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Do the initial Setup

38 bytes removed, 14:04, 22 April 2022
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<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''' - Create prices ====
Without prices the system can not show availability.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in rates have no effect on daily prices.
==== '''Step 4''' - Enter existing Bookings====
To avoid double bookings it is advisable to enter the bookings you already have. You have different options:
*If you are comfortable working with '''.csv''' you can upload bookings into Beds24 using our API (https://api.beds24.com). Bookings must have a checkin between 1 year in the past and 5 years in the future. You will see the instructions when you click on putBookingCSV (https://api.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access in {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS
==== '''Step 5''' - Set up payment collection (optional====
You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the best functionality.
==== '''Step 6''' - Set up the Channel Manager (optional)====
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
==== '''Step 7''' - Use your own E-mail address (optional)====
Set the system [[Outgoing_Email|use your own Email address for sending]] in {{#fas:cog}} (SETTINGS) > ACCOUNT >OUTGOING EMAIL.
Using your own E-mail address is mandatory if you want to use Auto Actions to automate work flows.
==== '''Step 8''' - Check and Customise your Booking Page====
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
You have the option to fully customise the look and the content of your booking page. For an overview of your options please go to [[Customise Booking Page]].
==== '''Step 9''' - Install a Booking Widget ====
Booking widgets connect your website to your booking page. There is a choice including booking buttons, booking boxes, booking strips, calendars. Go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to use. If required you can customise the appearance. If you need help please click on the HELP button on the top rights of the widgets page.
Copy your widget to your 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.
==== '''Step 10''' - Do some test bookings to check everything is working====
This is how you can check everything is working:

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