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Do the initial Setup

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[[Category:How to]]
'''Properties''' can be Hotels, B&B´s, apartment houses, camp sites, etc. Beds24.com can handle multiple properties of different types. [[Category:Getting_Started]]<div class="heading">Set Up Guide</div>
A property This page explains how to set up your account__TOC__=What you should know and do before getting started=<div class="bluebox">This self-setup guide assists you through your initial setup. Beds24 is designed as a self-service system so you can have only one or very many different roomsset up and change all functions yourself at any time.
'''Rooms''' canThere is context sensitive help throughout our system. If you are stuck, but do not need to, represent ''physical'' roomsclick on the <span style="color:#019cde; they are a way of splitting your property into separately bookable units“ >{{#far:question-circle}} </span> icons. You can also use this [[Main Page|Wiki]] for help.
These units or "Rooms" could be Guest Bedrooms, Hostel Dormitories, individual beds *We provide a range of [[videos|video tutorials]]. There is also a [https://youtube.com/playlist?list=PLxiq-bz-RFGEbM44Yk4SYmGt09UISNzEw&si=kgIZPd_ekiExQGk0 Youtube playlist].*There are recordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements.*You can let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process.*We also offer online training sessions for a fee in which we help you set your account up. Send us a support ticket from the SUPPORT button at the top if you want to book a session. *The number format in Backpackers, camp sites, houseboats, holiday homes, individual hotel suitesthe Control Panel is the English number format, etci.e. decimal places are separated by a full stop (not a comma).
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style=color:#008ACC;“>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties.
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== Properties and Rooms ==
'''Properties''' can be Hotels, Hostels, B&B´s, holiday houses, vacation rentals, apartment houses, camp sites. You can have one properties or multiple properties of different types.
 
'''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent ''physical'' rooms. They are a way of splitting up a property into separately bookable sections i.e. bedrooms in a hotel or B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etc.
 
If you rent your property as a whole because it is a vacation rental you will still need one room which is what the guest books.
 
A property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel).
 
Each room or room type/category can have ''multiple inventories'''.
 
<embedvideo service="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo>
 
=== Multiple Properties or Rooms ===
If you are using the channel manager we advise to set the booking system up as similar as your booking channels. If your lodgings have different hotel/property codes for Booking.com etc. then they must be setup as different properties in Beds24 so you can connect them.
 
Making different properties means each can have it's own property booking page (if required with individual design). You can also use a multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties.
 
'''Vacation rentals'''
If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property.
YouIf your rentals have different hotel/property codes for Booking.com etc. then they must be setup as individual properties. For further information see [[Agency_%26_Multiple_Property_Setup|here]]. '''Hotels, B&B´s. hostels'''re now only  Hotels, B&B´s and inns are usually set up as one property with a few steps away from accepting number of rooms. or room types. If you have several independent lodgings e.g. apartments or villas you can still set them up as rooms if it suits your marketing strategy. Each room (which can also be an apartment, house etc) can have its own pricing and booking rules. = Step by Step Setup === '''Step 1''' - General Account Settings ==Click on {{#fas:cog}} (SETTINGS) > ACCOUNT and complete your details === Views and Settings ===To setup the look of your Control Panel go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and check the settings for your account Control Panel.  <span style="color: #f3e504; font-line bookingssize: 150%;" >{{#fas:lightbulb}}</span> Most of the settings can be left with the default value, for more information on each setting, use (?) for the context help. === Outgoing Email ===If you want to send Emails from Beds24, then you need to setup your outgoing email. Follow  Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the instructions. You will find context sensitive help throughout our (? icons) and click on HELP (? icon right) of this page. === Host Notifications === By default Email notifications about new bookings and systemnotifications are sent to the Administrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS.  If you have multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to"=Administrator and Cc: Property' to send a copy of the confirmation to the property. The Email address used is the one entered in {{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION System notifications are stuckerror messages, answers to support tickets and other messages which are not directly related to a booking. We recommend you use different Email addresses to send and receive because some Email programs (i.E. gmail) hide incoming Email if they are from the same Email address. === Account access and Security === Access including API and security settings can be managed from this menu.  Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS >*Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys  === Privacy ===Privacy rules for data management should be managed from this menu. We provide settings that allow you to control how your guest's data is stored in Beds24. Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information. === Billing === You can see the monthly service fees and usage charges, setup payment details for your account, and generate and download your invoice after you have made a payment. === Booking Page Languages === If you want to use a language other than English on your booking page, go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the ones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have to be entered in each language tab. == '''?Step 2''' icons- Create properties and rooms==You can import properties and rooms or create them manually. <embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> ===Import from Airbnb===If you have a listing on Airbnb you can import it and create a new property with a new room or add a room in a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions. [[File:Airbnb_import_listing.mp4|640px]] ===Import from Booking. com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]]. ===Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) > PROPERTIES*After you have added a property go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION and complete your property information [[File:Property_and_Room_Setup.mp4|640px]] ==== '''Step 2''' - Create rooms==== *To set rooms up go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.  If you sell dorms for which you sell individual beds and not private rooms please also use this see how to [[Main PageHostel_and_Retreat_Setup|Wikisetup dorms]] . *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and define your offer(s).An offer is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed. You have the option to sell a room with different prices eg. packages, promotions or discounted conditional prices. Each offer can have its own "Booking Type". <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms. ==== '''Step 3''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed. == '''Step 3''' - Create prices ==Without prices the system can not show availability.  If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms.  Beds24 has two types of prices:*Daily Prices (recommended)*Fixed Prices This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.  <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Click on the "Price Check" button on the CALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated. '''Daily Prices (recommended)''' Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. Multiple prices per date can be defined for example for different minimum stays or different offers. Please find more information on the helppage for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices]. <embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
== '''Step 1Fixed Prices''' - Enter your Settings ==Click on '''SETTINGS''' in the top menu bar.
*Go Fixed Prices have a start and end date so they apply to '''ACCOUNT''' and complete your detailsa range of dates. Fixed Prices contain many rules about the conditions that must apply to make them available.
Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and you do not want to use a language other than English on your booking page, go to '''ACCOUNT''' -> '''LANGUAGES''' adjust them and tick the ones you have none or few seasons*If you want to use. allow guest to enquire when no price can be found but the room is not fully booked*If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have want to be entered in each language tab. grant referrer discounts
*Go to '''PROPERTIES''' -> '''DESCRIPTION''' and enter Please find more information on the name and the currency symbol you want to use*Go to '''PROPERTIES''' -> '''ROOMS'''help page for [https://wiki.beds24.com/index. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type availablephp/Category:Fixed_Prices Fixed Prices].
Don't forget to ''Combination of Daily Prices and Fixed Prices'SAVE'''!
<span style== '''Step 2''' "color:#fe746c;“ >{{#fas:exclamation- triangle}} Set your </span> If you use Fixed Prices you do not need to set up Daily Prices ==for every day. If required you can use a Daily Price to adjust the prices for an individual date or date range.
===Set a simple rate structure===If you have a simple pricing (eg: one price per room - not per person, no extras or discounts) go *You can use Daily Prices to '''CALENDAR''' in override the top menuFixed Price for a few individual dates. This is a table giving If you a complete overview of your bookings, rates and inventoryoften adjust prices use Daily Prices only. By ticking the boxes you *You can select what you want add a Gap Filler to display. fill gaps when using daily prices with minimum stays required
Activate '''DAILY PRICES'''. You can set your room <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as required.
===Override Dates===Each date can be set to '''BLACKOUTStep 4''' - Set up payment collection (optional)==You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in which case it is not available on that date or '''EXCEPTION''' in which case it uses the same booking strategy as the property's exceptional period. If no override is set {{#fas:cog}} (- - - - -SETTINGS) the booking strategy > PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is as defined for our preferred partner which offers the propertybest functionality.
To remove a price set it to 0 == '''Step 5''' - Set up the Channel Manager (numeral zerooptional)==Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
The price offered to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodHere some short example videos.For detailed instructions see:
===Set a refined rates and discount structure===*[[Airbnb_Mapping| How to connect Airbnb]]To set a defined structure go *[[Booking.com:_Synchronise_bookings_prices_availability | How to RATES in the top menuconnect Booking. Multiple rates com to sync prices and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and offer the lowest price that matches your criteria. You can override this in the rates settings.availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
When creating multiple rates you would generally set your highest price to always <embedvideo service="youtube">https://youtu.be available and create discounted price rates for longer stays, specific days of the week or date ranges as you require. This way you can create sophisticated rate models./_KORtELJyNk</embedvideo>
'''Adding Rates and Discounts'''<embedvideo service="youtube">https: To add a new rate click on the button ADD RATE //youtu.be/rsqRWgawcWU</embedvideo>
== '''Copy a Rate:Step 6''' If you want - Enter existing bookings==To avoid double bookings it is advisable to use enter the same rate for another room click on SAVE AS A COPYbookings you already have.
'''Changing Rates *For Booking.com, Airbnb and Discounts''': Click on Expedia we have the rate you want option to change and enter your automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking.com we will then be able to automatically import changes. You can delete rate setting and add new onesuse this function when the channel manager is set up but not activated. You may re-use old rates that are still The button is available in the system by changing their start and end dates{{#fas:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB/BOOKING.COM/EXPEDIA.
== '''Step 3''' - Add your Bookings ==To avoid double *Other bookings it is advisable to enter the bookings you already have. In CALENDAR you will find can be uploaded as a row INVENTORY. csv file from The number shows rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changesin {{#fas:cog}} (SETTINGS) > PROPERTIES.
'*To ''Add Bookings''' manually add or blocked dates click on the person+ suitcase icon, fill in the information and SAVE. Your booking has now been entered into CALENDAR or on "Add Booking" at the systemtop.
== '''Step 4''' - Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets ==Booking widgets connect your website to your *If you do not need the actual booking page. Beds24 offers you a choice including booking buttons, booking boxes, booking strips, calendarscan adjust the availability in the CALENDAR in the row "Inventory". Click on '''SETTINGS''' -> '''BOOKING WIDGETS''' The number shows rooms remaining to sell. Choose the widget you want They can be edited to usequickly change your availability. If required you can customise Double-click to open a pop-up and save the appearancechanges. If you need help please click on (it is only possible to lower the HELP button number based on the top rights value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of the widgets pagethis type" and any existing bookings).
Copy your widget == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to your website. To install *set up messaging templates for automatic and manual sending*automatically perform modifications on bookings based on predefined criteria == '''Step 8''' - Customize and connect the booking widgets on your web site you will need engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE. You have the ability option to edit fully customise the look and the HTML content of your booking page. This may involve knowing the passwords for For an overview of your web server and the ability to transfer your files. Your web hosting service should be able options please go to provide information and assist you with this[[Customise Booking Page]].
Setting up Booking widgets connect your Beds24website to your booking page.com account There is free if you do it yourselfa choice including booking buttons, booking boxes, booking strips, calendars. Go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS. We can do Choose the setup for widget you for a small one off fee starting from €19want to use. Technical support for If required you or your web designer to integrate can customise the availability calendars and booking widgets into your website is freeappearance. Upon request we can do this for If you as well. Please contact clicking need help please click on the HELP button on SUPPORT in the top menurights of the widgets page.
== '''Step 5''' - Do some test bookings Copy your widget to check everything is workingyour website. To install the booking widgets on your web site you will need the ability to edit the HTML of your page. This may involve knowing the passwords for your web server and the ability to transfer your files. Your web hosting service should be able to provide information and assist you with this. ==
'''Congratulations! You are now receiving on-line bookings.''' New on-line bookings Guests who book directly will be added automatically. You receive a [:category:Confirmation_Messages|confirmation message]] which you can also enter new bookings manuallycustomise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
== '''CustomiseStep 9''' - Download the free Beds24 app(optional)==You have the option Our free App for IOS and Android is there to help you with daily tasks which might need to fully customise be done while away from the look and the content of your booking pagedesk. For an overview on your options please go to [Customise Booking Page[Mobile_App_Android_and_IOS|More information about the app]].
If you want to set refined '''Refined Settings''' like = More functions and options=*Customise the display of the [[Properties/Booking Rules:category:Calendar|Booking Rulescontrol panel CALENDAR]], page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Properties/Discount CodesPreferences|Discount Codescontrol panel]], [[Properties/Upsell Items|Upsell Items]], use deposit collection through [[Properties/Paypal|Paypal]] collect [[Properties/Credit Card|Credit Card ]], [[Rooms/Setup|Room Dependencies]] choose from in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*When you click on FUNCTIONS in SUPPORT you will see links to the menu on pages of key features and functions or check the leftstart page of this support wiki.
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