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Agency & Multiple Property Setup

3,838 bytes added, 10 May
[[Category:How to]]
[[Category:Agency]]
[[Category:Sub_Account]]
[[Category:Multiple_Properties]]
[[Category:Properties]]
[[Category:How to]][[Category:Getting_Started]]<div class="heading">Multiple Properties</div> ''This page explains how to set up an account with multiple properties.''
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== General ==A user account can contain one or multiple properties. Each property has its own settings for:*Booking page*Booking rules*Booking questions*Upsell items*Deposit collection rules and payment gateways*Confirmation messages*Auto Actions and Auto Action Emails*Yield Optimizer Rules
 If the channel manager is used each property will have its own mapping.  Other user accounts can be set up to access these properties with either read -only or full -write access.
In which order you set up an agency account depends on how the properties are set up and managed.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> When you click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and scroll down the page you will see buttons which allow you to download property information into a .csv file. = The Agency manages all = Managing multiple properties centrally from one master account ==
=== Add and set up properties===
Add new properties with the ADD NEW PROPERTY button in {{#fas:cog}} (SETTINGS->) PROPERTIES or make a copy of an existing similar property and edit it to suit.If you make a copy all of the rooms and rates prices will also be copied.
To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy.
 
<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
 
 
Alternatively, data can be uploaded via the '''API''' (api.beds.com). For more information about the API have a look [[:Category:API| here]].
 
Emails to guests will be as set in the Email settings of the master account. [[Outgoing_Email|Click here for more information]]. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email.
<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class= Copy settings from one property "" style="color: #c7c7c7;" >{{#fas:copy}}</span> icon you can click and then copy the value of this setting to anotherother rooms or properties. === If required create sub accounts for your properties=== In You can create sub accounts if properties need their own log-in. Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNTS is ACCOUNT in the top right). Each sub account has a "Clone" function available which allows unique username and password. Sub accounts can be given restricted or full access to copy selected settings from one property to anotherother accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]].
== Owner Management and user Management ==You can give owners or staff their own access to individual properties or a group of properties by setting up sub accounts. === Create additional user accounts=== Click on SUB ACCOUNTS (the 'User' icon on the top right menu) and then on "Manage 'Account" then Management (in the old control panel SUB ACCOUNT in the top right). Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on "Clone Property Settingssub accounts]].
=== If required create Each sub accounts account can use a different Email address to send messages to guests. [[Outgoing_Email|Click here for your properties=== more information]].
You can create === Create and set up properties=== Log into each sub accounts if account and set up properties need their own log-and rooms following these instructions in. Sub accounts can be created via the SUBACCOUNT menu on the top right[[Do_the_initial_Setup|Setup Guide]].
Each === Owner Management ===Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and create a sub account has a unique username and passwordwith the role "Owner". Sub accounts If required you can be given restricted or full further customise the access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]].
== Properties need their own log-ins to manage accounts ==Commission=== If you want need to calculate commissions you can set up a Create sub accounts=== [[Custom-Reports#Commission_report_for_owners|Custom Report]] to do this automatically. You can use the "Routines" function to automatically send the report for example to owners.
Sub accounts === Expenses===If you want to record expenses you can be created via the SUBACCOUNT menu on the top rightdo this by setting up a property "Expenses" with one room in {{#fas:cog}} (SETTINGS) PROPERTIES -> ROOMS. Each sub account has Add each expense as a booking with a unique username and passwordnegative value. Sub accounts You can be given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]]then create custom reports which list all expenses.
Each sub account If you need more functionality you can use a different Email address to send messages to guests. set up an integration with [[Outgoing_Email|Click here for more informationbedplus]]or another service which offer such functions.
=== Create and Set up and set up properties=install multiple property booking page == A Booking page containing all properties is created automatically. It will show your properties with a link to the property booking page where guests can make their booking.
Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup|Setup Guide]]To customise your multiple property booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN.
== Set up If you want to generate the code for an embedded Iframe for multiple properties go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR and Install Multiple set "Property Booking Page " ==A Booking page containing all properties is created automatically."All"
1If you want to allow guests to search by certain criteria:*First create the search criteria in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > SEARCH CRITERIA. In *Then go to {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > MULTI BOOKING PAGE -> MULTIPLE PROPERTIES you can customise PROPERTY SETTINGS and assign the look of your agency booking pageapplicable criteria to each property.
2. Go == Generate booking widgets or an embedded booking page==Once you have set and assigned your search criteria you can *go to {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > BOOKING PAGE -> MULTIPLE PROPERTIES ->SEARCH CRITERIA WIDGETS to generate a widget. Set "Property" = "All" and define design your widget, ensuring that you change "Search Filter" to show the search termscriteria either "collapesed" or "open" in your booking widget. You have Generate the code for the widget and paste it into the source code (Set the options Wordpress editor to set up a total of four sets which could be location, type of accommodation, amenities"Text") where you want to display the widget.*go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR to generate the code for your embedded Iframe.Set "Property" = "All".Generate the code and paste it into the source code where you want to display the booking page.
3. Go to SETTINGS -> BOOKING PAGE -> MULTIPLE PROPERTIES -> PROPERTY SETTINGS to define how and under which search criteria each property will be displayed on If you use Wordpress please also use the agency Wordpress help page.
== Groups / Display in the Control Panel Calendar ==You can create groups of properties by giving them the same keyword in {{#fas:cog}} (SETTINGS-> BOOKING PAGE > ) PROPERTIES > MULTIPLE PROPERTIES> PROPERTY SETTINGS DESCRIPTION "Group Keywords"
A group option will appear in the property selector on the calendar page and open all properties in the group.
== Copy settings from one property to another==
 
<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this'' {{#fas:copy}} icon you can click and then copy the value of this setting to other rooms or properties.
 
There is also a "Clone" function in SUB ACCOUNTS a "Clone" function which allows to copy selected settings from one property to another.
 
Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings.
Keywords: subaccount, sub account, agency, multihotel, multi hotel, multi-hotel, multi property== Manage Prices==You can set up one set of prices and apply it with or without an offset (price adjustment) to other properties.
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