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= This page explains how to set up your account = Set Up help =='''You're now only a few steps away from accepting on-line bookings. We provide plenty of support tools which will help you during the set up process.
== Terminology ==
== Multiple Properties or Rooms ==
Go to ==== '''PROPERTIESStep 1''' -> 'Create Property====*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a property go to '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION''' and complete your property information <embedvideo service="youtube">https://www.youtube.com/watch?v=S07yG0EUT88</embedvideo>
== '''Step 2''' - Rooms and Offers ==[[File:Property_and_Room_Setup.mp4|640px]]
*To set rooms up go to ==== '''PROPERTIESStep 2''' -> '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name Define Rooms and quantity of "Rooms" of that type available. Offers ====
Don*To set rooms up go to 't forget to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''SAVEEDIT'''!will open a field where you can set the name and quantity of "Rooms" of that type available.
<span class="" style="colorThis [https: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> ''Click on the "Price Check" button on beds24.com/wizard/wizard3.php setup wizard] guides you though the CALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated''setup.
Which type you use depends on your pricing structure:
Rates can be usedUse rates instead of daily prices:*for different weekend/weekday prices*for If your prices for extra guests or extra children apply*If are fixed ahead and you require the guest do not want to book more than one day before Check-in*If adjust them and you want a price to be available only certain days in advance (e.g. Last Minute have none or Early Bird)few seasons*if If you want to allow guests guest to enquire if when no price can be found but the room is not fully booked*for special pricing for channel managementIf you want to grant referrer discounts
Go to RATES in Please find more information on the top menuhelp page for [https://wiki.beds24. Multiple rates and discounts may be defined for each roomcom/index. When multiple php/Category:Rates rates exist for a given date the system default will calculate and offer the lowest price that matches your criteria].
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 Combination of Daily Prices and Rates and Discounts''': To add a new rate click on the button ADD RATE '''Link a Rate:''' One rate can be used for multiple rooms. For which room a rate is used is defined in the "Rooms" tab of the rate.
'''Copy a Rate<span style="color:#fe746c;“ >{{#fas:''' exclamation-triangle}} </span> If you want use rates you do not need to set up Daily Prices for every day. If required you can use a Daily Price to adjust the same rate prices for another room click on SAVE AS A COPYan individual date or date range.
'''Changing Rates and Discounts''': Click on *You can use Daily Prices to override the a rate for a few individual dates. If you you want to change and enter your changesoften adjust prices use Daily Prices only. *You can delete add a gap fill 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.to fill gaps when using daily prices with minimum stays is required
'''Combination of Daily Prices and Rates'''<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in rates have no effect on daily prices.
It is not necessary to use both daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structures. *For example Daily Prices can be used to override the price and conditions of a rate for individual dates.*The booking rules for your rates and daily prices will determine which daily price or rate will be used. == '''Step 4''' - Enter existing Bookings==
== More customisation options==*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 {{#fas:cog}} (SETTINGS-) >GUEST MANAGEMENT->CONFIRMATION MESSAGES.*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 {{#fas:cog}} (SETTINGS-) >ACCOUNT->PREFERENCES. == Other Features and Functions ==When you click on FUNCTIONS in the top left menu you will see links to the menu pages of key features and functions.
[[Image:support.png|800px|link=]]Other Features and Functions =[[Media:When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this supportwiki.png|view large]]
[[Category:How to]]
[[Category:IntroductionGetting_Started]] ''This page explains how to set up your account''<div class="heading">Set Up Guide</div>
There is context sensitive help throughout our system. If you are stuck, click on the '''?''' icons. You can also use this [[Main Page|Wiki]] for help.'''
We provide a range of [[videos|video tutorials]].
<span class="" style="color: #f3e504; font-size: 150%;" >{{#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.
<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.'' <span class="" style="color: #f3e504; font-size: 250150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> We recommend you let our [http://www.beds24.com/wizard/index.php Setup Wizards] guide you through the set up process.'''
'''Properties''' can be Hotels, Hostels, B&B´s, holiday houses, vacation rentals, apartment houses, camp sites. You can have one properties or multiple properties of different types.
They are rented units i.e. bedrooms in a hotel or B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etc.
<embedvideo service="youtube">https://youtu.be/Jd6mFFWhpRE</embedvideo>
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.
Hotels, B&B´s and inns are usually set up as one property with a number of rooms. If you have several independent lodgings e.g. apartments or villas you can still set them up as rooms if it suits your marketing strategy. Each room (which can also be an apartment, house etc) can have its own pricing and booking rules.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
= Step by Step Guide =
== '''Step 1''' - General Account Settings ==
Click on ''' {{#fas:cog}} (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 ''' {{#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>
===Import from Airbnb===
If you have a listing on Airbnb you can import it and create a new property with a new room or add a room in a property you already have in Beds24. Click [[AirBnB.com_XMLConnect_Airbnb_Account|here]] for instructions.
===Import from Booking.com===
You can [[Booking.com_XMLcom:_Create_and_update_properties_and_rooms_on_Booking.com#Import_Properties_from_Booking_Import_Properties_from_Booking.comcom_to_Beds24|import your property from Booking.com to Beds24]]. ===Import via Beds24 API ===The functions are documented directly in the [https://api.beds24.com/ API].
===Manual creation ===
If you sell dorms for which you sell indivudual individual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]].
*Go to '''{{#fas:cog}} (SETTINGS) PROPERTIES''' -> '''ROOMS''' - > '''OFFERS'''and define your offer(s).
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.
You have the option to sell a room at up to four with different prices eg. packages, promotions or discounted conditional rates. Each offer can have its own "Booking Type".
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms.
== '''Step 3''' - Set your Prices Create prices ==
Without prices the system can not show availability.
The system has two types of prices:
*Daily Prices(recommended)
*Rates
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Note: If Click on the "Price Check" button on the CALENDAR or SUPPORT page then on "Calculate" to find our why you use rates you do have not need to set up Daily Prices for every day. If required you can use price or how a Daily Price to adjust the prices for an individual date or date rangeprice is calculated.
'''Daily Prices'''
Daily Prices are prices for one date. Up Daily prices are easy to four manage and are the best choice for most customers. Multiple prices per date can be defined for example for different occupanciesminimum stays or different offers. Daily Prices can be used:*If you want to fine tune prices Please find more information on a daily basis*if you do not use Last Minute or Early Bird pricing Go to '''CALENDAR''' in the top menuhelp page for [https://wiki. This is a table giving you a complete overview of your bookings, rates and inventorybeds24. By ticking the boxes you can select what you want to displaycom/index. 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. Rules for php/Category:Daily_Prices daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICES].
<embedvideo service="youtube">https://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo>
'''Rates'''
Rates have a start and end date so they apply to a range of dates. Rates contain many rules about the conditions which must apply to make them available. Multiple rates can be used to create complex pricing structures. If multiple rates are available for the same dates the rules of each rate will determine which rate is offered.
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 {{#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)
*To ''Add Bookings'' or blocked dates '''manually ''' click on add the suitcase icon bookings directly 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://wwwapi.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://wwwapi.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 Set up payment collection (optional)==Connect You need to connect a payment processor to automatically connect [[:Category:Payments|collect payments ]] in {{#fas:cog}} (SETTINGS-) >PAYMENTS->PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who which offers the best functionality.
== '''Step 6''' - Set up the Channel Manager (optional)==
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
== '''Step 7''' - Use your own E-mail address (optional)==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.
== '''Step 8''' - Check and Customise your Booking Page==Go to {{#fas:cog}} (SETTINGS->) BOOKING ENGINE.
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 your a Booking Button, Box, Strip, Calendar or one of our other Booking Widgets Widget ==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.
== '''Step 10''' - Do some test bookings to check everything is working. ==
This is how you can check everything is working:
1. Your own web site
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.
2. Channels
Channels which receive prices from Beds24:
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:
'''Congratulations! You are now receiving on-line bookings.''' New on-line bookings will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS page.
