Meal Plans are defined in these settings.

These are then used on the Guests screen to select the package a guest has. Your guests will also be able to open a meal plan voucher on their mobile itinerary to review the meal plan or show your restaurant staff. On the Guests screen there is also an option to print a business-card-size voucher that the guest can show to the restaurant or other operator providing services in the package.

Managing meal plans/packages

"Room Only" is the default plan. Your account comes with a few other sample packages that are set up to show you some different possibilities.

You can create additional plans and deactivate the sample plans provided with your account.

Meal Plan Name

The meal plan name is what you call it for the guest. It could be a name like "Room Only" or "Standard Plan" if the room does not include any meals. You could also have a "Breakfast Plan" or "Full Board" or "Unlimited" plan. You can type any name you'd like.

Edit meal plan tool

Clicking the edit icon next to the plan name will allow you to change more details and apply important settings. This will open a new window.

Toggles to activate

• Active

The "Active" toggle may be on by default. If you deactivate it and save, the meal plan will no longer show on this list. If you want to see it again, click the button on the top of the screen that says "Show All."

• Offers Website

Turning this on will include this meal plan on your Online Offers/Upsell page. Remember that you would need to adjust the settings for this by clicking the edit tool next to the Meal Plan Name on the left.

• Cloudbeds Add-On

This indicates that you have a matching meal plan that you are selling on Cloudbeds. Be sure to adjust the settings for this using the edit tool to the left of the Meal Plan Name.

• On Guest Itinerary

This allows you to choose whether you show or hide the meal plan from a guest's itinerary. For example, you may wish to not use meal plans or to leave the "Room Only" plan off the itinerary.

Color code

A meal plan icon will show on the guest itinerary. You can apply a unique color to this to help distinguish between your meal plans.

Marketing Description

This is where you describe the features & inclusions of your meal plan. Make sure to highlight the key points so a future guest understands the value of the meal plan. This text will appear on your Online Offers along with the photos.

Price

Enter your per-person, per-day pricing for the meal plan. When it's shown on your Online Offers (Upsell) page, the price will automatically calculate for all the guests in the room based on the number of adults and children.

Photo

A clear, colorful photo representing this meal plan will help sell it.

Plan detail window

When you click the edit tool next to the Meal Plan Name, a new window will open and give you some more settings to complete.

General Settings

This is where you edit the meal plan name, set the validity times, allow a grace period for using the plan, and specify if a sales tax amount differs from your default tax rate.

Planniac Offers Settings

Besides the marketing description, price and photo you already included, there are a few more settings that are specific to your Online Offers (Upsell) page.

You can give the meal plan a more marketing-friendly name.
You can link to a task that alerts your staff when a meal plan is requested to ensure the plan is properly billed to the guest.
Select a task status

Cloudbeds Add-On Settings

These settings will connect the meal plans you sell on Cloudbeds with those you have set up on Planniac.

Meal Plan Name ⚠️This is critical ⚠️
The name you use here needs to be an exact match to the name you have given your meal plan add-on in Cloudbeds. Capitalization and punctuation matter. The easiest way to ensure your exact match is to copy the add-on name from Cloudbeds and then paste it into Planniac.
Task to Create
You may wish to create an internal task when a Cloudbeds meal plan is purchased as an add-on. The task would be set up in Resources.
Created Task Status

Itinerary Notes

Use these notes to give specific messages to your guest, before and during their stay. There are also notes you can provide to staff who use Planniac's Restaurant Report or Kitchen Report.

Note before active on check-in day

The guest will see this note on the mobile itinerary. You can use it to remind them that the plan is only activated upon check-in.

Note once plan is active

This note should confirm to the guest (and/or staff who may see the itinerary) that the plan is active.

Note prior to check-in day

This informs the guest that the plan will be active on check-in day.

Internal note (not seen by guest)

This will only appear on the restaurant mobile report. It gives staff a way to look up a guest's meal plan in case they do not have the printed card or mobile itinerary on hand.

Printed Meal Plan Card

Actually, this refers to not only the printed card but also the mobile itinerary. The Front and Back sections are also the live descriptions on the guests' itinerary.

Text on front of meal plan card

On the Guests screen, you have the option to print a business-card sized meal card. This can be trimmed and folded to have a front and back. (Some resorts will laminate them with business card laminating pouches). The text you include on the front of the card will appear along with the guest's name, dates of stay and meal plan name.

This text is limited to 6 lines of text with up to 50 characters per line