You can customize Operate’s Calendar module under Settings > General > Customize > Calendar.

Customizing Cancellation Policies

You can add and update booking cancellation policies under Settings > General > Customize > Calendar > Cancellation Policies

Add a new policy by clicking New.

Select the Product Group and Client Type for which you would like to apply the policy. Choose the number of days before the booking date when the policy should apply, then add a percentage of the price that will be retained if there is a cancellation within the number of days you have set.

Save your changes to list your new policy.

To update existing policies, click the pencil icon to edit it directly or select multiple records, then click Update, to change a particular field on multiple records at a time. Use the red “x” or the Delete button to remove a record.

Adding Day Delegate Rates

To add Day Delegate Rates, go to Settings > General > Customize > Calendar > Day Delegate Rate and click New.

  • Enter a Description.
  • Add the Price.
  • Add the Catering Up To Price.
  • Enter the Minimum Delegates.
  • Select the Location.
  • Select the meeting room for which you are applying the rate.
  • Select Catering and Facilities available at this rate.
  • Save your setup when you are happy with it.

To update existing rates, click the pencil icon to edit it directly or select multiple records, then click Update, to change a particular field on multiple records at a time. Use the red “x” or the Delete button to remove a record.

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