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.

Step 1 : Select Sales Channel Configuration Type

All Booking Source : The same trust configuration will apply to all booking channels and booking sources.
Each Booking Source : User needs to configure trust settings separately for each sales channel.

Room and Trust Configurations step showing the All Booking Source and Each Booking Source buttons above the Taxes table

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

All Booking Source selected, with the Fees tab open showing fixed fees and their All Time (Default) period

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

Each Booking Source selected, showing the Sales Channel list, the Booking source dropdown, and the Bulk Update by Channel button

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.

Step 2 : How to configure taxes in Room and Trust Configurations

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.

Exclude tax from expenses is used to define whether the selected tax should be excluded from expense calculation.

If this option is enabled, the tax will not be included as part of the expense calculation.

Note : Each tax starts with an All Time (Default) row. To use different percentages for part of the year, see Step 6.

Step 3 : How to Configure Fees

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.

7. Review the entered value before saving.

Note : Each fee starts with an All Time (Default) row. To use different percentages for part of the year, see Step 6.

Step 4 : Activate or Deactivate Fee

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.

Step 5 : Add a Tailored Fee

Tailorable Fees table with a new empty row showing Fee name, All Time (Default) period, fee basis dropdown, amount, and cost percentage fields

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:

% of accommodation gross price if the fee is based on the total accommodation price.
% of owner share gross if the fee is based on the owner’s gross share.
{n} amount per booking if the fee is a fixed amount applied once per booking.
{n} amount per person per night if the fee is calculated based on the number of guests and nights.
% of accommodation applied rate if the fee is based on the applied accommodation rate applied.

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.

Step 6 : Set a Specific Period

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.

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

Taxes tab listing Lodging Tax and Consumption Tax, each with an All Time (Default) row and an Add Specific Period button

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

New Specific Period row under Lodging Tax with empty Start and End fields and 0 percent in each cost field

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

Start date picker open on January with dates 1 to 31

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.

Lodging Tax with a Specific Period from 1 January to 31 March set to 50, 30 and 20 percent

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

Tailored fee with an All Time row and Specific Periods for January and February, each with its own fee basis, amount and percentages

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.

🔁 Periods repeat every year

A period set to 1 January to 31 March applies on those dates every year until you change it.

🚫 Not charging a tax or fee for a period

Set Host, Owner, and Guest to 0% for that period. The tax or fee is then not shown to anyone during those dates.

Step 7 : Bulk Update by Channel

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

1. Select Each Booking Source.

Each Booking Source selected with the Bulk Update by Channel button at the top right

2. Click Bulk Update by Channel.

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

Bulk Update by Channel window with the Sales Channel list open and Booking.com and Trip.com ticked

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

Bulk Update by Channel window with 3 channels selected, showing the Taxes tab with All Time (Default) rows and Add Specific Period buttons

5. Click Confirm.

Step 8 : View Periods and Save to Inventory

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

Agreement detail page listing tailorable fees with All Time, 1 January to 31 January, and 1 February to 28 February rows

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

Save Tax and Fee Configuration to Inventory window showing a template name field and taxes with their periods

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

Tax and Fee Configuration Inventory window listing saved templates with Cancel and Confirm and Apply buttons

Things to know

• 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.