2,914
edits
Changes
Jump to navigation
Jump to search
'''Properties''' can be Hotels, B&B´s, apartment houses, camp sites, etc. Beds24.com can handle multiple properties of different types. [[Category:Getting_Started]]<div class="heading">Set Up Guide</div>
A property 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 have only one or very many different roomsset up and change all functions yourself at any time.
'''Rooms''' canThere is context sensitive help throughout our system. If you are stuck, but do not need to, represent ''physical'' roomsclick on the <span style="color:#019cde; they are a way of splitting your property into separately bookable units“ >{{#far:question-circle}} </span> icons. You can also use this [[Main Page|Wiki]] for help.
These units or "Rooms" could be Guest Bedrooms, Hostel Dormitories, individual beds *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 Backpackers, camp sites, houseboats, holiday homes, individual hotel suitesthe Control Panel is the English number format, etci.e. decimal places are separated by a full stop (not a comma).
YouIf 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'''re now only Hotels, B&B´s and inns are usually set up as one property with a few steps away from accepting 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-line bookingssize: 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. Follow Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the instructions. You will find context sensitive help throughout our (? icons) and click on HELP (? icon right) of this page. === Host Notifications === By default Email notifications about new bookings and systemnotifications 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 stuckerror 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''' icons- 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 use this see how to [[Main PageHostel_and_Retreat_Setup|Wikisetup dorms]] for help. *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".
*Go to ==== '''ACCOUNTStep 3''' - Customize and complete add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your detailsstandard offer to the guest which is always displayed.
*If you want to use a language other than English on your booking page, go to == '''BOOKING PAGEStep 3''' -> '''LANGUAGES''' and tick Create prices ==Without prices 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 tabsystem can not show availability.
*Go to '''PROPERTIES''' -> '''DESCRIPTION''' and enter the name and the currency symbol If you have several rooms with a similar pricing structure you want can "link" prices with or without offsets to usemultiple rooms.
*Go to '''ROOMS'''This [https://beds24. A click on '''EDIT''' will open a field where com/wizard/wizard3.php setup wizard] guides you can set though the name and quantity of "Rooms" of that type availablesetup.
Don't forget <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 '''SAVE'''!find our why you have not price or how a price is calculated.
== '''Step 2Daily Prices (recommended)''' - Customise your Booking Page ==*Go to '''BOOKING PAGE''' -> '''DESCRIPTION''' select which property/room and enter the information you want to display on your booking page. Fields you leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled.
*If you want Daily Prices are prices for one date. Daily prices are easy to add pictures go to '''BOOKING PAGE''' -> '''PICTURES''' manage and then select are the best choice for which Propertymost 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:/Room you want to upload an image/wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
You have now finished a basic configuration of your booking page<embedvideo service="youtube">https://youtu. If you want to customise the design of your booking page you can optionally do so under '''BOOKING PAGE -be/E4TYnrHwnDA</embedvideo> DESIGN'''
== '''Step 3Fixed Prices''' - Set your Prices ==
===Set a simple rate structure===If you Fixed Prices have a simple pricing (eg: one price per room - not per person, no extras or discounts) go start and end date so they apply to '''CALENDAR''' in the top menu. This is a table giving you a complete overview range of your bookings, rates and inventorydates. By ticking Fixed Prices contain many rules about the boxes you can select what you want conditions that must apply to displaymake them available.
Activate '''DAILY PRICES'''. You can set Use Fixed Prices instead of Daily prices only:*If your room prices here. Click in the DAILY PRICE row are fixed ahead and you do not want to adjust them and set you have none or few seasons*If you want to allow guest to enquire when no price and date range and click '''SAVE'''. You may modify individual dates as required.can be found but the room is not fully booked*If you want to grant referrer discounts
===Override Dates===Each date can be set to '''BLACKOUT''' in which case it is not available Please find more information on that date or '''EXCEPTION''' in which case it uses the same booking strategy as the property's exceptional periodhelp page for [https://wiki.beds24.com/index. If no override is set (- - - - -) the booking strategy is as defined for the propertyphp/Category:Fixed_Prices Fixed Prices].
To remove a price set it to 0 (numeral zero)'''Combination of Daily Prices and Fixed Prices'''
The price offered <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 guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodprices for an individual date or date range.
===Set a refined rates and discount structure===To set a defined structure go *You can use Daily Prices to RATES in override the top menu. Multiple rates and discounts may be defined Fixed Price for each rooma few individual dates. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteriaIf you often adjust prices use Daily Prices only. *You can override this in the rates settings.add a Gap Filler to fill gaps when using daily prices with minimum stays required
When creating multiple rates you would generally set your highest price to always be available and create discounted price rates for longer stays, specific days of the week or date ranges as you require. This way you can create sophisticated rate models<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
'''Changing Rates and Discounts'''Here some short example videos. For detailed instructions see: 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.
== '''Step 4''' - Add your Bookings ==*[[Airbnb_Mapping| How to connect Airbnb]]To avoid double bookings it is advisable to enter the bookings you already have. In CALENDAR you will find a row INVENTORY*[[Booking. The number shows rooms remaining com:_Synchronise_bookings_prices_availability | How to sellconnect Booking. They can be edited com to quickly change your sync prices and availability. Doubleclick ]]*[[Expedia_Mapping | How to connect Expedia to open a popup sync prices and save the changes.availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
'To ''Add Bookings''' click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
Setting up your Beds24.com account is free if Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you do it yourself. We can do the setup for you for a small one off fee starting from €19. Technical support for you or your web designer to integrate customise 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. == '''Step 6''' - {{#fas:cog}} (SETTINGS) Do some test bookings to check everything is working> GUEST MANAGEMENT > CONFIRMATION MESSAGES. ==
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.
[[Category:How to]]
<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.
'''Rooms''' are a 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 '''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel).
Each room or room type/category can have ''multiple inventories'''.
<embedvideo service="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 Beds24 so you can connect them.
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.
'''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.
<span style== '''Step 1''' "color: #f3e504; font- Enter your Settings ==Click on '''SETTINGS''' in 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 top menu barrooms.
Beds24 has two types of prices:*Go to '''PROPERTIES''' -> '''BOOKING QUESTIONS''' and determine what information you want to collect from your guestsDaily Prices (recommended)*Fixed Prices
== '''Adding Rates and DiscountsStep 4'''- Set up payment collection (optional)==You need to connect a payment processor to automatically [[: To add a new rate click on Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) > PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the button ADD RATE best functionality.
== '''Copy a Rate:Step 5''' If you want - Set up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to use the same rate for another room click on SAVE AS A COPYsynchronise your sales channels.
<embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo> == '''Step 56'''- Install your Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have. *For Booking Button.com, Box, Strip, Calendar 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 one 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 our other Booking Widgets 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 8''' - Customize and connect the booking engine for commission free direct bookings (optional)==Go to {{#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. Beds24 offers you 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.
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]].
