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Do the initial Setup

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[[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 homes, individual hotel suitesthe Control Panel is the English number format, etci.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 on-line bookingsnumber of rooms. or room types. Follow the instructionsIf you have several independent lodgings e. You will find context sensitive help throughout our systemg. If apartments or villas you are stuckcan still set them up as rooms if it suits your marketing strategy. Each room (which can also be an apartment, click on the house etc) can have its own pricing and booking rules. = Step by Step Setup === '''?Step 1''' icons- 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. You  <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> Most of the settings can also be left with the default value, for more information on each setting, use this [[Main Page|Wiki]] (?) for the context help. === Outgoing Email ===If you want to send Emails from Beds24, then you need to setup your outgoing email.
== '''Step 1''' - Enter your Settings ==Click on '''Go to {{#fas:cog}} (SETTINGS''' in ) > ACCOUNT > OUTGOING EMAIL and for instructions please use the top menu barcontext help (? icons) and click on HELP (? icon right) of this page.
*Go to '''ACCOUNT''' and complete your details=== Host Notifications ===
*If you want to use a language other than English on your booking page, go to '''BOOKING PAGE-> LANGUAGES''' 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 By default Email notifications about new bookings and system notifications. Descriptions have are sent to be entered in each language tabthe Administrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS.
*Go 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''' and enter the name and the currency symbol you want to use
*Go System notifications are error messages, answers to '''PROPERTIES -> BOOKING QUESTIONS''' support tickets and determine what information you want other messages which are not directly related to collect from your guestsa booking.
*Go We recommend you use different Email addresses to '''ROOMS'''send and receive because some Email programs (i. A click on '''EDIT''' will open a field where you can set E. gmail) hide incoming Email if they are from the name and quantity of "Rooms" of that type availablesame Email address.
Don't forget to '''SAVE'''!=== Account access and Security ===
== '''Step 2''' - Customise your Booking Page ==*Go to '''BOOKING PAGE -> DESCRIPTION''' select which property/room Access including API and enter the information you want to display on your booking page. Fields you leave empty will not security settings can be displayed. If you want to display descriptions add it in each language you have enabledmanaged from this menu.
*If you want Go to add pictures go to '''BOOKING PAGE -{{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS > PICTURES''' and then select for which Property/Room you want to upload an image. *Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys
You have now finished a basic configuration of your booking page=== Privacy ===Privacy rules for data management should be managed from this menu. If We provide settings that allow you want to customise the design of control how your booking page you can optionally do so under '''BOOKING PAGE -> DESIGN''guest's data is stored in Beds24.
== '''Step 3''' - Set your Prices ==Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.
===Set a simple rate structureBilling ===If you have a simple pricing (eg: one price per room - not per person, no extras or discounts) 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.
Activate '''DAILY PRICES'''. You can set your room prices here. Click in see the DAILY PRICE row monthly service fees and set price usage charges, setup payment details for your account, and date range generate and click '''SAVE'''. You may modify individual dates as requireddownload your invoice after you have made a payment.
=== Booking Page Languages ===
===Override Dates===Each date can be set If you want to '''BLACKOUT''' in which case it is not available use a language other than English on that date or '''EXCEPTION''' in which case it uses the same your booking strategy as page, go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the property's exceptional periodones you want to use. If no override is set (- - - - -) the you enable more than one language you will see tabs for each language in your descriptions, information on your booking strategy is as defined for the propertypage and notifications. Descriptions have to be entered in each language tab.
To remove a price set it to 0 (numeral zero)== '''Step 2''' - Create properties and rooms==You can import properties and rooms or create them manually.
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./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 [[Connect_Airbnb_Account|here]] for instructions.
===Set a refined rates 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[[File:Airbnb_import_listing.mp4|640px]]
When creating multiple rates you would generally set ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your highest price property from Booking.com 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 modelsBeds24]].
===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
'''Adding Rates and Discounts'''[[File: To add a new rate click on the button ADD RATE Property_and_Room_Setup.mp4|640px]]
==== '''Copy a Rate:Step 2''' If you want to use the same rate for another room click on SAVE AS A COPY- Create rooms====
*To set rooms up go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on '''Changing Rates and DiscountsEDIT''': Click on the rate will open a field where you want to change and enter your changes. You can delete rate setting set the name and add new ones. You may re-use old rates quantity of "Rooms" of that are still in the system by changing their start and end datestype 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 4''' - Add *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and define your Bookings ==offer(s).To avoid double bookings it An offer is advisable to enter the bookings you already haveprice combined with certain conditions. In CALENDAR you will find a row INVENTORYEach room/unit has one or more offers. The number shows rooms remaining to sell. They can be edited to quickly change "Offer 1" is your availability. Doubleclick standard offer to open a popup and save the changesguest which is always displayed.
'To ''Add Bookings''' click on You have the person+ iconoption to sell a room with different prices eg. packages, fill in the information and SAVEpromotions or discounted conditional prices. Your booking has now been entered into the systemEach 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 53'''- Install your Booking Button, Box or one of our other Booking Widgets Customize and add offers (optional)====Booking widgets connect your website to your booking pageAn '''Offer''' is the price combined with certain conditions. Beds24 Each room/unit has one or more offers you a choice including booking buttons, booking boxes, booking strips, calendars. Click on SETTINGS -> BOOKING WIDGETS. Choose the widget you want "Offer 1" is your standard offer 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 pageguest which is always displayed.
Copy your widget == '''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 your websitemultiple rooms.  Beds24 has two types of prices:*Daily Prices (recommended)*Fixed Prices This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup. To install  <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Click on the "Price Check" button on the booking widgets CALENDAR or SUPPORT page then on your web site "Calculate" to find our why you will need have not price or how a price is calculated. '''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 ability 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 edit a range of dates. Fixed Prices contain many rules about the HTML conditions that must apply to make them available.  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 allow guest to enquire when no price can be found but the room is not fully booked*If you want to grant referrer discounts Please find more information on the help pagefor [https://wiki. This may involve knowing 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 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 passwords 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 web server sales 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.be/_KORtELJyNk</embedvideo> <embedvideo service="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 ability option to transfer your filesautomatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking. Your web hosting service should com we will then be able to provide information automatically import changes. You can use this function 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. *If you do not need the actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to sell. They can be edited to quickly change your availability. Double-click to open a pop-up and assist you with save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of thistype" and any existing bookings).
Setting == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to *set up your Beds24.com account is free if you do it yourself. We can do the setup messaging templates for you for a small one off fee starting from €19. Technical support for you or your web designer to integrate the availability calendars automatic and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking manual sending*automatically perform modifications on bookings based on SUPPORT in the top menu.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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