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The autopilot sends rates automatically from Rateboard to the partner systems, PMS and/or CM, accordingly to the settings you defined.
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What you will find here
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The Autopilot is not part of the Standard License, if you are interested, please contact us at contact@rateboard.io |
Autopilot overview
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Configuration of the Autopilot
Login to your
Rateboardaccount and open theManage-Calendar(1) > click on the littleAutopilotcogwheel on the right hand side of your screen (2).
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The tab for the configuration of the autopilot opens up:
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Autopilot settings
You can find the Autopilot in the Manage page, where you can configure it and activate for the days you want to automatically accept and publish the rates recommended.
Before activating it, you need to set the option to what fits your strategy. Open the autopilot settings by clicking on the ⚙️ icon, on the top right side of the rates calendar.
In the autopilot settings, you can define:
Period of time: the period you would like toStatus colour Red title Required
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send the rates automatically.
e.g. “Only push rates for days between 90 and 150 days before arrival date”, that means 90 to 150 days from current day. So if on 01.03 we set this rules, the autopilot would be applied from 01.06 to 01.08.
Deviation: set a maximum deviation above and/or belowStatus colour Yellow title OPTIONAL
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the base rate
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You can check your base
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rates in Settings -> Pricelevels -> Price Levels.
Apply to all: define if the configurations should be applied to all room categoriesStatus colour Yellow title OPTIONAL
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2a. Check the base rate: settings (1) > price level (2) > price level (3) > base rate (4)
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Activate the autopilot:
First choose the category (1) and then activate the switch (3)
The “robot icon” next to the category shows whether the autopilot is activated for this specific category or not:
blue robot (1) = autopilot is activated
grey robot (2) = autopilot is not activated
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The autopilot must be activated for each category separately.
The
autopilot is active now and is sending the rates in regular intervals to your PMS/CM
The robot icon in the Manage calendar shows days, where Autopilot is active.
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,or only the current one.
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After saving the settings, you still need to turn the autopilot on manually. |
Activating the autopilot for room categories
After going to the autopilot settings, you can switch it on or off for each room category. Select the room category and then click on the autopilot switch.
For each room category, you will also be able to see a robot icon close to the category name.
Robot is blue: autopilot is active.
Robot is grey: autopilot is not active.
Once you turn the autopilot on,the rates will be regularly sent to your PMS/CM and you will not be able to manually edit rates for the days which the autopilot is applied.
Deactivating the autopilot for specific days
For days which the autopilot is active, you are not able to send rates manually.
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If you want to exclude individual days from the autopilot
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Freeze Rates
You have the option to deactivate the autopilot for certain days, i.e. fixing the rate. You can still manually send rates to your PMS / CM for these days.
Caution! The rates are always fixed for the selected room category only.
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, you need to deactivate it by fixing the rates.
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You need to fix the rates for each category separately. |
Fixing rates
Select one or multiple days in the manage calendar
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, then open the autopilot menu
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You can identify days with fixed rates by the red robot icon
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, where you can click on FIX RATES. Once you do that, the autopilot will be deactivated for the selected days, and you will be able to change the rates manually.
You can check if the autopilot is on or off for a specific day looking at the robot at the bottom of the card.
Red: autopilot is not active, rates are fixed.
Blue: autopilot is active, rates are unfixed.
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Sending Rates - Frequency The rates are being sent every day, depending on the PMS, between 11 pm and 6 am
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Configuration period for the autopilot
all categories
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