Read the Planning grid

Who this is for: Revenue, Reservations, Manager, Owner — requires crs.rates.read. Where: CRS → Planning

Everything you sell for a date lives in three separate places: how many rooms are left, what each rate plan charges, and which restrictions are switched on. CRS → Planning puts all three on one grid, one column per date, so you can read a month of selling in a single screen instead of opening three.

The names in this menu#

The app group that used to be called Reservations is now CRS — the central reservation system.

The old name was the problem: Front Desk already has a Reservations screen, and it means something different. Front Desk's reservations are the bookings you are servicing today. CRS is the outward-facing side — the rates, availability and restrictions you publish, and the channels that read them.

The breadcrumb is the page title. Select the app crumb to jump between CRS screens.

Two screens inside it have since been renamed too, for the same reason: three different items were claiming the word availability.

Was	Now	Why
Rates, then Rate & Availability	Planning	It is where you plan what to sell, not a report of two nouns.
Availability	Channel sync	It is a bulk push to your channels and its delivery status — an operations screen, not an inventory one.
Distribution	Distribution	Unchanged. It was only ever confusing next to "Rate & Availability".

Nothing moved. Every screen is where it was, every address still works, and nobody gained or lost a permission. Only the words changed.

Read the grid#

Room categories carry the inventory; the rate plans that sell them sit underneath. The first column stays put while the dates scroll.

The grid is a tree. A room category carries the inventory — how many rooms of that category are still sellable that night, the same truth Front Desk works from, so the grid can never offer a room that is already occupied or blocked. Underneath it sit the rate plans that sell that category, each cell showing what a guest pays that night.

That nesting is the point: a plan cannot sell what its category does not have. If Deluxe is closed on a date, everything under Deluxe is closed with it.

The first column is sticky — scroll the dates sideways and the category and plan names stay in view. It is also width-limited, so a long rate-plan name is shortened with an ellipsis rather than pushing the dates off screen. Hover the name to read it in full.

Three levels of detail#

Choose how much you want to see:

• Hide details collapses every category to a single availability row. Four categories, a whole month, one screen — the fastest way to answer "what is sellable next month?"
• The arrow on any category collapses just that one. A collapsed category still shows its availability row; you lose the plans, never the inventory.
• Display → Restriction rows opens each rate plan further, into its own rows for sellability, minimum stay, maximum stay, no check-in and no check-out.

Choose the dates#

The date field is a range picker: select the first day, then the last. The window must be between 14 and 90 days — while you are choosing the last day, any date that would fall outside that range is greyed out, so the window you pick is always one the grid can show.

• ‹ and › move a whole window at a time. The windows are contiguous, so nothing falls between two views.
• Today returns to a window starting today.

Today's column is filled in so you can find it at a glance, and your property's weekend days carry a light tint. Which days count as the weekend follows the property, not a fixed Saturday and Sunday — a property on a Friday–Saturday weekend sees those tinted instead.

Show only what you are working on#

Two drawers on the right narrow the grid to the job in hand.

Filter chooses which room categories and rate plans appear. Search by name or code, or use Select all / Clear all / Invert. Unchecking a category hides its plans with it. A category you keep with no plans still shows its availability row, because that is a real answer.

Display changes how the grid reads, and remembers your choice on this device:

Option	What it does
Rate plan labels	Name and code, code only, or name only
Availability out of total	Shows 4/12 rather than 4
Restriction rows	Opens every plan into its restriction detail

The colours#

Select the information icon above the grid for the legend at any time.

Red — not sellable. A guest cannot book that night. There are two different reasons, and the grid keeps them apart because the fix is different for each:

• Close out — someone set stop-sell on the rate plan. You closed it.
• Sold out — the room category has no availability left. Nobody closed anything; it sold.

Orange — a stay restriction applies. Still sellable, but not to every stay: minimum stay, maximum stay, no check-in, no check-out.

No tint — open. No restriction. Sell it.

Note

A minimum stay is not a block. A date under a 3-night minimum still sells — to a guest arriving for three nights or more. If nothing is booking on a date, read its restrictions before assuming the rate is wrong.

Hover for the detail#

Restriction rows spell out every rule as a row; hovering a cell adds the price at each occupancy.

The cells are deliberately sparse — a number and a tint — so a month reads at a glance. Everything else is one hover away.

Hover a rate plan's name to see what it is: the room category it sells, its board basis, whether it prices per room or per person, its currency, and the cancellation policy attached to it.

Hover any rate cell to see what it costs: the full amount with its currency symbol, the date, the price at each occupancy the plan prices separately (one guest, two guests, three), and every restriction on that date named in words.

The currency appears once, as a small tag beside each rate plan's name, rather than on every cell. A rate plan prices in one currency, so repeating the symbol ninety times only cost space.

Where each number comes from#

The grid holds no figures of its own. It reads them, which is why it never disagrees with the screen that owns them.

• Availability is derived from Front Desk — stays, holds and blocked rooms. Take a room out of order and the number here drops on the next load.
• Price is the rate plan's price for that night: its standard price, replaced by a date-specific rate wherever one has been set. A cell reading a different amount from its neighbours is a date someone priced deliberately. It renders in the property's currency, formatted the property's way — the words on this screen follow your language, but the money follows the hotel.
• Restrictions are resolved in three layers, each overriding the one below: the plan's weekday defaults, then any restriction template applied over a date range, then a single-date setting. What you see is the answer after all three — not something you assemble yourself.

That last point is worth holding on to. If a cell shows a restriction you did not expect, it came from one of those three layers, and the most specific one wins.

When the grid is empty#

A property with no room categories or no rate plans has nothing to show, so the grid says so rather than drawing an empty table. Add a room category and a rate plan, and it fills on the next visit.

If you have filtered every row away, the grid tells you that instead — with a Reset filter button, so you are never stuck looking at nothing.

What's next#

• Reservations overview — how rates, availability and channels fit together
• Take a room out of order — the other reason an availability number falls
• Analytics — what the rates you set here earned