Do the initial Setup: Difference between revisions
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=== Views and Settings === | === 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. | |||
<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. | <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. | ||
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If you want to send Emails from Beds24, then you need to setup your 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 === | === Host Notifications === | ||
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Access including API and security settings can be managed from this menu. | 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 === | ||
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. | 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 === | === Billing === | ||
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=== Booking Page Languages === | === 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== | == '''Step 2''' - Create properties and rooms== | ||
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices. | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices. | ||
== '''Step 4''' - | == '''Step 4''' - Connect Dynamic Prices (optional)== | ||
If you want Pricelabs, RoompriceGenie or Beyond to send prices to Beds24 which will then be used for all your sales channels see the help pages for these integrations for setup instructions. | |||
== '''Step 5''' - Set up the Channel Manager (optional)== | == '''Step 5''' - Set up payment collection (optional)== | ||
You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS. [[Stripe|Stripe]] is our preferred partner which offers the best functionality. | |||
== '''Step 6''' - Set up the Channel Manager (optional)== | |||
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels. | Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels. | ||
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<embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo> | <embedvideo service="youtube">https://youtu.be/rsqRWgawcWU</embedvideo> | ||
== '''Step | == '''Step 7''' - Enter existing bookings== | ||
To avoid double bookings it is advisable to enter the bookings you already have. | To avoid double bookings it is advisable to enter the bookings you already have. | ||
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*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-up and save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings). | *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-up and save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings). | ||
== '''Step | == '''Step 8''' - Automate messaging and processes== | ||
Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to | Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to | ||
*set up messaging templates for automatic and manual sending | *set up messaging templates for automatic and manual sending | ||
*automatically perform modifications on bookings based on predefined criteria | *automatically perform modifications on bookings based on predefined criteria | ||
== '''Step | == '''Step 9''' - Customize and connect the booking engine for commission free direct bookings (optional)== | ||
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE. | Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE. | ||
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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. | 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. | ||
Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. | Guests who book directly will automatically receive a [[:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. | ||
=='''Step | =='''Step 10''' - Download the free Beds24 app(optional)== | ||
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 desk. [[Mobile_App_Android_and_IOS|More information about the app]]. | 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 desk. [[Mobile_App_Android_and_IOS|More information about the app]]. | ||
= | = More functions and options= | ||
*Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | *Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | ||
*Customize the [[:Category:Dashbaord]]. | |||
*Add [[:Category:Sub_Account|subaccounts]] so owners or staff have their own login. | |||
*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 support wiki. | *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 support wiki. | ||
*Check [[Category:Daily_Use|here]] for tips on how to work with Beds24. | |||