbox


Now, when we scroll down and select + NEW SET, the days we had previously deselected will automatically be selected for this new set, and you can now set up the default rate amounts again.


Now when we scroll down and select "new set"…


The days we had previously deselected will automatically be selected for this new set and you can now set up the default rate amounts again.

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