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Agency & Multiple Property Setup

4,279 bytes added, 12:28, 19 August 2020
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[[Category:How to]]
[[Category:Agency]]
[[Category:Sub_Account]]
[[Category:Multiple_Properties]][[Category:Properties]]<div class="heading">Multiple Properties</div> ''This page explains how to set up an account with multiple properties.''__TOC__== Multiple properties in one account ==A user account can contain one or multiple properties. Each property has its own settings for:*Booking page*Booking rules*Booking questions*Upsell items*Deposit collection rules and payment gateways*Confirmation messages*Auto Actions and Auto Action Emails*Yield Optimizer Rules
A user account can contain one or multiple propertiesIf the channel manager is used each property will have its own mapping.
Other user accounts can be set up to access these properties with either read only or full write access.
In which order you set up an agency account depends on how the properties are set up and managed.
== 1. The Agency manages Manage all properties centrally from one master account =='''1.1. === Add and set up properties'''===
Add new properties with the ADD NEW PROPERTY button in #fas:cog}} (SETTINGS->) PROPERTIES or make a copy of an existing similar property and edit it to suit.
If you make a copy all of the rooms and rates will also be copied.
To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy. Alternatively data can be uploaded via the '''API''' (api.beds.com). For more informaton about the API have a look [[:Category:API| here]]. 
Emails to guests will be as set in the Email settings of the master account. [[Outgoing_Email|Click here for more information]]. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email.
'''1.2<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style="color: #c7c7c7;" >{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties.  === If required create sub accounts for your properties'''===
You can create sub accounts if properties need their own log-in. Sub accounts can be created via Click on the 'User' icon on the SUBACCOUNT menu top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right).
Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]].
== 2. Properties need Owner Management and user Management ==You can give owners or staff their own log-ins access to manage individual properties or a group of properties by setting up sub accounts . === Create additional user accounts===Click on the 'User'icon on the top right and then on '2Account Management (in the old control panel SUB ACCOUNT in the top right). Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on sub accounts]].  Each sub account can use a different Email address to send messages to guests.1[[Outgoing_Email|Click here for more information]].  === Create and and set up properties=== Log into each sub accountsaccount and set up properties and rooms following these instructions in the [[Do_the_initial_Setup|Setup Guide]].  === Owner Management ===Click on the 'User'icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and create a sub account with the role "Owner". If required you can further customise the access. [[:Category:Sub_Account|Click here for more information on sub accounts]]. === Commission===If you want need to calculate commissions you can set up a [[:Category:Reports#Example:_Commission_report_for_owners|Custom Report]] to do this automatically. === Expenses===If you want to record expenses you can do this by setting up a property "Expenses" with one room in {{#fas:cog}} (SETTINGS) PROPERTIES / ROOMS. Add each expense as a booking with a negative value. You can then create custom reports which list all expenses.  If you need more functionality you can set up an integration with [[VRScheduler]] or another service which offer such functions. == Set up and install multiple property booking page ==A Booking page containing all properties is created automatically. It will show your properties with a link to the property booking page where guests can make their booking.  To customise your multiple property booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN.
Sub accounts can be created via If you want to generate the SUBACCOUNT menu on the top right. Each sub account has a unique username and password. Sub accounts can be given restricted or full access code for an embedded Iframe for multiple properties go to other accounts or individual properties. [[{{#fas:Category:Sub_Account|Click here for more information on sub accounts]]. cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR and set "Property" = "All"
Each sub account can use a different Email address If you want to send messages allow guests to guestssearch by certain criteria:*First create the search criteria in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > SEARCH CRITERIA. [[Outgoing_Email|Click here for more information]]*Then go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS and assign the applicable criteria to each property.
'''2== Generate booking widgets or an embedded booking page==Once you have set and assigned your search criteria you can *go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS to generate a widget.2Set "Property" = "All" and design your widget, ensuring that you change "Search Filter" to show the search criteria either "collapesed" or "open" in your booking widget. Create Generate the code for the widget and paste it into the source code (Set the Wordpress editor to "Text") where you want to display the widget.*go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING WIDGETS > IFRAME GENERATOR to generate the code for your embedded Iframe. Set "Property" = "All". Generate the code and set up properties'''paste it into the source code where you want to display the booking page.
Log into each sub account and set up properties and rooms following these instructions in If you use Wordpress please also use the [[Do_the_initial_Setup|Setup Guide]]Wordpress help page.
== Set up and Install Multiple Property Booking Page Groups / Display in the Control Panel ==A Booking page containing all You can create groups of properties is created automatically.by giving them the same keyword in #fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS "Group Keywords"
1. In SETTINGS -> BOOKING PAGE -> MULTIPLE PROPERTIES you can customise A group option will appear in the property selector on the look of your agency booking calendar pageand open all properties in the group.
2. Go == Copy settings from one property to SETTINGS -> AGENCY -> SEARCH CRITERIA and define the search terms. You have the options to set up a total of four sets which could be location, type of accommodation, amenities....another==
3. Go to SETTINGS <span class="" style="color: #f3e504; font-size: 250%;" > AGENCY {{#fas:lightbulb}} </span> <span style="font-weight: bold;" > PROPERTIES to define how Tip</span> Where you see this'' {{#fas:copy}} icon you can click and under which search criteria each property will be displayed on then copy the agency pagevalue of this setting to other rooms or properties.
There is also a "Clone" function in SUB ACCOUNTS a "Clone" function which allows to copy selected settings from one property to another.
Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings.
Keywords: subaccount, sub account, agency, multihotel, multi hotel, multi-hotel, multi property== Manage Prices==If you are using rates you can set up one set of rates and apply it with or without an offset (price adjustment) to other properties. The function is available in the "Rooms" tab of the rate.

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