Do the initial Setup: Difference between revisions
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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]]. | ||
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*Add [[:Category:Sub_Account|subaccounts]] so owners or staff have their own login. | *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. | |||