Do the initial Setup: Difference between revisions
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*Upcoming bookings from booking.com can be automatically imported. | *Upcoming bookings from booking.com can be automatically imported. | ||
== '''Step 6''' - Check and Customise your Booking Page== | == '''Step 6''' - Connect Payment Processor (optional)== | ||
Connect a payment processor to automatically connect payments in SETTINGS->PROPERTIES->PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who offers the best functionality. | |||
== '''Step 7''' - Set up the Channel Manager (optional)== | |||
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels. | |||
== '''Step 8''' - Use your own E-mail address (optional)== | |||
Set the system [[Outgoing_Email|use your own Email address for sending]] in SETTINGS->ACCOUNT->OUTGOING EMAIL. | |||
Using your own E-mail address is mandatory if you want to use Auto Actions to automate work flows. | |||
== '''Step 9''' - Check and Customise your Booking Page== | |||
Go to SETTINGS->BOOKING PAGE. | Go to SETTINGS->BOOKING PAGE. | ||
You have the option to fully customise the look and the content of your booking page. For an overview of your options please go to [[Customise Booking Page]]. | You have the option to fully customise the look and the content of your booking page. For an overview of your options please go to [[Customise Booking Page]]. | ||
== '''Step | |||
== '''Step 10''' - Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets == | |||
Booking widgets connect your website to your booking page. There is a choice including booking buttons, booking boxes, booking strips, calendars. Go to SETTINGS->BOOKING PAGE->BOOKING WIDGETS. Choose the widget you want to use. If required you can customise the appearance. If you need help please click on the HELP button on the top rights of the widgets page. | Booking widgets connect your website to your booking page. There is a choice including booking buttons, booking boxes, booking strips, calendars. Go to SETTINGS->BOOKING PAGE->BOOKING WIDGETS. Choose the widget you want to use. If required you can customise the appearance. If you need help please click on the HELP button on the top rights of the widgets page. | ||
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. | ||
== '''Step | == '''Step 11''' - Do some test bookings to check everything is working. == | ||
This is how you can check everything is working: | This is how you can check everything is working: | ||
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'''Congratulations! You are now receiving on-line bookings.''' New on-line bookings will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS page. | '''Congratulations! You are now receiving on-line bookings.''' New on-line bookings will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS page. | ||
== | == More customisation options== | ||
*customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in SETTINGS->BOOKING PAGE. | *customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in SETTINGS->BOOKING PAGE. | ||
*customise the [[:category:Confirmation_Messages|booking confirmations to guests]] in SETTINGS->GUEST MANAGEMENT->CONFIRMATION MESSAGES. | *customise the [[:category:Confirmation_Messages|booking confirmations to guests]] in SETTINGS->GUEST MANAGEMENT->CONFIRMATION MESSAGES. | ||
*customise the display of the [[:category:Calendar| control panel CALENDAR]] page in SETTINGS->ACCOUNT->PREFERENCES. | *customise the display of the [[:category:Calendar| control panel CALENDAR]] page in SETTINGS->ACCOUNT->PREFERENCES. | ||
*customise the display of the [[Preferences|control panel]] in SETTINGS->ACCOUNT->PREFERENCES. | *customise the display of the [[Preferences|control panel]] in SETTINGS->ACCOUNT->PREFERENCES. | ||
== | == Other Features and Functions == | ||
When you click on FUNCTIONS in the top left menu you will see links to the menu pages of key features and functions. | When you click on FUNCTIONS in the top left menu you will see links to the menu pages of key features and functions. | ||
[[Image:support.png|800px|link=]] | [[Image:support.png|800px|link=]] | ||
[[Media:support.png|view large]] | [[Media:support.png|view large]] | ||