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Toolkit: Rate Plan Control

Controls the order rate plans appear in your booking widget and which one is selected by default, renames rate plans to your own wording, and can add a short explainer guests hover or tap to read, so you can put your preferred rate, like non-refundable, in front of guests first and explain it in plain terms.


What it does #

When a property offers more than one rate plan, the booking widget normally lists them in whatever order and wording your PMS returns, for example a raw internal name like “Semi-Moderate” with no explanation. Rate Plan Control gives you three independent ways to take charge of that:

  • Order. Promote a specific rate plan to the top of the list, where it is also auto-selected by default.
  • Rename. Show guests a friendlier name than the one your PMS sends, for example “Non-Refundable (Save 10%)” instead of a raw PMS label.
  • Explain. Attach a short explainer that appears in a tooltip behind a small info icon next to the rate plan name (hover on desktop, tap on mobile), so guests understand what they are choosing without you fielding the same question over and over.

The reordering happens server-side, so guests see your preferred order from the very first render with no flicker. Renaming and explainers apply everywhere the rate plan name shows: the booking widget, the checkout quote, and a YOOtheme quote source if your theme uses one.

How to turn it on #

1. Enable the module #

Go to HomeRunner Toolkit in your WordPress admin and switch on Rate Plan Control.

2. Choose a display order #

Open the Rate Plan Control settings panel and pick a Mode (see Settings below) to control which rate plan is listed, and auto-selected, first.

3. Rename rate plans and add explainers (optional) #

Under Rate plan overrides, click + Add override for each rate plan you want to relabel or explain. Enter the text that identifies the rate plan as your PMS names it, then optionally a friendlier Display Name and an Explainer. Leave Display Name blank to keep the PMS name while still adding an explainer, or leave Explainer blank to rename with no info icon.

4. Save #

Click Save. Your order, renames, and explainers take effect on the booking widget right away.

Settings #

SettingWhat it controls
ModeHow rate plans are ordered. Default (API order) leaves them in the order your PMS returns. Promote a rate plan to first position moves a chosen rate plan to the front of the list and auto-selects it. Default: Default (API order).
Rate Plan Name (shown when Mode is set to promote)The text to match against a rate plan’s title, for example non-refundable. Matching is case-insensitive and always compares against your PMS’s name, not a Display Name you set below.
Match Type (shown when Mode is set to promote)How your Rate Plan Name text is matched. Contains matches when the title contains your text anywhere (recommended for most cases). Starts with matches only when the title begins with your text. Exact match matches only when the title is identical to your text. Default: Contains.
Rate plan overridesA list of rename/explainer rules. Add one row per rate plan you want to relabel or explain (up to 20). Each rate plan takes the first override whose Rate Plan Name (PMS) text matches it.
Rate Plan Name (PMS) (per override)Text to find in the rate plan name as your PMS sends it. Case-insensitive. Required for the override to apply.
Match Type (per override)Contains, Starts with, or Exact match, same behavior as the ordering Match Type above, set independently per override.
Display Name (per override)What guests see instead of the PMS name. Leave empty to keep the PMS name while still showing an explainer.
Explainer (per override)Plain text shown in a tooltip behind an info icon next to the rate plan. Leave empty for no icon.

The first rate plan in the list is always the one auto-selected for the guest, so promoting a plan also makes it the default choice.

Tips #

  • Use Contains unless your rate plan names are very similar to each other. It is the most forgiving option.
  • The promote text and each override’s Rate Plan Name only need to be a recognizable fragment of the rate plan name, not the whole title.
  • A bare search like refundable will not accidentally match a non-refundable plan. Rate Plan Control treats those as different rate plans even under Contains matching, for both the ordering match and overrides.
  • If your match text does not match any rate plan on a given property, that property simply keeps its default order and PMS wording, so a typo will not break the widget.
  • Ordering always matches on the PMS name, even for a rate plan you have renamed. If you promote a plan by name and also rename it, use the original PMS wording in the Rate Plan Name field for ordering.
  • You do not need an explainer to rename a rate plan, and you do not need a rename to add an explainer. Set only what you need per override.
  • Pair this with Bookable Starting Prices so the rate you promote also shows a price guests can actually book.

See the full module list in the Toolkit overview.