The autopilot is sending Rates automatically from Rateboard to the partner systems (PMS and/ or CM). In the following text we will shortly describe what should be considered while using the autopilot and how the correct settings are done.
Table of contents
The Autopilot is not part of the Standard License. If you are interested please contact us at contact@rateboard.io.
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).
The tab for the configuration of the autopilot opens up:
2. Fill in the period you would like to have sent the rates automatically (1)
Optional: fill in a maximum deviation above and/or below from the base rate (2)
> check your base rate as described in 2a
Optional: Decide, if the configurations should be applied to all room categories (3)
2a. Check the base rate: settings (1) > price level (2) > price level (3) > base rate (4)
3. 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
The autopilot must be activated for each category separately.
4. The autopilot is active now and is sending the rates in regular intervals to your PMS/CM
5. The robot icon in the Manage calendar shows days, where Autopilot is active.
Please also note: On days, when Autopilot is active, you are not able to send rates manually.
If you want to exclude individual days from the autopilot and want to set / send rates manually, please use the “Freeze Rate Functionality”.
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.
You can fix rates up to a year into the future once the autopilot has been activated.
Select one or multiple days in the manage calendar and open the autopilot menu
You can identify days with fixed rates by the red robot icon
Sending Rates - Frequency
The rates are being sent every day, depending on the PMS, between 11 pm and 6 am
additionally, each time you are changing the rate suggestions manually you trigger the autopilot and all rates will be sent again
Configuration
period for the autopilot
the period is starting with the day of arrival > means, the autopilot ist calculating always for the current day until the defined maximum period of time
Rates can be sent for +399 days automatically by the autopilot
all categories
if this option is ticked, all the configuration will be applied to all our categories
doing this, the autopilot is NOT activated for all categories
if a new category will be implemented in future, after activating the autopilot, the configuration for this new one has to be done manually