Agency & Multiple Property Setup: Difference between revisions
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[[Category:Multiple_Properties]] | [[Category:Multiple_Properties]] | ||
[[Category:Properties]] | [[Category:Properties]] | ||
[[Category:How to]] | |||
[[Category:Getting_Started]] | |||
<div class="heading">Multiple Properties</div> | <div class="heading">Multiple Properties</div> | ||
This page explains how to set up an account with multiple properties. | This page explains how to set up an account with multiple properties. | ||
__TOC__ | __TOC__ | ||
== | == General == | ||
A user | A user account can contain one or multiple properties. Each property has its own settings for: | ||
*Booking page | *Booking page | ||
*Booking rules | *Booking rules | ||
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If the channel manager is used each property will have its own mapping. | If the channel manager is used each property will have its own mapping. | ||
Other user accounts can be set up to access these properties with either read only or full write access. | Other user accounts can be set up to access these properties with either read-only or full-write access. | ||
In which order you set up an agency account depends on how the properties are set up and managed. | In which order you set up an agency account depends on how the properties are set up and managed. | ||
== | <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> When you click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and scroll down the page you will see buttons which allow you to download property information into a .csv file. | ||
== Managing multiple properties centrally from one master account == | |||
=== Add and set up properties=== | === Add and set up properties=== | ||
Add new properties with the ADD NEW PROPERTY button in #fas:cog}} (SETTINGS) PROPERTIES or make a copy of an existing similar property and edit it to suit. | Add new properties with the ADD NEW PROPERTY button in {{#fas:cog}} (SETTINGS) PROPERTIES or make a copy of an existing similar property and edit it to suit. | ||
If you make a copy all of the rooms and | If you make a copy all of the rooms and prices will also be copied. | ||
To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy. | To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy. | ||
Alternatively data can be uploaded via the '''API''' (api.beds.com). For more | <embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> | ||
Alternatively, data can be uploaded via the '''API''' (api.beds.com). For more information about the API have a look [[:Category:API| here]]. | |||
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=== If required create sub accounts for your properties=== | === If required create sub accounts for your properties=== | ||
You can create sub accounts if properties need their own log-in. Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right). | You can create sub accounts if properties need their own log-in. Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right). | ||
Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]]. | Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]]. | ||
== Owner Management and user Management == | == Owner Management and user Management == | ||
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Each sub account can use a different Email address to send messages to guests. [[Outgoing_Email|Click here for more information]]. | Each sub account can use a different Email address to send messages to guests. [[Outgoing_Email|Click here for more information]]. | ||
=== Create | === Create and set up properties=== | ||
Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup|Setup Guide]]. | Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup|Setup Guide]]. | ||
=== Owner Management === | === Owner Management === | ||
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=== Commission=== | === Commission=== | ||
If you want need to calculate commissions you can set up a [[ | If you want need to calculate commissions you can set up a [[Custom-Reports#Commission_report_for_owners|Custom Report]] to do this automatically. You can use the "Routines" function to automatically send the report for example to owners. | ||
=== Expenses=== | |||
If you want to record expenses you can do this by setting up a property "Expenses" with one room in {{#fas:cog}} (SETTINGS) PROPERTIES -> ROOMS. Add each expense as a booking with a negative value. You can then create custom reports which list all expenses. | |||
If you need more functionality you can set up an integration with [[bedplus]] or another service which offer such functions. | |||
== Set up and install multiple property booking page == | == Set up and install multiple property booking page == | ||
A Booking page containing all properties is created automatically. It will show your properties with a link to the property booking page where guests can make their booking. | A Booking page containing all properties is created automatically. It will show your properties with a link to the property booking page where guests can make their booking. | ||
To customise your multiple property booking page go to {#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN. | To customise your multiple property booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN. | ||
If you want to generate the code for an embedded Iframe for multiple properties go to {#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR and set "Property" = "All" | If you want to generate the code for an embedded Iframe for multiple properties go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR and set "Property" = "All" | ||
If you want to allow guests to search by certain criteria: | If you want to allow guests to search by certain criteria: | ||
*First create the search criteria in {#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > SEARCH CRITERIA. | *First create the search criteria in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > SEARCH CRITERIA. | ||
*Then go to {#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS and assign the applicable criteria to each property. | *Then go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS and assign the applicable criteria to each property. | ||
== Generate booking widgets or an embedded booking page== | == Generate booking widgets or an embedded booking page== | ||
Once you have set and assigned your search criteria you can | Once you have set and assigned your search criteria you can | ||
*go to {#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS to generate a widget. Set "Property" = "All" and design your widget, ensuring that you change "Search Filter" to show the search criteria either "collapesed" or "open" in your booking widget. Generate the code for the widget and paste it into the source code (Set the Wordpress editor to "Text") where you want to display the widget. | *go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS to generate a widget. Set "Property" = "All" and design your widget, ensuring that you change "Search Filter" to show the search criteria either "collapesed" or "open" in your booking widget. Generate the code for the widget and paste it into the source code (Set the Wordpress editor to "Text") where you want to display the widget. | ||
*go to {#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR to generate the code for your embedded Iframe. Set "Property" = "All". Generate the code and paste it into the source code where you want to display the booking page. | *go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR to generate the code for your embedded Iframe. Set "Property" = "All". Generate the code and paste it into the source code where you want to display the booking page. | ||
If you use Wordpress please also use the Wordpress help page. | If you use Wordpress please also use the Wordpress help page. | ||
== Groups / Display in the Control Panel == | == Groups / Display in the Control Panel == | ||
You can create groups of properties by giving them the same keyword in #fas:cog}} (SETTINGS) | You can create groups of properties by giving them the same keyword in {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION "Group Keywords" | ||
A group option will appear in the property selector on the calendar page and open all properties in the group. | A group option will appear in the property selector on the calendar page and open all properties in the group. | ||
'''Group Keywords:''' These tags are used for showing and hiding properties on the property list pages. Enter tags separated by a comma. | |||
If the property list page opens with a group= parameter it will only show properties with a matching group setting | |||
If the property list page opens with a nogroup= parameter it will not show properties with a matching group setting | |||
*An exclamation at the end of the keyword will make the group only available to the owner account of the property. | |||
*An exclamation and account number will make the group only available to the specified account number, multiple account numbers can be specified with a space between each. | |||
**keyword1,keyword2!,keyword3!1234 1235 1236 | |||
== Copy settings from one property to another== | == Copy settings from one property to another== | ||
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== Manage Prices== | == Manage Prices== | ||
You can set up one set of prices and apply it with or without an offset (price adjustment) to other properties. | |||