TL;DR
- Create the customer-facing Protection Plans you sell.
- Confirm Base protection is present and customer-safe.
- Choose which plans each Fare strategy can use before pricing fares.
Steps
Step 1
Review Base protection
Open Commercial → Protection plans and review the required Base plan. Use it for the included responsibility terms every quote should have before an upgrade is selected.
Step 2
Create customer-facing plans
Add each plan your team sells, such as Basic, Standard, or Premium. Set the public label, customer summary, included items, excluded items, and acknowledgement requirement.
Step 3
Order the plan hierarchy
Put higher-tier plans above Base and lower-tier plans below Base so staff and customers see the right upgrade order.
Step 4
Enable plans for Fare strategies
Go to Commercial → Fares, open the Protection plans tab, and enable only the plans this Fare version should offer. Base stays enabled automatically.
Step 5
Set deposits and responsibility rules
Still in the Fare Builder Protection plans tab, set plan-specific safety deposits and responsibility rules when they differ from Base.
Validate your work
- Commercial → Protection plans lists every active plan your team sells.
- Base protection is active and cannot be archived.
- Each Fare strategy version has the correct Protection Plans enabled before fares are priced.
- A test quote only shows Protection Plans enabled for the selected Fare.