2,925
edits
Changes
Jump to navigation
Jump to search
'''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 homes, individual hotel suitesthe Control Panel is the English number format, etci.e. decimal places are separated by a full stop (not a comma).
You're now only a few steps away from accepting on-line bookings. Follow the instructions. You will find context sensitive help throughout our systemIf your rentals have different hotel/property codes for Booking. If you are stuck, click on the '''?''' iconscom etc. You can also use this [[Main Page|Wiki]] for helpthen they must be setup as individual properties.
== '''Step 1''' - Enter your Settings ==Click on '''SETTINGS''' in the top menu barFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
*Go to '''ACCOUNTHotels, B&B´s. hostels''' and complete your details
*If you want to use another language than English on your booking page go to '''BOOKING PAGE-> LANGUAGES''' Hotels, B&B´s and tick the ones you want to useinns are usually set up as one property with a number of rooms. or room types. If you enable more than one languages have several independent lodgings e.g. apartments or villas you will see tabs for each language in can still set them up as rooms if it suits your descriptionsmarketing strategy. Each room (which can also be an apartment, information on your house etc) can have its own pricing and booking page, notificatons. Descriptions have to be entered in each language tabrules.
*Go to = Step by Step Setup === '''PROPERTIES -> DESCRIPTIONStep 1''' - General Account Settings ==Click on {{#fas:cog}} (SETTINGS) > ACCOUNT and enter the name and the currency symbol you want to usecomplete your details
*Go === Views and Settings ===To setup the look of your Control Panel go to '''PROPERTIES -{{#fas:cog}} (SETTINGS) > ACCOUNT > BOOKING QUESTIONS''' PREFERENCES and determine what information you want to collect from check the settings for your guestsaccount Control Panel.
*Go to '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of <span style="Roomscolor: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> Most of that type availablethe settings can be left with the default value, for more information on each setting, use (?) for the context help.
Don't forget === Outgoing Email ===If you want to '''SAVE'''!send Emails from Beds24, then you need to setup your outgoing email.
*If you want to add pictures go By default Email notifications about new bookings and system notifications are sent to '''BOOKING PAGE -the Administrator Email address from {{#fas:cog}} (SETTINGS) > PICTURES''' and then select for which Property/Room you want to upload an imageACCOUNT ACCESS.
You If you have now finished multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to"=Administrator and Cc: Property' to send a basic configuration copy of your booking pagethe confirmation to the property. If you want to customise The Email address used is the design of your booking page you can optionally do so under '''BOOKING PAGE -one entered in {{#fas:cog}} (SETTINGS) > PROPERTIES > DESIGN'''DESCRIPTION
== '''Step 3''' - Set your Prices ==System notifications are error messages, answers to support tickets and other messages which are not directly related to a booking.
===Set a simple rate structure===If We recommend you have a simple pricing use different Email addresses to send and receive because some Email programs (eg: one price per room - not per person, no extras or discounts) go to '''CALENDAR''' in the top menui. This is a table giving you a complete overview of your bookings, rates and inventoryE. By ticking gmail) hide incoming Email if they are from the boxes you can select what you want to displaysame Email address.
Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row === Account access and set price and date range and click '''SAVE'''. You may modify individual dates as required.Security ===
===Override Dates===Each date can be set Go to '''BLACKOUT''' 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 {{#fas:cog}} (- - - - -SETTINGS) the booking strategy is as defined for the property. > ACCOUNT > ACCOUNT ACCESS >*Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys
To remove a price set it === Privacy ===Privacy rules for data management should be managed from this menu. We provide settings that allow you to 0 (numeral zero)control how your guest's data is stored in Beds24.
The price offered Go to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay period{{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.
===Set a refined rates and discount structure===To set a defined structure go to RATES in You can see the top menu. Multiple rates monthly service fees and discounts may be defined usage charges, setup payment details for each room. When multiple rates exist for a given date the system default will calculate your account, and generate and offer the lowest price that matches download your criteria. You can override this in the rates settingsinvoice after you have made a payment.
When creating multiple rates you would generally set your highest price to always be available and create discounted price rates for longer stays, specific days of the week or date ranges as you require. This way you can create sophisticated rate models.=== Booking Page Languages ===
'''Copy a Rate<embedvideo service="youtube">https:''' If you want to use the same rate for another room click on SAVE AS A COPY//youtu.be/CsjMXF2vzEs</embedvideo>
'''Changing Rates and Discounts''': Click ===Import from Airbnb===If you have a listing on the rate Airbnb you want to change and enter your changes. You can delete rate setting import it and create a new property with a new room or add new onesa room in a property you already have in Beds24. You may re-use old rates that are still in the system by changing their start and end datesClick [[Connect_Airbnb_Account|here]] for instructions.
Copy your widget *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. 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]]. *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and define your websiteoffer(s). To install An offer is the booking widgets on price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your web site standard offer to the guest which is always displayed. You have the option to 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 need be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms. ==== '''Step 3''' - Customize and add offers (optional)====An '''Offer''' is the ability price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to edit the HTML guest which is always displayed. == '''Step 3''' - Create prices ==Without prices the system can not show availability. If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms. Beds24 has two types of your prices:*Daily Prices (recommended)*Fixed Prices This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup. <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Click on the "Price Check" button on the CALENDAR or SUPPORT pagethen on "Calculate" to find our why you have not price or how a price is calculated. This may involve knowing '''Daily Prices (recommended)''' Daily Prices are prices for one date. Daily prices are easy to 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 passwords help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices]. <embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo> '''Fixed Prices''' Fixed Prices have a start and end date so they apply to a range of dates. Fixed Prices contain many rules about the conditions that must apply to make them available. Use Fixed Prices instead of Daily prices only:*If your web server prices are fixed ahead and you do not want to adjust them and you have none or few seasons*If you want to allow guest to enquire when no price can be found but the ability 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]. '''Combination of Daily Prices and Fixed Prices''' <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use Fixed Prices you do not need to transfer set up Daily Prices for every day. If required you can use a Daily Price to adjust the prices for an individual date or date range. *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 <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices. == '''Step 4''' - Set up payment collection (optional)==You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) > PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the best functionality. == '''Step 5''' - Set up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your filessales channels. Here some short example videos. For detailed instructions see: *[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com:_Synchronise_bookings_prices_availability | How to connect Booking.com to sync prices and availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]] <embedvideo service="youtube">https://youtu. Your web hosting be/_KORtELJyNk</embedvideo> <embedvideo service should ="youtube">https://youtu.be/rsqRWgawcWU</embedvideo> == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have. *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking.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).
'''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.
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.
[[Category:How to]]
<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'''.
<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.
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the context help (? icons) and click on HELP (? icon right) of this page.
== '''Step 2''' - Customise your Booking Page = Host Notifications ===*Go to '''BOOKING PAGE -> DESCRIPTION''' select which property/room and enter the information you want to display on your booking page. Fields you leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled.
Access including API and security settings can be managed from this menu.
=== Billing ===
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 ones 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.
== '''Adding Rates and DiscountsStep 2''': To add a new rate click on the button ADD RATE - Create properties and rooms==You can import properties and rooms or create them manually.
[[File:Airbnb_import_listing.mp4|640px]]
== '''Step 4''' - Add your Bookings =Import from Booking.com===To avoid double bookings it is advisable to enter the bookings you already haveYou can [[Booking. In CALENDAR you will find a row INVENTORYcom:_Import_Properties_from_Booking. The number shows rooms remaining to sell. They can be edited to quickly change com_to_Beds24|import your availabilityproperty from Booking. Doubleclick com to open a popup and save the changesBeds24]].
===Manual creation ======= 'To ''Add BookingsStep 1''' - Create properties====*Properties and be added in click on the person+ icon, fill in the '{{#fas:cog}} (SETTINGS) > PROPERTIES*After you have added a property go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION and complete your property information and SAVE. Your booking has now been entered into the system.
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 52'''- Install your Booking Widgets Create rooms====Booking widgets connect your website to your booking page. Click on SETTINGS -> 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.
== '''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.
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]].
