Changes

Jump to navigation Jump to search

Do the initial Setup

6,926 bytes added, 9 May
[[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 homesthe Control Panel is the English number format, individual hotel suitesi.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.
</div>
== 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'''.
 
=== 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 different properties. For further information see [[Agency_%26_Multiple_Property_Setup|here]]. '''Hotels, B&B´s. hostels''' 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 Setup === '''Step 1'''re now only - General Account Settings ==Click on {{#fas:cog}} (SETTINGS) *Go to ACCOUNT and complete your details *If you want to use a few steps away from accepting language other than English on-line bookings. Follow your booking page, go to ' {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the instructions. You will find context sensitive help throughout our systemones you want to use. If you are stuckenable more than one language you will see tabs for each language in your descriptions, click information on the ? iconsyour booking page and notifications. Descriptions have to be entered in each language tab.  == '''Step 2''' - Create properties and rooms==You can also use this [[Main Page|Wiki]] for helpimport properties and rooms or create them manually. <embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
== '''Step 1''' - Enter your Settings =Import from Airbnb===Click If you have a listing on '''SETTINGS''' Airbnb you can import it and create a new property with a new room or add a room in the top menu bara property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
*Go to '''ACCOUNT -> BUSINESS INFO''' and complete your details===Import from Booking.com===*If you want to use another language than English on You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your booking page click on LANGUAGES and tick the ones you want property from Booking.com to useBeds24]].
*Go to ===Manual creation ======= '''PROPERTIES -> DESCRIPTIONStep 1''' - Create properties====*Properties and enter the name and the currency symbol be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you want have added a property go to use'{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your property information
*Go to '''PROPERTIES -> BOOKING QUESTIONS''' and determine what information you want to collect from your guests[[File:Property_and_Room_Setup.mp4|640px]]
*Go to ==== '''ROOMSStep 2'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available. - Create rooms====
Don*To set rooms up go to 't forget to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''SAVEEDIT'''!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 see how to [[Hostel_and_Retreat_Setup|setup dorms]].
== '''Step 2''' - *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. Customise "Offer 1" is your Booking Page ==standard offer to the guest which is always displayed.
*Go You have the option to '''BOOKING PAGE -> DESCRIPTION''' select which property/sell a room and enter the information you want to display on your booking pagewith different prices eg. Fields yu leave empty will not be displayedpackages, promotions or discounted conditional prices. If you want to display descriptions add it in each language you Each offer can have enabledits own "Booking Type".
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you want copy a room all settings will be automatically applied to add pictures go to '''BOOKING PAGE -> PICTURES''' and then select for which Property/Room the copy. If you want to upload an imagelink prices between different rooms remove the prices before you copy the rooms.
You have now finished a basic configurtion of your booking page. If you want to customise the design of your booking page you can optionally do so under ==== '''Step 2'''BOOKING PAGE -> DESIGNCustomize 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.
== '''Step 3''' - If you have several rooms with a similar pricing structure you can "link" prices Set your Prices ==with or without offsets to multiple rooms.
===Set a simple rate structure===Beds24 has two types of prices:If you have a simple pricing *Daily Prices (eg: one price per room - not per person, no extras or discountsrecommended) go to '''CALENDAR''' in the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you can select what you want to display.*Fixed Prices
Activate '''DAILY PRICES'''This [https://beds24. You can set your room prices herecom/wizard/wizard3. Click in php setup wizard] guides you though the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as requiredsetup.
<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.
===Override Dates===Each date can be set to '''BLACKOUT''Daily Prices (recommended)' 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 (- - - - -) the booking strategy is as defined for the property.
To remove a price set it Daily Prices are prices for one date. Daily prices are easy to 0 (numeral zero)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 help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
The price offered to the guest will <embedvideo service="youtube">https://youtu.be the lowest from your DAILY PRICES and your RATES which match the requested stay period./E4TYnrHwnDA</embedvideo>
'''Fixed Prices'''
===Set Fixed Prices have a refined rates start and discount structure===To set end date so they apply to a defined structure go to RATES in the top menurange of dates. Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate and offer Fixed Prices contain many rules about the lowest price conditions that matches your criteria. You can override this in the rates settingsmust apply to make them available.
When creating multiple rates Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and you would generally set your highest price do not want to always be available adjust them and create discounted you have none or few seasons*If you want to allow guest to enquire when no price rates for longer stays, specific days of can be found but the week or date ranges as room is not fully booked*If you require. This way you can create sophisticated rate models.want to grant referrer discounts
Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
'''Adding Rates Combination of Daily Prices and DiscountsFixed Prices''': To add a new rate click on the button ADD RATE
'''Copy a Rate<span style="color:#fe746c;“ >{{#fas:''' exclamation-triangle}} </span> If you want 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 same rate prices for another room click on SAVE AS A COPYan individual date or date range.
'''Changing Rates and Discounts''': Click on *You can use Daily Prices to override the rate Fixed Price for a few individual dates. If you want to change and enter your changesoften adjust prices use Daily Prices only. *You can delete rate setting and add new ones. You may re-use old rates that are still in the system by changing their start and end dates.a Gap Filler to fill gaps when using daily prices with minimum stays required
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
== '''Step 4''' - Add your Bookings Set up payment collection (optional)==To avoid double bookings it is advisable You need to enter the bookings you already have. In CALENDAR you will find connect a row INVENTORY. payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) The number shows rooms remaining to sell>PAYMENTS > PAYMENT COLLECTION. They can be edited to quickly change your availability. Doubleclick to open a popup and save [[Stripe|Stripe]] is our preferred partner which offers the changesbest functionality.
== 'To ''Add BookingsStep 5''' - click on Set up the person+ icon, fill in Channel Manager (optional)==Set up the information and SAVE. Your booking has now been entered into the system[[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
Here some short example videos. For detailed instructions see:
== '''Step 5'''- Install your *[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking Widgets ==.com:_Synchronise_bookings_prices_availability | How to connect Booking.com to sync prices and availability]]Booking widgets *[[Expedia_Mapping | How to connect your website Expedia to your booking page. Click on SETTINGS -> BOOKING WIDGETS. Choose the widget you want sync prices and availability]]*[[VRBO_Setup | How to connect to use. If required you can customise the appearance. If you need help please click on the HELP button on the top rights Vrbo]]*[[:Category:Channel_Manager| List of the widgets page. all channels with link to detailed setup instructions]]
Copy your widget to your website<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> <embedvideo service="youtube">https://youtu. be/rsqRWgawcWU</embedvideo> == '''Step 6''' - Enter existing bookings==To install avoid double bookings it is advisable to enter the booking widgets on your web site bookings you will need already have.  *For Booking.com, Airbnb and Expedia we have the ability option to edit the HTML of your pageautomatically import all upcoming bookings. This may involve knowing the passwords We recommend to use this method because for your web server and the ability to transfer your filesbookings imported directly from Booking. Your web hosting service should com we will then be able to provide information and assist you with automatically import changes. You can use thisfunction when the channel manager is set up but not activated. The button is available in {{#fas:cog}} (SETTINGS) CHANNEL MANAGER->AIRBNB/BOOKING.COM/EXPEDIA. *Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) PROPERTIES. *To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top.
Setting up your Beds24.com account is free if *If you do it yourself. We not need the actual booking you can do adjust the availability in the CALENDAR in the setup for you for a small one off fee starting from €19row "Inventory". The number shows rooms remaining to sell. Technical support for you or They can be edited to quickly change your web designer availability. Double-click to integrate open a pop-up and save the availability calendars and booking widgets into your website changes. (it is free. Upon request we can do this for you as well. Please contact clicking only possible to lower the number based on SUPPORT the value in the top menu{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings).
== '''Step 7''' - Automate messaging and processes==
Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to
*set up messaging templates for automatic and manual sending
*automatically perform modifications on bookings based on predefined criteria
== '''Step 68''' - Do some test Customize and connect the booking engine for commission free direct bookings (optional)==Go to check everything is working{{#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]].
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.
'''Congratulations! You are now receiving on-line bookingsCopy your widget to your website.''' New To install the booking widgets on-line bookings 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 added automatically. You can also enter new bookings manuallyable to provide information and assist you with this.
Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
=='''Step 9''' - Download the free Beds24 app(optional)==
Our free App for IOS and Android is there to help you with daily tasks which might need to be done while away from the desk. [[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/Dependencies|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.

Navigation menu