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Agency & Multiple Property Setup

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[[Category:How to]]
[[Category:Agency]]
[[Category:Sub_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 in 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]].
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. 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).
You can create Each sub accounts if properties need their own log-inaccount has a unique username and password. Sub accounts can be created via the SUBACCOUNT menu given restricted or full access to other accounts or individual properties. [[:Category:Sub_Account|Click here for more information on the top rightsub accounts]].
== Owner Management and user Management ==You can give owners or staff their own access to 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 '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. [[:categoryCategory:sub_accountsSub_Account|Click here for more information on sub accounts]].
== 2. Properties need their own log-ins Each sub account can use a different Email address to send messages to manage accounts =='''2guests.1[[Outgoing_Email|Click here for more information]]. Create sub accounts'''
Sub accounts can be created via the SUBACCOUNT menu on the top right. Each === Create and and set up properties=== Log into each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual set up properties. and rooms following these instructions in the [[:category:sub_accountsDo_the_initial_Setup|Click here for more information on sub accountsSetup Guide]].
Each === 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 use a different Email address to send messages to guestsfurther customise the access. [[Outgoing_Email:Category:Sub_Account|click Click here for more informationon 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 === 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 sub account and 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 properties and rooms following these instructions in the an integration with [[Do_the_initial_Setup|Setup Guidebedplus]]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.
== Set up and Install Multiple Property Booking Page ==A Booking To customise your multiple property booking page containing all properties is created automaticallygo to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PAGE DESIGN.
1. 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"
2. Go If you want to allow guests to search by certain criteria:*First create the search criteria in {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > AGENCY -MULTI BOOKING PAGE > SEARCH CRITERIA .*Then go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS and define the search terms. You have assign the options applicable criteria to set up a total of four sets which could be location, type of accommodation, amenities...each property.
3== 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. Set "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. 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 *go to {{#fas:cog}} (SETTINGS -) BOOKING ENGINE > AGENCY -BOOKING WIDGETS > PROPERTIES IFRAME GENERATOR to define how generate the code for your embedded Iframe. Set "Property" = "All". Generate the code and under which search criteria each property will be displayed on paste it into the source code where you want to display the agency 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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