Settings·Financial Rules

Financial Rules

Financial Rules define how money flows between guides, your organization, and third parties. Each rule specifies who pays, who receives, how the amount is calculated, and which tours or periods it applies to.

Name

An optional label to identify the rule (e.g. Museum entrance fee or Guide commission). If left blank the rule is shown by its payer → recipient direction.

Scope

Scope controls what the amount is multiplied by when calculating the total for a booking.

Per Checked-in Person

Amount × number of guests who actually checked in (excluding no-payment persons). The most common scope for admission fees or commissions.

Per No-Payment Person

Amount × number of guests who attended but did not pay (e.g. guides, children on a free list). Useful for tracking complementary tickets.

Per Booked Person

Amount × number of guests on the booking, regardless of check-in status. Use this when the fee is charged at reservation time.

Per Tour Slot

A flat amount applied once per tour slot, not per person. Ideal for fixed costs like a venue hire or a per-slot platform fee.

Payer & Recipient

These two fields define the direction of the money flow.

Payer — who pays

Guide

The guide sends money to the organization (e.g. a commission or entrance fee paid by the guide).

Organization

The organization sends money out — to a guide or a third party.

Recipient — who receives

Guide

Money goes to the guide.

Organization

Money goes to the org.

Third Party

Money goes to an external partner.

Common combinations

Guide → OrganizationGuide pays a commission or entrance fee to the org
Organization → GuideOrg pays a bonus or reimbursement to the guide
Organization → Third PartyOrg pays a ticket vendor, platform, or partner

Per-person options

These fields are available when Scope is set to Per Checked-in Person, Per No-Payment Person, or Per Booked Person.

Platforms optional

Limit the rule to bookings from specific platforms (e.g. Viator, GetYourGuide, Airbnb). Leave blank to apply to all sources.

Applies to

All PeopleAdults and children are both counted when calculating the amount.
Adults onlyOnly adult guests are counted. Children are ignored.
Children onlyOnly child guests are counted. Adults are ignored.

Min People to trigger rule optional

The minimum number of people that must be present for this rule to activate at all. If the count is below this threshold, the rule is skipped entirely.

When the threshold is met, choose how to charge:

All people

Once the threshold is reached, every person on the slot is charged — including those counted toward the minimum.

Excess only

Only the people above the minimum are charged. The first n people are free; the fee starts from person n+1.

Count based on:

All people on tour

The threshold is compared to the total number of people across the entire slot — all guides combined. Use this when the rule should activate based on the overall group size.

Guide's own check-ins

The threshold is compared to only the people this guide personally checked in. Use this when the rule should activate based on how many people one guide handled.

Example

Rule: €2 per person, Min People = 10.
Slot total: 13 people. This guide checked in: 6.
Count: All people on tour — threshold met (13 ≥ 10).
  All people: 13 × €2 = €26  ·  Excess only: (13 − 10) × €2 = €6.
Count: Guide's own check-ins — threshold NOT met (6 < 10) → rule skipped for this guide.

Filters (optional)

By default a rule applies to all tours and languages. Use these filters to narrow its scope.

Tour

Restrict this rule to a specific tour. Leave blank to apply to every tour in the organization.

Language

Restrict this rule to tour slots run in a specific language. Useful when the same tour has different fee structures per language.

Guides optional

Restrict this rule to specific guides. Leave blank to apply to every guide in the organization. When specific guides are selected, the rule only factors into calculations for those people.

Rules are additive — a guide can be covered by both a general rule (no guides selected) and a guide-specific rule simultaneously.

Validity Periods

A single rule can have multiple pricing periods. Each period defines the amount that applies between a start date and an optional end date. This lets you handle seasonal pricing or fee changes without creating a separate rule.

Amount

Valid From

Valid To

€5.001 Jan 202431 Mar 2024
€7.001 Apr 202430 Sep 2024
€5.001 Oct 2024

AmountThe per-person (or per-slot) value in your organization's currency.

Valid FromThe first booking date this price applies to (inclusive).

Valid ToThe last booking date this price applies to (inclusive). Leave blank for an open-ended period.

Note: If a booking date falls outside all validity periods for a rule, the rule has no effect on that booking. Make sure your periods cover the full date range you intend.