Configuring Deposit Rule Schedules

Prerequisites for Deposit Rule Schedules

Deposit rule schedules provide a way to manage the advance deposit requirements for reservations. You can specify deposit rule along with the begin date and end date that define the period during which the schedule is in effect. Duplicate schedules for the same effective period are not permitted.

You can also configure credit ratings for use with deposit schedules. Guests and callers who make reservations with your property will have deposit rules applied to their reservation based on the credit rating indicated on their profile. For more information, see Configuring Credit Ratings.

Adding Deposit Rule Schedules

From the Administration menu, select Booking, select Booking Rules and Schedules, and then select Deposit Rules Schedules.
Click New and complete the following fields:
1. Property: Confirm or enter the property for the deposit rule schedule.
2. Begin / End Date: Define the effective period for this rule schedule by selecting its start date and end date. Duplicate rule schedules cannot have overlapping effective periods. For example, assuming you have two deposit rule schedules for the FLAT deposit rule, and both are applied to the AARP rate code and the 6 PM reservation type. One rule schedule cannot have effective dates of 06-01 through 07-31 if the other already has effective dates of 07-15 through 08-15.
3. Rule: Choose the cancellation rule to which this deposit rule schedule applies.
4. Rate Code: Choose the rate code to which this deposit rule schedule applies. When creating a new rule schedule, this is a multi-select list of values. If a rate code is selected, block code or credit rating cannot be selected for the rule schedule.
5. Block Code: Choose the block codes to which this deposit rule schedule applies. When creating a new rule schedule, this is a multi-select list of values. If a block code is selected, rate code or reservation type or credit Rating cannot be selected for the rule schedule.
6. Reservation Type: Choose the reservation type to which this deposit rule schedule applies. When creating a new rule schedule, this is a multi-select list of values. If a reservation type is selected, block code or credit Rating cannot be selected for the rule schedule.
7. Credit Rating: Select a credit rating from the list to limit this deposit rule to reservations, based on the credit rating as indicated on their profile. When creating a new rule schedule, this is a multi-select list of values. If a credit rating is selected, block code or rate code or reservation type cannot be selected for the rule schedule. (Available when the Credit Rating OPERA Control is active).
8. Season Code: Select a season code from the list to limit this schedule to a specific rate season.
9. Seq: Enter the sequence number that determines the position of this rule schedule in a list of values.
10. Override: Select if you want this rule to override all others that might apply to a date or range of dates.
Save or click Save and Continue to add more deposit rule schedules.

Note:

When multiple criteria are selected separate schedules are created for each combination.

Rate Code
Reservation Type
Credit Rating
Block Code

Editing Deposit Rule Schedules

From the Administration menu, select Booking, select Booking Rules and Schedules, and then select Deposit Rules Schedules.
Enter search criteria, then click Search.
Select a deposit rule schedule in the search result, then click the vertical ellipsis Actions menu and select Edit.
1. Update the configuration.
2. Inactive: Select check box to make this deposit rule schedule inactive.
3. Click Save.

Deleting Deposit Rule Schedules

From the Administration menu, select Booking, select Booking Rules and Schedules, and then select Deposit Rules Schedules.
Enter search criteria, then click Search.
Select a deposit rule schedule in the search result, then click the vertical ellipsis Actions menu and select Delete.
Click Delete to confirm.

Parent topic: Booking Rules and Schedules