Changes

Jump to navigation Jump to search

Do the initial Setup

1,014 bytes removed, 3 April
no edit summary
This page explains how to set up your account
__TOC__
=What _you 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 set up and change all functions yourself at any time.
<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.
</div>
= Terminology = 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.
A '''Rooms''' are a way of splitting your property into separately bookable units. Rooms can have only one , 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 very many different roomscars etc.
'''Rooms''' are a way of splitting If you rent your property into separately bookable units. Rooms can, but do not as a whole because it is a vacation rental you will still need to, represent ''physical'' roomsone room which is what the guest books.
They are rented units i.e. bedrooms in A property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel or , B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etcaparthotel).
An Each room or room type/category can have ''multiple inventories'Offer''' is . === Multiple Properties or Rooms ===If you are using the channel manager we advise to set the price combined with certain conditionsbooking system up as similar as your booking channels. Each roomIf your lodgings have different hotel/unit has one or more offersproperty codes for Booking.com etc. "Offer 1" is your standard offer to the guest which is always displayedthen they must be setup as different properties in Beds24 so you can connect them.
= Multiple Properties or Rooms =
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 are using the channel manager we advise 're renting your property as a whole, you still need to set the booking system up as similar as define one "Room" which in your booking channels. If case represents your lodgings have different hotel/complete property codes for Booking.com etc. then they must be setup as different properties in the system.
==Hotels, B&B´s. hostels==Hotels, B&B´s and inns are usually set up as one property with a number of rooms. If you your rentals have several independent lodgings edifferent hotel/property codes for Booking.gcom etc. apartments or villas you can still set them up then they must be setup 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 rulesdifferent 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 propertyFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties in the system'''Hotels, B&B´s.hostels'''
For further information see [[Agency_%26_Multiple_Property_Setup|here]]Hotels, B&B´s and inns are usually set up as one property with a 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 Guide Setup =
== '''Step 1''' - General Account Settings ==
Click on {{#fas:cog}} (SETTINGS)
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 2''' - Define Rooms and Offers Set your room/s up ====
*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.
<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 2''' - Set your offer upe ====
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 ==
<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
== '''Step 7''' - Use your own E-mail address (optional)== Set Customize and connect the system [[Outgoing_Email|use your own Email address booking engine for sending]] in {{#fas:cog}} commission free direct bookings (SETTINGSoptional) > ACCOUNT >OUTGOING EMAIL.  Using your own E-mail address is mandatory if you want to use Auto Actions to automate Emails. == '''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:
 
1. Your own web site
Click on the screen icon in the top right menu of the control panel or go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE to view your booking page and make a couple of test bookings.
 
The 'Price Check' tool shows you which prices and rules apply for specific dates//selections and why a certain price or rule was applied or not applied. Just enter your booking condition then click on 'Calculate'. You can find links to the 'Price Check' tool on the CALENDAR and SUPPORT pages.
 
2. Channels
Channels which receive prices from Beds24:
Go to {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER >BOOKING.COM (for example) and click on 'View Actual Data' to check what we are sending. If you are not seeing and are not receiving error messages and the display on channels page is correct the connection is working.
 
Channels which only receive inventory from Beds24:
Check if the availability on the channels website is the same as on the CALENDAR page in Beds24.
'''Congratulations! You are now receiving on-line bookings.''' New on-line bookings Guest who book directly will be added automatically. You receive a [:category:Confirmation_Messages|confirmation message]] which you can also enter new bookings manually clicking on "Add Booking" on customise the BOOKINGS page[ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
= = '''Step 8''' - More customisation optionsAutomate messaging and processes==*customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in {{#fas:cog}} (SETTINGS) > BOOKING ENGINE.*customise the [[:category:Confirmation_Messages|booking confirmations Go to guests]] in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.AUTO ACTIONS to *customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. set up messaging templates for automatic and manual sending*customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.automatically perform modifications on bookings based on predefined critiera
= Other Features More functions and Functions options=*Customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this support wiki.

Navigation menu