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How to create a Package

Eddie
Updated

Packages are a Homhero feature that allows you to add additional charges to a booking. Packages can be used to add general booking related fees such as a Booking Fee, Cleaning Fee or Linen Fee, and could also be used to upsell extra products/services that may be available during your stay.

To add a package in Homhero, please follow the below steps:

  1. Click Booking Engine > Packages from the Homhero side menu
  2. Click Add
  3. Active toggle - Ensure the active toggle is on
  4. Package Name - Enter a package name. The package name will feed through to all areas of Homhero. It will also be the name that displays in correspondence schedules/templates when package merge fields are used
  5. Description - Enter a description of the package. The description will only feed through to your website and will NOT display in correspondence schedules/templates
  6. Guest Mandatory toggle - Turn this toggle on if you would like to apply this charge automatically to guest bookings
  7. Owner Mandatory toggle - Turn this toggle on if you would like to apply this charge automatically to owner bookings (this currently only works when the Itemised toggle is on)
  8. Apply to all Listings toggle - Turn this toggle on to apply this package to all listings
  9. Apply to Listings (Set) - If the 'Apply to all Listings' toggle is left off, click 'Set' to select which individual listings will apply to this package. 
  10. Limit to Categories (Set) - Click 'Set' to select which categories apply to this package. If the package applies to all categories, leave this blank.
    Tip: If you've applied specific listings to this package, they will be combined with any categories selected here. Selecting categories does not override the listings already applied.
  11. Limit to Seasons (Set) - Click 'Set' to select which seasons apply to this package. If the package applies to all seasons, leave this blank. 
  12. Days of the Week - Click the days of the week that this package is applicable for
  13. Validate On - This setting will determine which booking dates are used to validate this package:
    Arrival - This package will only apply on the arrival date of a booking
    Stay - This package will apply to all stay dates of a booking
    Departure - This package will only apply on the departure date of a booking
  14. Min Nights - Enter the min nights of a booking for this package to apply to
  15. Max Nights - Enter the max nights of a booking for this package to apply to
  16. Only Bookings Staying From - Use the calendar icon to select a date when the reservation can arrive from. If the guest can stay for any date period, leave this blank
  17. Only Bookings Staying Before - Use the calendar icon to select a date when the reservation can arrive before. If the guest can stay up until any date period, leave this blank
  18. Valid to use from (date) - Use the calendar icon to select a date when the package is valid to use from. If the package starts straight away, leave this blank
  19. Valid to use from (time) - Use the clock icon to select a start time when the package applies
  20. Valid to use until (date) - Use the calendar icon to select a date when the package is valid to use until. If the package doesn't expire, leave this blank
  21. Valid to use until (time) - Use the clock icon to select an end time when the package expires
  22. Package Type - Click the drop-down arrow to select from the available package types:
    - Per Booking
    - Per Guest per Booking
    - Per Night
    - Per Additional Guest Per Booking (this package type is not supported with Booking.com when the Itemised toggle is turned on under OTA Options)
    - Per Additional Guest Per Night (this package type is not supported with Booking.com when the Itemised toggle is turned on under OTA Options)
    - Per Additional Guest Per Night By Beds (this package type is not supported with Booking.com when the Itemised toggle is turned on under OTA Options)
  23. Minimum per Booking - If there is a minimum dollar amount per booking for this package, enter the amount here
  24. Max Qty - If there is a maximum quantity per booking for this package, enter the Qty here.
    Max Qty 0 is unlimited
  25. Base Amount - Enter a base amount for the package if required. This is will be a hidden amount that is included in the total calculation of the package. 
    - Base Amount = $5.00
    - Amount = $20.00
    - Total Package = $25.00 
  26. Amount - Enter the amount of the package
  27. Amount Type - Click the drop-down arrow to select from the available Amount Types:
    - $ Fixed
    - % Percent
  28. Calculate On - This will only display when selecting the % Percent Amount Type.
    Click the drop-down arrow to select from the percentage types to calculate this package on:
    Tariff Amount - This is the default setting. This will calculate the package amount based on the Tariff amount of the Reservation
    Cleaning Sundry Total - This will calculate the package based on the total of other packages where the attached sundry has the category of 'Cleaning'
    Linen Sundry Total - This will calculate the package based on the total of other packages where the attached sundry has the category of 'Linen'
    General Sundry Total - This will calculate the package based on the total of other packages where the attached sundry has the category of 'General'
    Booking Total - This will calculate the package based on the booking total after all other packages have been calculated and added to the running total
    Tax - This will calculate the package based on the final total and should only be used for tax packages
  29. Itemised toggle - Turn this toggle on to split out the package from the booking total and display it to the guest
  30. Exclude from Deposit - When calculating the deposit amount, this package will not be included in the booking total if this toggle is on
  31. RMS Sundry Link - Click the drop-down arrow to select the 'RMS Sundry Link' that applies to this package.

    Note: You will need to know who is being paid for this package e.g.
    s this being paid to the Owner? or Management? Please select the correct RMS Sundry Link for this to be paid to the Agency. 

    DO NOT USE A 3RD PARTY SUNDRY IN PACKAGES

    If the Sundry has not been created yet, please follow the knowledge base articles below to setup and sync new sundries to Homhero:

    - How to create a Sundry
    - How to create a GL Code
    - Sync Sundries from RMS to Homhero

  32. RMS Sundry Category (Read Only) - This field will automatically display based on the RMS Sundry Link selected
  33. Click the OTA Options tab to select which OTA's you would like to apply this package to
  34. Website - Click the Active toggle to apply this package to your Website bookings 
  35. Direct - Click the Active toggle to apply this package to your Direct bookings
  36. Airbnb - Click the Active toggle to apply this package to your Airbnb bookings
  37. Vrbo - Click the Active toggle to apply this package to your Vrbo bookings
  38. Booking.com - Click the Active toggle to apply this package to your Booking.com booking
  39. Booking.com (Itemised toggle) - Click the Itemised toggle if you would like this package to be itemised on Booking.com
  40. Booking.com Fee Type - Click the drop-down arrow to select the Booking.com Fee Type, you only need to select this if using the itemised setting
  41. Staymakers - Click the Active toggle to apply this package to your Staymakers bookings
  42. Marriott - Click the Active toggle to apply this package to your Marriott bookings
  43. Marriott Fee/Tax Type - Click the drop-down arrow to select the Marriott Fee/Tax Type
  44. Click Save
     

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