Do the initial Setup: Difference between revisions

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[[File:Property_and_Room_Setup.mp4|640px]]
[[File:Property_and_Room_Setup.mp4|640px]]


== '''Step 3'' - Rooms and Offers ==
== '''Step 3''' - Rooms and Offers ==


*To set rooms up go to  '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS  . A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.  
*To set rooms up go to  '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS  . A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.  
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If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms.
If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms.


== '''Step 4''' -  Set your ''' ==
== '''Step 4''' -  Create prices  ==
Without prices the system can not show availability.  
Without prices the system can not show availability.  


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The system has two types of prices:
The system has two types of prices:
*Daily Prices
*Daily Prices (recommended)
*Rates
*Rates


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'''Daily Prices'''
'''Daily Prices'''


Daily Prices are prices for one date. Multiple prices per date can be defined for example for different occupancies/packages.
Daily Prices are prices for one date. Daily prices  are easy to manage and are the best choice for most customers.  Multiple prices per date can be defined for example for different occupancies/packages.


Daily Prices can be used:
Daily Prices can be used:
*If you want to fine tune prices on a daily basis
*if you do not use Last Minute or Early Bird pricing


Go to '''CALENDAR''' in the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you can select what you want to display.  
Go to '''CALENDAR''' in the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you can select what you want to display.  
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'''Rates'''
'''Rates'''


Rates have a start and end date so they apply to a range of dates. Rates contain many rules about the conditions which must apply to make them available. Multiple rates can be used to create complex pricing structures. If multiple rates are available for the same dates the rules of each rate will determine which rate is offered.
Rates have a start and end date so they apply to a range of dates. Rates contain many rules about the conditions which must apply to make them available.  


Rates can be used:
Use rates instead of daily prices:
*for different weekend/weekday prices
*If your prices are fixed ahead and you do not want to adjust them and you have none or few seasons
*for prices for extra guests or extra children apply
*If you want to allow guest to enquire when no price can be found but the room is not fully booked
*If you require the guest to book more than one  day before Check-in
*If you want to grant referrer discounts
*If you want a price to be available only certain days in advance (e.g. Last Minute or Early Bird)
*if you want to allow guests to enquire if no price can be found but the room is not fully booked
*for special pricing for channel management


Go to RATES in the top menu.  Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteria.  
Go to PRICES > RATES in the top menu.  Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteria.  


When creating multiple rates you would generally set your highest price to always be available and create discounted price rates for longer stays, specific days of the week or date ranges as you require. This way you can create sophisticated rate models.
When creating multiple rates you would generally set your highest price to always be available and create discounted price rates for longer stays, specific days of the week or date ranges as you require. This way you can create sophisticated rate models.


'''Adding Rates and Discounts''': To add a new rate click on the button  ADD RATE
'''Link a Rate:''' One rate can be used for multiple rooms. For which room a rate is used is defined in the "Rooms" tab of the rate.
'''Copy a Rate:''' If you want to use the same rate for another room click on SAVE AS A COPY
'''Changing Rates and Discounts''': Click on the rate you want to change and enter your changes. You can delete rate setting and add new ones. You may re-use old rates that are still in the system by changing their start and end dates.


'''Combination of Daily Prices and Rates'''
'''Combination of Daily Prices and Rates'''
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It is not necessary to use both daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structures.
It is not necessary to use both daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structures.


*For example Daily Prices can be used to override the price and conditions of a rate for individual dates.
*You can use Daily Prices to override the a rate for a few individual dates. If you you often adjust prices use Daily Prices only.
*The booking rules for your rates and daily prices will determine which daily price or rate will be used.
*You can add a gap fill rate to  fill gaps when using daily prices with minimum stays is required
 
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Rules in rates have no effect on daily prices.


== '''Step 5''' -  Enter existing Bookings==
== '''Step 5''' -  Enter existing Bookings==
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