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Do the initial Setup

9,249 bytes added, 13 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.
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== 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'''.
 
<embedvideo service="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo>
 
=== 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 individual properties. For further information see [[Agency_%26_Multiple_Property_Setup|here]]. '''Hotels, B&B´s. hostels'''re now only  Hotels, B&B´s and inns are usually set up as one property with a few steps away from accepting 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''' - General Account Settings ==Click on {{#fas:cog}} (SETTINGS) > ACCOUNT and complete your details === Views and Settings ===To setup the look of your Control Panel go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and check the settings for your account Control Panel.  <span style="color: #f3e504; font-line bookingssize: 150%;" >{{#fas:lightbulb}}</span> Most of the settings can be left with the default value, for more information on each setting, use (?) for the context help. === Outgoing Email ===If you want to send Emails from Beds24, then you need to setup your outgoing email. Follow  Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the instructions. You will find context sensitive help throughout our (? icons) and click on HELP (? icon right) of this page. === Host Notifications === By default Email notifications about new bookings and systemnotifications are sent to the Administrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS.  If you have multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to"=Administrator and Cc: Property' to send a copy of the confirmation to the property. The Email address used is the one entered in {{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION System notifications are stuckerror messages, answers to support tickets and other messages which are not directly related to a booking. We recommend you use different Email addresses to send and receive because some Email programs (i.E. gmail) hide incoming Email if they are from the same Email address. === Account access and Security === Access including API and security settings can be managed from this menu.  Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS >*Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys  === Privacy ===Privacy rules for data management should be managed from this menu. We provide settings that allow you to control how your guest's data is stored in Beds24. Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information. === Billing === You can see the monthly service fees and usage charges, setup payment details for your account, and generate and download your invoice after you have made a payment. === Booking Page Languages === If you want to use a language other than English on your booking page, go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the ? iconsones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have to be entered in each language tab.  == '''Step 2''' - Create properties and rooms==You can also use this import properties and rooms or create them manually. <embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> ===Import from Airbnb===If you have a listing on Airbnb you can import it and create a new property with a new room or add a room in a property you already have in Beds24. Click [[Main PageConnect_Airbnb_Account|Wikihere]] for helpinstructions. [[File:Airbnb_import_listing.mp4|640px]] ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]]===Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) > PROPERTIES*After you have added a property go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION and complete your property information
== '''Step 1''' - Enter your Settings ==Click on '''SETTINGS''' in the top menu bar[[File:Property_and_Room_Setup. mp4|640px]]
*Go to ==== '''ACCOUNT -> BUSINESS INFOStep 2''' and complete your details*If you want to use another language than English on your booking page click on LANGUAGES and tick the ones you want to use- Create rooms====
*Go To set rooms up go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on '''PROPERTIES -> DESCRIPTIONEDIT''' and enter will open a field where you can set the name and the currency symbol you want to usequantity of "Rooms" of that type available.
*Go to '''PROPERTIES -> BOOKING QUESTIONS''' If you sell dorms for which you sell individual beds and determine what information you want not private rooms please also see how to collect from your guests[[Hostel_and_Retreat_Setup|setup dorms]].
*Go to '''{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS''' > OFFERS and define your offer(s). A click on '''EDIT''' will open a field where you can set An offer is the name and quantity of price combined with certain conditions. Each room/unit has one or more offers. "RoomsOffer 1" of that type availableis your standard offer to the guest which is always displayed.
Don't forget You have the option to '''SAVE'''!sell a room with different prices eg. packages, promotions or discounted conditional prices. Each offer can have its own "Booking Type".
<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 23''' - Customize and add offers (optional)====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 to == '''BOOKING PAGE -> DESCRIPTIONStep 3''' select - Create prices which property/room and enter ==Without prices the information you want to display on your booking page. Fields yu leave empty will system can not be displayed. If you want to display descriptions add it in each language you have enabledshow availability.
If you want to add pictures go to '''BOOKING PAGE -> PICTURES''' and then select for which Property/Room have several rooms with a similar pricing structure you want can "link" prices with or without offsets to upload an imagemultiple rooms.
You have now finished a basic configurtion Beds24 has two types of your booking page. If you want to customise the design of your booking page you can optionally do so under '''BOOKING PAGE -> DESIGN'''prices:*Daily Prices (recommended)*Fixed Prices
This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
<span class="" style= '''Step 3''' "color: #f3e504; font- size: 150%;" >{{#fas:lightbulb}} </span> Set your Prices ==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.
===Set a simple rate structure===If you have a simple pricing (eg: one price per room - not per person, no extras or discounts) go to '''CALENDARDaily Prices (recommended)''' 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.
Activate '''DAILY PRICES'''Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. You Multiple prices per date can set your room prices herebe defined for example for different minimum stays or different offers. Click in Please find more information on the DAILY PRICE row and set price and date range and click '''SAVE'''help page for [https://wiki.beds24.com/index. You may modify individual dates as requiredphp/Category:Daily_Prices daily prices].
<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
===Override Dates===Each date can be set to '''BLACKOUTFixed Prices''' 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 Fixed Prices have a price set it start and end date so they apply to 0 (numeral zero)a range of dates. Fixed Prices contain many rules about the conditions that must apply to make them available.
The price offered Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and you do not want to adjust them and you have none or few seasons*If you want to the allow guest will to enquire when no price can be found but the lowest from your DAILY PRICES and your RATES which match the requested stay period.room is not fully booked*If you 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].
===Set a refined rates '''Combination of Daily Prices and discount structure===To set a defined structure go to RATES in the top menu. 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 the lowest price that matches your criteria. You can override this in the rates settings.Fixed Prices'''
When creating multiple rates <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you would generally use Fixed Prices you do not need to set your highest price up Daily Prices for every day. If required you can use a Daily Price to always be available and create discounted price rates adjust the prices for longer stays, specific days of the week an individual date or date ranges as you require. This way you can create sophisticated rate modelsrange.
*You can use Daily Prices to override the Fixed Price for a few individual dates. If you often adjust prices use Daily Prices only.
*You can add a Gap Filler to fill gaps when using daily prices with minimum stays required
'''Adding Rates and Discounts'''<span style="color: To add a new rate click #fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on the button ADD RATE daily prices.
== '''Copy a Rate:Step 4''' If you want - Set up payment collection (optional)==You need to connect a payment processor to use automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) > PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the same rate for another room click on SAVE AS A COPYbest functionality.
== '''Changing Rates and DiscountsStep 5'''- Set up the Channel Manager (optional)==Set up the [[: Click on the rate you want Category:Channel_Manager| channel manager]] to change and enter synchronise your changes. 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 datessales channels.
Here some short example videos. For detailed instructions see:
== '''Step 4''' - Add your Bookings ==*[[Airbnb_Mapping| How to connect Airbnb]]To avoid double bookings it is advisable to enter the bookings you already have. In CALENDAR you will find a row INVENTORY*[[Booking. The number shows rooms remaining com:_Synchronise_bookings_prices_availability | How to sellconnect Booking. They can be edited com to quickly change your sync prices and availability. Doubleclick ]]*[[Expedia_Mapping | How to connect Expedia to open a popup sync prices and save the changes.availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
'To ''Add Bookings''' click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
<embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo>
== '''Step 56'''- Install your Booking Widgets Enter existing bookings==Booking widgets connect your website To avoid double bookings it is advisable to your booking page. Click on SETTINGS -> BOOKING WIDGETS. Choose the widget you want to use. If required you can customise enter the appearance. If bookings you need help please click on the HELP button on the top rights of the widgets pagealready have.
Copy your widget to your website*For Booking. To install the booking widgets on your web site you will need 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.
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