Class Rate Management: Step-by-Step Setup Guide

Settings - Class Rate Management

Article Contents :

This article provides step-by-step instructions on how to set up Class Rates.

InfoThese are rates that are typically used for members. - For public rates, utilize Rack Rate Management.


Step-By-Step

Step 1: Click on the Gear Wheel Icon on the top right corner of the screen for Settings. Then, click on Class Rate Management on the left-hand-side menu.



Step 2 : To add a new class rate, click the "ADD" button on the right hand side of the screen. This will generate a Add Class Rate View pop-up window.



Step 3: In this window, enter all information you would like for this particular rate. 

Title: The name of the rate that will be displayed.
Rate: The total cost (cart included if associated) of the rate. - Does not include tax.
Class Type: The membership type that you want this rate applied too.
Day of the Week: Which days the rate is available.
Start and End Date: Date range of when you want the rate available. 
Start and End Time: The time of day that you would like the rate available.
Holes: Select 9 or 18 holes.
Display Sequence: Where this rate displays in the dropdown when selecting a rate.
Booking Window: How far out this rate can be booked.
Online Booking Window: How far out this rate can be booked online.
Occupancy (%): Normally set at 100% - Allows the user to set the point at which the class rate kicks in. If the occupancy is set to 50%, the activity would not be available until 50% of the available slots have been reserved. Setting this to 100% will allow the rate to always be available. 
Maximum Usage: How many times the rate can be used. - Typically should be set to a high number. Ex. 999999
On/Off: Making this rate available.
Available Online: Making this rate available for members to select online.

When information is all entered, click Next.



Step 4: Then, check the box Create a new Green Fee and/or Combo Item, followed by Link New Rate to Existing Green Fee Item. Your new rate should populate, then click Add.

Info
It is suggested that the greens fee and cart fee are created in Inventory Center first.



Step 5: If the rate is Walking, then click Save. If this rate will include a cart, add a cart fee under Add Cart to Bundle, then click Add Item and Save.




Info
If you would like to add this rate to an additional Class, select Class type on the right hand side of the screen. In the pop-up window, select the class from the drop down Membership Class.






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