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= Set Up There is context sensitive help throughout our system. If you are stuck, click on the <span style=You're now only a few steps away from accepting on"color:#019cde;“ >{{#far:question-line bookingscircle}} </span> icons. We provide plenty of support tools which will You can also use this [[Main Page|Wiki]] for help you during the set up process.
There is context sensitive help throughout our system. If you are stuck, click on the '''?''' icons. You can also use this [[Main Page|Wiki]] for help.''' *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].
A '''Rooms''' are a way of splitting your property into separately bookable units. Rooms can have only one , 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 very many different roomscars etc.
'''Rooms''' are a way of splitting If you rent your property into separately bookable units. Rooms can, but do not as a whole because it is a vacation rental you will still need to, represent ''physical'' roomsone room which is what the guest books.
They are rented units i.e. bedrooms in A property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel or , B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etcaparthotel).
An 'Each room or room type/category can have ''Offermultiple inventories''' 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.
==Hotels, B&B´sMaking different properties means each can have it's own property booking page (if required with individual design). hostels==Hotels, B&B´s and inns are usually set up as one You can also use a multiple property booking page with a number of rooms. If you have several independent lodgings advanced search functions (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 apartmentfacilities, house etclocation) can have its own pricing and booking rulesshowing all properties.
=='''Vacation rentals=='''
*Go === Outgoing Email ===If you want to ACCOUNT and complete send Emails from Beds24, then you need to setup your detailsoutgoing email.
*If you want Go to use a language other than English on your booking page, go to ' {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION ACCOUNT > OUTGOING EMAIL and tick for instructions please use the ones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information context help (? icons) and click on your booking HELP (? icon right) of this page and notifications. Descriptions have to be entered in each language tab.
The system Beds24 has two types of prices:
Using your own E== '''Step 6''' -mail address Enter existing bookings==To avoid double bookings it is mandatory if advisable to enter the bookings you want to use Auto Actions to automate Emailsalready have.
== '''Step 8''' - Check *For Booking.com, Airbnb and Customise your Expedia we have the option to automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking Page==Go .com we will then be able to 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 ENGINE.COM/EXPEDIA.
You have the option to *Other bookings can be uploaded as a .csv file from fully customise the look and the content of your booking page. For an overview of your options please go to [[Customise Booking Page]]in {{#fas:cog}} (SETTINGS) > PROPERTIES.
== '''Step 9''' - Install a Booking Widget ==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 *To manually add or blocked dates click on the HELP button suitcase icon in the CALENDAR or on "Add Booking" at the top rights of the widgets page.
Copy your widget to your website. To install *If you do not need the actual booking widgets on your web site you will need can adjust the availability in the CALENDAR in the ability row "Inventory". The number shows rooms remaining to sell. They can be edited to edit the HTML of quickly change your pageavailability. This may involve knowing the passwords for your web server Double-click to open a pop-up and save the ability to transfer your fileschanges. Your web hosting service should be able (it is only possible to provide information lower the number based on the value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" and assist you with thisany existing bookings).
This is how you can check everything is working== '''Step 8''' - Customize and connect the booking engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
1. Your own web siteClick on You have the option to fully customise the screen icon in look and the top right menu content of the control panel or go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE to view your booking page and make a couple . For an overview of test bookingsyour options please go to [[Customise Booking Page]].
The 'Price Check' tool shows you which prices and rules apply for specific dates//selections and why Booking widgets connect your website to your booking page. There is a certain price or rule was applied or not applied. Just enter your choice including booking buttons, booking boxes, booking condition then click on 'Calculate'strips, calendars. Go to {{#fas:cog}} (SETTINGS) You > BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to use. If required you can find links to customise the appearance. If you need help please click on the 'Price Check' tool HELP button on the CALENDAR and SUPPORT pagestop rights of the widgets page.
2. ChannelsChannels which receive prices from Beds24:Go Copy your widget to {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER >BOOKINGyour website.COM (for example) and click To install the booking widgets on 'View Actual Data' your web site you will need the ability to check what we are sending. If you are not seeing and are not receiving error messages and edit the display on channels HTML of your page is correct the connection is working. Channels which only receive inventory from Beds24:Check if This may involve knowing the availability on passwords for your web server and the channels website is the same as on the CALENDAR page in Beds24ability to transfer your files. Your web hosting service should be able to provide information and assist you with this.
'''Congratulations! You are now receiving on-line bookings.''' New on-line bookings Guests who book directly will be added automatically. You receive a [:category:Confirmation_Messages|confirmation message]] which you can also enter new bookings manually clicking on "Add Booking" on customise the BOOKINGS page[ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
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 set up and change all functions yourself at any time.
*There are recordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements.
*We recommend you 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 the Control Panel is the English number format, i.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>= Terminology = 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.
<embedvideo service= Multiple Properties or Rooms =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"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 the systemBeds24 so you can connect them.
If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property.
If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different individual properties in the system.
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 Guide 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-size: 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.
=== Host Notifications === By default Email notifications about new bookings and system notifications 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 error 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 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. == '''Step 2''' - Property Create properties and Room Set Uprooms==
You can import properties and rooms or create them manually.
===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.
[[File:Airbnb_import_listing.mp4|640px]]
===Import from Booking.com===
===Manual creation ===
==== '''Step 1''' - Create Propertyproperties====*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
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 2''' - Define Rooms and Offers Create rooms====
*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 offer(s).
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.
<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 3''' - Customize 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.
If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms.
*Daily Prices (recommended)
*Fixed Prices
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 help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
<embedvideo service="youtube">https://wwwyoutu.youtube.combe/watch?v=iFht8sLJg9gE4TYnrHwnDA</embedvideo>
'''Fixed Prices'''
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
== '''Step 4''' - 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 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 save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings). == '''Step 5''' - 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 65''' - Set up the Channel Manager (optional)==
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
<embedvideo service== '''Step 7''' - Use your own E-mail address (optional)== Set the system [[Outgoing_Email|use your own Email address for sending]] in {{#fas"youtube">https:cog}} (SETTINGS) //youtu.be/rsqRWgawcWU</embedvideo> ACCOUNT >OUTGOING EMAIL.
== '''Step 107''' - Do some test bookings to check everything is workingAutomate 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
= More customisation options=*customise '''Step 9''' - Download the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in {{#fas:cog}} free Beds24 app(SETTINGSoptional) > BOOKING ENGINE.==*customise 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 [[:category:Confirmation_Messages|booking confirmations to guests]] in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGESdesk.*customise the display of the [[:category:CalendarMobile_App_Android_and_IOS| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *customise More information about the display of the [[Preferences|control panelapp]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.
= Other Features More functions and Functions options=*Customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this support wiki.
