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Create pricing strategies

The Strategy Builder Module calculates pricing strategies for your property.

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Written by Michelle Normoyle
Updated over 3 weeks ago

Overview of the strategy builder

The strategy builder module calculates pricing strategies for your property. You can set different pricing strategies by date range to accommodate seasonal demand and your local market conditions.

Learn more about the strategy builder seasons in this quick video


Create a new season

The steps below will outline how to create a new season in your pricing strategy:

  • Before you create your season you will need to have the following in place:

    • Access to the strategy builder.

    • Understanding of your property's seasonal demand patterns.

    • Knowledge of minimum and maximum pricing requirements.

  1. On the left navigation under the header strategy, click Strategy Builder.

  2. Click the calendar icon to view existing seasons.

  3. Click the plus symbol to create a new season.

    1. Enter the name that will be displayed in the system for the season.

    2. The system assigns a color by default. Select another color if you prefer.

    3. Enter the minimum and maximum price for each day of the week and room type if needed.

  4. Click the copy icon under each day's room listing to apply pricing to other rooms or days of the week by checking the relevant options.

  5. Click Copy to other seasons to apply the pricing to another season, then choose the season from the dropdown.

  6. Click Save when complete, or click Cancel to return without saving changes.

πŸ“Œ Note: You can create as many additional seasons with different minimum and maximum pricing as needed for your hotel's strategy.

Make updates to current seasons

Follow the steps below to view existing seasons and modify their settings, including dates, pricing, and room type assignments:

Before you can view or change a season you will need to have access to strategy builder.

  1. On the left navigation under the header strategy, click Strategy Builder.

  2. Click the calendar icon under strategies header to view the seasons.

  3. The list of seasons will open in a new screen.

  4. Click the pencil icon to open a new screen.

  5. You can edit the name, code, color, minimum price and max price in this screen.

  6. You can also copy the pricing to other seasons.

    1. Click Copy to other seasons to apply pricing to another season, then choose the season from the dropdown.

    2. Click the Copy icon under each day's room listing to apply pricing to other rooms or days of the week by checking the relevant options.

    3. Click Visible rooms in the lower left to filter the view to specific room types.

    4. Click Visible rooms again to add room types back to the view.

    5. Click Save when ready, or click Cancel to return to the previous screen.

  7. Click Save if you have made edits.

  8. If you've changed seasons from one to another, a confirmation popup appears.

  9. Click Assign to proceed, or click Cancel to return to the modal.

  10. Repeat for each season you want to apply to relevant dates.

  11. Click the X in the upper right of the modal to return to the seasons list.

View and remove dates from a season

Follow the steps below to view and remove dates from a season:

  1. On the left navigation under the header strategy, click Strategy Builder.

  2. Click the calendar icon under the strategies header to view the seasons.

  3. Click the calendar icon of the specific season and a visual calendar modal showing all seasons assigned across each year.

    • The calendar is color-coded for easy reading with a legend on the right.

  4. Click on the start date and drag to the end date in the calendar to apply or remove the season.

    • You can override the current season by applying a different one to the same dates.

  5. To deselect dates within a range, click on the date or dates to unhighlight them.

  6. Click Submit to save changes.

    • If you've changed seasons from one to another, a confirmation popup appears.

  7. Click Assign to proceed, or Cancel to return to the modal.

    • Repeat for each season you want to apply to relevant dates.

  8. Click the X in the upper right of the modal to return to the seasons list.

Apply seasons to future years

Follow the steps below to apply seasons to future dates:

  1. On the left navigation under the header strategy, click Strategy Builder.

  2. Click the calendar icon under the strategies header to view the seasons.

  3. Click the calendar icon of the specific season and a visual calendar modal showing all seasons assigned across each year.

    • The calendar is color-coded for easy reading with a legend on the right.

  4. Select the years at the top of the screen to assign seasons further in advance.

  5. Click on the start date and drag to the end date in the calendar to apply a change.

  6. Click Submit to save changes.

  7. If you've changed seasons from one to another, a confirmation popup appears.

  8. Click Assign to proceed, or Cancel to return to the modal.

    • Repeat for each season you want to apply to relevant dates.

  9. Click the X in the upper right of the modal to return to the seasons list.

Remove a season

Follow the steps below to remove a season:

  1. On the left navigation under the header strategy, click Strategy Builder.

  2. Click the calendar icon under the strategies header to view the seasons.

  3. Click the X to remove the season.

  4. Click the X in the upper right corner to return to the seasons list.


Troubleshooting

Below are the most common troubleshooting issues:

Season dates not saving?

Ensure you've clicked Submit after making changes and confirmed any override notifications that appear.

Pricing not copying correctly?

Verify that you've selected the correct options when using the copy functionality and that target seasons exist.

Calendar not displaying seasons?

Check that seasons have been properly saved and that you're viewing the correct year in the calendar interface.


Frequently asked questions

Below are the most common frequently asked questions:

How many seasons can I create?

You can create as many seasons as needed for your hotel's strategy, each with different pricing configurations.

Can I apply the same season to multiple date ranges?

Yes, use the calendar interface to assign the same season to different date periods throughout the year.

What happens if I assign overlapping seasons?

The most recently assigned season will override previous assignments for overlapping dates.

Do I need to set pricing for all room types?

The system requires a minimum rate for the base room type, but we recommend setting both minimum and maximum values for all room groups.

Can I copy seasons between properties?

The copy functionality works within the same property. For multiple properties, you'll need to recreate seasons or contact support for bulk configuration options.

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