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Create and Manage Add On Package Elements .ng

📆 Revision Date:

This article offers guidance on creating and managing “Add on Packages” in HotelKey. Add-on packages are non room revenue packages which typically include a package rate per person.  This is common for meetings and events covering essentials such as venue hire, refreshments, lunch, and basic audiovisual equipment.

Steps Included:

Create a New Package Element

Multi Property Users:  from the HK Home, select the property and then select Property Settings under the Administration section.

Single Property Users:  From HK Home, select Property Settings under Administration

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From the menu on the left side,

Select Rate Plan Setup and then select Package Elements.

Select Add New Package Element

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  • Enter a Name for the package element
    (e.g., All Day Conference).

  • Enter a Code for the package element
    (e.g., ADC).

Note: The package element name and code are specific to your property and are used to identify the package element in the UI and in HotelKey reporting.

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Toggle Allowances OFF as Add On Package Rates (or meeting room packages) will not require an allowance.

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Click on the blue ‘+’ symbol to configure package revenue breakout.

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A new Package Element Pricing window loads

  • Charge type category - select the category to which the package element is being applied from the dropdown.

  • Charge type - select the charge type to which the revenue from the package element is being applied from the dropdown.

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Complete the following fields:

Posting Type:  from the dropdown, select how the package element amount will be broken out from the package rate:

  • Daily: The package amount will be broken out from the package rate daily.

  • First Day: The package amount will be broken out from the package rate on the first day only.

  • Daily Except First Day: The package amount will be broken out from the package rate daily, except for the first day, which will be included in the package rate.

  • Daily Except Last Day: The package amount will be broken out from the package rate daily, except for the last day, which will be included in the package rate.

  • Daily Except First and Last Day: The package amount will be broken out from the package rate daily, except for the first and last days, which will be included in the package rate.

  • Daily Except First Day Include Checkout Date: The package amount will be broken out from the package rate daily and on the checkout date, except for the first day, which will be included in the package rate.

Note:  Typically, for Add On Package Rates the posting type would be DAILY.

Quantity Type: from the dropdown, select whether the package element amount applies to all guests, adults only, or both adults and children on the reservation:

  • Fixed: The package amount applies to all guests (adults and children) on the reservation.

  • Adult: The package amount applies to all adults on the reservation.

  • Adults and Children: There is a separate package amount for adults and a separate package amount for children on the reservation.

Note:  Typically, for Add On Package Rates the quantity type would be ADULT.

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Enter the package element amount.

Note: If you selected 'Adults and Children' under Quantity Type, you will need to enter a package amount for adults and a separate package amount for children.

If the package element amounts have seasonal pricing, click the blue calendar icon to add seasons.

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Add On Package Rates can have more than one element in your package.

If the package element requires revenue tracking against more than one charge type, you can click the blue ‘+’ sign to repeat the above steps

 

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Managing Package Elements

Multi Property Users:  from the HK Home, select the property and then select Property Settings under the Administration section.

Single Property Users:  From HK Home, select Property Settings under Administration

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From the menu on the left side,

Select Rate Plan Setup and then select Package Elements.

  • From the list of package elements, click on the one that requires edits.

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Removing a Charge Type:

Click on the red ( − ) symbol to remove the charge type configuration.

Note: There is no warning or confirmation message. Once you click the red ( − ), the charge type configuration will be deleted

Click the blue ( + ) sign and repeat steps to set up new revenue tracking by adding charge types.

Select Save to save your changes and close.

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Modify the Charge Type Category or Charge Type:

On the Package Element Pricing Screen, Click on the blue “pencil” icon

  • Using the dropdown, select the Charge Type Category.

  • Click the X to remove the charge type. Then, select the Charge Type from the dropdown. 

Note: You can add additional Charge Types by using the dropdown to select Charge Type(s).

  • Select Confirm to save changes.

  • Select Save on the package element screen to save your changes and close.

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Modify the Package Element Prices:

  • Click inside the price amount box (Fixed, Adult, or Child), delete the current amount, and enter the new amount.

  • Select Save on the package element screen to save your changes and close.

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Create and Manage Meeting Package Headers

This following covers creating and managing Meeting Package Headers

Note - Package Elements must be set up before creating package headers and the Charge Type for the package element must be configured

Multi Property Users:  from the HK Home, select the property and then select Property Settings under the Administration section.

Single Property Users:  From HK Home, select Property Settings under Administration

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From the menu on the left side,

Select Rate Plan Setup and then select Package Headers.

  • Select Add New Package Headers.

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Complete the following fields:

Name: enter a Name for the meeting package header. Example: 'Daily Conference.'

Code: enter a Code for the meeting package header. Example: 'DCR.'

Active: toggle ON if the meeting package header is active. If the package header is 'inactive,' the package elements will not be broken out from the package into the correct charge type code(s).

Summarized Rates and Charges: toggle ON so the meeting room and package elements should be rolled up into a single charge on the folio known as Day Conference Rate. 

Dynamically Add Charge Amount on Rates: 

  • Not applicable for Single Image Inventory clients. 

  • For CRS clients, HotelKey will add the amount of elements on top of the Rate dynamically.

Allowed for Groups: toggle OFF for Add On Package Rates or Meeting Room Packages.

Calculate Taxes on Total Package Amount: toggle OFF for Add On Package Rates or Meeting Room Packages.

Is Non Room Package:  toggle ON for a non room accommodation package. 
Note:  this toggle must be “on” for Add On Package Rate packages

Charge Types:  Select the charge type to be used in which the remaining balance from the package element breakout - also known as overage - would be applied to. 
Note:  for Add On Package Rates or Meeting Packages this should be your Room Hire or Meeting Room Rental charge type.

Allowance: Not applicable for Add On Packages

Linked Rate Plan: Not applicable for Add On Packages

Select Package Elements: from the dropdown, select the package elements to be backed out of the total cost of the meeting package rate.
Note: One or more package elements can be selected.

Select Booking Profile: select FRONTDESK_WEB
Note: This field will only populate after the package header is created. You will need to go back into the meeting package header to set this field.

Description: enter a description for your package header. Example: 'Meeting room packages are per person and include setup, meal and breakout session.'

Consumption Start Type: from the dropdown, select when the consumption of the package elements starts:

  • Include Arrival: Package element consumption is applicable for Arrival Day

  • Exclude Arrival: Package elements consumption is not applicable for Arrival Day

  • Include Departure: Package elements consumption is applicable for Departure Day

  • Exclude Departure: Package element consumption is not applicable for Departure Day

Consumption End Type: from the dropdown, select when the consumption of the package elements ends:

  • Include Arrival: Package Element consumption is applicable for Arrival Day

  • Exclude Arrival: Package Element consumption is not applicable for Arrival Day

  • Include Departure: Package Element consumption is applicable for Departure Day

  • Exclude Departure: Package Element consumption is not applicable for Departure Day

Package Category: from the dropdown, select the package category:

  • Breakfast | Dinner | Lunch | Other | None

Modify Periods Start Date:  the first date the package header will be available for booking.

Modify Periods End Date:  the last date the package header will be available for booking.

Active:  toggle “ON” to activate the period.  Note:  if no periods are defined, the package header will be available as long as the rate plan is available in GRS (if applicable).  If periods are defined, the package header will not be available outside the defined periods.

You can add additional periods by clicking the blue ( + ) symbol.

Next, click Save on the package header screen to save your changes and close.

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Consumption Start and End Types:

Use case example 1: Breakfast packages:

Guests do not have breakfast on arrival date but guests can have breakfast on departure date.

  • Consumption Start Type: Exclude Arrival

  • Consumption End Type: Include Departure

Use Case example 2: Dinner packages:

Guests can have dinner on arrival date but guests cannot have dinner on departure date.

  • Consumption Start Type: Include Arrival

  • Consumption End Type: Exclude Departure

The meeting package setup is complete. Package Elements will now be separated in the meeting room when the package is booked.

How to Apply an Add On Package to a Folio

Note: The Package Header must be set up before adding a meeting package or Add On Package Rate to a folio

Meeting room packages can be applied to any folio (House Account, Group Master, etc.). 

From the folio screen click the down arrow next to “charge” and select Add Package Charge.

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Select the meeting room package rate. 

Note:  For Add On Package Rates the rate that will appear is the per person rate for the meeting room package. 

  • Click on the rate to edit the per person price.

Click Next to continue.

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For Add On Package Rates you will need to enter the number of people. To do this, change the “Quantity” to match the number of people being charged.

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The “Meeting Package” is now applied.

You can click on the “i” next to the meeting package name to see the package element revenue breakout. 

Note:  these totals will be multiplied by the number of people entered in the QTY field.

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