Difference between revisions of "Category:Daily Use"
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This page shows links to functions which are used in daily management. | This page shows links to functions which are used in daily management. | ||
− | + | In addition to the functions listed in the [[Do_the_initial_Setup|Setup Guide]] Beds24 offers many functions to help you save time and improve your workflows and your guests experience. This page lists commonly used features. Also use the links at the bottom. | |
=Automation= | =Automation= | ||
− | |||
− | + | Beds24 will help you automate routines and simplify workflows to save time and increase efficiency. | |
− | + | '''Bookings''' will automatically import to Beds24 from all connected sales channels. | |
+ | '''Prices and availability''' will automatically update your prices and availability to your connected sales channels. Refer to the help pages for the channels you use for details. | ||
− | Auto actions | + | '''Workflows''' Auto actions allow automation in Beds24 [[Auto_Actions|Auto Actions]] which you can set up in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS. |
+ | An Auto Action can be used manually or programmed to run automatically relative to a booking event, when booked, 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, including property, time or booking related conditions. | ||
+ | |||
+ | '''Auto Actions can''' | ||
*send pre-drafted Emails, messages or SMS | *send pre-drafted Emails, messages or SMS | ||
*change booking information | *change booking information | ||
Line 21: | Line 26: | ||
You can create chains of actions to automate workflows. | You can create chains of actions to automate workflows. | ||
− | Commonly used Auto Actions are: | + | '''Commonly used Auto Actions are:''' |
*Welcome message to the guest | *Welcome message to the guest | ||
*Payment request | *Payment request | ||
Line 32: | Line 37: | ||
*Cleaner notifications | *Cleaner notifications | ||
− | [[Routines]] automatically send reports via Email. | + | '''Routines''' |
+ | A Routine is an action which can be programmed to occur at specified date. [[Routines]] automatically send reports via Email. | ||
+ | |||
+ | To use this function you need to set the system to use you own Email address for sending in {{#fas:cog}} (SETTINGS) > ACCOUNT > OUTGOING EMAIL. | ||
+ | |||
+ | You can program the Routine to send reports to send a pre-canned Email with an attachment to a fixed Email address. | ||
+ | |||
+ | '''Commonly used Routines are:''' | ||
+ | *Send Housekeeping reports to the cleaning team | ||
+ | *Send Arrivals report to the Front desk | ||
+ | *Send Monthly financial reports to the Accountant/Owner | ||
=Advanced Channel Manager Functions= | =Advanced Channel Manager Functions= | ||
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Refer to the help pages for the channels you use for details. | Refer to the help pages for the channels you use for details. | ||
+ | |||
+ | =Advanced Pricing & Discounts= | ||
+ | You can have up to 16 [[Category:DailyPrices|PDaily Prices]] with different rules. Each of the 16 daily prices can have a different price on any given day which allow you to create seasonal prices with different prices options and discounts. | ||
+ | |||
+ | Each channel has its own capabilities and we strive to offer the maximum possible for each channel. See the help page for the channels you use for details. | ||
+ | |||
+ | If you want to adjust your prices dynamically you have following options: | ||
+ | *Use Daily Prices and manually adjust prices as required | ||
+ | *The Beds24 [[Yield_Optimiser|Yield Optimizer]] (PRICES > YIELD OPTIMIZER) automatically adjust prices based on demand shortly before check-in. | ||
+ | *Our partners [[Pricelabs.co|Pricelabs]] ({{#fas:cog}} (SETTINGS) > APPS & INTEGRATIONS > PRICELABS) and [[RoomPriceGenie.com|RoomPriceGenie]] ({{#fas:cog}} (SETTINGS) > APPS & INTEGRATIONS > ROOMPRICEGENIE) can can automatically send daily prices to Beds24. | ||
=Staff= | =Staff= | ||
− | [[Cleaning_and_Housekeeping|Cleaners]] and other staff can either have their own login via a [[Category:Sub_Account|subaccount]] with a dedicated role which defines what they can do or see or they can be automatically notified via Email. | + | [[Cleaning_and_Housekeeping|Cleaners]] and other staff can either have their own login via a [[:Category:Sub_Account|subaccount]] with a dedicated role which defines what they can do or see or they can be automatically notified via Email. |
− | Alternatively you can use a [:Category:Apps | + | Alternatively you can use a [[:Category:Apps|third party integration]] for staff management. |
=Owner Management= | =Owner Management= | ||
− | [[Agency_%26_Multiple_Property_Setup#Owner_Management_and_user_Management|Owners]] can either have their own login via a [[Category:Sub_Account|subaccount]] with limited access or they can be automatically notified via Email. | + | [[Agency_%26_Multiple_Property_Setup#Owner_Management_and_user_Management|Owners]] can either have their own login via a [[:Category:Sub_Account|subaccount]] with limited access or they can be automatically notified via Email. |
=Customization= | =Customization= | ||
Beds24 allows you to customize | Beds24 allows you to customize | ||
− | * | + | *content of all four [[:Category:Dashboard|Dashboards]] |
− | * | + | *display in your [[Preferences|Control Panel]] |
− | * | + | *Control Panel for your [[:Category:Sub_Account|subaccounts]] |
+ | *[[:Category:Invoice|invoice templates]] | ||
+ | *[[:Category:Confirmation_Messages|confirmation message for direct online bookings]] | ||
=Tips & Tricks= | =Tips & Tricks= | ||
Check this [[Tips_and_tricks|help page for tips & tricks]]. | Check this [[Tips_and_tricks|help page for tips & tricks]]. |
Latest revision as of 10:43, 18 December 2024
This page shows links to functions which are used in daily management.
In addition to the functions listed in the Setup Guide Beds24 offers many functions to help you save time and improve your workflows and your guests experience. This page lists commonly used features. Also use the links at the bottom.
Contents
1 Automation
Beds24 will help you automate routines and simplify workflows to save time and increase efficiency.
Bookings will automatically import to Beds24 from all connected sales channels. Prices and availability will automatically update your prices and availability to your connected sales channels. Refer to the help pages for the channels you use for details.
Workflows Auto actions allow automation in Beds24 Auto Actions which you can set up in (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS.
An Auto Action can be used manually or programmed to run automatically relative to a booking event, when booked, 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, including 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.
Commonly used Auto Actions are:
- Welcome message to the guest
- Payment request
- Arrival information with guest guide
- Owner notificaton
- Message with keycode (if used)
- How are you going message to guest
- Send Check-out info to guest
- Send invoice to guest
- Cleaner notifications
Routines A Routine is an action which can be programmed to occur at specified date. Routines automatically send reports via Email.
To use this function you need to set the system to use you own Email address for sending in (SETTINGS) > ACCOUNT > OUTGOING EMAIL.
You can program the Routine to send reports to send a pre-canned Email with an attachment to a fixed Email address.
Commonly used Routines are:
- Send Housekeeping reports to the cleaning team
- Send Arrivals report to the Front desk
- Send Monthly financial reports to the Accountant/Owner
2 Advanced Channel Manager Functions
Being preferred partner with all leading OTAs Beds24 can offer many advanced features and conveninece functions which will make working with these channels easy becasue you will be able to manage everything conveniently from Beds24 including:
Airbnb
- Messaging integration to communicate with the guest from the booking in Beds24 via the channels messaging system
- Review integration to review guests, read and reply to the review the guest left
- Option to automatically review your guests (helps you get more good reviews)
- Hosting Quality dashboard to detect issues straight away so they can be fixed
- Check property performance/status at the channel
- Option to manage full content
Booking.com
- Messaging integration to communicate with the guest from the booking in Beds24 via the channels messaging system
- Auto charge guest credit card or virtual cards when the payment is due
- Report no-shows,invalid cards, date changes guest misconduct, request cancellations from the booking in Beds24
- Review integration to read and reply to the review the guest left
- Manage and create Booking.com rate plans
- Check property performance/status at the channel
- Access and action the opportunities Booking.com suggests
- Create and manage promotions
- Send proprties to Booking.com
- Option to manage full content
Expedia
- Messaging integration to communicate with the guest from the booking in Beds24 via the channels messaging system
- Auto charge guest credit card or virtual cards when the payment is due
- Report no-shows, date changes, request cancellations from the booking in Beds24
- Review integration to read and reply to the review the guest left
- Report no-shows,invalid cards, date changes guest misconduct, request cancellations from the booking in Beds24
- Check property performance/status at the channel
- Manage and create Expedia rate plans
- Create rooms on Expedia
- Create and manage promotions
Vrbo
- Messaging integration to communicate with the guest from the booking in Beds24 via the channels messaging system
- Auto charge guest credit card or virtual cards when the payment is due
- Review integration to review guests, read and reply to the review the guest left
- Check property performance/status at the channel
- Manage full content
Refer to the help pages for the channels you use for details.
3 Advanced Pricing & Discounts
You can have up to 16 with different rules. Each of the 16 daily prices can have a different price on any given day which allow you to create seasonal prices with different prices options and discounts.
Each channel has its own capabilities and we strive to offer the maximum possible for each channel. See the help page for the channels you use for details.
If you want to adjust your prices dynamically you have following options:
- Use Daily Prices and manually adjust prices as required
- The Beds24 Yield Optimizer (PRICES > YIELD OPTIMIZER) automatically adjust prices based on demand shortly before check-in.
- Our partners Pricelabs ( (SETTINGS) > APPS & INTEGRATIONS > PRICELABS) and RoomPriceGenie ( (SETTINGS) > APPS & INTEGRATIONS > ROOMPRICEGENIE) can can automatically send daily prices to Beds24.
4 Staff
Cleaners and other staff can either have their own login via a subaccount with a dedicated role which defines what they can do or see or they can be automatically notified via Email.
Alternatively you can use a third party integration for staff management.
5 Owner Management
Owners can either have their own login via a subaccount with limited access or they can be automatically notified via Email.
6 Customization
Beds24 allows you to customize
- content of all four Dashboards
- display in your Control Panel
- Control Panel for your subaccounts
- invoice templates
- confirmation message for direct online bookings
7 Tips & Tricks
Check this help page for tips & tricks.
Subcategories
This category has the following 7 subcategories, out of 7 total.
Pages in category "Daily Use"
The following 14 pages are in this category, out of 14 total. download this selection of articles as a PDF book