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Agency & Multiple Property Setup

5,494 bytes added, 10 May
[[Category:How to]]
[[Category:Sub_Account]]
[[Category:Multiple_Properties]]
[[Category:Properties]]
[[Category:How to]]
[[Category:Getting_Started]]
<div class="heading">Multiple Properties</div>
This page explains how to set up an account with multiple properties.
__TOC__
== General ==
A user account can contain one or multiple properties. Each property has its own settings for:
*Booking page
*Booking rules
*Booking questions
*Upsell items
*Deposit collection rules and payment gateways
*Confirmation messages
*Auto Actions and Auto Action Emails
*Yield Optimizer Rules
A Beds24 account can contain multiple properties. Lets call this the master account.
Other accounts can be setup to access and update only one or more of these properties. Lets call these the hotel accounts.
== '''1If the channel manager is used each property will have its own mapping. Setup Multiple Properties in the Master Account''' ==
Add new properties with the ADD NEW PROPERTY button 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 Other user accounts can be copied.To set up the individual to access these properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]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.
<span style== "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> When you click on the 'User'icon on the top right and then on '2Account 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. Agency Booking Page''' ==
A Booking page containing all == Managing multiple properties is created automatically.This booking page can be setup at the '''SETTINGS''' -> '''AGENCY''' menus.centrally from one master account ==Each property can have a picture === Add and description. Properties can be given a sell priority to raise them to the top of the page and search filters can be created to show search fields by location, facility etc.See the help for each menu for more details.When a property is selected from the agency booking page it opens the normal property booking page.set up properties===
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 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.
<embedvideo service== '''3"youtube">https://youtu. Make another Login Account for a Single Property''' ==be/CsjMXF2vzEs</embedvideo>
If you want to create a login that can access and update one of the properties in the master account, do the following:
aAlternatively, data can be uploaded via the '''API''' (api.beds.com) Create . For more information about the API have a new hotel look [[:Category:API| here]].  Emails to guests will be as set in the Email settings of the master account . [[Outgoing_Email|Click here for the loginmore information]]. New accounts contain one automatically generated If a property, delete needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email. <span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style="color: #c7c7c7;" >{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties. === If required create sub accounts for your properties=== You can create sub accounts if you only want properties need their own log-in. Click on the 'User' icon on the top right and then on 'Account Management (in the property from old control panel SUB ACCOUNT in the master top right). Each sub accounthas 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]].b== Owner Management and user Management ==You can give owners or staff their own access to individual properties or a group of properties by setting up sub accounts. === Create additional user accounts=== 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) In . 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 can use a different Email address to send messages to guests. [[Outgoing_Email|Click here for more information]]. === 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]]. === Owner Management ===Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the hotel top right) and create a sub account go with the role "Owner". If required you can further customise the access. [[:Category:Sub_Account|Click here for more information on sub accounts]]. === 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. You can use the "Routines" function to automatically send the AGENCY report for example to owners. === 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 -> LINKED PROPERTIES menu 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 [[bedplus]] or another service which offer such functions. == Set up and make install multiple property booking page ==A Booking page containing all properties is created automatically. It will show your properties with a note of link to the YOUR ASSOCIATION CODE valueproperty booking page where guests can make their booking.cTo customise your multiple property booking page go to {{#fas:cog}} (SETTINGS) Go BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN.  If you want to generate the master account that contains the property code for an embedded Iframe for multiple properties go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR and go set "Property" = "All" If you want to allow guests to search by certain criteria:*First create the PROPERTIES -search criteria in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > ASSOCIATE menuSEARCH CRITERIA.d*Then go to {{#fas:cog}} (SETTINGS) Select BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS and assign the applicable criteria to each property . == Generate booking widgets or an embedded booking page==Once you have set and assigned your search criteria you can *go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS to generate a widget. Set "Property" = "All" and design your widget, ensuring that you change "Search Filter" to be linked from show the search criteria either "collapesed" or "open" in your booking widget. Generate the code for the list widget and enter paste it into the association source code from (Set the Wordpress editor to "Text") where you want to display the widget.*go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR to generate the hotel accountcode for your embedded Iframe. Set "Property" = "All". Generate the code and paste it for readinto the source code where you want to display the booking page. If you use Wordpress please also use the Wordpress help page. == Groups /write access and save.Display in the Control Panel ==eYou can create groups of properties by giving them the same keyword in {{#fas:cog}} (SETTINGS) Go back to PROPERTIES > DESCRIPTION "Group Keywords" A group option will appear in the property selector on the hotel account calendar page and go open all properties in the group. == Copy settings from one property to the AGENCY another== <span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> LINKED PROPERTIES menu Where you see this'' {{#fas:copy}} icon you can click and then copy the value of this setting to other rooms or properties. The  There is also a "Clone" function in SUB ACCOUNTS a "Clone" function which allows to copy selected settings from one property should be listed as available. Change the ALLOW IN MY ACCOUNT setting to ALLOWanother.fClick on SUB ACCOUNTS (top right menu) That's then on "Manage Account" then on "Clone Property Settings. == Manage Prices==You can set up one set of prices and apply it, now the property is available for updating in both accountswith or without an offset (price adjustment) to other properties.
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