Do the initial Setup: Difference between revisions
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= Step by Step Guide = | = Step by Step Guide = | ||
== '''Step 1''' - General Account Settings == | == '''Step 1''' - General Account Settings == | ||
Click on | Click on {{#fas:cog}} (SETTINGS) | ||
*Go to | *Go to ACCOUNT and complete your details | ||
*If you want to use a language other than English on your booking page, go to ' | *If you want to use a language other than English on your booking page, go to ' {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION 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. | ||
<embedvideo service="youtube">https://www.youtube.com/watch?v=2nNidEDdm4w</embedvideo> | <embedvideo service="youtube">https://www.youtube.com/watch?v=2nNidEDdm4w</embedvideo> | ||
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===Manual creation === | ===Manual creation === | ||
Go to ' | Go to '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your property information | ||
<embedvideo service="youtube">https://www.youtube.com/watch?v=S07yG0EUT88</embedvideo> | <embedvideo service="youtube">https://www.youtube.com/watch?v=S07yG0EUT88</embedvideo> | ||
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== '''Step 2''' - Rooms and Offers == | == '''Step 2''' - Rooms and Offers == | ||
*To set rooms up go to ' | *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. | ||
Don't forget to '''SAVE'''! | Don't forget to '''SAVE'''! | ||
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If you sell dorms for which you sell indivudual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]]. | If you sell dorms for which you sell indivudual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]]. | ||
*Go to | *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS. | ||
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. | 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. | ||
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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: | ||
*For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking.com we will then be able to automatically import changes. You can use this function when the channel manager is set up but not activated. The button is available in SETTINGS | *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use this method because for bookings imported directly from Booking.com we will then be able to automatically import changes. You can use this function when the channel manager is set up but not activated. The button is available in {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB XML/BOOKING.COM/EXPEDIA. | ||
*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. (it is only possible to lower the number based on the value in Settings > Properties > Rooms > Setup > Quantity of this type and any existing bookings) | *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. (it is only possible to lower the number based on the value in Settings > Properties > Rooms > Setup > Quantity of this type and any existing bookings) | ||
*To ''Add Bookings'' or blocked dates manually click on the suitcase icon in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu. | *To ''Add Bookings'' or blocked dates manually click on the suitcase icon in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu. | ||
*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (https://www.beds24.com/api/). 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://www.beds24.com/api/csv/putbookingscsv.php). To use the API you need to allow API access in SETTINGS | *If you are comfortable working with .csv you can upload bookings into Beds24 using our API (https://www.beds24.com/api/). 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://www.beds24.com/api/csv/putbookingscsv.php). To use the API you need to allow API access in {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS | ||
== '''Step 5''' - Connect Payment Processor (optional)== | == '''Step 5''' - Connect Payment Processor (optional)== | ||
Connect a payment processor to automatically connect payments in SETTINGS | Connect a payment processor to automatically connect payments in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who offers the best functionality. | ||
== '''Step 6''' - Set up the Channel Manager (optional)== | == '''Step 6''' - Set up the Channel Manager (optional)== | ||
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== '''Step 7''' - 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 SETTINGS | 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. | ||
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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 9''' - Install | == '''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 SETTINGS | 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. | ||
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1. Your own web site | 1. Your own web site | ||
Click on the screen icon in the top right menu of the control panel or go to SETTINGS | Click on the screen icon in the top right menu of the control panel or go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE to view your booking page and make a couple of test bookings. | ||
The 'Price Check' tool shows you which prices and rules apply for specific dates//selections and why a certain price or rule was applied or not applied. Just enter your booking condition then click on 'Calculate'. You can find links to the 'Price Check' tool on the RATES, CALENDAR and SUPPORT pages. | The 'Price Check' tool shows you which prices and rules apply for specific dates//selections and why a certain price or rule was applied or not applied. Just enter your booking condition then click on 'Calculate'. You can find links to the 'Price Check' tool on the RATES, CALENDAR and SUPPORT pages. | ||
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2. Channels | 2. Channels | ||
Channels which receive prices from Beds24: | Channels which receive prices from Beds24: | ||
Go to SETTINGS | Go to {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER >BOOKING.COM (for example) and click on 'View Actual Data' to check what we are sending. If you are not seeing and are not receiving error messages and the display on channels page is correct the connection is working. | ||
Channels which only receive inventory from Beds24: | Channels which only receive inventory from Beds24: | ||
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= More customisation options= | = More customisation options= | ||
*customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in SETTINGS | *customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in {{#fas:cog}} (SETTINGS) > BOOKING ENGINE. | ||
*customise the [[:category:Confirmation_Messages|booking confirmations to guests]] in SETTINGS | *customise the [[:category:Confirmation_Messages|booking confirmations to guests]] in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. | ||
*customise the display of the [[:category:Calendar| control panel CALENDAR]] page in SETTINGS | *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 SETTINGS | *customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. | ||
= Other Features and Functions = | = Other Features and Functions = | ||
When you click on FUNCTIONS in | When you click on FUNCTIONS in SUPPORT 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]] | ||