Difference between revisions of "Agency & Multiple Property Setup"
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[[Category:How to]] | [[Category:How to]] | ||
| + | [[Category:Sub_Account]] | ||
| + | [[Category:Multiple_Properties]] | ||
| + | [[Category:Properties]] | ||
| + | [[Category:How to]] | ||
| + | [[Category:Getting_Started]] | ||
| + | <div class="heading">Multiple Properties</div> | ||
| + | This page explains how to set up an account with multiple properties. | ||
| + | __TOC__ | ||
| + | == General == | ||
| + | A user account can contain one or multiple properties. Each property has its own settings for: | ||
| + | *Booking page | ||
| + | *Booking rules | ||
| + | *Booking questions | ||
| + | *Upsell items | ||
| + | *Deposit collection rules and payment gateways | ||
| + | *Confirmation messages | ||
| + | *Auto Actions and Auto Action Emails | ||
| + | *Yield Optimizer Rules | ||
| − | |||
| − | + | 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. | |
| − | + | 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 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 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. | ||
| − | = | + | <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]]. | |
| − | + | ||
| + | Emails to guests will be as set in the Email settings of the master account. [[Outgoing_Email|Click here for more information]]. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email. | ||
| + | |||
| + | <span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style="color: #c7c7c7;" >{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or 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). | ||
| + | |||
| + | 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 == | ||
| + | You can give owners or staff their own access to individual properties or a group of properties by setting up sub accounts. | ||
| + | === Create additional user accounts=== | ||
| + | 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 can use a different Email address to send messages to guests. [[Outgoing_Email|Click here for more information]]. | ||
| + | |||
| + | === 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]]. | ||
| + | |||
| + | === Owner Management === | ||
| + | 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 create a sub account with the role "Owner". If required you can further customise the access. [[:Category:Sub_Account|Click here for more information on sub accounts]]. | ||
| + | |||
| + | === Commission=== | ||
| + | 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 == | ||
| + | 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. | ||
| + | |||
| + | 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: | ||
| + | *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. | ||
| + | |||
| + | == Generate booking widgets or an embedded booking page== | ||
| + | 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 > 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. | ||
| + | |||
| + | == Groups / Display in the Control Panel == | ||
| + | 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. | ||
| + | |||
| + | == Copy settings from one property to another== | ||
| + | |||
| + | <span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this'' {{#fas:copy}} icon you can click and then copy the value of this setting to other rooms or properties. | ||
| + | |||
| + | There is also a "Clone" function in SUB ACCOUNTS a "Clone" function which allows to copy selected settings from one property to another. | ||
| + | |||
| + | Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings. | ||
| + | |||
| + | == Manage Prices== | ||
| + | You can set up one set of prices and apply it with or without an offset (price adjustment) to other properties. | ||
Latest revision as of 13:44, 10 May 2024
This page explains how to set up an account with multiple properties.
Contents
- 1 General
- 2 Managing multiple properties centrally from one master account
- 3 Owner Management and user Management
- 4 Set up and install multiple property booking page
- 5 Generate booking widgets or an embedded booking page
- 6 Groups / Display in the Control Panel
- 7 Copy settings from one property to another
- 8 Manage Prices
1 General
A user account can contain one or multiple properties. Each property has its own settings for:
- Booking page
- Booking rules
- Booking questions
- Upsell items
- Deposit collection rules and payment gateways
- Confirmation messages
- Auto Actions and Auto Action Emails
- Yield Optimizer Rules
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.
In which order you set up an agency account depends on how the properties are set up and managed.
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.
2 Managing multiple properties centrally from one master account
2.1 Add and set up properties
Add new properties with the ADD NEW PROPERTY button in (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 prices will also be copied. To set up the individual properties follow the instructions in the 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 information about the API have a look here.
Emails to guests will be as set in the Email settings of the master account. Click here for more information. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email.
Tip Where you see this icon you can click and then copy the value of this setting to other rooms or properties.
2.2 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).
Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. Click here for more information on sub accounts.
3 Owner Management and user Management
You can give owners or staff their own access to individual properties or a group of properties by setting up sub accounts.
3.1 Create additional user accounts
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. Click here for more information on sub accounts.
Each sub account can use a different Email address to send messages to guests. Click here for more information.
3.2 Create and set up properties
Log into each sub account and set up properties and rooms following these instructions in the Setup Guide.
3.3 Owner Management
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 create a sub account with the role "Owner". If required you can further customise the access. Click here for more information on sub accounts.
3.4 Commission
If you want need to calculate commissions you can set up a Custom Report to do this automatically. You can use the "Routines" function to automatically send the report for example to owners.
3.5 Expenses
If you want to record expenses you can do this by setting up a property "Expenses" with one room in (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.
4 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.
To customise your multiple property booking page go to (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN.
If you want to generate the code for an embedded Iframe for multiple properties go to (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR and set "Property" = "All"
If you want to allow guests to search by certain criteria:
- First create the search criteria in (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > SEARCH CRITERIA.
- Then go to (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS and assign the applicable criteria to each property.
5 Generate booking widgets or an embedded booking page
Once you have set and assigned your search criteria you can
- go to (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 (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.
6 Groups / Display in the Control Panel
You can create groups of properties by giving them the same keyword in (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.
7 Copy settings from one property to another
Tip Where you see this icon you can click and then copy the value of this setting to other rooms or properties.
There is also a "Clone" function in SUB ACCOUNTS a "Clone" function which allows to copy selected settings from one property to another.
Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings.
8 Manage Prices
You can set up one set of prices and apply it with or without an offset (price adjustment) to other properties.
