How to Set Up Room Trust Configuration

The Room and Trust Configurations step is the second step in the Add Agreement flow. This section is used to configure trust fees based on the selected property, room, sales channel, and booking source.

This feature helps users define different trust fee rules depending on where the booking comes from, such as Manual Booking, Agent Booking, OTA and other booking channels.

📅 New: different rules for different times of the year

Each tax and fee can now have a Specific Period with its own percentages. For example, a different split for the high season. See Step 6.

Select All Booking Source if the same trust configuration applies to all booking channels.

Select Each Booking Source if the trust configuration is different for each booking channel.

When this option is selected:

• The trust configuration will apply to all booking channels.

• Users do not need to configure each sales channel one by one.

• The same tax and fee rules will be applied to all booking sources.

1. Go to the Room and Trust Configurations step.

2. Select the room or property configuration that you want to update.

3. Go to the Taxes section.

4. Review the available tax list.

5. Fill in the tax percentage based on the agreement rule.

6. Define the cost allocation for each tax: Host Cost Percentage, Owner Cost Percentage, Guest Cost Percentage.

7. Enable or disable Exclude tax from expenses if needed.

Note : What the Host, Owner, and Guest percentages mean

They show who pays the tax or fee, and how much of it. The three must add up to 100%. For example, Host 50%, Owner 30%, Guest 20% means the host pays half, the owner pays 30%, and the guest pays 20%.

Exclude tax from expenses decides whether the tax counts as an expense in the reports:

• OFF (default): the tax counts as an expense and is deducted from the owner's balance.

• ON: the tax does not count as an expense and is not deducted from the owner's balance.

1. Open the Add Agreement page.

2. Complete the Basic Information step.

3. Continue to the Room and Trust Configurations step.

4. Select the room or property section that you want to configure.

5. Make sure the fee is active.

6. Enter the percentage value for each cost type: Host Cost Percentage, Owner Cost Percentage, Guest Cost Percentage. They must add up to 100%.

7. Review the entered value before saving.

1. Find the fee that you want to configure.

2. Use the toggle beside the fee name.

3. Turn the toggle on if the fee should be applied.

4. Turn the toggle off if the fee should not be applied.

If a fee is inactive, its percentage fields will be disabled and cannot be edited.

1. Click + Add tailorable fee in the Tailorable Fees section.

2. Enter the Fee name.

3. Click the Fee basis dropdown.

4. Select how the fee should be calculated:

5. Enter the fee value.

6. Review the cost percentage allocation.

7. Save the fee.

Note : A tailored fee can also have Specific Periods, each with its own fee basis and amount. See Step 6.

Use a Specific Period when a tax or fee should be shared differently during part of the year. The All Time (Default) row still applies to every date not covered by a Specific Period.

⚖️ Which setting is used?

On dates inside a Specific Period, the Specific Period is used instead of All Time (Default). On all other dates, All Time (Default) is used.

💡 Example

All Time (Default) is Host 100%, Owner 0%, Guest 0%. A Specific Period from 1 January to 31 March is Host 50%, Owner 30%, Guest 20%.

A booking on 15 February uses 50% / 30% / 20%. A booking on 10 May uses 100% / 0% / 0%.

1. In the Room and Trust Configurations step, open the Taxes or Fees tab.

2. Under the tax or fee, click + Add Specific Period. A new row with Start and End appears.

3. Click Start, choose the month with the arrows, then click the date.

4. Click End and choose the month and date in the same way.

5. Enter the Host Cost Percentage, Owner Cost Percentage, and Guest Cost Percentage for this period.

6. For a tailorable fee, also choose the fee basis and amount for this period.

7. To add another period, click + Add Specific Period again. To remove a period, click the red bin icon on its row.

8. Click Finish & Save.

Use this to set the same taxes, fees, and periods for several sales channels at once.

🔀 All Booking Source or Bulk Update by Channel?

All Booking Source: use this when every channel follows the same rules. There is one setting for all channels.

Bulk Update by Channel: use this when most channels share the same rules but some are different. It copies the same settings to the channels you choose, and you can still change each channel on its own afterwards.

1. Select Each Booking Source.

2. Click Bulk Update by Channel.

3. Open the Sales Channel dropdown and tick the channels to update.

4. In the Taxes and Fees tabs, enter the percentages. Click + Add Specific Period to add periods.

5. Click Confirm.

The Inventory is where you keep saved tax and fee settings as templates. Save the settings once, then apply the template to other agreements instead of entering everything again.

1. Open the agreement and click the Tax & Fee Subjection tab. The Period column shows each period and its percentages.

2. To reuse these settings, click Save to Inventory, give the template a name, and click Save. The periods are saved with the template.

3. In another agreement, click Apply from Inventory, select the template, and click Confirm & Apply.

• Existing agreements use All Time (Default) automatically. Nothing changes until you add a Specific Period.

• Both Start and End are required for a Specific Period. Periods for the same tax or fee on the same room should not overlap.

• Host, Owner, and Guest must add up to 100% for each period, or all be 0%.

• If a period starts or ends on 29 February, it uses 28 February in years without 29 February.

• Invoices, Host Reports, and Owner Reports created before a change stay as they are. Only new documents use the updated settings.

• Switching from All Booking Source to Each Booking Source clears the settings on screen, so you fill them in again.

• How to Set up The Agreement

• What is Owner Statement on Owner Report?

• Transactions Tab in the Owner Report

• Business Metrics Report Overview

• How to Add Expense