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Do the initial Setup

8,917 bytes added, 13 May
[[Category:How to]]
'''General'''[[Category:Getting_Started]]<div class="heading">Set Up Guide</div>
'''Properties''' can be Hotels, B&B´s, appartmenthouses, campgrounds etc 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 handle multiple propertiesset up and change all functions yourself at any time.
A property can have one or more roomsThere is context sensitive help throughout our system. If you are stuck, click on the <span style="color:#019cde;“ >{{#far:question-circle}} </span> icons. '''Rooms''' You can but do not need to represent physical rooms, they are a way of splitting your property into separately bookable sectionsalso use this [[Main Page|Wiki]] for help.
If *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 renting set your property as account up. Send us a whole support ticket from the SUPPORT button at the top if you still need want to define one room which book a session. *The number format in your case represents your complete propertythe 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.
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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.
You '''Rooms''' are only a few steps away from accepting online bookings: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 '''Step 1 - your Settingsroom types'''or '''categories''' (a hotel, B&B, hostel, aparthotel).
Click on SETTINGS in the top menu barEach room or room type/category can have ''multiple inventories'''.
*Go to ACCOUNT -<embedvideo service="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo> BUSINESS INFO and fill in your information*If you want to use another language than English on your booking page click on LANGUAGES and tick the ones you want to use
*Go === Multiple Properties or Rooms ===If you are using the channel manager we advise to PROPERTIES -> DESCRIPTION and enter the name and set the currency symbol 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 want to usecan connect them.
*Go to PROPTERIES -> INFORMATION and enter the information you want to display on your Making different properties means each can have it's own property booking page(if required with individual design). Fields yu leave empty will not be displayedYou can also use a multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties.
*Go to PROPTERIES -> BOOKING QUESTIONS and determine what information '''Vacation rentals'''If you're renting your property as a whole, you want still need to collect from define one "Room" which in your case represents your guestcomplete property.
*Go to COMMUNICATION -> GUEST NOTIFICATIONS and define the texts If your rentals have different hotel/property codes for your booking confirmation to your guestsBooking.com etc. [[Template Variables]], which include information from the booking may then they must be includedsetup as individual properties.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
*Go to ROOMS. A click on EDIT will open a field where you can set the name and set the quantity of rooms of that type available'''Hotels, B&B´s. hostels'''
'''Room Allocation:''' "One Room Per Booking" will allocate Hotels, B&B´s and inns are usually set up as one property with a number of rooms. or room for each bookingtypes. This is the normal setting for a hotel room etcIf you have several independent lodgings e. "One Room Per Guest" will allocate one room for each person in the bookingg. This is typical for a hostel selling beds apartments or for activity or event tickets villas you can still set them up as rooms if it suits your marketing strategy. Each room (which are allocated per personcan also be an apartment, house etc) can have its own pricing and booking rules.
= Step by Step Setup === '''Collect Number of Guests:Step 1'''- General Account Settings ==Click on {{#fas:cog}} (SETTINGS) > ACCOUNT and complete your details
Maximum People: This is === Views and Settings ===To setup the total number look of people this room can accommodate. A booking cannot be made for this room for more than this number of people. If Maximum Adults your Control Panel go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and Maximum Children are non zero check the lowest of Maximum People or Maximum Adults plus Maximum Children will apply as the maximum room occupancysettings for your account Control Panel.
Maximum Adults<span style="color: This is #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> Most of the maximum number of adults this room settings can accommodate. A booking cannot be made left with the default value, for this room including more than this number of adults. This can be used with the Maximum Children information on each setting to specify the maximum number of adults and children that can be occupied. If both Maximum Adults and Max Children are zero then maximum People is used and the booking form will only ask , use (?) for the number of guestscontext help.
Maximum Children: This is the maximum number of children this room can accommodate. A booking cannot be made for this room including more than this number of children. === Outgoing Email ===If you set this want to zero the booking page will simply ask for the number of guests. There will be no field for the number of children. If required send Emails from Beds24, then you can specify any age restrictions in need to setup your description and policy fieldsoutgoing email.
Maximum NightsGo to {{#fas: This sets cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the maximum number context help (? icons) and click on HELP (? icon right) of nights a booking will be accepted for. If Max. Nights is set to 1 only the arrival date will be collected, the departure date will be automatically set to the next daythis page.
Dont forget to SAVE.=== Host Notifications ===
*Room type means rooms By default Email notifications about new bookings and system notifications are interchangable and have the same price. Your guest will only book a room of this type and you can allocate any of sent to the availble rooms of that typeAdministrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS. If you have more than one room type add another room for each room type and set up
*If you want have multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to display descriptions "=Administrator and/ or pictures on your booking page go Cc: Property' to BOOKING PAGE -> DESCRIPTION and select for which property/room you want send a copy of the confirmation to enter the description and add it in each language you have enabledproperty. The Booking instruction Email address used is valid for a property can be used to give important information e.g. a minimum booking period.the one entered in {{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION
In BOOKING PAGE -> PICTURES you select for System notifications are error messages, answers to support tickets and other messages which property/room you want are not directly related to upload a picturebooking.
You are done with a basic setup of your booking page. If We recommend you want use different Email addresses to customise send and receive because some Email programs (i.E. gmail) hide incoming Email if they are from the design of your booking page you can optionally do so under BOOKING PAGE -> DESIGNsame Email address.
*Now set your prices. The easiest way to do a basic pricing is: Go to DASHBOARD -> GRID. This is a table giving you a complete overview on your bookings, rates === Account access and inventory. By ticking the boxes you can select what you want to display.Security ===
Click in the DAILY PRICE row Access including API and set price and date range and click SAVE. You may modify individual dates as required. If you want to make dates unavailable you can click in OVERRIDE DATES. Each date security settings can be set to BLACKOUT in which case it is not available. Set the rates for each roomtypemanaged from this menu.
*To avoid double bookings it is advisable Go to enter the bookings you already have. In DASHBOARD -{{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS > GRID you will find a row INVENTORY. The number shows rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes.*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'To ''Add Bookings''' click on the person+ icon, fill s data is stored in the information and SAVE. Your booking has now been entered into the systemBeds24.
Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.
'''Step 2'''Check your booking page. Go to PROPERTIES and click on SHOW. === 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.
'''Step 3'''=== 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. Page Languages ===
Copy If you want to use a language other than English on your widget 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 websitedescriptions, 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 install 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 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. '''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. This may involve knowing 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 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).  == '''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
Setting up your Beds24.com account is free if you do it yourself. We can do == '''Step 8''' - Customize and connect the setup booking engine for you for a small one off fee starting from €19. Technical support for you or your webdesigner commission free direct bookings (optional)==Go to integrate the availability calendars and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT in the top menu{{#fas:cog}} (SETTINGS) BOOKING ENGINE.
'''Step 4'''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]].
Do some test bookings Booking widgets connect your website to check everything your booking page. There is workinga 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 online bookingsCopy 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.'''
New online bookings Guests who book directly will be added automatically. You receive a [:category:Confirmation_Messages|confirmation message]] which you can also enter new bookings manuallycustomise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
=='''Refined SettingsStep 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 = 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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