Difference between revisions of "Do the initial Setup"

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(bolden more breadcrumbs)
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*Go to '''ACCOUNT''' and complete your details
 
*Go to '''ACCOUNT''' and complete your details
  
*If you want to use a language other than English on your booking page, go to '''BOOKING PAGE-> LANGUAGES''' and tick the ones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have to be entered in each language tab.  
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*If you want to use a language other than English on your booking page, go to '''BOOKING PAGE''' -> '''LANGUAGES''' and tick the ones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have to be entered in each language tab.  
  
*Go to '''PROPERTIES -> DESCRIPTION''' and enter the name and the currency symbol you want to use
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*Go to '''PROPERTIES''' -> '''DESCRIPTION''' and enter the name and the currency symbol you want to use
  
*Go to '''PROPERTIES -> BOOKING QUESTIONS''' and determine what information you want to collect from your guests
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*Go to '''PROPERTIES''' -> '''BOOKING QUESTIONS''' and determine what information you want to collect from your guests
  
 
*Go to '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.  
 
*Go to '''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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== '''Step 2''' -  Customise your Booking Page ==
 
== '''Step 2''' -  Customise your Booking Page ==
*Go to '''BOOKING PAGE -> DESCRIPTION''' select  which property/room and enter the information you want to display on your booking page. Fields you leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled.  
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*Go to '''BOOKING PAGE''' -> '''DESCRIPTION''' select  which property/room and enter the information you want to display on your booking page. Fields you leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled.  
  
*If you want to add pictures go to '''BOOKING PAGE -> PICTURES''' and then select for which Property/Room you want to upload an image.  
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*If you want to add pictures go to '''BOOKING PAGE''' -> '''PICTURES''' and then select for which Property/Room you want to upload an image.  
  
 
You have now finished a basic configuration of your booking page. If you want to customise the design of your booking page you can optionally do so under '''BOOKING PAGE -> DESIGN'''
 
You have now finished a basic configuration of your booking page. If you want to customise the design of your booking page you can optionally do so under '''BOOKING PAGE -> DESIGN'''
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Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as required.
 
Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as required.
 
  
 
===Override Dates===
 
===Override Dates===
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The price offered to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay period.
 
The price offered to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay period.
 
  
 
===Set a refined rates and discount structure===
 
===Set a refined rates and discount structure===
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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  
 
'''Adding Rates and Discounts''': To add a new rate click on the button  ADD RATE  
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'''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.
 
'''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.
 
  
 
== '''Step 4''' -  Add your Bookings ==
 
== '''Step 4''' -  Add your Bookings ==
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'To ''Add Bookings'''  click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system.
 
'To ''Add Bookings'''  click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system.
 
  
 
== '''Step 5'''- Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets ==
 
== '''Step 5'''- Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets ==
Booking widgets connect your website to your booking page. Beds24 offers you a choice including booking buttons, booking boxes, booking strips, calendars. Click on SETTINGS -> 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.  
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Booking widgets connect your website to your booking page. Beds24 offers you a choice including booking buttons, booking boxes, booking strips, calendars. Click on '''SETTINGS''' -> '''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.  
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== '''Step 6''' -  Do some test bookings to check everything is working. ==
 
== '''Step 6''' -  Do some test bookings to check everything is working. ==
 
 
  
 
'''Congratulations! You are now receiving on-line bookings.'''  New on-line bookings will be added automatically. You can also enter new bookings manually.  
 
'''Congratulations! You are now receiving on-line bookings.'''  New on-line bookings will be added automatically. You can also enter new bookings manually.  
 
 
  
 
If you want to set refined '''Refined Settings''' like [[Properties/Booking Rules|Booking Rules]], [[Properties/Discount Codes|Discount Codes]], [[Properties/Upsell Items|Upsell Items]], use deposit collection through [[Properties/Paypal|Paypal]] collect [[Properties/Credit Card|Credit Card ]], [[Rooms/Dependencies|Room Dependencies]] choose from the menu on the left.
 
If you want to set refined '''Refined Settings''' like [[Properties/Booking Rules|Booking Rules]], [[Properties/Discount Codes|Discount Codes]], [[Properties/Upsell Items|Upsell Items]], use deposit collection through [[Properties/Paypal|Paypal]] collect [[Properties/Credit Card|Credit Card ]], [[Rooms/Dependencies|Room Dependencies]] choose from the menu on the left.

Revision as of 21:12, 20 February 2013

Properties can be Hotels, B&B´s, apartment houses, camp sites, etc. Beds24.com can handle multiple properties of different types.

A property can have only one or very many different rooms.

Rooms can, but do not need to, represent physical rooms; they are a way of splitting your property into separately bookable units.

These units or "Rooms" could be Guest Bedrooms, Hostel Dormitories, individual beds in Backpackers, camp sites, houseboats, holiday homes, individual hotel suites, etc.

If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property.

You're now only a few steps away from accepting on-line bookings. Follow the instructions. You will find context sensitive help throughout our system. If you are stuck, click on the ? icons. You can also use this Wiki for help.

1 Step 1 - Enter your Settings

Click on SETTINGS in the top menu bar.

  • Go to ACCOUNT and complete your details
  • If you want to use a language other than English on your booking page, go to BOOKING PAGE -> LANGUAGES and tick the ones you want to use. If you enable more than one language you will see tabs for each language in your descriptions, information on your booking page and notifications. Descriptions have to be entered in each language tab.
  • Go to PROPERTIES -> DESCRIPTION and enter the name and the currency symbol you want to use
  • Go to PROPERTIES -> BOOKING QUESTIONS and determine what information you want to collect from your guests
  • Go to ROOMS. A click on EDIT will open a field where you can set the name and quantity of "Rooms" of that type available.

Don't forget to SAVE!

2 Step 2 - Customise your Booking Page

  • Go to BOOKING PAGE -> DESCRIPTION select which property/room and enter the information you want to display on your booking page. Fields you leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled.
  • If you want to add pictures go to BOOKING PAGE -> PICTURES and then select for which Property/Room you want to upload an image.

You have now finished a basic configuration of your booking page. If you want to customise the design of your booking page you can optionally do so under BOOKING PAGE -> DESIGN

3 Step 3 - Set your Prices

3.1 Set a simple rate structure

If you have a simple pricing (eg: one price per room - not per person, no extras or discounts) 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.

Activate DAILY PRICES. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click SAVE. You may modify individual dates as required.

3.2 Override Dates

Each date can be set to BLACKOUT in which case it is not available on that date or EXCEPTION in which case it uses the same booking strategy as the property's exceptional period. If no override is set (- - - - -) the booking strategy is as defined for the property.

To remove a price set it to 0 (numeral zero)

The price offered to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay period.

3.3 Set a refined rates and discount structure

To set a defined structure 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. You can override this in the rates settings.

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

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.

4 Step 4 - Add your Bookings

To avoid double bookings it is advisable to enter the bookings you already have. In CALENDAR you will find a row INVENTORY. The number shows rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes.

'To Add Bookings' click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system.

5 Step 5- Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets

Booking widgets connect your website to your booking page. Beds24 offers you a choice including booking buttons, booking boxes, booking strips, calendars. Click on SETTINGS -> 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.

Setting up your Beds24.com account is free if you do it yourself. We can do the setup for you for a small one off fee starting from €19. Technical support for you or your web designer to integrate the availability calendars and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT in the top menu.

6 Step 6 - Do some test bookings to check everything is working.

Congratulations! You are now receiving on-line bookings. New on-line bookings will be added automatically. You can also enter new bookings manually.

If you want to set refined Refined Settings like Booking Rules, Discount Codes, Upsell Items, use deposit collection through Paypal collect Credit Card , Room Dependencies choose from the menu on the left.