The following article describes how to make changes to the features of a Rate Plan in the Rate Wizard.
If you are looking for information about changing Rate Prices or the Rate Template, please see the following:
Click below for more information:
In the Rate Wizard
- Select the Rate Plan
- Select the Edit button (Pen & Paper symbol)
- In the General tab, make changes to any of the fields as needed
- Note, the Lock off checkbox and Period field cannot be changed
- Select the Update button
In the Rate Wizard
- Select the Rate Plan
- Select the Edit button (Pen & Paper symbol)
- In the Create/Update Rate window, select the Client Types tab
- Click the swivel arrow next to each distribution channel to expand a list of client types and enable/disable as needed
- Select the Update button
In the Rate Wizard
- Select the Rate Plan
- Select the Edit button (Pen & Paper symbol)
- In the Create/Update Rate window, select the Corporates tab
- Click the swivel arrow next to each distribution channel to expand a list of corporate accounts and enable/disable as needed
- Select the Update button
In the Rate Wizard
- Select the Rate Plan
- Select the Edit button (Pen & Paper symbol)
- In the Create/Update Rate window, select the Groups tab
- Click the swivel arrow next to each distribution channel to expand a list of groups and enable/disable as needed
- Select the Update button
