Difference between revisions of "Tips and tricks"

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[[Category:How to]]
 
[[Category:How to]]
[[Category:Introduction]]
+
<div class="heading">Tips & Tricks</div>
 +
This page shows links to useful functions
  
''This page shows a links to useful functions''
+
=Control panel use and customiszation=
 +
[[Preferences|Switch to the new control panel]]
  
[[:Category:Introduction#Use_on_Mobile_Devices|Use Beds24 on your mobile]]
+
[[Introduction#Use_on_Mobile_Devices|Use Beds24 on your mobile]]
  
[[:Category:Calendar#Customise_Display|Customise the display of rates and daily prices in the CALENDAR]]
+
[[:Category:Calendar#Customise_Display|Customise the display of prices in the CALENDAR]]
  
 
[[:Category:Dashboard|Customise which information is displayed on your dashboards]]
 
[[:Category:Dashboard|Customise which information is displayed on your dashboards]]
  
 +
[[:Category:Bookings#Info|Enhance the display of bookings in the CALENDAR with icons.]]
 +
 +
[[:Category:Calendar#Diary_Function|Use the diary function to keep notes for specific dates]]
 +
 +
[[:Category:Sub_Account|Create additional logins with specific roles to manage access rights for staff members]]
 +
 +
[[:Category:Dashboard#External_contentt|Show external content i.e. tasks, calendars, weather, on your Dashboard]]
 +
 +
[[Mobile_App_Android_and_IOS#Add_the_QR_code_to_the_Beds24_Control_Panel|Add the Mobile App QR code to your Control panel]]
 +
 +
[[Multiple_Property_Settings|Use Group Keywords to manage the view of properties]]
 +
 +
=Bookings=
 
[[Booking_Questions|Customise the information you collect from guests]]
 
[[Booking_Questions|Customise the information you collect from guests]]
  
 
[[:Category:Bookings|Drag and drop bookings to quickly change a room]]
 
[[:Category:Bookings|Drag and drop bookings to quickly change a room]]
  
[[:Category:Bookings|Prevent accidental changes to room assigments]]
+
[[:Category:Bookings#Prevent_Room_Changes|Prevent accidental changes to room assignments]]
  
 
[[:Category:Bookings|Add bookings made over the phone or from walk-ins]]
 
[[:Category:Bookings|Add bookings made over the phone or from walk-ins]]
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[[Group_Bookings|Manage group bookings]]
 
[[Group_Bookings|Manage group bookings]]
  
 +
[[:Category:Bookings|Split bookings to create separate bookings]]
 +
 +
[[Guest_login|Allow guests to view and cancel bookings]]
 +
 +
[[Invoicees|Create invoices for corporate guests or agents]]
 +
 +
[[Track_Bookings|Track the origin of bookings]]
 +
 +
[[:Category:Bookings#Info|Use info codes to record information in a booking]]
 +
 +
[[:Category:Invoice|Lock invoices after you have assigned an invoice number]]
 +
 +
[[:Booking.com_XML#Manage_Bookings|Report invalid cards or no-shows directly from the booking in Beds24 to Booking.com.]]
 +
 +
[[Waitlist|Create a Waitlist]]
 +
 +
[[:Category:Bookings#Bedding|Manage Bedding]]
 +
 +
[[Preferences|Customise the top section of your bookings with custom information]]
 +
 +
[[:Category:Sub_Account#Custom_Tab_in_Bookings|Add a Custom tab to your bookings with custom information/template variables]]
 +
 +
[[:Category:Bookings#Overview|See a booking overview]]
 +
 +
[[:Category:Reviews|Review your Airbnb guests automatically]]
 +
 +
=Prices & Restrictions=
 +
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
 +
 +
[[Voucher_Codes|Use voucher codes to incentivice re-bookings ]]
 +
 +
[[Booking.com:_Create_Booking.com_Rate_Plans_in_Beds24#Policy_Overrides |Policy override for Booking.com Rate plans]]
 +
 +
[[Setting_Prices_for_Booking_Channels#Price_Multiplier|Adjust calendar prices with a multiplier for booking channels]]
 +
 +
[[Responsive_Booking_Page#Adjust_prices_on_your_booking_page_by_adding_a_multiplier|Adjust calendar prices with a multiplier for your booking page]]
 +
 +
[[Hostel_and_Retreat_Setup#Channels.2FOTA_pricing_requirements|Channels/OTA pricing requirements for DORMS]]
 +
 +
=Availability=
 
[[Close_Rooms|Close rooms to make them unavailable]]
 
[[Close_Rooms|Close rooms to make them unavailable]]
  
[[:Category:Bookings|Split bookings to create separate bookings]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
 +
 
 +
[[:Category:Calendar|Limit check-in, check-out or both]]
 +
 
 +
[[Channel_Inventory|Adjust inventory sent to channels]]
  
 +
=Communication with guests=
 
[[Auto_Actions|Automatically send Emails to guests]]
 
[[Auto_Actions|Automatically send Emails to guests]]
  
[[:Category:Payment_Collection|Automatically send payment requests to guests]]
+
[[:Category:Messaging#Languages|Send emails/messages in the guest language]]
 +
 
 +
[[Proposal_or_quote|Send a proposal or quote]]
 +
 
 +
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communicate with guests.]]
 +
 
 +
[[Mailchimp.com|Connect to Mailchimp]]
 +
 
 +
[[Guest_Guide|Create and automatically send a Guest Guide]]
 +
 
 +
=Payments=
 +
 
 +
[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Automatically send payment requests to guests]]
  
 
[[Bitpay|Allow guests to pay with bitcoin]]
 
[[Bitpay|Allow guests to pay with bitcoin]]
 +
 +
[[Stripe|Auto charge guest credit cards and virtual cards from OTAs]]
 +
 +
[[Stripe#Refund_of_Payments_in_Stripe|Refund customer payments in Stripe]]
 +
 +
[[Stripe#Local_Payment_Methods|Set local payment methods in Stripe]]
 +
 +
[[Pending_Payments#Manage_pending_payments| Manage Pending payments]]
 +
 +
=Automation=
 +
[[Auto_Actions#Send Emails/Message/SMS to guests|Automatically send Emails to guests]]
 +
 +
[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Automatically send payment requests to guests]]
 +
 +
[[:Category:Invoice|Send invoices via Email]]
 +
 +
[[Integromat.com|Connect your favourite apps via Integromat/MAKE]]
  
 
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
 
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
  
[[:Category:Calendar#Diary_Function|Use the diary function to keep notes for specific dates]]
+
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communicate with guests.]]
 +
 
 +
[[Auto_Top_up_rooms|Auto top up rooms]]
 +
 
 +
=Optimize revenue=
 +
[[Sell_Remaining_Single_Nights|Fill gaps in the calendar]]
 +
 
 +
[[Upsell_Items|Sell extras]]
 +
 
 +
[[Voucher_Codes|Use voucher codes]]
 +
 
 +
[[Offers|Offer multiple price/booking options]]
  
[[Responsive_Buchungsseite|Make your booking page blend seamlessly into your web site]]
+
[[Gift_Vouchers|Offer gift certificates]]
  
[[Responsive_Booking_Page|Show your features on your booking page]]
+
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
 +
 
 +
[[:category:Room_Linking_and_Dependencies|Sell rooms at different constellations]]
  
[[Responsive_Booking_Page|Show a Google map on your booking page]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
  
[[:Category:Widgets|Use the widget designer to create custom booking widgets for your web site]]
+
[[Main_Page#Availability|Get more bookings by showing more availability]]
  
[[Guest_login|Allow guests to view and cancel bookings]]
+
[[:category:Calendar#Intelligence|Access Booking.com tailored Opportunities directly in Beds24]]
  
[[Channel_Inventory|Adjust inventory sent to channels]]
+
=Reports=
 +
[[:category:Reports#Graphs_and_Charts|Create custom charts and graphs for your dashboard]]
  
[[Invoicees|Create invoices for corporate guests or agents]]
+
[[Custom-Reports#Specific_Custom_Reports_using_Info_Codes|Use template variables in custom reports to calculate data]]
  
[[:Category:Sub_Account|Create additional logins with specific roles to manage access rights for staff members]]
+
[[:Category:Reports|Generate custom reports for meals, transfers and other special requests from Guests]]
  
[[Track_Bookings|Track the origin of bookings]]
+
=Direct bookings=
 +
[[Responsive_Booking_Page|Make your booking page blend seamlessly into your web site]]
  
[[Proposal_or_quote|Send a proposal or quote]]
+
[[Responsive_Booking_Page|Show your features on your booking page]]
  
[[:Category:Prices_and_Availabilityt|Get more bookings by showing more availability]]
+
[[Responsive_Booking_Page#Multiple_or_single_room_booking|Allow guests to make multiple or single room bookings]]
  
[[:Category:Invoice|Send invoices via Email]]
+
[[Responsive_Booking_Page|Show a Google map on your booking page]]
  
[[:Category:Bookings#Info|Use info codes to record information in a booking.]]
+
[[:Category:Widgets|Use the widget designer to create custom booking widgets for your web site]]
  
[[:Category:Invoice|Lock invoices after you have assigned an invoice number.]]
+
[[Responsive_Booking_Page|Add a chat to your booking page]]
  
[[:Booking.com_XML#Manage_Bookings|Report invalid cards or no-shows directly from the booking in Beds24 to Booking.com.]]
+
[[Mobile_Prices|Add a mobile rate]]
  
[[:Category:Reports|Generate custom reports for meals, transfers and other special requests from Guests.]]
+
=Optimize your performance=
 +
[[Optimize_Content#Communicate_proactively|Communicate proactively.]]
  
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communication with guests.]]
+
[[Optimize_Content#Pictures|Show 20+ pictures for each listing]]
  
[[Auto_Actions#Automatically_assign_invoice_numbers|Automatically assign invoice numbers.]]
+
[[Optimize_Content#Pictures|Appear in more searches with picture tags]]
  
[[Integromat.com|Connect your favourite apps via Integromat.]]
+
[[Optimize_Content#Features_and_Amenities|Update features and amenites to appear in filtered searches ]]
  
[[Mailchimp.com|Connect to Mailchimp.]]
+
[[Optimize_Content#Rules_and_Policies|Offer a refundable price option to significantly increase bookings]]
  
[[:Category:Reports|Use template variables in custom reports to calculate data.]]
+
[[:Category:Reviews|Review your guests to trigger them to give you a good review]]

Latest revision as of 10:58, 13 November 2024

Tips & Tricks
This page shows links to useful functions

1 Control panel use and customiszation

Switch to the new control panel

Use Beds24 on your mobile

Customise the display of prices in the CALENDAR

Customise which information is displayed on your dashboards

Enhance the display of bookings in the CALENDAR with icons.

Use the diary function to keep notes for specific dates

Create additional logins with specific roles to manage access rights for staff members

Show external content i.e. tasks, calendars, weather, on your Dashboard

Add the Mobile App QR code to your Control panel

Use Group Keywords to manage the view of properties

2 Bookings

Customise the information you collect from guests

Drag and drop bookings to quickly change a room

Prevent accidental changes to room assignments

Add bookings made over the phone or from walk-ins

Manage group bookings

Split bookings to create separate bookings

Allow guests to view and cancel bookings

Create invoices for corporate guests or agents

Track the origin of bookings

Use info codes to record information in a booking

Lock invoices after you have assigned an invoice number

Report invalid cards or no-shows directly from the booking in Beds24 to Booking.com.

Create a Waitlist

Manage Bedding

Customise the top section of your bookings with custom information

Add a Custom tab to your bookings with custom information/template variables

See a booking overview

Review your Airbnb guests automatically

3 Prices & Restrictions

Automatically adjust prices based on predefined rules

Use voucher codes to incentivice re-bookings

Policy override for Booking.com Rate plans

Adjust calendar prices with a multiplier for booking channels

Adjust calendar prices with a multiplier for your booking page

Channels/OTA pricing requirements for DORMS

4 Availability

Close rooms to make them unavailable

Auto top up rooms

Limit check-in, check-out or both

Adjust inventory sent to channels

5 Communication with guests

Automatically send Emails to guests

Send emails/messages in the guest language

Send a proposal or quote

Use Template Variables and Smart Template Variables to automatically add information from the booking and to communicate with guests.

Connect to Mailchimp

Create and automatically send a Guest Guide

6 Payments

Automatically send payment requests to guests

Allow guests to pay with bitcoin

Auto charge guest credit cards and virtual cards from OTAs

Refund customer payments in Stripe

Set local payment methods in Stripe

Manage Pending payments

7 Automation

Automatically send Emails to guests

Automatically send payment requests to guests

Send invoices via Email

Connect your favourite apps via Integromat/MAKE

Automatically adjust prices based on predefined rules

Use Template Variables and Smart Template Variables to automatically add information from the booking and to communicate with guests.

Auto top up rooms

8 Optimize revenue

Fill gaps in the calendar

Sell extras

Use voucher codes

Offer multiple price/booking options

Offer gift certificates

Automatically adjust prices based on predefined rules

Sell rooms at different constellations

Auto top up rooms

Get more bookings by showing more availability

Access Booking.com tailored Opportunities directly in Beds24

9 Reports

Create custom charts and graphs for your dashboard

Use template variables in custom reports to calculate data

Generate custom reports for meals, transfers and other special requests from Guests

10 Direct bookings

Make your booking page blend seamlessly into your web site

Show your features on your booking page

Allow guests to make multiple or single room bookings

Show a Google map on your booking page

Use the widget designer to create custom booking widgets for your web site

Add a chat to your booking page

Add a mobile rate

11 Optimize your performance

Communicate proactively.

Show 20+ pictures for each listing

Appear in more searches with picture tags

Update features and amenites to appear in filtered searches

Offer a refundable price option to significantly increase bookings

Review your guests to trigger them to give you a good review