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new
improved
Settings
“Rules vs. Overrides”: A new paradigm to unlock scaled Revenue Management

Each of your
settings
got a major update
today.Each of your settings (e.g., min prices, max price, min stays) now has two sub-sections:
- Rules →Where you build your initial pricing strategy.
- Overrides →Changes you make as stay dates approach.

Story Time!
Before Rules vs. Overrides, you were able to create “Custom Date Rules”.
However, the more time we spent with Revenue Managers, the more we realized RMs were using Custom Date Rules for two very different goals.
- Building rate plans- based on owner preferences, past experience, risk profiles, etc
- Updating rates- based on actual performance
However, when RMs updated their rates… they did so by updating their Custom Date Rules… thereby overriding their initial strategy 😞
That meant when next year rolled around, revenue managers had to spend too much time recreating each listing’s revenue strategy.
This pattern led us to update the structure of our Settings Pages in the way you now see - splitting “
rules
” from “overrides
”, in order to create a safer, faster, and far more scalable way for revenue managers.The Result?
- Faster, easier navigation in the Calendar (You can make updates from your calendar, and never worry about your rules being overwritten)
- You can build out long-term strategies once and reuse them much more easily year-over-year
- You can preserve your strategic adjustments much more clearly — so you can analyze what worked (and what didn’t) faster!
new
Education
Chapter 2: Wheelhouse Revenue Management Guide

Ever want to know how you can more quickly identify revenue opportunities near you?
Well, Chapter 2 of the Wheelhouse Revenue Management Guide has you covered!
Check out this chapter to learn how to leverage data, tools, and processes to identify opportunities to earn more revenue.
🔗 Read Chapter 2 <-- click here!
One must-read section? Shapes can lead you to Revenue?
Did you know you can leverage shapes to accelerate your revenue analysis?
If you take time to learn what ~5 shapes/patterns can tell you about your booking patterns, you can be much more prepared to communicate, more deeply analyze, or adjust your portfolio strategy.

Education + Free Access to Wheelhouse 👀
And, you might know that Wheelhouse recently made our Performance (Business Intelligence!) product free to anyone. Leveraging your free performance page will help you get a lot out of this guide.
Create your free account to start leveraging this guide & your free product to start maximizing revenue today!
Coming Next!
Chapter 3: Intervene
Adjusting your strategy once you've identified a revenue opportunity.
Chapter 4: Communicate
How to communicate your portfolio strategy and performance perfectly.
Chapter 5: Processes
Building scalable processes to strengthen your performance.

Ready for an update that can save you a lot of time?
We’ve added the capability to adjust your pricing strategy by a fixed amount ($, €, £, etc).
For example, want to
increase
or decrease
prices
by $10
?Simply click into “Adjust Existing”, select the currency symbol, and add in your update.
Let’s take a minute to talk about the “Adjust Existing” functionality on your calendar pages, and how you & your team can leverage them.
V1: Quick Adjust by Percent (%)
As you likely know, your calendar pages have an “
Adjust Existing
” button.This feature makes it incredibly easy to make pricing changes across multiple listings/nights in seconds, and is leveraged by users to reduce the time needed to make pricing updates by 90%+.
For example, “Adjust Existing” makes it incredibly easy to lower all upcoming available nights by 10%, and you can make that update across any number of listings, and any number of days, at the same time.

New Today! Quick Adjust by Specific Amount ($, €, £, etc)
We’ve added the capability to adjust your pricing strategy by a fixed amount ($, €, £, etc).
Want to add or remove $10 to a set of days?
Simply click into “Adjust Existing”, select the currency symbol, and add in your update.

Example
:Let’s explore how this would work if you selected 2 listings with different rate strategies:
- Listing 1 has fixed rates, with a price of $150 for the days you selected.
- Listing 2 has dynamic rates, taking Wheelhouse’s recommendations with prices varying from $100 to $190
If you choose to “Adjust Existing” down by $10, your output would be:
- Listing 1 would have $140 locked in as the new fixed prices
- Listing 2 would show a new price, and a “% decrease” on each day.
- However, those prices would still be dynamic / updating daily based on demand.
Now, imagine how powerful this could be across 10, 20, or 100+ listings, at the same time..!
Want to double click on the difference of “Set New” vs “Adjust Existing”? 🧐
Here’s a 1 minute video illustrating how this works, and why power users of Wheelhouse LOVE this functionality.
new
Portfolio
Settings
Calendar
Quick Convert to Fixed Rates 🔐

Ready for more scalable rate control?
Now, you can grab
any range of nights
and convert those rates to Fixed Rates, either (a) permanently
or (b) until a date you select
.Here are three quick tips for how you can leverage this powerful new functionality.
1. Leverage across 1 to 1,000 listings 🚀
To lock rates on a
single listing
, simply:- Visit any listing calendar
- Select any day or date range
- Adjust by a % or $ amount
- Toggle “Convert to Fixed

Similarly, on your
portfolio calendar
page, select any number of listings
, and adjust or lock all of your selected rates (as shown below):
2. “Adjust & Lock” - or - “Lock Current” Rates
You are free to lock in any rate you choose:
- Adjust your rates by a specific dollar amount(e.g. -$10)
- Adjust your rates by a percentage (e.g. -5%)
- Or, adjust by “$0” or “0%” to lock in your current prices.

3. Lock Permanently - or - Set Expiration Date
By default, your rates will be locked, until you delete the “fixed” rate rule that is created.
However, you can also click the “
Set Expiration Date
” toggle, to select a future date for this fixed rate rule to expire.
Management & Onboarding made easy!
As an active user of Wheelhouse, this functionality will make it some much easier to lock in any aspect of your pricing strategy.
And, if you are
new to Wheelhouse
, this functionality means to get up and running MUCH faster.Converting your rates to “fixed” pairs very nicely with your “onboarding” flow, which enables you to:
- Import any range of your existing prices into Wheelhouse
- Freeze in place your pricing for the next 14, 30, 90 days (or, any date range)
While we trust you’ll want to migrant most of your pricing over to some amount of data-driven pricing in time, we recognize that getting to know a new system like Wheelhouse can sometimes take time & trust, so we trust you (or your owners!) might value this new capability.

Ready for an easier way to control permissions for your Teammates?
Now you can set up Wheelhouse to automatically set permissions for your teammates, whenever a new listing appears on your account.
Example: Auto-Assign listings, via a “Market” Segment
As an example, let’s set up Wheelhouse to automatically assign any new listings in Destin to a teammate.
Auto-Assigning, for an existing Segment:
- Simple visit your Teams Setting Page, and assign them to 1+ Segments.
- Now, whenever a new listing is created in that market, it will automatically appearon your teammate's account.
Auto-Assigning, for a new Segment:
- Filter your portfolio view, via the market filter(e.g Destin)
- Create a Segmentto save this view

- Visit your Teams Setting page, toassign a teammateto that Segment

Updating a Segment/Permissions
If you
update a segment
(e.g., change the filters), listings that meet the new criteria will automatically appear on your teammate’s accounts.Therefore, please use caution when adjust segments use are leveraging for Listing Permissions!
Permission Levels (Reminder!)
As a reminder, Wheelhouse has 4 permissions levels:
Admin
- Owns the account
- Can invite teammates
- Can set billing
- And, all the below
Manager
- Can add/remove teammates
- Can edit any rate/setting
- And, all the below
Editor
- Can edit any rate/setting
- And, all the below
Viewer
- Can view data for all assigned listing
- Can preview - but not change - settings & rates
- Can add notes and reminders
Permissions are set at the Listing Level
Most importantly, remember that all permissions are tied to specific listings.
By default, managers, editors and viewers only access listings they are assigned to.
new
Portfolio
Settings
Quick Create - Events & Seasons

Ready for a more precise & scalable way to manage your most important date ranges on Wheelhouse?
This update is going to take your revenue management to the next level, and we’re excited to
finally
share these capabilities with you (as this was not an easy build!)Here are the top 4 things to know about your new
Events & Seasons Configuration
:#1 Highly customizable Events & Seasons
Your new Events & Seasons can be created to handle any important time range.
- One time: Create an easy way to manage an upcoming festival or one-off event
- Multi-Year: Or, create an event that includes the next 3+ years for a major holiday
- Year-over-Year: Or, create an event or season that repeats year-over-year
To create these, visit your
Events & Seasons Configuration
on either the Listing or Portfolio Settings views.Click into
Events & Seasons
to create your first Events and/or Seasons.
Once you have navigated to this section, click “
Add Event
” or “Add Season
”.Next,
add a name
& build out date ranges
for any event or season. For now, the one important distinction to note is:
- Seasons can not overlap other Seasons.
- Events can overlap Seasons, and even overlap other Events
Example Image:
Creating an Event with multiple date ranges over the next 3 years
#2 Instantly available across every Setting 🥳
Now, the real magic begins…
Once created, Events & Seasons are now available as sub-rules on every setting.
- Want to set a Minimum Priceforall major Events?
- Or, activate Historical AnchoringforHigh Season?
- Or, lower your Minimum Stayspolicy for theShoulder Season?
Visit any of your settings (e.g. Minimum Prices) and you will now see
Event & Season sub-rules options
.Now, you can quickly customize these important date ranges with exceptional precision.
Example Image:
Viewing and updating Min Price Rules for all of your upcoming Events
#3 Customizable Base Prices for every Event or Season 😍
For a long time, your
Seasonality Setting
has allowed you to modify your Base Price
.Specifically, if you chose to leverage “Rule-Based Seasonality” you could set unique Base Prices, by month.
Now,
every Season or Event
you create can have its own Base Price
.This means you have a lot more control when creating your ideal rate strategy.
Example Image:
Setting up custom Base Prices for any Season or Event
#4 Create across 1 to 1,000+ listings
Yes, you can create Events & Seasons from your Portfolio pages.
- Setting up a market with an Event or Season?
- Or, just hear of a soon-to-be announced event that will impact a particular neighborhood?
- Or, want to create a Seasonal Min Stay rule for your larger homes?
Simply scroll over to your Events & Seasons Settings column to create Events or Seasons across multiple listings 🏃♀️
Example Image:
Filter to a market (or, any view) and add an Event to all the selected listings
Additional Functionality Notes:
Your current setup still works perfectly!
- When you create a new Event or Seasons, they will interact seamlessly with your existing Sub-Rules
- If you have rule-based Seasonality setup currently with month-specific pricing, when you add an Event or Season, these will/can overlay your existing monthly rules
- Of course, you can remove your Monthly Rules and leverage only Seasonal/Event rules, as well.
You can stack Events on Seasons
- As noted above, Events can stack on Seasons. For example, you could create a Winter Ski Season, and quickly setup a 4 night Min Stay policy
- Then, you can create a Winter Holiday Week which overlaps that season, and enforces a 7 night Min Stay.
- And, Events can even stack on Events (perhaps for a major festival where you want to protect the week AND the weekend, even more so)
- Seasons can not overlap with - or stack on - another season… a configuration decision we stand by :)
You can Copy/Paste Events & Seasons
- Have a new listing?
- From the Portfolio Settings Page, you can quickly add your Events & Seasons to this new listing.
- Simply select an existing listing, and click the “Copy Settings” to add existing Event & Seasons to the new listing.
- You can event copy Sub Rules (e.g. “Min Stays for New Years Eve”) as well.

new
Education
Chapter 1: Wheelhouse Revenue Management Guide

Chapter 1: Wheelhouse Revenue Management Guide
Today, we are launching Chapter 1 of the
Wheelhouse Revenue Management Guide
.Background:
Over the last few months, team members at Wheelhouse have been collaborating on creating content that likely reflect the most comprehensive guide ever created for our industry.
It’s designed to help anyone anyone from a beginner to an expert advance their skills in Revenue Management, all within a few short chapters (okay, and some additional practice!)
Chapter 1: Foundation
(Link)Key terms, concepts, and tips for portfolio organization.
Coming Next!
Chapter 2: Identify
Leveraging data, tools, and processes to identify opportunities to earn more revenue.
Chapter 3: Intervene
Adjusting your strategy once you've identified a revenue opportunity.
Chapter 4: Communicate
How to communicate your portfolio strategy and performance perfectly.
Chapter 5: Processes
Building scalable processes to strengthen your performance.
Education + Free Access, FTW 🚀
And, you might know that Wheelhouse recently made our Performance (Business Intelligence!) product free to anyone. Leveraging your free performance page will help you get a lot out of this guide.
Create your free account to start leveraging this guide & your free product to start maximizing revenue today!
improved
Settings
Data Model
Improved “Day of Week” Pricing Recommendations

Today, Wheelhouse launched an update to our Pricing Engine (Version 8.3), that will improve your Day of Week pricing recommendations.
We announced this change last week, in conjunction with sharing a new pricing engine preview functionality, to enable all customers to review upcoming pricing engine changes before they go live. Read More here.
Visualizing current & upcoming pricing engine results in the Calendar Pricing chart

Expected Model Impact:
- This update will better calibrateyourDay of Weekpricing
- For almost all listings, you will see more variancebetween yourweekday vs. weekendprices.
- For almost all listings, weekday priceswilldecrease, andweekend priceswillslightly increase.
Want to change your Day of Week Settings?
This model will only impact your Day of Week pricing strategy.
Therefore, as you likely know, you can quickly adjust or customize your Day of Week strategy from your
Settings views
, either on the listing or portfolio level.Adjusting a Day of Week Setting

new
Settings
Data Model
Calendar
“Preview” functionality for Pricing Engine Changes
As of today, Wheelhouse has launched a new
Preview
functionality.This functionality is designed to help you, your teammates, and other stakeholders better prepare for Pricing Engine updates.
Preview Upcoming Pricing Recs
From now on, when updating your Pricing Engine, we will preview your new recommendations on each listing’s Pricing Chart.
For now, we’ve added these previews to the
Basic
and Advanced
chart views.We added the pricing preview to these views as they are the default for almost all customers.
Example Image: Reviewing the data for current and upcoming prices on your pricing chart

The First Step of “Pricing Engine Previews”
We should note that this is just the first step in our efforts to make it easier for you & your team to handle pricing engine upgrades.
As of now, this functionality allows you to:
- Preview your new recommendations
- Test settings/rate changes you might want to make
In the future, we expect to enable:
- More quickly analyze any pricing engine update across your whole portfolio
- Export both models for analysis on your own terms
- More!
We look forward to continuing to invest in this infrastructure for you.
improved
Portfolio
Settings
Calendar
Accelerated Tagging
Accelerate your portfolio management with updated Tagging capabilities
Tagging listing just got much easier. Let’s quickly walk through this new and improved functionality.
📹 Watch a quick demo below
#1 - Streamlined Tag Management
Now you can
Create, Edit and Save
tags - all within the same interface.And, when you select multiple listings, you can now quickly see how many listings have a particular tag, and either add or remove that tag from all listings.
When you create or edit tag, that tag will now be clearly visible at the top, as well.

#2 - Tags are now available on Listing pages
In the past, all tag management was done from your portfolio pages.
Now you can add tags from any listing page, as well.
The new
creating/editing
capabilities you have on the portfolio view are mirrored at the listing level, ensuring you can navigate this unified interface with ease.
Thank you for the feedback that helped us on a design turn for this key functionality.
We love any design ideas/work that make Wheelhouse faster and easier to navigate, so we hope you like the updates!
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