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Do the initial Setup

9,650 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 bookingsway of splitting your property into separately bookable units. Follow the instructions Rooms can, but do not need to, represent ''physical'' rooms. You will find context sensitive help thoughout the systemThey are a way of splitting up a property into separately bookable sections i.e. If you are stuck click on the ? iconsbedrooms 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 1room types''' - your Settingsor '''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 PROPERTIES -> BOOKING QUESTIONS and determine what information you want to collect from your guestsMaking 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.
*Go to ROOMS. A click on EDIT will open '''Vacation rentals'''If you're renting your property as a field where whole, you can set the name and set the quantity of rooms of that type availablestill 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.
Dont forget to SAVEFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
'''Step 2Hotels, B&B´s. hostels''' - Customise your Booking Page
*Go to BOOKING PAGE -> DESCRIPTION select which Hotels, B&B´s and inns are usually set up as one property/with a number of rooms. or room and enter the information types. If you want to display on your booking pagehave several independent lodgings e. Fields yu leave empty will not be displayedg. If apartments or villas you want to display descriptions add can still set them up as rooms if it in each language you suits your marketing strategy. Each room (which can also be an apartment, house etc) can have enabledits own pricing and booking rules.
If you want to add pictures go to BOOKING PAGE = Step by Step Setup === '''Step 1''' -General Account Settings ==Click on {{#fas:cog}} (SETTINGS) > PICTURES you select for which property/room you want to upload a picture. ACCOUNT and complete your details
You are done with a basic === Views and Settings ===To setup the look of your booking page. If you want Control Panel go to customise {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and check the design of settings for your booking page you can optionally do so under BOOKING PAGE -> DESIGNaccount Control Panel.
'''Step 2''' <span style="color: #f3e504; font- size: 150%;" >{{#fas:lightbulb}}</span> Set your PricesMost of the settings can be left with the default value, for more information on each setting, use (?) for the context help.
== '''Set a simple rate structure''' =Outgoing Email ===If you want to send Emails from Beds24, then you need to setup your outgoing email.
If you have a simple pricing - one price per room Go to {{#fas:cog}} (not per personSETTINGS), no extras or discounts go to DASHBOARD -> GRID. This is a table giving you a complete overview on your bookings, rates ACCOUNT > OUTGOING EMAIL and inventory. By ticking for instructions please use the boxes you can select what you want to displaycontext help (? icons) and click on HELP (? icon right) of this page.
Activate DAILY PRICES. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click SAVE. You may modify individual dates as required.=== 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.
'''Override DatesIf you have multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to"=Administrator and Cc:Property''' Each date can be set to BLACKOUT in which case it is not available on that date or EXCEPTION in which case it uses send a copy of the same booking strategy as confirmation to the properties exceptional periodproperty. If no override The Email address used is set the one entered in {{#fas:cog}} (- - - - -SETTINGS) the booking strategy is as defined for the property. > PROPERTIES > DESCRIPTION
To remove System notifications are error messages, answers to support tickets and other messages which are not directly related to a price set it to 0 (numeral zero)booking.
The price offered We recommend you use different Email addresses to the guest will be the lowest send and receive because some Email programs (i.E. gmail) hide incoming Email if they are from your Daily Prices and your Rates which match the requested stay periodsame Email address.
=== Account access and Security ===
== '''Set a refined rates Access including API and discount structure''' ==security settings can be managed from this menu.
To set a definded stucture go 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.{{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS >*Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys
When creating multiple rates you would generally set your highest price to always === Privacy ===Privacy rules for data management should be available and create discounted price rates for longer stays, specific days of the week or date ranges as you requiremanaged from this menu. This way We provide settings that allow you can create sophisticated rate modelsto control how your guest's data is stored in Beds24.
Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.
'''Adding Rates and Discounts''': To add a new rate click on the button ADD RATE === Billing ===
'''Copy a Rate:''' If you want to use You can see the same rate monthly service fees and usage charges, setup payment details for another room click on SAVE AS A COPYyour account, and generate and download your invoice after you have made a payment.
'''Changing Rates and Discounts''': Click on the rate you want to change 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.=== 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.
'''Step 3''' - Add your Bookings<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
To avoid double bookings ===Import from Airbnb===If you have a listing on Airbnb you can import it is advisable to enter the bookings and create a new property with a new room or add a room in a property you already havein Beds24. In DASHBOARD -> 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 changesClick [[Connect_Airbnb_Account|here]] for instructions.
'To ''Add Bookings''' click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system[[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
'''Step 4''' - Install your Booking Widgets[[File:Property_and_Room_Setup.mp4|640px]]
Booking widgets connect your website to your booking page. Click on SETTINGS ==== '''Step 2''' -> 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. Create rooms====
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. '''Daily Prices (recommended)''' Daily Prices are prices for one date. This may involve knowing 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 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 set up Daily Prices for every day. If required you can use a Daily Price to adjust the ability prices for an individual date or date range. *You can use Daily Prices to transfer 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. Your web hosting  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 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 == '''Step 8''' - Customize and connect the booking engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
Setting up your Beds24.com account is free if you do it yourself. We can do You have the setup for you for a small one off fee starting from €19. Technical support for you or your webdesigner option to integrate fully customise the availability calendars look and the content of your booking widgets into page. For an overview of your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT in the top menuoptions please go to [[Customise Booking Page]].
'''Step 5''' - Booking widgets connect your website to your booking page. There is a choice Do some test bookings including booking buttons, booking boxes, booking strips, calendars. Go to check everything is working{{#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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