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Agency & Multiple Property Setup

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[[Category:How to]]
[[Category:AgencySub_Account]][[Category:Multiple_Properties]][[Category:Properties]][[Category:How to]][[Category:Getting_Started]]<div class="heading">Multiple Properties</div> This page explains how to set up an account with multiple properties.__TOC__== General ==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  If 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.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> When you 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 scroll down the page you will see buttons which allow you to dowload property informaton into a .csv file.  == 1. The Agency manages all Manageing multiple properties centrally from one master account =='''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.1If you make a copy all of the rooms and prices will also be copied. Add and To set up the individual propertiesfollow 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]].
Add new properties with the ADD NEW PROPERTY button 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]].
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<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.2. If required create sub accounts for your 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. A sub account can also contain it's own properties. Only one person at a time can log in to any account or sub account. [[:categoryCategory:sub_accountsSub_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.1Sub accounts can be given restricted or full access to other accounts or individual properties. Create [[:Category:Sub_Account|Click here for more information on sub accounts''']].
Sub accounts can be created via the SUBACCOUNT menu on the top right. Each sub account has can use a unique username and password. Sub accounts can be given restricted or full access different Email address to other accounts or individual properties. A sub account can also contain it's own properties. Only one person at a time can log in send messages to any account or sub accountguests. [[:category:sub_accountsOutgoing_Email|Click here for more information on sub accounts]].
Each === Create and and set up properties=== Log into each sub account can use a different Email address to send messages to guests. and set up properties and rooms following these instructions in the [[Outgoing_EmailDo_the_initial_Setup|click here for more informationSetup 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]].
'''2=== Commission===If you want need to calculate commissions you can set up a [[Custom-Reports#Commission_report_for_owners|Custom Report]] to do this automatically.2You can use the "Routines" function to automatically send the report for example to owners. Create and and set up properties'''
Log into each sub account and set === Expenses===If you want to record expenses you can do this by setting up properties and rooms following these instructions a property "Expenses" with one room in the [[Do_the_initial_Setup|Setup Guide]]{{#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 [[bedplus]] or another service which offer such functions.
== Set up and Install Multiple Property Booking Page 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.
1. Go To customise your multiple property booking page go to {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > AGENCY -MULTI BOOKING PAGE > 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...PAGE DESIGN.
2. In If you want to generate the code for an embedded Iframe for multiple properties go to {{#fas:cog}} (SETTINGS -) > BOOKING ENGINE > BOOKING PAGE -WIDGETS > GLOBAL DESIGN you can customise the look of your agency booking pageIFRAME GENERATOR and set "Property" = "All"
3If you want to allow guests to search by certain criteria:*First create the search criteria in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > SEARCH CRITERIA. Go *Then go to {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > AGENCY -MULTI BOOKING PAGE > PROPERTIES to define how PROPERTY SETTINGS and under which search assign the applicable criteria to each property will be displayed on the agency page.
When == 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 property is selected from widget. Set "Property" = "All" and design your widget, ensuring that you change "Search Filter" to show the agency search criteria either "collapesed" or "open" in your booking page widget. 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 paste it opens into the source code where you want to display the normal property booking page.
== Link properties with existing accounts to an agency account ==You can allow another account to access one or more of your propertiesIf you use Wordpress please also use the Wordpress help page.
*Identify == Groups / Display in the association code Control Panel ==You can create groups of properties by giving them the account that will access your property. This can be found same keyword in the {{#fas:cog}} (SETTINGS -) PROPERTIES >AGENCY menu.DESCRIPTION "Group Keywords"
*In your account, go to A group option will appear in the SETTINGS ->AGENCY -> ''Make property available in another account'' selector on the calendar page and enter this code open all properties in the ''Associations Code'' settinggroup.
*The other account will now see your == Copy settings from one property in their SETTINGS -> AGENCY menu and can add it to their account.another==
<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this'' {{#fas:copy}} icon you can click and then copy the value 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==You can set up one set of prices and apply it with or without an offset (price adjustment) to other properties.

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