Duplicating Rate Rules

Duplicating rate rules is a quick way to create new rules for future years or new seasons while keeping your existing pricing and settings as a starting point.

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Step 1: Access the Rate Plans

1. Go to the Properties tab.
2. Click Rate Plans.
3. Select the rate plan that contains the rules you want to duplicate.

Tip: If you don’t see older rate rules, make sure to change the view filter to “Current, Past, or All” so that all rules are visible.

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Step 2: Select the Rate Rules to Duplicate

1. In the list of rate rules, check the boxes next to the rules you want to copy.
2. Click Duplicate.

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Step 3: Configure Duplication Options

Before saving, adjust the duplication settings to fit your needs:

• Increase Start and End Dates — For example, set to +1 year to roll the rates forward for the next year.
• Adjust Day-of-Week Alignment — Set -1 to shift days backward by one day to account for the yearly calendar shift (ensures weekends and weekdays align correctly).
• Rates — Leave the “Change Rates” field blank or at 0% if you want to keep the same prices.

Once configured, click Save Changes.

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Step 4: Review the Duplicated Rules

After saving, you will see your new rate rules listed below the originals. Each duplicated rule will have updated date ranges based on your settings.

To finalize:

1. Click into each new rule to review pricing and make any necessary adjustments — for example, updating rates for holidays or peak periods.
2. Save any edits before moving to the next rule.

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Summary

• Duplicate rate rules to save time when setting up new pricing periods.
• Adjust the start and end dates by one year and optionally shift the weekday pattern.
• Edit new rules as needed for price updates or seasonal differences.

This method helps maintain consistent pricing structure year-to-year while allowing for quick seasonal updates.