Do the initial Setup: Difference between revisions
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This page explains how to set up your account | This page explains how to set up your account | ||
__TOC__ | __TOC__ | ||
=What | =What you should know and do before getting started= | ||
<div class="bluebox"> | <div class="bluebox"> | ||
This self-setup guide assists you through your initial setup. Beds24 is designed as a self-service system so you can set up and change all functions yourself at any time. | This self-setup guide assists you through your initial setup. Beds24 is designed as a self-service system so you can set up and change all functions yourself at any time. | ||
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<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style=color:#008ACC;“>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties. | <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style=color:#008ACC;“>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties. | ||
</div> | </div> | ||
= | == Properties and Rooms == | ||
'''Properties''' can be Hotels, Hostels, B&B´s, holiday houses, vacation rentals, apartment houses, camp sites. You can have one properties or multiple properties of different types. | '''Properties''' can be Hotels, Hostels, B&B´s, holiday houses, vacation rentals, apartment houses, camp sites. You can have one properties or multiple properties of different types. | ||
'''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent ''physical'' rooms. They are a way of splitting up a property into separately bookable sections i.e. bedrooms in a hotel or B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etc. | |||
If you rent your property as a whole because it is a vacation rental you will still need one room which is what the guest books. | |||
A property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel). | |||
Each room or room type/category can have ''multiple inventories'''. | |||
=== Multiple Properties or Rooms === | |||
If you are using the channel manager we advise to set the booking system up as similar as your booking channels. If your lodgings have different hotel/property codes for Booking.com etc. then they must be setup as different properties in Beds24 so you can connect them. | |||
Making different properties means each can have it's own property booking page (if required with individual design). You can also use a multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties. | Making different properties means each can have it's own property booking page (if required with individual design). You can also use a multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties. | ||
If you | '''Vacation rentals''' | ||
If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property. | |||
If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties. | |||
For further information see [[Agency_%26_Multiple_Property_Setup|here]]. | |||
'''Hotels, B&B´s. hostels''' | |||
Hotels, B&B´s and inns are usually set up as one property with a number of rooms. or room types. If you have several independent lodgings e.g. apartments or villas you can still set them up as rooms if it suits your marketing strategy. Each room (which can also be an apartment, house etc) can have its own pricing and booking rules. | |||
= Step by Step | = Step by Step Setup = | ||
== '''Step 1''' - General Account Settings == | == '''Step 1''' - General Account Settings == | ||
Click on {{#fas:cog}} (SETTINGS) | Click on {{#fas:cog}} (SETTINGS) | ||
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[[File:Property_and_Room_Setup.mp4|640px]] | [[File:Property_and_Room_Setup.mp4|640px]] | ||
==== '''Step 2''' - | ==== '''Step 2''' - Set your room/s up ==== | ||
*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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<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> 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. | <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> 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 2''' - Set your offer upe ==== | |||
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. | |||
== '''Step 3''' - Create prices == | == '''Step 3''' - Create prices == | ||
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<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> | <embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> | ||
== '''Step 7''' - | == '''Step 7''' - Customize and connect the booking engine for commission free direct bookings (optional)== | ||
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]]. | ||
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. | ||
Guest who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. | |||
= | == '''Step 8''' - Automate messaging and processes== | ||
Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to | |||
*set up messaging templates for automatic and manual sending | |||
* | *automatically perform modifications on bookings based on predefined critiera | ||
* | |||
= | = More functions and options= | ||
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. | *Customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | ||
*Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | |||
*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. | |||