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Do the initial Setup

9,555 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.
</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.
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. If you are stuck click on the ? iconse. You can also use our [[Main Page|Wiki]] for helpbedrooms 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'Step 1''' - Enter your Settings ==.
Click on SETTINGS in the top menu bar<embedvideo service="youtube">https://youtu. be/Jd6mFFWhpRE</embedvideo>
*Go to ACCOUNT -> BUSINESS INFO and fill in your information=== Multiple Properties or Rooms ===*If you want are using the channel manager we advise to use another language than English on set the booking system up as similar as your booking page click on LANGUAGES and tick the ones 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 -> DESCRIPTION and enter the name and the currency symbol you want to Making different properties means each can have it's own property booking page (if required with individual design). You can also usea multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties.
*Go to PROPERTIES -> 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 guestscomplete property.
*Go to ROOMSIf your rentals have different hotel/property codes for Booking. A click on EDIT will open a field where you can set the name and set the quantity of rooms of that type availablecom etc. then they must be setup as individual properties.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
Dont forget to SAVE'''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 21''' - General Account Settings ==Click on Customise {{#fas:cog}} (SETTINGS) > ACCOUNT and complete your Booking Page ==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.
*Go to BOOKING PAGE <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> DESCRIPTION select which property/room and enter Most of the settings can be left with the default value, for more information you want to display on your booking page. Fields yu leave empty will not be displayed. If you want to display descriptions add it in each language you have enabledsetting, use (?) for the context help.
=== Outgoing Email ===If you want to add pictures go to BOOKING PAGE -> PICTURES send Emails from Beds24, then you select for which property/room you want need to upload a picturesetup your outgoing email.
You are done with a basic setup of your booking page. If you want Go to customise {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the design context help (? icons) and click on HELP (? icon right) of your booking this page you can optionally do so under BOOKING PAGE -> DESIGN.
=== 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"== '''Step 3''Administrator and Cc: Property' - Set your Prices ==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.
'''Set a simple rate structure''' 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.
If you have a simple pricing - one price per room (not per person), no extras or discounts 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 ===
Activate DAILY PRICES. You Access including API and security settings 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 requiredbe managed from this menu.
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS >
*Change Password
*Administrator Email
*Additional Login
*2Factor Authentication
*API Keys
'''Override Dates:''' Each date can === Privacy ===Privacy rules for data management should be set managed from this menu. We provide settings that allow you to BLACKOUT in which case it control how your guest's data is not available on that date or EXCEPTION stored in which case it uses the same booking strategy as the properties exceptional period. If no override is set (- - - - -) the booking strategy is as defined for the propertyBeds24.
To remove a price set it Go to 0 {{#fas:cog}} (numeral zeroSETTINGS)>ACCOUNT > PRIVACY click (?) for more information.
The price offered to the guest will be the lowest from your Daily Prices and your Rates which match the requested stay period.=== 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.
'''Set a refined rates and discount structure''' === Booking Page Languages ===
To set If you want to use a definded stucture language other than English on your booking page, go to RATES in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the top menuones you want to use. Multiple rates and discounts may be defined If you enable more than one language you will see tabs for each room. When multiple rates exist for a given date the system default will calculate language in your descriptions, information on your booking page and offer the lowest price that matches your criterianotifications. You can override this Descriptions have to be entered in the rates settingseach language tab.
When creating multiple rates you would generally set your highest price to always be available == '''Step 2''' - Create properties and create discounted price rates for longer stays, specific days of the week rooms==You can import properties and rooms or date ranges as you require. This way you can create sophisticated rate modelsthem manually.
<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
'''Adding Rates ===Import from Airbnb===If you have a listing on Airbnb you can import it and Discounts''': To create a new property with a new room or add a new rate click on the button ADD RATE room in a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
'''Copy a Rate[[File:''' If you want to use the same rate for another room click on SAVE AS A COPYAirbnb_import_listing.mp4|640px]]
'''Changing Rates and Discounts''': Click on the rate you want to change and enter your changes===Import from Booking. com===You can delete rate setting and add new ones [[Booking. You may re-use old rates that are still in the system by changing their start and end datescom:_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''' - Add your Bookings ==[[File:Property_and_Room_Setup.mp4|640px]]
To avoid double bookings it is advisable to enter the bookings you already have. In DASHBOARD ==== '''Step 2''' -> GRID you will find a row INVENTORY. The number shows Create rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes.====
*To set rooms up go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on 'To ''Add BookingsEDIT''' click on will open a field where you can set the person+ icon, fill in the information name and SAVE. Your booking has now been entered into the systemquantity 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]].
== '''Step 5'''- Install *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and define your Booking Widgets ==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".
Booking widgets connect your website to your booking page. Click on SETTINGS <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> BOOKING WIDGETS. Choose the widget If you want copy a room all settings will be automatically applied to usethe copy. If required you can customise want to link prices between different rooms remove the appearance. If prices before you need help please click on the HELP button on the top rights of copy the widgets pagerooms.
Copy ==== '''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 widget standard offer to your websitethe 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. 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.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. This may involve knowing 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 automatically import all upcoming bookings. We recommend to transfer your filesuse this method because for bookings imported directly from Booking. Your web hosting service should com we will then be able to provide information and assist you with automatically import changes. You can use thisfunction 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.
Setting up your Beds24.com account is free if *If you do it yourself. We not need the actual booking you can do adjust the availability in the CALENDAR in the setup for you for a small one off fee starting from €19row "Inventory". The number shows rooms remaining to sell. Technical support for you or They can be edited to quickly change your webdesigner availability. Double-click to integrate open a pop-up and save the availability calendars and booking widgets into your website changes. (it is free. Upon request we can do this for you as well. Please contact clicking only possible to lower the number based on SUPPORT the value in the top menu{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" 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 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 online bookingsCopy your widget to your website.''' New online bookings 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 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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