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'''You're now only a few steps away from accepting on<span class="" style="color: #f3e504; font-line bookings. We recommend you let our [httpsize: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</www.beds24.comspan> Where you see this <span class="" style=color:#008ACC;“>{{#fas:copy}}</wizard/index.php Setup Wizards] guide span> icon you through can click and then copy the processvalue 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.
There is context sensitive help throughout our system. If you are stuck, click on the '''?Rooms''' iconsare a way of splitting your property into separately bookable units. You Rooms can also use this [[Main Page|Wiki]] for help., 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.
A property can have only one or very many different rooms<embedvideo service="youtube">https://youtu. be/Jd6mFFWhpRE</embedvideo>
'''=== Multiple Properties or Rooms''' can, but do not need ===If you are using the channel manager we advise to, represent ''physical'' rooms; they are a way of splitting set the booking system up as similar as your booking channels. If your lodgings have different hotel/property into separately bookable unitscodes for Booking.com etc. then they must be setup as different properties in Beds24 so you can connect them.
These units or "Rooms" could be guest bedrooms, hostel dormitories, Making different properties means each can have it's own property booking page (if required with individual beds in backpackers, camp sites, houseboats, holiday homes, individual hotel suites, cabins, toursdesign). You can also use a multiple property booking page with advanced search functions (e.g. facilities, classes or cars etclocation) showing all properties.
== '''Step 1Combination of Daily Prices and Fixed Prices''' - Enter your Settings ==Click on '''SETTINGS''' in the top menu bar.
*Go <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use Fixed Prices you do not need to '''ACCOUNT''' and complete your detailsset 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.
*Go to '''PROPERTIES''' <span style="color:#fe746c;“ >{{#fas:exclamation-> '''DESCRIPTION''' and enter the name and the currency symbol you want to use*Go to triangle}} '''PROPERTIES''' -</span> '''ROOMS'''. A click Rules in Fixed Prices have no effect on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type availabledaily prices.
Don== 't forget to ''Step 4'SAVE'''!- 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.
===Set a simple rate structure===If you have a simple pricing (egHere some short example videos. For detailed instructions see: one price per room - 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'''*[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking. You can set your room com:_Synchronise_bookings_prices_availability | How to connect Booking.com to sync prices here. Click in the DAILY PRICE row and set price and date range availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and click '''SAVE'''. You may modify individual dates as required. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICES. availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
To remove a price set it to 0 (numeral zero)<embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo>
The price offered == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodbookings you already have.
===Set a flexible rates *For Booking.com, Airbnb and discount structure===To set a flexible structure go Expedia we have the option to RATES in the top menuautomatically import all upcoming bookings. Multiple rates and discounts may be defined We recommend to use this method because for each roombookings imported directly from Booking. When multiple rates exist for a given date the system default com we will calculate and offer the lowest price that matches your criteriathen be able to automatically import changes. You can override use this function when the channel manager is set up but not activated. The button is available in the rates settings{{#fas:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB/BOOKING.COM/EXPEDIA.
When creating multiple rates you would generally set your highest price to always *Other bookings can be available and create discounted price rates for longer stays, specific days of the week or date ranges uploaded as you requirea . This way you can create sophisticated rate modelscsv file from in {{#fas:cog}} (SETTINGS) > PROPERTIES.
'''Adding Rates and Discounts''': *To manually add a new rate or blocked dates click on the button ADD RATE suitcase icon in the CALENDAR or on "Add Booking" at the top.
'''Copy a Rate:''' *If you want 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 use lower the same rate for another room click number based on SAVE AS A COPYthe value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings).
'To ''Add Bookings''' You have the option to click on fully customise the person+ icon, fill in look and the information and SAVEcontent of your booking page. Your booking has now been entered into the systemFor an overview of your options please go to [[Customise Booking Page]].
== '''Step 4''' - Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets ==Booking widgets connect your website to your booking page. There is a choice including booking buttons, booking boxes, booking strips, calendars. Click on '''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.
== '''Step 5''' - Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] Do some test bookings to check everything is workingwhich you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. ==
[[Category:How to]]
[[Category:IntroductionGetting_Started]]<div class="heading">Set Up Guide</div>
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 is context sensitive help throughout our system. If you are stuck, click on the <span style="color:#019cde;“ >{{#far:question-circle}} </span> 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].
*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 the Control Panel is the English number format, i.e. decimal places are separated by a full stop (not a comma).
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 '''Propertiesmultiple inventories''' can be Hotels, B&B´s, apartment houses, camp sites, etc. the system can handle multiple properties of different types.
'''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.
If 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'''
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 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.
=== Outgoing Email ===
If you want to send Emails from Beds24, then you need to setup your outgoing email.
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.
=== 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''' - Create properties and rooms==
You can 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 [[Connect_Airbnb_Account|here]] for instructions.
[[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
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 2''' - 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.
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 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.
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.
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> 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.
'''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 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 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 page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
*If you want to You can use a language other than English on your booking page, go Daily Prices to '''ACCOUNT''' -> '''LANGUAGES''' and tick override the ones you want to useFixed Price for a few individual dates. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notificationsoften adjust prices use Daily Prices only. Descriptions have *You can add a Gap Filler to be entered in each language tab. fill gaps when using daily prices with minimum stays required
== '''Step 25''' - Set your Prices up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
<embedvideo service===Override Dates===Each date can "youtube">https://youtu.be set 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 (- - - - -) the booking strategy is as defined for the property. /_KORtELJyNk</embedvideo>
== '''Changing Rates and DiscountsStep 7'''- Automate messaging and processes==Go to {{#fas: Click on the rate you want cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to change *set up messaging templates for automatic and enter 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 dates.manual sending*automatically perform modifications on bookings based on predefined criteria
== '''Step 38''' - Add your Bookings Customize and connect the booking engine for commission free direct bookings (optional)==To avoid double bookings it is advisable to enter the bookings you already have. In CALENDAR you will find a row INVENTORY. The number shows rooms remaining Go to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes{{#fas:cog}} (SETTINGS) BOOKING ENGINE.
Copy your widget to your website. To install the booking widgets on 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 able to provide information and assist you with this.
=='''Congratulations! You are now receiving on-line bookings.Step 9''' New on-line bookings will 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 added automaticallydone while away from the desk. You can also enter new bookings manually[[Mobile_App_Android_and_IOS|More information about the app]].
== '''Customise''' =More functions and options=You have *Customise the option to display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) fully customise > ACCOUNT > PREFERENCES. *Customise the look and display of the content of your booking page. For an overview on your options please go to [[Customise Booking PagePreferences|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.
