This guide will help you configure and manage the room account option for guests who benefit from half board, full board, or all-inclusive packages. You will learn how to set the room account value using the three available methods: through rate plans in the Channel Manager, through contracts in the PMS, or manually, directly in reservations.
Additionally, you will discover how the room account works, including how services and products are managed in the Folio and how they are included in the total account value. Follow the steps below to optimize the guest experience and streamline financial management.
❗The room account value is included in the accommodation rate.
The room account is only available for reservations with half board, full board, and all-inclusive packages.
There are three ways to set the room account value. To configure these, follow the steps below:
Room Account in Rate Plans in the Channel Manager
- Add a rate plan.
- Enter the room account value for rate plans with meal types: half board, full board, or all-inclusive.
- Go to Menu and select Rate Plans.
- Click Add Plan to create a new rate plan or click Edit next to an existing rate plan and fill in the room account value.
- Save the information.
The Channel Manager will transmit this value to all connected online partners, and reservations coming from the Channel Manager will include the defined value.
For more information on adding rate plans, click here.
Room Account in Contracts in the PMS
You can add contracts for meal types such as half board, full board, or all-inclusive and define the corresponding room account value.
For reservations with standard rates where you select contracts with predefined room accounts, the value will automatically be included in the reservation.
For more information on adding contracts, click here.
Room Account Manually in Reservations
- Manually add a reservation to the system and define the room account value.
- In the added reservation, select the meal type: half board, full board, or all-inclusive.
- Access the reservation's Folio, click Meal Type Settings, and fill in the room account value per night.
- Save the information.
For more information on adding reservations, click here.
How It Works: Room Account
All reservations that include a room account benefit from a separate section in the Folio, specifically designated for the room account, named according to the selected meal type.
In this section, you can add all services and products included in the room account value.
Notes sent from the restaurant to a room account are automatically added to this section.
The total value of the services and products in the room account section is automatically included in the total room account value.
- If the value of services and products does not exceed the total room account value, the guest will still pay this amount, as it is included in the accommodation rate.
- If the value of services and products exceeds the total room account value, the difference will be automatically added to the Folio and must be invoiced to the guest to complete the check-out process.
✅ Done! You have completed the information for this section!
