Do the initial Setup: Difference between revisions

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===Import from Booking.com===
===Import from Booking.com===
You can  [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]].
You can  [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]].
===Import a .csv file via Beds24 API ===
If you want to import a .csv file you will first need to first need to go to {{#fas:cog}} (SETTINGS)  ACCOUNT > ACCESS and set "API without API key" = allow any IP
The actual process is documented directly in the [https://api.beds24.com/ API].


===Manual creation ===
===Manual creation ===
Go to '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your property information
==== '''Step 1''' - Create Property====
*Properties and be added in  '{{#fas:cog}} (SETTINGS) PROPERTIES
*After you have added a property go to '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your property information


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


== '''Step 3''' - Rooms and Offers ==
==== '''Step 2''' - Define 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''' -  Create prices  ==
==== '''Step 3''' -  Create prices  ====
Without prices the system can not show availability.  
Without prices the system can not show availability.  


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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Rules in rates have no effect on daily prices.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Rules in rates have no effect on daily prices.


== '''Step 5''' -  Enter existing Bookings==
====  '''Step 4''' -  Enter existing Bookings====  
To avoid double bookings it is advisable to enter the bookings you already have. You have different options:
To avoid double bookings it is advisable to enter the bookings you already have. You have different options:


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*If you are comfortable working with '''.csv''' you can upload bookings into Beds24 using our API (https://api.beds24.com). Bookings must have a checkin between 1 year in the past and 5 years in the future. You will see the instructions when you click on putBookingCSV (https://api.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access in  {{#fas:cog}} (SETTINGS) ACCOUNT  > ACCOUNT ACCESS
*If you are comfortable working with '''.csv''' you can upload bookings into Beds24 using our API (https://api.beds24.com). Bookings must have a checkin between 1 year in the past and 5 years in the future. You will see the instructions when you click on putBookingCSV (https://api.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access in  {{#fas:cog}} (SETTINGS) ACCOUNT  > ACCOUNT ACCESS


== '''Step 6''' -  Set up payment collection (optional)==
====  '''Step 5''' -  Set up payment collection (optional====  
You need to  connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS)  >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the best functionality.
You need to  connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS)  >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the best functionality.


== '''Step 7''' -  Set up the Channel Manager (optional)==
====  '''Step 6''' -  Set up the Channel Manager (optional)====  
Set up the [[:Category:Channel_Manager| channel manager]]  to synchronise your sales channels.  
Set up the [[:Category:Channel_Manager| channel manager]]  to synchronise your sales channels.  
   
   
== '''Step 8''' -  Use your own E-mail address (optional)==
====  '''Step 7''' -  Use your own E-mail address (optional)====  
Set the system [[Outgoing_Email|use your own Email address for sending]] in {{#fas:cog}} (SETTINGS)  > ACCOUNT >OUTGOING EMAIL.  
Set the system [[Outgoing_Email|use your own Email address for sending]] in {{#fas:cog}} (SETTINGS)  > ACCOUNT >OUTGOING EMAIL.  


Using your own E-mail address is mandatory if you want to use Auto Actions to automate work flows.  
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==
====  '''Step 8''' -  Check and Customise your Booking Page====  
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE.
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE.


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 10''' - Install  a Booking Widget ==
====  '''Step 9''' - Install  a Booking Widget ====  
Booking widgets connect your website to your booking page. There is a choice  including booking buttons, booking boxes, booking strips, calendars. Go to {{#fas:cog}} (SETTINGS)  > BOOKING ENGINE > 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 {{#fas:cog}} (SETTINGS)  > BOOKING ENGINE > 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 11''' -  Do some test bookings to check everything is working. ==
====  '''Step 10''' -  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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= Other Features and Functions =
= Other Features and Functions =
When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions.
When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this support wiki.
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