> For the complete documentation index, see [llms.txt](https://revhero.gitbook.io/revhero-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://revhero.gitbook.io/revhero-docs/automation/rate-recommendations/quick-start.md).

# Quick start

The shortest route from a new login to your first batch of recommended rates sent, using RoomPulse and Revhero together.

This is the shortest route from a new login to your first window of recommended rates on sale. It takes about 15 minutes.

You work across both halves of the package. **RoomPulse** shows you what the market is charging. **Revhero** suggests a rate, and sends the rates you approve. The same credentials open both.

At the end you will have read your position in the market, read the recommendations against it, and sent at least one rate change. You will also have the **Rate Recommendation** widget on your Dashboard.

![Five steps from a new login to your first batch sent](https://272652298-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnzEa7YGji6t92Mfc0ZJ1%2Fuploads%2Fgit-blob-973c5b2f163ea0d1d7ca9b47d4abffb869d61aeb%2Ffrom-first-login-to-first-send.svg?alt=media)

*The Revhero half, in order: add the widget, read the calendar, open the Yielding Board, fill Send Rate, then read the preview and confirm.*

## Before you start

You need:

* A login with yielding access. The same credentials open Revhero and RoomPulse.
* Your property connected, with rates reaching your channel manager. See [Integrations](/revhero-docs/your-hotels-setup/integrations.md).
* Rate Recommendations switched on for the property, in [Settings](/revhero-docs/your-hotels-setup/settings.md).
* A comp set in RoomPulse, so you have a market to compare against. See [Competitors & competitor groups](/revhero-docs/roompulse/rate-settings/competitors.md). Your **comp set** is the small group of hotels you have named as your direct competitors.
* A **Min Rate** and a **Max Rate** set on your [pricing structure](/revhero-docs/setting-your-rates/pricing/pricing-structure.md) for your base combination. Set these before your first batch, so the price range matches *your* property.

Two things affect what you see on the first run:

* A property that has just been connected can take up to 1 day to produce its first set of recommendations.
* A property with little booking history of its own produces cautious suggestions at first. Review them one by one until your history builds up.

## The 6 steps

| Step | Where             | What you do                             |
| ---- | ----------------- | --------------------------------------- |
| 1    | RoomPulse         | Read your position against the market   |
| 2    | Revhero Dashboard | Add the **Rate Recommendations** widget |
| 3    | Revhero Dashboard | Read the recommendation calendar        |
| 4    | Revhero           | Open the Yielding Board                 |
| 5    | Revhero           | Accept your first batch                 |
| 6    | Revhero           | Read the preview and send               |

## Step 1 — Read the market in RoomPulse

Do this first. A recommendation means more when you already know what the market is doing.

1. Open [RoomPulse](/revhero-docs/roompulse/roompulse.md) and check the property selector shows the right hotel.
2. Open [Market Rates](/revhero-docs/roompulse/market-rates.md) in Calendar view.
3. Read the next 30 days. The **Median Compset Rate** is the median rate across your comp set for a date. Half your competitors are above it, half below.
4. Note the dates where your own rate sits far from that median, in either direction.

Keep that short list. In step 5 you will check those same dates before you send anything.

{% hint style="info" %}
If a competitor looks far cheaper than you, check [room mapping](/revhero-docs/roompulse/rate-settings/room-mapping.md) before you react. A rate for a smaller room is not a rate for your room.
{% endhint %}

## Step 2 — Add the widget

1. Open the Revhero **Dashboard**.
2. Click **Edit Dashboard**, at the top right.
3. Click **Select Widget** and choose **Rate Recommendations**.
4. Click **Add**, then click **Save Layout**.

The widget appears and shows the next 30 days.

## Step 3 — Read the calendar

Each cell is one stay date.

| Element              | Meaning                                                       |
| -------------------- | ------------------------------------------------------------- |
| Day number           | The stay date                                                 |
| Large purple price   | The **recommended** rate                                      |
| Smaller black price  | Your **current** rate                                         |
| Figure with an arrow | The difference between them, for example `↑15€`, `↓10€`, `0€` |

The background colour tells you the direction before you read any number.

| Colour      | Meaning                                                 | What it is telling you                                      |
| ----------- | ------------------------------------------------------- | ----------------------------------------------------------- |
| Light green | The recommendation is **higher** than your current rate | Revhero sees room to raise the rate. This is an opportunity |
| Light red   | The recommendation is **lower** than your current rate  | Revhero sees weak demand. You may be priced too high        |
| Grey        | Past dates, or days from the month before or after      | You cannot act on these                                     |

Now compare this against your list from step 1. A green date that is also below the market median is the clearest case for raising a rate. A green date where you are already the most expensive hotel in your comp set deserves a second look before you accept it.

## Step 4 — Open the Yielding Board

Click **Yield Rates** at the top of the widget.

You arrive on the [Yielding Board](/revhero-docs/setting-your-rates/yielding-board/calendar-view.md) in Calendar View. It is already filtered to the correct room type, board and occupancy.

## Step 5 — Accept your first batch

1. Turn **Enable Yielding** on.
2. Choose a window. **Next 31 Days** is a sensible first choice.
3. Click **Bulk Update → Copy From → Recommended Rates**. The **Send Rate** column fills with the recommended rates.
4. Look for unusual dates. Check the rows with a red background, and any change that is much larger than the rest. Un-tick any date you want to handle separately.
5. Check the dates from your step 1 market list. If a recommendation disagrees with what RoomPulse showed you, type your own rate into **Send Rate** instead. Your rate wins.
6. Click **Send**.

To take a single date instead, copy that one recommended rate into its **Send Rate** and send that row on its own.

Nothing here is automatic. Filling **Send Rate** is how you accept a recommendation, and you can overwrite any cell with your own figure before you send.

## Step 6 — Send

1. Read the preview. It lists every cell that will go out, with its old rate and its new rate. This is your last chance to un-tick a row.
2. Click **Confirm**.

The rates are now with your channel manager, which passes them to your channels. How quickly each channel shows the new rate is up to that channel. Check the [Event Log](/revhero-docs/automation/event-log.md) to confirm the send itself succeeded.

## After the send

Return to RoomPulse and close the loop.

1. Open [Market Rates](/revhero-docs/roompulse/market-rates.md) again and check where your new rate now sits against the median.
2. Open [Parity](/revhero-docs/roompulse/parity.md) and confirm your own channels are all showing the same price.
3. Set up an [Alert](/revhero-docs/roompulse/alerts.md) so the market tells you when it moves, instead of you checking.

That is the whole working process: read the market, read the recommendation, decide, send, check.

## The controls you used

| Control                                         | Where     | What it does                                                                                        |
| ----------------------------------------------- | --------- | --------------------------------------------------------------------------------------------------- |
| **Market Rates**                                | RoomPulse | Your rate against your competitors, for every stay date                                             |
| **Parity**                                      | RoomPulse | Whether your own channels all sell at the same price                                                |
| **Edit Dashboard**                              | Revhero   | Puts the Dashboard into layout mode, so you can add or move widgets                                 |
| **Select Widget**                               | Revhero   | Chooses which widget to add. Pick **Rate Recommendations**                                          |
| **Yield Rates**                                 | Revhero   | Takes you from the widget to the Yielding Board, filtered to the matching room, board and occupancy |
| **Enable Yielding**                             | Revhero   | Turns yielding on for the current selection, so you can send rates                                  |
| **Bulk Update → Copy From → Recommended Rates** | Revhero   | Fills the **Send Rate** column with the recommended rates across the window you selected            |
| **Send**                                        | Revhero   | Opens the preview, which lists every rate about to go out                                           |
| **Confirm**                                     | Revhero   | Sends the rates in the preview                                                                      |

## If something looks wrong

| What you see                                             | Usual cause                                                         | What to do                                                                                                                 |
| -------------------------------------------------------- | ------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| No **Rate Recommendations** option when you add a widget | Not switched on for this property                                   | Check [Settings](/revhero-docs/your-hotels-setup/settings.md)                                                              |
| The calendar is all grey                                 | There are no recommendations yet for this property                  | Allow up to 1 day after the property is first connected. Check that the feature is switched on                             |
| **Yield Rates** does not open anything                   | That room and board combination is not published                    | Publish it in [Pricing](/revhero-docs/setting-your-rates/pricing/publish-and-yield.md)                                     |
| The preview lists fewer rows than you expected           | Some rows failed a check, or a filter is reducing the set           | Look for cells with a red background and hover over them to read the message. Clear your filters and select again          |
| A rate is refused with an error message next to it       | The rate is outside your minimum and maximum                        | Change the rate, or widen the range in [Pricing structures](/revhero-docs/setting-your-rates/pricing/pricing-structure.md) |
| The rates were sent but do not show on the OTA           | The channel has not refreshed yet. This is normal                   | Check again a little later. If it continues, check the mapping in your channel manager                                     |
| RoomPulse shows no competitor rates                      | Your comp set is empty, or the hotels in it are not returning rates | Check [Competitors & competitor groups](/revhero-docs/roompulse/rate-settings/competitors.md)                              |
| A competitor looks far cheaper than you                  | Their rate belongs to a different room category                     | Check [Room mapping](/revhero-docs/roompulse/rate-settings/room-mapping.md) before you change a price                      |

{% hint style="info" %}
You cannot undo a send. The [Event Log](/revhero-docs/automation/event-log/investigating-a-rate-send.md) keeps your previous rates, so you can read them and send them again. But the preview is the step to take seriously.
{% endhint %}

## Related

* [Accepting in bulk](/revhero-docs/automation/rate-recommendations/accepting-in-bulk.md)
* [Using recommendations in practice](/revhero-docs/automation/rate-recommendations/using-in-practice.md)
* [Sending rates](/revhero-docs/setting-your-rates/yielding-board/send-rates.md)
* [RoomPulse overview](/revhero-docs/roompulse/roompulse.md) — the market half of the package
* [Using RoomPulse day to day](/revhero-docs/roompulse/day-to-day.md) — the routine this quick start turns into

***

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