Difference between revisions of "Introduction"

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__TOC__
 
__TOC__
  
Beds24 is designed as a self-service system. Set up is free and you can do it yourself. These are the requirements to use Beds24:
+
=Overview=
 +
Beds24 is a feature-packed all-in-one property and channel management system.
 +
The wide range of functionalities is designed to be suitable for all types of properties and for all sizes of owners, property managers and property management companies.
 +
 
 +
'''Properties'''
 +
 
 +
With Beds24 you can manage one or multiple properties. A property can be a vacation rental, a hotel, a hostel, a B&B, a holiday house, an apartment house, a campground, etc.
 +
 
 +
'''Rooms'''
 +
 
 +
Properties are divided into rooms, representing individually bookable units. Each property must have at least one room.
 +
 
 +
Even if you rent your property as a single unit, such as a vacation rental, you need to define one room to represent the entire property.
 +
 
 +
Beds24 supports multiple categories or room types within one property and multiple inventories.
 +
 
 +
'''Availability'''
 +
 
 +
Availability is calculated for each room based on bookings already in the system and prices that have been set. If you have no prices for a certain date the system will show no availability. For this reason it is important to keep the bookings and prices up-to-date.
 +
 
 +
=Using Beds24=
 +
Beds24 is designed as a self-service system. Setup is free and you can do it yourself.  
 +
 
 +
These are the requirements to use Beds24:
  
 
'''1. Technical Requirements'''
 
'''1. Technical Requirements'''
Line 14: Line 37:
 
*use online help and instructions to do your own set up
 
*use online help and instructions to do your own set up
  
== The Control Panel ==
+
==Use on Mobile Devices==
<embedvideo service="youtube">https://youtu.be/Ut5dlrTfIjg</embedvideo>
+
The Control Panel is responsive and accessible via a browser from any mobile device and will adjust to the size of your screen.  
  
== DASHBOARD ==
+
If you log in from a mobile device you should see a special mobile dashboard which gives you an overview on key information linking to more special mobile pages and you will also have access to all Beds24 functions.
The dashboard shows you the information which is most relevant to you at a glance. The content is fully customisable
 
  
<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>
+
This allows you to perform all actions from your smart phone or tablet if you need to. You have the option to set up a special dashboard to use from mobile devices.
  
===CALENDAR ===
+
If you do not see the mobile dashboard click on the mobile icon in the top left corner.
The CALENDAR gives a complete overview on your bookings, prices and inventory and lets you adjust inventory and add bookings.
 
  
[[Image:The-CLAENDAR.png|500px|link=]]
+
If you use the CALENDAR page on a smartphone we recommend setting the view to one day.
[[Media:The-CLAENDAR.png|view large]]
 
  
For more information about what you can do on in the CALENDAR click on CALENDAR then click on HELP in the top right menu of this page.
+
We do provide a mobile app for Android and iOS. By nature the functionality of the app is limited and does not have the flexibility and the power the Beds24 customers are used to. You can find more details when you go to {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > MOBILE APP
  
===BOOKINGS===
+
==Help and Support==
On-line bookings by your guests are automatically entered into the system. You can also manually enter off-line bookings. If you are using the Channel Manager, it will import your bookings from your booking channels.
+
*This '''[[Support_Center|Support Wiki]]'''  will give you an overview and explain how to use the booking system in detail.  
 +
**You can use the seach function to find information.
 +
**Watch tutorial '''[[Videos]]'''. 
 +
*Our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the setup process and are an easy way to get familiar with functionalities.
 +
*The control panel has a context sensitive help system <span style=color:#007bff;“ >{{#far:question-circle}}  </span> which explains each setting and help for each page.
 +
*Browse the [http://forum.beds24.com/index.php Beds24 Forum]for ideas and solutions.
 +
*We do offer free support on technical issues. You can contact us via the SUPPORT area in the control panel.
  
[[Image:BOOKINGS.png|700px|link=]]
+
<embedvideo service="youtube">https://www.youtube.com/watch?v=_v6nfRFy8SA&feature=youtu.be</embedvideo>
[[Media:BOOKINGS.png|view large]]
 
  
For more information click on BOOKINGS then click on HELP in the top right menu of this page.
+
=Automation=
 +
Beds24 has a strong focus on smart automation tools including:
 +
*Price and availability distribution
 +
*Messaging
 +
*Payment Collection
 +
*Automatic changes on bookings when defined conditions are met
  
===GUESTS===
+
=Channel Manager=
Save information about a guest and view their previous bookings.
+
The channel manager updates every sales channel when you receive a new booking. You can enable channel management under  {{#fas:cog}} (SETTINGS)  CHANNEL MANAGER.
  
For more information click on GUESTS then click on HELP in the top right menu of this page.
+
For more information on how the channel manager works go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER then click on HELP in the top right menu of this page. On this page you will also find links with detailed information on each channel.
  
===SETTINGS===
+
=Booking Engine=
The multitude of sophisticated settings makes  the system very powerful. You do not need to enter information for settings you don't use. Select the ones you need to reflect your pricing, strategy and conditions.  
+
The booking page displays availability and prices to guests and lets them book directly online. The booking page can be fully customised in {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
  
[[Image:Control-Panel-Settings.jpg|500px|link=]]
+
The booking page shows your "Offers". An offer is the price combined with certain conditions. Each room/unit can have one or more offers. "Offer 1" is your standard offer to the guest which is always displayed.  
[[Media:Control-Panel-Settings.jpg|view large]]
 
  
For more information click on HELP in the top right menu of each page.
+
For more information on how to customise your booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE then click on HELP in the top right menu of this page.
  
==Receive Bookings==
+
Booking widgets connect your website to your booking page. Options include booking buttons, booking boxes, booking strips, calendars. To install them,  you or your web designer can copy and paste the code that we provide to your web site. If you want to do it yourself you will need the ability to edit the HTML of your page.  
===Availability===
 
Availability is calculated for each room based on bookings already in the system and rates that have been set. If you have no prices for a certain date the system will show no availability. For this reason it is important to keep the bookings and prices up-to-date.
 
  
===Prices===
+
You can customise the widgets and get the code in the control panel under {{#fas:cog}} (SETTINGS) BOOKING ENGINE->BOOKING  WIDGETS.
You can set almost unlimited rate and discount combinations. In the RATES area of the control panel you can set rates with a start and end date which can have multiple conditions. Per day prices can be entered in the CALENDAR.
 
  
[[:category:Prices|Here]] you can find more information about prices.  
+
For more information click on on HELP in the top right menu of each page.
  
===Booking Page===
+
= The Control Panel =
The booking page displays availability and prices to guests and lets them book directly online. The booking page can be fully customised in {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
+
<embedvideo service="youtube">https://youtu.be/Ut5dlrTfIjg</embedvideo>
  
The booking page shows your "Offers". An offer is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed.
+
== DASHBOARD ==
 +
The dashboard shows you the information which is most relevant to you at a glance. The content is fully customisable
  
For more information on how to customise your booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE then click on HELP in the top right menu of this page.
+
<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>
  
===Booking Widgets - Booking Button, Booking Strip, Booking Box and more===
+
==CALENDAR ==
Booking widgets connect your website to your booking page. Options include booking buttons, booking boxes, booking strips, calendars. To install them you or your web designer copy the code we provide to your web site. If you want to do it yourself you will need the ability to edit the HTML of your page.  You can customise the widgets and get the code in the control panel under<br /> {{#fas:cog}} (SETTINGS) BOOKING ENGINE->BOOKING  WIDGETS.
+
The CALENDAR gives a complete overview on your bookings, prices and inventory. You can adjust your prices, inventory, availability and add bookings.
  
For more information click on on HELP in the top right menu of each page.
+
[[File:dynamic-calendar.mp4|640px]]
  
==Channel Manager==
+
For more information about what you can do on the CALENDAR click on CALENDAR then click on HELP in the top right menu of this page.
The channel manager updates every web site when you take a new booking. You can enable channel management under  {{#fas:cog}} (SETTINGS)  CHANNEL MANAGER.
 
  
For more information on how the channel manger works go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER then click on HELP in the top right menu of this page. On this page you will also find links with detailed information on each channel.
+
==BOOKINGS==
 +
If you are using the Channel Manager, your bookings will be imported from the booking channels. On-line bookings from your booking page are automatically entered into the system. You can also manually enter off-line bookings.  
  
==Use on Mobile Devices==
+
[[Image:BOOKINGS.png|700px|link=]]
Our control panel is responsive and accessible via a browser from any mobile device.
+
[[Media:BOOKINGS.png|view large]]
  
If you log in from a mobile device you should see a special mobile dashboard which gives you an overview on key information linking links to more special mobile pages and you will also have access to all other Beds24 functions.
+
For more information click on BOOKINGS then click on HELP in the top right menu of this page.
  
This allows you to perform all actions from your smart phone or tablet it you need to. You have the option to set up a special dashboard to use from mobile devices.
+
==PRICES==
 +
You can set almost unlimited price and discount combinations.  
  
If you do not see the mobile dashboard click on the mobile icon in the top left corner.
+
For more information click on PRICES then click on HELP in the top right menu of this page.
  
We do not provide an app because by nature the functionality of an app is limited and user research shows that an app could never meet the flexibility and the the power Beds24 customers are used to.
+
==SETTINGS {{#fas:cog}} on the right==
 +
The multitude of sophisticated settings makes Beds24 very powerful. You do not need to enter information for settings you don't use. Select the ones you need to reflect your pricing, strategy and conditions.  
  
If you use the CALENDAR page on a smartphone we recommend setting the view to one day.
+
For more information click on HELP in the top right menu of each page.
  
==Help and Support==
+
=Glossary=
*This '''[[Support_Center|Support Wiki]]'''  will give you an overview and explain how to use the booking system in detail.
 
**You can use the seach function to find information.
 
**Watch tutorial '''[[Videos]]'''. 
 
*Our [http://www.beds24.com/wizard/index.php Setup Wizards] guide you through the setup process and are an easy way to get familiar with functionalities.
 
*The control has a context sensitive help system <span style=color:#007bff;“ >{{#far:question-circle}}  </span> which explains each setting and help for each page.
 
*Browse the [http://forum.beds24.com/index.php Beds24 Forum]for ideas and solutions.
 
*We do offer free support on technical issues. You can contact us via the SUPPORT area in the control panel.
 
 
 
<embedvideo service="youtube">https://www.youtube.com/watch?v=_v6nfRFy8SA&feature=youtu.be</embedvideo>
 
 
 
==Glossary==
 
 
'''Agent'''  
 
'''Agent'''  
  
Line 112: Line 130:
 
'''Auto Action'''  
 
'''Auto Action'''  
  
Pre-canned action or email which can be sent manually or programmed to be sent automatically to guests at specific times after the booking was made, before arrival or after departure. [[Auto Actions|More information.]]
+
An Auto Action is an action which can be used manually or programmed to run automatically at a specific time relative to the time of the booking, to the check-in date or to the check-out date.
 +
 
 +
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Auto Actions can
 +
*Send pre-drafted Emails, messages or SMS
 +
*Change booking information
 +
*Change invoice information
 +
*Run webhooks
 +
*Trigger HTTP POST notifications
 +
 
 +
You can create chains of actions to automate workflows.
  
 
'''Booking Channel'''  
 
'''Booking Channel'''  
Line 152: Line 179:
 
'''Inventory'''  
 
'''Inventory'''  
  
Rooms/units available for booking. The number is defined by the rooms set up in the system ({{#fas:cog}} (SETTINGS) ROOMS->SETUP) and the number of bookings. Inventory can be quickly changed in the CALENDAR. To show inventory the system need valid prices. If you have not set a daily price or a rate the system will show 0 inventory for this date.
+
Rooms/units available for booking. The number is defined by the rooms set up in the system ({{#fas:cog}} (SETTINGS) ROOMS->SETUP) and the number of bookings. Inventory can be quickly changed in the CALENDAR. To show inventory the system need valid prices. If you have not set a Daily Price or a Fixed Prices the system will show 0 inventory for this date.
  
 
The inventory can never be changed to a value which is higher than the total number of rooms minus the bookings you have.  
 
The inventory can never be changed to a value which is higher than the total number of rooms minus the bookings you have.  
  
If "Overbooking Protection" is set to "Property" ({{#fas:cog}} (SETTINGS) ROOMS->SETUP) the system will calculate the inventory ont the total bookings in a room up to room quantity AND total bookings in the property up to total rooms in property. Meaning the room will be closed if the number of bookings in all rooms in the property is greater or equal to the total number of rooms in the property. This could occur because of an overbooking in a different room. Hidden rooms are not included in the calculation of property availability.
+
If "Overbooking Protection" is set to "Property" ({{#fas:cog}} (SETTINGS) ROOMS->SETUP) the system will calculate the inventory on the total bookings in a room up to room quantity AND total bookings in the property up to total rooms in property. Meaning the room will be closed if the number of bookings in all rooms in the property is greater or equal to the total number of rooms in the property. This could occur because of an overbooking in a different room. Hidden rooms are not included in the calculation of property availability.
  
 
'''Offer'''  
 
'''Offer'''  
Line 182: Line 209:
 
The maximum price ever charged for a room.
 
The maximum price ever charged for a room.
  
'''Rate'''  
+
'''Fixed Price'''  
  
A price with start and end date so it applies to a range of dates  [[:category:Rates|More information.]]
+
A price with start and end date so it applies to a range of dates  [[:category:Fixed Prices|More information.]]
  
'''Rate ID'''
+
'''Fixed Price ID'''
  
Unique identification number of a rate.
+
Unique identification number of a Fixed Prices.
  
 
'''Room'''  
 
'''Room'''  
Line 204: Line 231:
 
'''Template Variable'''  
 
'''Template Variable'''  
  
Short codes which will be replaced by the relevant information from each booking. They can be used in text settings or messages. [[Template Variables|More information.]]  
+
Placeholder short codes which will be replaced by the relevant information from each booking. They can be used in text settings or messages. [[Template Variables|More information.]]  
  
 
'''Upsell Item'''
 
'''Upsell Item'''
  
Extra services a guest can add at the time of booking, like bicycle hire, a sightseeing trip, meal, parking or obligatory charges like additional tax or cleaning fee.[[Upsell Items|More information.]]  
+
Extra services a guest can add at the time of booking, like bicycle hire, a sightseeing trip, meal, parking or obligatory charges like additional tax or cleaning fee. [[Upsell Items|More information.]]  
  
 
'''Widget'''  
 
'''Widget'''  

Latest revision as of 16:45, 17 October 2024

Introduction
This page explains how the system works.

1 Overview

Beds24 is a feature-packed all-in-one property and channel management system. The wide range of functionalities is designed to be suitable for all types of properties and for all sizes of owners, property managers and property management companies.

Properties

With Beds24 you can manage one or multiple properties. A property can be a vacation rental, a hotel, a hostel, a B&B, a holiday house, an apartment house, a campground, etc.

Rooms

Properties are divided into rooms, representing individually bookable units. Each property must have at least one room.

Even if you rent your property as a single unit, such as a vacation rental, you need to define one room to represent the entire property.

Beds24 supports multiple categories or room types within one property and multiple inventories.

Availability

Availability is calculated for each room based on bookings already in the system and prices that have been set. If you have no prices for a certain date the system will show no availability. For this reason it is important to keep the bookings and prices up-to-date.

2 Using Beds24

Beds24 is designed as a self-service system. Setup is free and you can do it yourself.

These are the requirements to use Beds24:

1. Technical Requirements

  • a computer with internet access

2. You are comfortable working with computers

  • use a browser to navigate web sites
  • use online help and instructions to do your own set up

2.1 Use on Mobile Devices

The Control Panel is responsive and accessible via a browser from any mobile device and will adjust to the size of your screen.

If you log in from a mobile device you should see a special mobile dashboard which gives you an overview on key information linking to more special mobile pages and you will also have access to all Beds24 functions.

This allows you to perform all actions from your smart phone or tablet if you need to. You have the option to set up a special dashboard to use from mobile devices.

If you do not see the mobile dashboard click on the mobile icon in the top left corner.

If you use the CALENDAR page on a smartphone we recommend setting the view to one day.

We do provide a mobile app for Android and iOS. By nature the functionality of the app is limited and does not have the flexibility and the power the Beds24 customers are used to. You can find more details when you go to (SETTINGS) APPS & INTEGRATIONS > MOBILE APP

2.2 Help and Support

  • This Support Wiki will give you an overview and explain how to use the booking system in detail.
    • You can use the seach function to find information.
    • Watch tutorial Videos.
  • Our Setup Wizards guide you through the setup process and are an easy way to get familiar with functionalities.
  • The control panel has a context sensitive help system which explains each setting and help for each page.
  • Browse the Beds24 Forumfor ideas and solutions.
  • We do offer free support on technical issues. You can contact us via the SUPPORT area in the control panel.

3 Automation

Beds24 has a strong focus on smart automation tools including:

  • Price and availability distribution
  • Messaging
  • Payment Collection
  • Automatic changes on bookings when defined conditions are met

4 Channel Manager

The channel manager updates every sales channel when you receive a new booking. You can enable channel management under (SETTINGS) CHANNEL MANAGER.

For more information on how the channel manager works go to (SETTINGS) CHANNEL MANAGER then click on HELP in the top right menu of this page. On this page you will also find links with detailed information on each channel.

5 Booking Engine

The booking page displays availability and prices to guests and lets them book directly online. The booking page can be fully customised in (SETTINGS) BOOKING ENGINE.

The booking page shows your "Offers". An offer is the price combined with certain conditions. Each room/unit can have one or more offers. "Offer 1" is your standard offer to the guest which is always displayed.

For more information on how to customise your booking page go to (SETTINGS) BOOKING ENGINE then click on HELP in the top right menu of this page.

Booking widgets connect your website to your booking page. Options include booking buttons, booking boxes, booking strips, calendars. To install them, you or your web designer can copy and paste the code that we provide to your web site. If you want to do it yourself you will need the ability to edit the HTML of your page.

You can customise the widgets and get the code in the control panel under (SETTINGS) BOOKING ENGINE->BOOKING WIDGETS.

For more information click on on HELP in the top right menu of each page.

6 The Control Panel

6.1 DASHBOARD

The dashboard shows you the information which is most relevant to you at a glance. The content is fully customisable

6.2 CALENDAR

The CALENDAR gives a complete overview on your bookings, prices and inventory. You can adjust your prices, inventory, availability and add bookings.

For more information about what you can do on the CALENDAR click on CALENDAR then click on HELP in the top right menu of this page.

6.3 BOOKINGS

If you are using the Channel Manager, your bookings will be imported from the booking channels. On-line bookings from your booking page are automatically entered into the system. You can also manually enter off-line bookings.

BOOKINGS.png view large

For more information click on BOOKINGS then click on HELP in the top right menu of this page.

6.4 PRICES

You can set almost unlimited price and discount combinations.

For more information click on PRICES then click on HELP in the top right menu of this page.

6.5 SETTINGS on the right

The multitude of sophisticated settings makes Beds24 very powerful. You do not need to enter information for settings you don't use. Select the ones you need to reflect your pricing, strategy and conditions.

For more information click on HELP in the top right menu of each page.

7 Glossary

Agent

Person or organisation who can book for different conditions. More information.

Agency

A group of properties. More information.

Auto Action

An Auto Action is an action which can be used manually or programmed to run automatically at a specific time relative to the time of the booking, to the check-in date or to the check-out date.

Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Auto Actions can

  • Send pre-drafted Emails, messages or SMS
  • Change booking information
  • Change invoice information
  • Run webhooks
  • Trigger HTTP POST notifications

You can create chains of actions to automate workflows.

Booking Channel

OTA´s like Booking.com, Expedia....

Booking Logs

Activity and information guests entered on your booking page.

Booking Widget

Button, calendars, booking boxes which connect your website to the booking system.

Confirmation Messages

Automatic Emails guests receive when they have completed a booking. More information.

Channel Manager Link

A connection between your room type and the same room type at a booking channel. More information.

Daily Prices

A price for one date. More information.

Guest

A set of information which can be attached to a booking. A repeat booking can be created using this information.

Host Notification

Automatic Email notification on new bookings. More information.

Integration

Interface with an external system which is not a booking channel.

Inventory

Rooms/units available for booking. The number is defined by the rooms set up in the system ( (SETTINGS) ROOMS->SETUP) and the number of bookings. Inventory can be quickly changed in the CALENDAR. To show inventory the system need valid prices. If you have not set a Daily Price or a Fixed Prices the system will show 0 inventory for this date.

The inventory can never be changed to a value which is higher than the total number of rooms minus the bookings you have.

If "Overbooking Protection" is set to "Property" ( (SETTINGS) ROOMS->SETUP) the system will calculate the inventory on the total bookings in a room up to room quantity AND total bookings in the property up to total rooms in property. Meaning the room will be closed if the number of bookings in all rooms in the property is greater or equal to the total number of rooms in the property. This could occur because of an overbooking in a different room. Hidden rooms are not included in the calculation of property availability.

Offer

An offer is the price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed.

Owner

Holder of a user account.

Owner ID

Unique identification number of an account.

Property

Premises with one or more rooms/units for rent.

Property ID

Unique identification number of a property.

Rack Rate

The maximum price ever charged for a room.

Fixed Price

A price with start and end date so it applies to a range of dates More information.

Fixed Price ID

Unique identification number of a Fixed Prices.

Room

Rooms can but do not need to represent physical rooms, they are a way of splitting your property into separately bookable sections.

Room ID

Unique identification number of a room/rented unit.

Room Type

A room can have the quantity of 1 or more. If the quantity is >1 then the term room type is used.

Template Variable

Placeholder short codes which will be replaced by the relevant information from each booking. They can be used in text settings or messages. More information.

Upsell Item

Extra services a guest can add at the time of booking, like bicycle hire, a sightseeing trip, meal, parking or obligatory charges like additional tax or cleaning fee. More information.

Widget

see Booking Widget

Yield Optimiser

Tool to automatically adjust prices based on availability and time before check-in.