Rate Rules
- Fernanda Pacheco
- Florian Roth
- Eva Pfister
This feature is currently in progress and will be released on January 29. Stay tuned!
Rate Rules allow you to have more control over the rate recommendations. You can set up rules based on different conditions and periods, that align with your strategy. The rules will be added on top of the rate recommendations coming from the algorithm.
How to use them - a short summary
Create rule consisting of defined
conditions and actions
Activate rule (as an accumulating or hierarchical rule
Recompute recommendations if you want to apply immediately
after activation rules are applied every night
Check applied rules and effect on manage page
Migrate legacy Pricerules to new Rate Rules
The new rules will replace legacy rules in January 2025. If you have used the feature in the past, legacy rules will be migrated and activated automatically.
What you will find here
Not what you were looking for? Search more topics
Create a new rule
To create a new rule, go to the Rate Rules page in Settings.
On the Rate Rules page, click the “CREATE NEW RULE” button at the top right. Once the modal is open, you can set up a name, conditions, and actions.
Mandatory fields:
Rule Name (find a unique and meaningful name)
at least 1 condition
ad least 1 action
CONDITIONS
Add and combine up to 10 conditions to a rule, all the conditions have to be met, so the actions can be executed and applied to the rate recommendation.
ADR (Average Daily Rate): set a value to which the ADR will be compared. This condition will evaluate the selected room categories.
Vacant Rooms: set a value to which the number of available rooms will be compared. This condition will evaluate the selected room categories.
Competitors: analyze your hotel’s rates in comparison with competitors. This condition will evaluate the selected room categories.
When checking the lowest or highest competitor rate, the system will fetch the respective rate from all available competitors—either across all categories or within the selected category.
When evaluating the average competitor rate, the system will gather all available rates and calculate the average—either across all categories or for the selected one.
Date range: checks only dates within the defined data range.
NOTE: The rule evaluates dates from the start night to the end night in the range. If you set the date range 20.10.2025 → 23.10.2025, the rule will check the nights of October 20, 21, 22 and 23.
DBA (Days Before Arrival): check only dates within the DBA range.
The DBA starts counting from 0, that means:
DBA from 0 to 0, will affect the current day (=today).
DBA from 0 to 1, will affect the current day and next day.
DBA from 3 to 5, will start at current day + 3 and end at current day + 5
Events: checks if there is an event defined on the selected day or not.
Occupancy: set a value to which the occupancy will be compared. This condition will evaluate the selected room categories.
Price level: checks if the selected price level is set. This condition will evaluate the selected room categories.
RevPar (Revenue per Available Room)*: set a value to which the RevPAR will be compared. This condition will evaluate the selected room categories.
Weekdays: checks if it is a specific day of the week. This condition will evaluate all room categories.
Weather forecast: checks if it is a specific weather forecast.
The weather forecast is available for the current day + 14 days. The data source is Open Weather.
Weather temperature: set a value to which the temperature will be compared.
The weather temperature is available for the current day + 14 days. The data source is Open Weather.
Apply to “All categories” vs. apply to “Hotel”
For conditions like ADR, competitors, occupancy, price level, and RevPAR, you can choose to evaluate “all categories.” In this case, the rule will check each room category individually.
Example: If the rule requires occupancy below 50% for all categories, it means each room category must be below 50% for the condition to be met.
For conditions like vacant rooms, you can choose to evaluate the “hotel” as a whole. In this case, the rule will check the total value for the entire hotel.
Example: If the rule requires vacant rooms to be fewer than 10 for the hotel, it means the sum of all vacant rooms must be below 10 for the condition to be met.
To add a new condition
Select a condition
Set the required values
Click ADD CONDITION to save it. The condition will appear in the SUMMARY section.
ACTIONS
Define how the rule will affect the rate recommendation, for all or each room category seperately, by increasing and/or decreasing the rate by an amount and/or percentage.
All the actions will be executed if all the conditions are met. Add as many actions as you need.
Click “ADD ACTION” to apply. The action will appear in the summary section of the creation page.
Activate and deactivate rules
After rule creation, the rule appears in the “inactive rules” section of the page and is not yet applied/active.
To activate them, you have to move them either to the “accumulating rules” section, or the “hierarchical rules” section. They differ in the way of rule appliance.
To deactivate a rule, you can either delete it, or move it back to “inactive rules” to reuse it later.
Accumulating rules
All rules in this section are active and will be executed if the conditions are met.
We'll go through each of the rules in this section checking for the conditions, if conditions of a rule are met, the actions of the evaluated rule will be executed on the affected days. If not all the conditions are met, this rule is not applied.
There is NO hierarchical order, all rules are check and applied/not applied.
Hierarchical rules
All rules in this section are active, they are evaluated in a hierarchical order for every single day. As soon as a rule meets all the conditions and is applied, all lower-ranked rules are terminated. If no rules meet the conditions, no rule will be applied to that day.
Recompute recommendations
If you have set up new rules and you want them to apply immediately, you need to recompute rates. This can take a view minutes. The “recommendation status” on the manage page will let you know if computation is already done.
Without manual recomputing, active rates will apply every night from now on.
Manage Page
The rate rules directly impact the rate recommendations displayed on the Manage page. To improve transparency and usability, new functionalities have been added.
CALCULATION TAB
Located on the right side of the Manage page alongside other tabs, the Calculation tab reveals how each rate recommendation is determined. This allows you to better understand the factors influencing pricing, including rate rules.
RATE CALCULATION TOOLTIP
In the Manage calendar, hovering over a rate recommendation provides a quick summary of how it was calculated, offering insight into the key factors affecting the rate. All applied rules are summed up in “Rules”.
RECOMMENDATION STATUS
The Manage page displays the status of rate recommendations, making it easy to track updates and know when they are complete.
Rate recommendations are up-to-date.
Rate recommendations are being computed. This could take a few minutes.
Computation is complete. Action required Refresh the page to apply the updates to the rate calendar.
Want to help us to improve RateBoard? If you have any suggestions, let us know ↗