Agency & Multiple Property Setup - Revision history

Lesley: /* Groups / Display in the Control Panel */

2025-04-24T09:21:29Z

Groups / Display in the Control Panel

← Older revision		Revision as of 09:21, 24 April 2025
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	*An exclamation and account number will make the group only available to the specified account number, multiple account numbers can be specified with a space between each.		*An exclamation and account number will make the group only available to the specified account number, multiple account numbers can be specified with a space between each.
	**keyword1,keyword2!,keyword3!1234 1235 1236		**keyword1,keyword2!,keyword3!1234 1235 1236

	'''Search Category:''' This is where you can choose the search Categories (Keywords) you have set under {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTIPLE PROPERTIES > SEARCH CRITERIA, to filter out your properties on the booking page based on the options a guest chooses.

	== Copy settings from one property to another==		== Copy settings from one property to another==

Lesley: /* Groups / Display in the Control Panel */

2025-04-24T09:21:07Z

Groups / Display in the Control Panel

← Older revision		Revision as of 09:21, 24 April 2025
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	A group option will appear in the property selector on the calendar page and open all properties in the group.		A group option will appear in the property selector on the calendar page and open all properties in the group.

			'''Group Keywords:''' These tags are used for showing and hiding properties on the property list pages. Enter tags separated by a comma.

			If the property list page opens with a group= parameter it will only show properties with a matching group setting

			If the property list page opens with a nogroup= parameter it will not show properties with a matching group setting

			*An exclamation at the end of the keyword will make the group only available to the owner account of the property.

			*An exclamation and account number will make the group only available to the specified account number, multiple account numbers can be specified with a space between each.
			**keyword1,keyword2!,keyword3!1234 1235 1236

			'''Search Category:''' This is where you can choose the search Categories (Keywords) you have set under {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTIPLE PROPERTIES > SEARCH CRITERIA, to filter out your properties on the booking page based on the options a guest chooses.

	== Copy settings from one property to another==		== Copy settings from one property to another==

Lesley: /* Create and and set up properties */

2024-05-10T12:44:23Z

Create and and set up properties

← Older revision		Revision as of 12:44, 10 May 2024
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	Each sub account can use a different Email address to send messages to guests. [[Outgoing_Email\|Click here for more information]].		Each sub account can use a different Email address to send messages to guests. [[Outgoing_Email\|Click here for more information]].

	=== Create ~~and~~ and set up properties===		=== Create and set up properties===
	Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup\|Setup Guide]].		Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup\|Setup Guide]].

	=== Owner Management ===		=== Owner Management ===

Lesley: /* Add and set up properties */

2024-05-10T12:43:18Z

Add and set up properties

← Older revision		Revision as of 12:43, 10 May 2024
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	If you make a copy all of the rooms and prices will also be copied.		If you make a copy all of the rooms and 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.		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]].		Alternatively, data can be uploaded via the '''API''' (api.beds.com). For more information about the API have a look [[:Category:API\| here]].

Lesley: /* Managing multiple properties centrally from one master account */

2024-05-10T12:37:34Z

Managing multiple properties centrally from one master account

← Older revision		Revision as of 12:37, 10 May 2024
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	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.		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.

	Alternatively data can be uploaded via the '''API''' (api.beds.com). For more ~~informaton~~ about the API have a look [[:Category:API\| here]].		Alternatively, data can be uploaded via the '''API''' (api.beds.com). For more information about the API have a look [[:Category:API\| here]].

Lesley: /* Manageing multiple properties centrally from one master account */

2024-05-10T12:37:09Z

Manageing multiple properties centrally from one master account

← Older revision		Revision as of 12:37, 10 May 2024
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	<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.		<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.

	== ~~Manageing~~ multiple properties centrally from one master account ==		== Managing multiple properties centrally from one master account ==
	=== Add and set up properties===		=== Add and set up properties===

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	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 ACCOUNT in the top right).		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 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 sub accounts]].		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 sub accounts]].

	== Owner Management and user Management ==		== Owner Management and user Management ==

Lesley: /* General */

2024-05-09T12:54:23Z

General

← Older revision		Revision as of 12:54, 9 May 2024
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	__TOC__		__TOC__
	== General ==		== General ==
	A user account can contain one or multiple properties. Each property has its own settings for:		A user account can contain one or multiple properties. Each property has its own settings for:
	*Booking page		*Booking page
	*Booking rules		*Booking rules
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	If the channel manager is used each property will have its own mapping.		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.		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.		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 ~~dowload~~ property ~~informaton~~ into a .csv file.		<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.

	== Manageing multiple properties centrally from one master account ==		== Manageing multiple properties centrally from one master account ==

Annette at 22:51, 8 January 2024

2024-01-08T22:51:27Z

← Older revision		Revision as of 22:51, 8 January 2024
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	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.		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~~ will also be copied.		If you make a copy all of the rooms and 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.		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.

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	== Manage Prices==		== Manage Prices==
	~~If you are using rates you~~ can set up one set of ~~rates~~ and apply it with or without an offset (price adjustment) to other properties~~. The function is available in the "Rooms" tab of the rate~~.		You can set up one set of prices and apply it with or without an offset (price adjustment) to other properties.

Annette: /* Owner Management and user Management */

2023-11-27T11:57:35Z

Owner Management and user Management

← Older revision		Revision as of 11:57, 27 November 2023
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	If you want to record expenses you can do this by setting up a property "Expenses" with one room in {{#fas:cog}} (SETTINGS) PROPERTIES -> ROOMS. Add each expense as a booking with a negative value. You can then create custom reports which list all expenses.		If you want to record expenses you can do this by setting up a property "Expenses" with one room in {{#fas:cog}} (SETTINGS) PROPERTIES -> ROOMS. Add each expense as a booking with a negative value. You can then create custom reports which list all expenses.

	If you need more functionality you can set up an integration with [[~~Operto~~]] or another service which offer such functions.		If you need more functionality you can set up an integration with [[bedplus]] or another service which offer such functions.

	== Set up and install multiple property booking page ==		== Set up and install multiple property booking page ==

Annette: /* Commission */

2023-11-23T17:36:33Z

Commission

← Older revision		Revision as of 17:36, 23 November 2023
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	=== Commission===		=== Commission===
	If you want need to calculate commissions you can set up a [[Custom-Reports#Commission_report_for_owners\|Custom Report]] to do this automatically.		If you want need to calculate commissions you can set up a [[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.

	=== Expenses===		=== Expenses===