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= Set Up There is context sensitive help throughout our system. If you are stuck, click on the <span style=You're now only a few steps away from accepting on"color:#019cde;“ >{{#far:question-line bookingscircle}} </span> icons. We provide plenty of support tools which will You can also use this [[Main Page|Wiki]] for help you during the set up process.
We provide a range <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 [[videos|video tutorials]]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.
<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> '''Rooms''' are a way of splitting your property into separately bookable units. Where you see this <span class="" style="color: #c7c7c7;" >{{#fas:copy}}</span> icon you Rooms can click and then copy the value of this setting , but do not need to other , 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 propertiescars etc.
<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> We recommend If you let our [http://beds24.com/wizard/index.php Setup Wizards] guide rent your property as a whole because it is a vacation rental you through will still need one room which is what the set up processguest books.
= Terminology =A property can have only one room (a vacation rental) or a number of different '''room types''' or '''Propertiescategories''' can be Hotels, Hostels(a hotel, B&B´s, holiday houses, vacation rentalsB, apartment houseshostel, camp sites. You can have one properties or multiple properties of different typesaparthotel).
A property Each room or room type/category can have only one or very many different rooms. '''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent multiple inventories''physical'' rooms. They are rented units 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.
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. === Multiple Properties or Rooms === Hotels, B&B´s and inns 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.
*Go === Views and Settings ===To setup the look of your Control Panel go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES and complete check the settings for your detailsaccount Control Panel.
*If you want to use a language other than English on your booking page, go to ' <span style="color: #f3e504; font-size: 150%;" >{{#fas:coglightbulb}} (SETTINGS) BOOKING ENGINE </span> INTERNATIONALIZATION and tick Most of the settings can be left with the ones you want to use. If you enable default value, for 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 tabsetting, use (?) for the context help.
<embedvideo service="youtube">https://www== Outgoing Email ===If you want to send Emails from Beds24, then you need to setup your outgoing email.youtube.com/watch?v=2nNidEDdm4w</embedvideo>
== '''Step 2''' - Property Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and Room Set Up==By default each Beds24 account has one property with a room for instructions please use the context help (? icons) and a priceclick on HELP (? icon right) of this page.
You can import additional properties and rooms or create them manually.=== Host Notifications ===
===Import By default Email notifications about new bookings and system notifications are sent to the Administrator Email address from Airbnb==={{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS. 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 {{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION System notifications are error messages, answers to support tickets and other messages which are not directly related to a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructionsbooking.
===Import from BookingWe recommend you use different Email addresses to send and receive because some Email programs (i.com===You can [[BookingE.com:_Import_Properties_from_Booking.com_to_Beds24|import your property gmail) hide incoming Email if they are from Booking.com to Beds24]]the same Email address.
The actual process is documented directly in the [httpsGo to {{#fas://api.beds24.com/ cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS >*Change Password*Administrator Email*Additional Login*2Factor Authentication*API].Keys
[[FileGo to {{#fas:Property_and_Room_Setupcog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.mp4|640px]]
*To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''EDIT''' will open a field where you You can set see the name monthly service fees and usage charges, setup payment details for your account, and generate and quantity of "Rooms" of that type availabledownload your invoice after you have made a payment.
Don't forget to '''SAVE'''!=== Booking Page Languages ===
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS.== '''Step 2''' - Create properties and rooms==An offer is the price combined with certain conditions. Each room/unit has one You can import properties and rooms or more offers. "Offer 1" is your standard offer to the guest which is always displayedcreate them manually.
You have the option to sell a room with different prices eg. packages, promotions or discounted conditional rates. Each offer can have its own <embedvideo service="Booking Typeyoutube">https://youtu.be/CsjMXF2vzEs</embedvideo>
== '''Step 3''' - Set your Prices ==Without prices the system can not show availability[[File:Airbnb_import_listing. mp4|640px]]
If you have several rooms with a similar pricing structure you ===Import from Booking.com===You can "link" prices with or without offsets [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to multiple roomsBeds24]].
The system has two types of prices:===Manual creation ======= '''Step 1''' - Create properties====*Daily PricesProperties and be added in '{{#fas:cog}} (SETTINGS) > PROPERTIES*RatesAfter you have added a property go to '{{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION and complete your property information
<span class="" style="color[[File: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </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 calculatedProperty_and_Room_Setup.mp4|640px]]
<span style="color:#fe746c;“ >{{#fas:exclamation=== '''Step 2''' -triangle}} </span> If you use rates you do not need to 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.Create rooms====
Which *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 you use depends on your pricing structure: available.
'''Daily Prices'''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]].
Daily Prices are prices for *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 dateor more offers. Multiple prices per date can be defined for example for different occupancies/packages "Offer 1" is your standard offer to the guest which is always displayed.
Daily Prices can be used:*If you want You have the option to fine tune sell a room with different prices on a daily basis*if you do not use Last Minute eg. packages, promotions or Early Bird pricingdiscounted conditional prices. Each offer can have its own "Booking Type".
Go <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to '''CALENDAR''' in the top menucopy. This is a table giving If you a complete overview of your bookings, rates and inventory. By ticking want to link prices between different rooms remove the boxes prices before you can select what you want to displaycopy the rooms.
Activate ==== '''DAILY PRICESStep 3'''. You can set your room prices here. Click in the DAILY PRICE row and set price - Customize and date range and click add offers (optional)====An '''SAVEOffer'''is the price 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 PRICES -> DAILY PRICE SETUP "Offer 1" is your standard offer to the guest which is always displayed.
<embedvideo service="youtube">https://www= '''Step 3''' - Create prices ==Without prices the system can not show availability.youtube.com/watch?v=iFht8sLJg9g</embedvideo>
'''Rates'''If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms.
Rates have a start and end date so they apply to a range Beds24 has two types of dates. Rates contain many rules about the conditions which must apply to make them available. Multiple rates can be used to create complex pricing structures. If multiple rates are available for the same dates the rules of each rate will determine which rate is offered.prices:*Daily Prices (recommended)*Fixed Prices
Rates can be usedThis [https:*for different weekend/weekday prices*for 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/beds24.gcom/wizard/wizard3. Last Minute or Early Bird)*if php setup wizard] guides you want to allow guests to enquire if no price can be found but though the room is not fully booked*for special pricing for channel managementsetup.
Go to RATES in the top menu. <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date Click on the system default will calculate and offer "Price Check" button on the lowest CALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price that matches your criteriais calculated.
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.'''Daily Prices (recommended)'''
'''Adding Rates Daily Prices are prices for one date. Daily prices are easy to manage and Discounts''': To add a new rate click 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 button ADD RATE help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
'''Link a Rate:''' One rate can be used for multiple rooms. For which room a rate is used is defined in the <embedvideo service="Roomsyoutube" tab of the rate>https://youtu.be/E4TYnrHwnDA</embedvideo>
'''Changing Rates Fixed Prices have a start and Discounts''': Click on the rate you want end date so they apply to change and enter your changesa range of dates. You can delete rate setting and add new ones. You may re-use old rates Fixed Prices contain many rules about the conditions that are still in the system by changing their start and end datesmust apply to make them available.
'''Combination Use Fixed Prices instead of Daily Prices prices only:*If your prices are fixed ahead and you do not want to adjust them and Rates'''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
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 structuresPlease find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
*For example '''Combination of Daily Prices can be used to override the price and conditions of a rate for individual dates.*The booking rules for your rates and daily prices will determine which daily price or rate will be used.Fixed Prices'''
*If you are comfortable working with '''.csv''' you can upload bookings into Beds24 using our API (https<span style="color://api.beds24.com). 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://api.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access in #fe746c;“ >{{#fas:cogexclamation-triangle}} (SETTINGS) ACCOUNT </span> ACCOUNT ACCESSRules in Fixed Prices have no effect on daily prices.
== '''Step 7''' - Use your own E-mail address (optional)==
Set the system [[Outgoing_Email|use your own Email address for sending]] in {{#fas:cog}} (SETTINGS) > ACCOUNT >OUTGOING EMAIL.
Using your own E-mail address is mandatory if you want to use Auto Actions to automate work flowsHere some short example videos. For detailed instructions see:
== '''Step 8''' - Check *[[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 Customise your Booking Page==availability]]*[[VRBO_Setup | How to connect to Vrbo]]Go *[[:Category:Channel_Manager| List of all channels with link to {{#fasdetailed setup instructions]] <embedvideo service="youtube">https:cog}} (SETTINGS) BOOKING ENGINE//youtu.be/_KORtELJyNk</embedvideo>
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]]<embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo>
Copy your widget to your website*For Booking. To install com, Airbnb and Expedia we have the booking widgets on your web site you will need the ability option to edit the HTML of your pageautomatically import all upcoming bookings. This may involve knowing the passwords We recommend to use this method because for your web server and the ability to transfer your filesbookings 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.
== '''Step 10''' - *Other bookings can be uploaded as a .csv file from Do some test bookings to check everything is workingin {{#fas:cog}} (SETTINGS) > PROPERTIES. ==
This is how you can 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.
1. Your own web siteClick on *If you do not need the actual booking you can adjust the screen icon availability in the top right menu of CALENDAR in the control panel or go 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) > BOOKING ENGINE to view your booking page PROPERTIES > ROOMS > SETUP "Quantity of this type" and make a couple of test any existing bookings).
The == '''Step 7''Price Check' tool shows you which prices - Automate messaging and rules apply processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to *set up messaging templates for specific dates//selections automatic and why a certain price or rule was applied or not applied. Just enter your booking condition then click manual sending*automatically perform modifications on 'Calculate'. You can find links to the 'Price Check' tool bookings based on the RATES, CALENDAR and SUPPORT pages.predefined criteria
2. ChannelsChannels which receive prices from Beds24:== '''Step 8''' - Customize and connect the booking engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER >BOOKING.COM (for example) and click on 'View Actual Data' to check what we are sending. If you are not seeing and are not receiving error messages and the display on channels page is correct the connection is workingENGINE.
Channels which only receive inventory from Beds24:Check if You have the option to fully customise the availability on look and the channels 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 same as HELP button on the CALENDAR top rights of the 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 {{#fas:cog}} (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 {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.
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 set up and change all functions yourself at any time.
*We provide a range of [[videos|video tutorials]]. There is context sensitive help throughout our systemalso a [https://youtube.com/playlist?list=PLxiq-bz-RFGEbM44Yk4SYmGt09UISNzEw&si=kgIZPd_ekiExQGk0 Youtube playlist]. If you *There are stuck, click on the '''?''' iconsrecordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements. *You can also use this let our [[Main Page|Wiki]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 helpyou 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).'''
<embedvideo service="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo>
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 Guide Setup =
== '''Step 1''' - General Account Settings ==
Click on {{#fas:cog}} (SETTINGS)> ACCOUNT and complete your details
===Import a .csv file via Beds24 API Account access and Security ===If you want to import a .csv file you will first need to first need to go to {{#fas:cog}} (SETTINGS) ACCOUNT > ACCESS and set "API without API key" = allow any IP
Access including API and security settings can be managed from this menu.
===Manual creation Privacy ===Go Privacy rules for data management should be managed from this menu. We provide settings that allow you to control how your guest'{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your property informations data is stored in Beds24.
== '''Step 2''' - Rooms and Offers = Billing ===
If you sell dorms 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 which you sell indivudual beds each language in your descriptions, information on your booking page and not private rooms please also see how notifications. Descriptions have to [[Hostel_and_Retreat_Setup|setup dorms]]be entered in each language tab.
===Import from Airbnb===If you copy have a listing on Airbnb you can import it and create a new property with a new room or add a room all settings will be automatically applied to the copyin a property you already have in Beds24. If you want to link prices between different rooms remove the prices before you copy the roomsClick [[Connect_Airbnb_Account|here]] for instructions.
'''Copy a Rate:Fixed Prices''' If you want to use the same rate for another room click on SAVE AS A COPY
<span style== '''Step 4''' "color:#fe746c;“ >{{#fas:exclamation- triangle}} Enter existing Bookings==To avoid double bookings it is advisable </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 enter adjust the bookings you already haveprices for an individual date or date range. You have different options:
*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 automatically import changes. You can use this function when Daily Prices to override the channel manager is set up but not activatedFixed Price for a few individual dates. The button is available in {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB XML/BOOKING.COM/EXPEDIAIf you often adjust prices use Daily Prices only.*In CALENDAR you will find a row INVENTORY. The number shows rooms remaining to sell. They You can be edited to quickly change your availability. Doubleclick to open add a popup and save the changes. (it is only possible Gap Filler to lower the number based on the value in Settings > Properties > Rooms > Setup > Quantity of this type and any existing bookings)*To Add Bookings or blocked dates '''manually''' click add the bookings directly in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu.fill gaps when using daily prices with minimum stays required
== '''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 96''' - Install a Booking Widget Enter existing bookings==Booking widgets connect your website to your booking page. There To avoid double bookings it is a choice including booking buttons, booking boxes, booking strips, calendars. Go advisable to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS. Choose enter the widget bookings 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 pagealready have.
= Other Features and Functions ='''Step 9''' - Download the free Beds24 app(optional)==When you click on FUNCTIONS in SUPPORT Our free App for IOS and Android is there to help you will see links with daily tasks which might need to be done while away from the 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]]
