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Do the initial Setup

5,753 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 a few steps away from accepting onThis self-line bookings. We recommend setup guide assists you let our [http://wwwthrough your initial setup.beds24.com/wizard/index.php Setup Wizards] guide Beds24 is designed as a self-service system so you through the processcan 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="" style= Terminology "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, etc. the system You can handle 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''' can, but do not need to, represent ''physical'' rooms; they are a way of splitting If you rent your property into separately bookable unitsas a whole because it is a vacation rental you will still need one room which is what the guest books.
These units A property can have only one room (a vacation rental) or "Rooms" could be guest bedrooms, hostel dormitories, individual beds in backpackers, camp sites, houseboats, holiday homes, individual a number of different '''room types''' or '''categories''' (a hotel suites, cabinsB&B, tourshostel, 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 systemFor 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.  <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 send Emails from Beds24, then you need to setup your outgoing email.  Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL and for instructions please use the context help (? icons) and click on HELP (? icon right) of this page. === Host Notifications === By default Email notifications about new bookings and system notifications are sent to the Administrator Email address from {{#fas:cog}} (SETTINGS) > ACCOUNT ACCESS.
*Go If you have multiple properties you can set {{#fas:cog}} (SETTINGS) > ACCOUNT > HOST NOTIFICATIONS > Booking notification emails sent to "=Administrator and Cc: Property'''ACCOUNT''' and complete your detailsto send a copy of the confirmation to the property. The Email address used is the one entered in {{#fas:cog}} (SETTINGS) > PROPERTIES > DESCRIPTION
*If you want to use a language other than English on your booking pageSystem notifications are error messages, go answers to '''ACCOUNT''' -> '''LANGUAGES''' support tickets and tick the ones you want other messages which are not directly related to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your a booking page and notifications. Descriptions have to be entered in each language tab.
<embedvideo service="youtube">https://wwwWe recommend you use different Email addresses to send and receive because some Email programs (i.youtubeE. gmail) hide incoming Email if they are from the same Email address.com/watch?v=2nNidEDdm4w</embedvideo>
=== Account access and Security ===
== '''Step 2''' - Property Set UP ==Access including API and security settings can be managed from this menu.
*Go to '''PROPERTIES''' -{{#fas:cog}} (SETTINGS) > ACCOUNT > ACCOUNT ACCESS > '''DESCRIPTION''' and complete your property information*Change Password*Administrator Email*Additional Login*2Factor Authentication*API Keys
<embedvideo service="youtube">https://youtu== 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.be/XkC-fiJ8WUs</embedvideo>
== '''Step 3''' -Rooms and Offers ==Go to {{#fas:cog}} (SETTINGS) >ACCOUNT > PRIVACY click (?) for more information.
*Go to '''PROPERTIES''' -> '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available. === Billing ===
Don't forget to '''SAVE'''!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.
*Go === 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 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 ======= '''PROPERTIESStep 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]] ==== '''ROOMSStep 2''' - Create rooms==== *To set rooms up go to -'{{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS . A click on '''OFFERSEDIT'''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 see how to [[Hostel_and_Retreat_Setup|setup dorms]]. *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 at up to four with different prices eg. packages, promotions or discounted conditional ratesprices. Each offer can have its own "Booking Type". <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. ==== '''Step 3''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed.
== '''Step 43''' - Set your Prices Create prices ==
Without prices the system can not show availability.
The system has two types of If you have several rooms with a similar pricing structure you can "link" prices:*Daily Prices*Rateswith or without offsets to multiple rooms.
Which type you use depends on your pricing structureBeds24 has two types of prices: *Daily Prices (recommended)*Fixed Prices
NoteThis [https: If you use rates you do not need to set up Daily Prices for every day//beds24.com/wizard/wizard3. If required php setup wizard] guides you can use a Daily Price to adjust though the prices for an individual date or date rangesetup.
'''Daily Prices'''<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.
'''Daily Prices are prices for one date. Up to four prices per date can be defined for example for different occupancies.(recommended)'''
Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. Multiple prices per date can be useddefined for example for different minimum stays or different offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:*If you want to fine tune Daily_Prices daily prices on a daily basis*if you do not use Last Minute or Early Bird pricing].
Go to '''CALENDAR''' 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<embedvideo service="youtube">https://youtu. be/E4TYnrHwnDA</embedvideo>
Activate '''DAILY PRICESFixed Prices'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as required. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICES.
<embedvideo service="youtube">https://wwwFixed Prices have a start and end date so they apply to a range of dates.youtubeFixed Prices contain many rules about the conditions that must apply to make them available.com/watch?v=iFht8sLJg9g</embedvideo>
'''Rates'''Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and you do not want to adjust them and you have none or few seasons*If you want to allow guest to enquire when no price can be found but the room is not fully booked*If you want to grant referrer discounts
Rates have a start and end date so they apply to a range of datesPlease find more information on the help page for [https://wiki. Rates contain many rules about the conditions which must apply to make them availablebeds24. Multiple rates can be used to create complex pricing structurescom/index. If multiple rates are available for the same dates the rules of each rate will determine which rate is offeredphp/Category:Fixed_Prices Fixed Prices].
Rates can be used:*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.g. Last Minute or Early Bird)*if you want to allow guests to enquire if no price can be found but the room is not fully booked*for special pricing for channel management'''Combination of Daily Prices and Fixed Prices'''
Go <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use Fixed Prices you do not need to RATES in the top menu. Multiple rates and discounts may be defined 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
'''Adding Rates and Discounts'''<span style="color: To add a new rate click #fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on the button ADD RATE daily prices.
== '''Link a Rate:Step 4''' One rate can be used for multiple rooms- 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. For [[Stripe|Stripe]] is our preferred partner which room a rate is used is defined in the "Rooms" tab of offers the ratebest 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.
'''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.
<embedvideo service="youtube">https*[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com://www.youtube_Synchronise_bookings_prices_availability | How to connect Booking.com/watch?v=zT65okbSXIE</embedvideo>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]]
'''Combination of Daily Prices and Rates'''<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
It is not necessary to use both daily prices and rates but a combination of daily prices and rates can <embedvideo service="youtube">https://youtu.be used to fine tune pricing structures./rsqRWgawcWU</embedvideo>
*For example Daily Prices can be used == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to override enter 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 usedbookings you already have.
== '''Step 5''' - Enter existing Bookings==To avoid double *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings it is advisable . We recommend to enter the use this method because for bookings you already haveimported directly from Booking.com we will then be able to automatically import changes. You have different optionscan 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.
*In CALENDAR you will find a row INVENTORY. The number shows rooms remaining to sell. They Other bookings can be edited to quickly change your availability. Doubleclick to open uploaded as a popup and save the changes. (it is only possible to lower the number csv file from based on the value in Settings {{#fas:cog}} (SETTINGS) > Properties > Rooms > Setup > Quantity of this type and any existing bookings)PROPERTIES.
*To ''Add Bookings'' manually add or blocked dates click on the suitcase icon in the CALENDAR or on the "Add Booking" link in at the BOOKINGS menu.*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (https://www.beds24.com/api/). You will see the instructions when you click on putBookingCSV (https://www.beds24.com/api/putbookingscsv.php)*Upcoming bookings from booking.com can be automatically importedtop.
== '''Step 6''' *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- Check up and Customise your Booking Page==Go save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS-) > PROPERTIES > ROOMS >BOOKING PAGESETUP "Quantity of this type" and any existing bookings).
You have the option == '''Step 7''' - Automate messaging and processes==Go to fully customise the look {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to *set up messaging templates for automatic and the content of your booking page. For an overview manual sending*automatically perform modifications on your options please go to [[Customise Booking Page]].bookings based on predefined criteria
== '''Step 78''' - Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets Customize and connect the booking engine for commission free direct bookings (optional)==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 PAGE->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 pageENGINE.
Copy your widget You have the option to your website. To install fully customise the booking widgets on your web site you will need the ability to edit look and the HTML content of your booking page. This may involve knowing the passwords for For an overview of your web server and the ability options please go to transfer your files. Your web hosting service should be able to provide information and assist you with this[[Customise Booking Page]].
== '''Step 8''' - 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) Do some test bookings > BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to check everything is workinguse. If required you can customise the appearance. If you need help please click on the HELP button on the top rights of the widgets page. ==
'''Congratulations! You are now receiving 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.
== '''Customise''' ==*Optionally you can [Guests who book directly will automatically receive a [:category:Confirmation_Messages|customise the booking confirmations to guestsconfirmation message]] and set which you can customise the system [[Outgoing_Email|use your own Email address for sending]]in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
== 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|500pxcategory: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]]
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