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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 of [[videos|video tutorials]]. <span class="" style="color: #f3e504; font-size: 250150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style="color: #c7c7c7008ACC;" “>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties.</div><span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span styleProperties and Rooms =="font-weight: bold;" >Tip</span> We recommend you let our [http://beds24'''Properties''' can be Hotels, Hostels, B&B´s, holiday houses, vacation rentals, apartment houses, camp sites.com/wizard/index.php Setup Wizards] guide you through the set up processYou can have one properties or multiple properties of different types.
= Terminology ='''PropertiesRooms''' are a way of splitting your property into separately bookable units. Rooms can be Hotels, Hostelsbut 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´s, holiday housesB, vacation rentals, apartment housesholiday homes, beds in hostel dormitories, camp sites. You can have one properties , houseboats, cabins, tours, classes or multiple properties of different typescars etc.
A If you rent your property can have only as a whole because it is a vacation rental you will still need one or very many different roomsroom which is what the guest books.
They are rented units i.e. bedrooms in a hotel Each room or B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etcroom type/category can have ''multiple inventories'''.
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 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 ' {{#fas:cog}} (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>
===Import a .csv file via Beds24 API ===
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
The actual process is documented directly in the [https://api.beds24.com/ API].
Go ==== '''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
Don't forget If you sell dorms for which you sell individual beds and not private rooms please also see how to '''SAVE'''![[Hostel_and_Retreat_Setup|setup dorms]].
If you sell dorms for which you sell indivudual beds *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > OFFERS and not private rooms please also see how 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 [[Hostel_and_Retreat_Setup|setup dorms]]the guest which is always displayed.
*Go You have the option to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS.An offer is the price combined sell a room with certain conditionsdifferent prices eg. Each room/unit has one packages, promotions or more offersdiscounted conditional prices. Each offer can have its own "Offer 1Booking Type" is your standard offer to the guest which is always displayed.
You have <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the option copy. If you want to sell a room with link prices between different rooms remove the prices eg. packages, promotions or discounted conditional rates. Each offer can have its own "Booking Type"before you copy the rooms.
If you copy a ==== '''Step 3''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room all settings will be automatically applied to the copy/unit has one or more offers. If you want "Offer 1" is your standard offer to link prices between different rooms remove the prices before you copy the roomsguest which is always displayed.
The system Beds24 has two types of prices:
Daily Prices are prices for one dateThis [https://beds24. Daily prices are easy to manage and are com/wizard/wizard3.php setup wizard] guides you though the best choice for most customers. Multiple prices per date can be defined for example for different occupancies/packagessetup.
Daily Prices can be used<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 find our why you have not price or how a price is calculated.
Go to '''CALENDARDaily Prices (recommended)''' in the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you can select what you want to display.
Activate '''DAILY PRICES'''Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. You Multiple prices per date can set your room prices herebe defined for example for different minimum stays or different offers. Click in Please find more information on the DAILY PRICE row and set price and date range and click '''SAVE'''help page for [https://wiki.beds24. You may modify individual dates as requiredcom/index. Rules for php/Category:Daily_Prices daily prices can be set in PRICES -> DAILY PRICE SETUP].
Rates Fixed Prices have a start and end date so they apply to a range of dates. Rates Fixed Prices contain many rules about the conditions which that must apply to make them available.
Go to PRICES > RATES in Please find more information on the top menuhelp page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices]. '''Combination of Daily Prices and Fixed Prices''' <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} Multiple rates and discounts may be defined </span> If you use Fixed Prices you do not need to set up Daily Prices for each roomevery day. When multiple rates exist If required you can use a Daily Price to adjust the prices for a given an individual date or date the system default will calculate and offer the lowest price that matches your criteriarange.
When creating multiple rates you would generally set your highest price *You can use Daily Prices to always be available and create discounted price rates override the Fixed Price for longer stays, specific days of the week or date ranges as a few individual dates. If you requireoften adjust prices use Daily Prices only. This way you *You can create sophisticated rate models.add a Gap Filler to fill gaps when using daily prices with minimum stays required
It is not necessary == '''Step 5''' - Set up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to use both daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structuressynchronise your sales channels.
*You can use Daily Prices to override the a rate for a few individual datesHere some short example videos. If you you often adjust prices use Daily Prices only.*You can add a gap fill rate to fill gaps when using daily prices with minimum stays is requiredFor detailed instructions see:
<span style="color*[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com:#fe746c;“ >{{#fas_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]]*[[:exclamation-triangle}} </span> Rules in rates have no effect on daily prices.Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
*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 the channel manager is set up but not activated. The button is available in {{#fas<embedvideo service="youtube">https:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB XML/BOOKING.COM/EXPEDIA.*In CALENDAR you will find a row INVENTORYyoutu. The number shows rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes. (it is only possible to lower the number based on the value in Settings > Properties > Rooms > Setup /rsqRWgawcWU</embedvideo> 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.
*If you are comfortable working with == '''.csvStep 6''' you can upload - Enter existing bookings==To avoid double bookings into Beds24 using our API (https://api.beds24.com). Bookings must have a checkin between 1 year in it is advisable to enter the past and 5 years in the future. You will see the instructions when bookings you click on putBookingCSV (https://apialready have.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access in {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS
== '''Step 6''' - *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. Set You can use this function when the channel manager is set up payment collection but not activated. The button is available in {{#fas:cog}} (optionalSETTINGS)==> CHANNEL MANAGER > AIRBNB/BOOKING.COM/EXPEDIA.
You need to connect a payment processor to automatically [[Category:Payments collect payments]] *To manually add or blocked dates click on the suitcase icon in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who offers the best functionalityCALENDAR or on "Add Booking" at the top.
== '''Step 7''' - Set up *If you do not need the actual booking you can adjust the availability in the Channel Manager (optional)==Set up CALENDAR in the [[:Category:Channel_Manager| channel manager]] row "Inventory". The number shows rooms remaining to sell. They can be edited to synchronise quickly change your sales channelsavailability. == '''Step 8''' Double- Use your own Eclick to open a pop-mail address up and save the changes. (optional)==Set it is only possible to lower the number based on the system [[Outgoing_Email|use your own Email address for sending]] value in {{#fas:cog}} (SETTINGS) > ACCOUNT PROPERTIES > ROOMS >OUTGOING EMAILSETUP "Quantity of this type" and any existing bookings).
Using your own E== '''Step 7''' -mail address is mandatory if you want Automate messaging and processes==Go to use Auto Actions {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to automate work flows. *set up messaging templates for automatic and manual sending*automatically perform modifications on bookings based on predefined criteria
== '''Step 10''' - Install a Booking Widget ==
== '''Step 11''' - Do some test bookings to check everything is working. == This is how you can check everything is workingGuests who book directly will automatically receive a [: 1. Your own web siteClick on the screen icon in the top right menu of the control panel or go to {{#fascategory:cog}} (SETTINGS) Confirmation_Messages|confirmation message]] > BOOKING ENGINE to view your booking page and make a couple of test bookings. The 'Price Check' tool shows which 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 'Calculate'. You can find links to customise the 'Price Check' tool on the RATES, CALENDAR and SUPPORT pages. 2. ChannelsChannels which receive prices from Beds24:Go to [ in {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER GUEST MANAGEMENT >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 working. Channels which only receive inventory from Beds24:Check if the availability on the channels website is the same as on the CALENDAR page in Beds24. '''Congratulations! You are now receiving on-line bookings.''' New on-line bookings will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS pageCONFIRMATION MESSAGES.
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).'''
A property can have only one room (a vacation rental) or a number of different '''Roomsroom types''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent or '''categories'physical'' rooms(a hotel, B&B, hostel, aparthotel).
<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 === 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.
== '''Step 2''' - Property and Room Set Up= Host Notifications ===By default each Beds24 account has one property with a room and a price.
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"=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 error 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''' - Create properties and rooms==You can import additional 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 ===
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 32''' - Rooms and Offers 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.
== '''Step 43''' - 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.
*Daily Prices (recommended)
*Rates <span class="" style="color: #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 calculated. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use rates you do not need to set up Daily Fixed Prices for every day. If required you can use a Daily Price to adjust the prices for an individual date or date range. Which type you use depends on your pricing structure: '''Daily Prices'''
<embedvideo service="youtube">https://wwwyoutu.youtube.combe/watch?v=iFht8sLJg9gE4TYnrHwnDA</embedvideo>
'''RatesFixed Prices'''
Use rates Fixed Prices instead of daily Daily pricesonly:
*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
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
== '''Combination of Daily Prices and RatesStep 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.
<embedvideo service== '''Step 5''' - Enter existing Bookings==To avoid double bookings it is advisable to enter the bookings you already have"youtube">https://youtu. You have different options:be/_KORtELJyNk</embedvideo>
*Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) > PROPERTIES.
== '''Step 98''' - Check Customize and Customise your Booking Pageconnect 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. 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.
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.
= More customisation options=*customise '''Step 9''' - Download the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in {{#fas:cog}} free Beds24 app(SETTINGSoptional) > BOOKING ENGINE.==*customise 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 [[:category:Confirmation_Messages|booking confirmations to guests]] in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGESdesk.*customise the display of the [[:category:CalendarMobile_App_Android_and_IOS| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *customise More information about the display of the [[Preferences|control panelapp]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.
= Other Features More functions and Functions options=*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.*When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functionsor check the start page of this support wiki.
