Changes

Jump to navigation Jump to search

Do the initial Setup

1,312 bytes added, 13 May
[[Category:How to]]
[[Category:IntroductionGetting_Started]] ''This page explains how to set up your account''<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= Set Up help =<div class="bluebox">'''You're now only This self-setup guide assists you through your initial setup. Beds24 is designed as a few steps away from accepting onself-line bookingsservice 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).
  <span class="circle" 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:clonecopy}} </span> icon you can click and then copy the value of this setting to other rooms or properties.''  <span class="circle" >{{#fas:lightbulb}} Tipp</spandiv> We recommend you let our [http://www.beds24.com/wizard/index.php Setup Wizards] guide you through the set up process.''' == Terminology 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.
A '''Rooms''' are a way of splitting your property into separately bookable units. Rooms can have only one , 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 very many different roomscars etc.
'''Rooms''' are a way of splitting If you rent your property into separately bookable units. Rooms can, but do not as a whole because it is a vacation rental you will still need to, represent ''physical'' roomsone room which is what the guest books.
They are rented units i.e. bedrooms in A property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel or , B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etcaparthotel).
An 'Each room or room type/category can have ''Offermultiple inventories''' 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.
<embedvideo service== Multiple Properties or Rooms =="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo>
Hotels, B&B´s and inns === Multiple Properties or Rooms ===If you are usually using the channel manager we advise to set the booking system up as one property with a number of roomssimilar as your booking channels. If you your lodgings have several independent lodgings edifferent hotel/property codes for Booking.gcom etc. apartments or villas then they must be setup as different properties in Beds24 so you can still set connect 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.
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.
If you are using the channel manager we advise to set the booking system up as similar as your booking channels. If your lodgings rentals have different hotel/property codes for bookingBooking.com etc. then they must be setup as different individual properties in the system.
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''' in ) > ACCOUNT and complete your details === Views and Settings ===To setup the top menu barlook of your Control Panel go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and check the settings for your account Control Panel.
*Go to '''ACCOUNT''' and complete your details<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 use a language other than English on your booking pagesend Emails from Beds24, go to '''SETTINGS''' -> '''BOOKING ENGINE'''-> '''INTERNATIONALIZATION''' and tick the ones then you want need to use. If you enable more than one language you will see tabs for each language in your descriptions, information on setup your booking page and notifications. Descriptions have to be entered in each language taboutgoing email.
<embedvideo service="youtube"Go to {{#fas:cog}} (SETTINGS) > ACCOUNT >https://www.youtubeOUTGOING EMAIL and for instructions please use the context help (? icons) and click on HELP (? icon right) of this page.com/watch?v=2nNidEDdm4w</embedvideo>
== '''Step 2''' - Property and Room Set Up= Host Notifications ===By default each Beds24 account has one property with a room and a price.
You can import additional properties By default Email notifications about new bookings and rooms or create them manuallysystem notifications are sent to the Administrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS.
===Import from Airbnb===If you have a listing on Airbnb multiple properties you can import it set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to"=Administrator and create Cc: Property' to send a new copy of the confirmation to the property with a new room or add a room . The Email address used is the one entered in a property you already have in Beds24. Click [[AirBnB.com_XML|here]] for instructions.{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION
===Import from Booking.com===You can [[Booking.com_XML:_Create_and_update_properties_and_rooms_on_Booking.com#Import_Properties_from_Booking.com|import your property from Booking.com System notifications are error messages, answers to Beds24]]support tickets and other messages which are not directly related to a booking.
===Import via Beds24 API ===The functions We recommend you use different Email addresses to send and receive because some Email programs (i.E. gmail) hide incoming Email if they are documented directly in from the [https://api.beds24.com/ API]same Email address.
===Manual creation Account access and Security ===Go to '''PROPERTIES''' -> '''DESCRIPTION''' and complete your property information
<embedvideo service="youtube">https://wwwAccess including API and security settings can be managed from this menu.youtube.com/watch?v=S07yG0EUT88</embedvideo>
== '''Step 2''' - Rooms and Offers ==Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS >*Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys
*To set rooms up go === Privacy ===Privacy rules for data management should be managed from this menu. We provide settings that allow you to '''PROPERTIES''' -> 'control how your guest''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type availables data is stored in Beds24.
Don't forget Go to '''SAVE'''!{{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.
If you sell dorms for which you sell indivudual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]].=== Billing ===
*Go to '''PROPERTIES''' -> '''ROOMS''' -> '''OFFERS'''.An offer is You can see the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is monthly service fees and usage charges, setup payment details for your standard offer to the guest which is always displayedaccount, and generate and download your invoice after you have made a payment.
You have the option to sell a room at up to four different prices eg. packages, promotions or discounted conditional rates. Each offer can have its own "=== Booking Type".Page Languages ===
If you copy want to use a room all settings will be automatically applied language other than English on your booking page, go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the copyones you want to use. If you want 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 link prices between different rooms remove the prices before you copy the roomsbe entered in each language tab.
== '''Step 32''' - Set your Prices Create properties and rooms==Without prices the system You can not show availabilityimport properties and rooms or create them manually.
If you have several rooms with a similar pricing structure you can <embedvideo service="linkyoutube" prices with or without offsets to multiple rooms>https://youtu. be/CsjMXF2vzEs</embedvideo>
The system has two types of prices:===Import from Airbnb===*Daily Prices*RatesIf 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.
<span class="circle" >{{#fas[[File:lightbulb}} Tip</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''Airbnb_import_listing.mp4|640px]]
===Import from Booking.com===You can Note[[Booking.com: If you use rates you do not need to set up Daily Prices for every day_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking. If required you can use a Daily Price com to adjust the prices for an individual date or date rangeBeds24]].
Which type ===Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) > PROPERTIES*After you use depends on have added a property go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION and complete your pricing structure: property information
'''Daily Prices'''[[File:Property_and_Room_Setup.mp4|640px]]
Daily Prices are prices for one date. Up to four prices per date can be defined for example for different occupancies.==== '''Step 2''' - Create rooms====
Daily Prices can be used:*If you want To set rooms up go to fine tune prices '{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on '''EDIT''' will open a daily basis*if field where you do not use Last Minute or Early Bird pricingcan set the name and quantity of "Rooms" of that type available.
Go to '''CALENDAR''' in the top menu. This is a table giving If you sell dorms for which you a complete overview of your bookings, rates sell individual beds and inventory. By ticking the boxes you can select what you want not private rooms please also see how to display[[Hostel_and_Retreat_Setup|setup dorms]].
Activate '''DAILY PRICES'''. You can set *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and define your room prices hereoffer(s). Click in An offer is the DAILY PRICE row and set price and date range and click '''SAVE'''combined with certain conditions. You may modify individual dates as requiredEach room/unit has one or more offers. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICES "Offer 1" is your standard offer to the guest which is always displayed.
<embedvideo service=You have the option to sell a room with different prices eg. packages, promotions or discounted conditional prices. Each offer can have its own "youtubeBooking Type">https://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo>
'''Rates'''<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.
Rates have a start ==== '''Step 3''' - Customize and end date so they apply to a range of dates. Rates contain many rules about add offers (optional)====An '''Offer''' is the price combined with certain conditions which must apply to make them available. Multiple rates can be used Each room/unit has one or more offers. "Offer 1" is your standard offer to create complex pricing structures. If multiple rates are available for the same dates the rules of each rate will determine guest which rate is offeredalways displayed.
Rates can be used:*for different weekend/weekday == '''Step 3''' - Create prices ==*for Without prices for extra guests or extra children apply*If you require the guest to book more than one day before Check-in*If you want a price to be available only certain days in advance (e.g. Last Minute or Early Bird)*if you want to allow guests to enquire if no price system can be found but the room is not fully booked*for special pricing for channel managementshow availability.
Go If you have several rooms with a similar pricing structure you can "link" prices with or without offsets 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 criteriarooms.
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 Beds24 has two types of the week or date ranges as you require. This way you can create sophisticated rate models.prices:*Daily Prices (recommended)*Fixed Prices
'''Adding Rates and Discounts'''This [https: To add a new rate click on //beds24.com/wizard/wizard3.php setup wizard] guides you though the button ADD RATE setup.
'''Link a Rate<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:''' One rate can be used for multiple rooms. For which room a rate is used is defined in lightbulb}} </span> Click on the "RoomsPrice Check" tab of button on the rateCALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated.
'''Copy a Rate:Daily Prices (recommended)''' If you want to use the same rate for another room click on SAVE AS A COPY
'''Changing Rates Daily Prices are prices for one date. Daily prices are easy to manage and Discounts''': Click on are the rate you want to change and enter your changesbest choice for most customers. You Multiple prices per date can delete rate setting and add new onesbe defined for example for different minimum stays or different offers. You may re-use old rates that are still in Please find more information on the system by changing their start and end dateshelp page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
'''Combination of Daily Prices and Rates'''<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
It is not necessary to use both daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structures.'''Fixed Prices'''
*For example Daily Fixed Prices can be used have a start and end date so they apply to override the price and conditions a range of a rate for individual dates.*The booking Fixed Prices contain many rules for your rates and daily prices will determine which daily price or rate will be usedabout the conditions that must apply to make them available.
== '''Step 4''' - Enter existing Bookings==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 seasonsTo avoid double bookings it is advisable *If you want to allow guest to enter enquire when no price can be found but the bookings room is not fully booked*If you already have. You have different options:want to grant referrer discounts
*For Booking.com and Expedia we have Please find more information on the option to automatically import all upcoming bookingshelp page for [https://wiki. We recommend to use this method because for bookings imported directly from Bookingbeds24.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 SETTINGS->CHANNEL MANAGER->BOOKING/index.COMphp/EXPEDIACategory:Fixed_Prices Fixed Prices].
*For Airbnb you can use our iCal import to import upcoming bookings. You can set this up in SETTINGS->CHANNEL MANAGER->AIRBNB ICAL. After you have imported bookings you deactivate the iCal '''Combination of Daily Prices and set the XML connection up.Fixed Prices'''
*In CALENDAR <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you will find a row INVENTORY. The number shows rooms remaining use Fixed Prices you do not need to sellset up Daily Prices for every day. They If required you can be edited to quickly change your availability. Doubleclick use a Daily Price to open a popup and save adjust the changesprices for an individual date or date range. (it is only possible to lower the number based on the value in Settings > Properties > Rooms > Setup > Quantity of this type and any existing bookings)
*To ''Add Bookings'' manually click on You can use Daily Prices to override the suitcase icon in the CALENDAR or on the "Add Booking" link in the BOOKINGS menuFixed 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
*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (https<span style="color://www.beds24.com/api/). Bookings must have a checkin between 1 year in the past and 5 years in the future. You will see the instructions when you click on putBookingCSV (https#fe746c;“ >{{#fas://www.beds24.com/api/csv/putbookingscsv.php). To use the API you need to allow API access in SETTINGS exclamation-> ACCOUNT triangle}} -</span> ACCOUNT ACCESS*Upcoming bookings from booking.com can be automatically importedRules in Fixed Prices have no effect on daily prices.
== '''Step 54''' - Connect Payment Processor Set up payment collection (optional)==Connect You need to connect a payment processor to automatically connect [[:Category:Payments|collect payments ]] in {{#fas:cog}} (SETTINGS-) >PAYMENTS->PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who which offers the best functionality.
== '''Step 65''' - Set up the Channel Manager (optional)==
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
== '''Step 7''' - Use your own E-mail address (optional)==
Set the system [[Outgoing_Email|use your own Email address for sending]] in SETTINGS->ACCOUNT->OUTGOING EMAIL.
Using your own E-mail address is mandatory if you want Here some short example videos. For detailed instructions see: *[[Airbnb_Mapping| How to use Auto Actions connect Airbnb]]*[[Booking.com:_Synchronise_bookings_prices_availability | How to automate work flowsconnect 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== '''Step 8''' - Check and Customise your Booking Page==Go to SETTINGS-"youtube">BOOKING ENGINEhttps://youtu.be/_KORtELJyNk</embedvideo>
You have the option <embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo> == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to fully customise enter the look and the content of your booking page. For an overview of your options please go to [[Customise Booking Page]]bookings you already have.
== '''Step 9''' - Install your *For Booking Button.com, Box, Strip, Calendar or one of our other 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 Widgets ==Booking widgets connect your website .com we will then be able to your booking pageautomatically import changes. There You can use this function when the channel manager is a choice including booking buttons, booking boxes, booking strips, calendarsset up but not activated. Go to The button is available in {{#fas:cog}} (SETTINGS-) >BOOKING ENGINE-CHANNEL MANAGER >AIRBNB/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 pageCOM/EXPEDIA.
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*Other bookings can be uploaded as a . Your web hosting service should be able to provide information and assist you with thiscsv file from in {{#fas:cog}} (SETTINGS) > PROPERTIES.
== '''Step 10''' - Do some test bookings to check everything is working*To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top. ==
This is how *If you do not need the actual booking you can check everything 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 workingonly possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings).
1. Your own web site== '''Step 7''' - Automate messaging and processes==Click on the screen icon in the top right menu of the control panel or go Go to {{#fas:cog}} (SETTINGS-) > GUEST MANAGEMENT >BOOKING ENGINE AUTO ACTIONS to view your booking page *set up messaging templates for automatic and make a couple of test manual sending*automatically perform modifications on bookings. based on predefined criteria
The == 'Price Check' tool shows you which prices and rules apply for specific dates//selections and why a certain price or rule was applied or not applied. Just enter your booking condition then click on 'CalculateStep 8'. You can find links to the 'Price Check' tool on - Customize and connect the RATES, CALENDAR and SUPPORT pagesbooking engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
2. ChannelsChannels which receive prices from Beds24:Go to SETTINGS->CHANNEL MANAGER->BOOKING.COM (for example) and click on 'View Actual Data' You have the option to check what we are sending. If you are not seeing and are not receiving error messages fully customise the look and the display on channels content of your booking page is correct the connection is working. For an overview of your options please go to [[Customise Booking Page]].
Channels which only receive inventory from Beds24Booking widgets connect your website to your booking page. There is a choice including booking buttons, booking boxes, booking strips, calendars. Go to {{#fas:Check if cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to use. If required you can customise the availability appearance. If you need help please click on the channels website is HELP button on the same as on top rights of the CALENDAR widgets page in Beds24.
'''Congratulations! You are now receiving on-line bookingsCopy your widget to your website.''' New To install the booking widgets on-line bookings your web site you will be added automaticallyneed the ability to edit the HTML of your page. You can also enter new bookings manually clicking on "Add Booking" on This may involve knowing the passwords for your web server and the BOOKINGS pageability to transfer your files. Your web hosting service should be able to provide information and assist you with this.
== More customisation options==*customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in SETTINGS->BOOKING ENGINE.*customise the [Guests who book directly will automatically receive a [:category:Confirmation_Messages|booking confirmations to guestsconfirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS-) >GUEST MANAGEMENT->CONFIRMATION MESSAGES.*customise the display of the [[:category:Calendar| control panel CALENDAR]] page in SETTINGS->ACCOUNT->PREFERENCES. *customise the display of the [[Preferences|control panel]] in SETTINGS->ACCOUNT->PREFERENCES.
== Other Features and Functions '''Step 9''' - Download the free Beds24 app(optional)==When Our free App for IOS and Android is there to help you click on FUNCTIONS in with daily tasks which might need to be done while away from the top left menu you will see links to desk. [[Mobile_App_Android_and_IOS|More information about the menu pages of key features and functionsapp]].
= More functions and options=*Customise the display of the [[Image:support.png|800pxcategory:Calendar|link=control panel CALENDAR]]page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[MediaPreferences|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 supportwiki.png|view large]]
Lesley
2,914

edits

Retrieved from "https://wiki.beds24.com/index.php/Special:MobileDiff/15907...25132"

Navigation menu