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Do the initial Setup

1,294 bytes removed, 22 March
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]].*There are recordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements.*We recommend you let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process.
<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 Where you let our [httpsee this <span class="" style=color:#008ACC;“>{{#fas:copy}}<//beds24.com/wizard/index.php Setup Wizards] guide span> icon you through can click and then copy the set up processvalue of this setting to other rooms or properties.
= Terminology =
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.
= Multiple Properties or Rooms =
Making different properties means each can have it's own property booking page (if required with individual design). You can also use a multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties.
 
If you are using the channel manager we advise to set the booking system up as similar as your booking channels. If your lodgings have different hotel/property codes for Booking.com etc. then they must be setup as different properties in the system.
==Hotels, B&B´s. hostels==
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.
Making different properties means each can have it's own property booking page (if required with individual design). You can also use a multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties.==Vacation rentals==
If you're renting your property as a whole, you still need to define one "Room" which in your case represents your complete property.
If you are using the channel manager we advise to set the booking system up as similar as your booking channels. If your lodgings rentals have different hotel/property codes for bookingBooking.com etc. then they must be setup as different properties in the system.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
*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>
== '''Step 2''' - Property and Room Set Up==
By default each Beds24 account has one property with a room You can import properties and a pricerooms or create them manually.
You can import additional properties and rooms or create them manually<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
===Import from Airbnb===
===Import from Booking.com===
You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]].
 
===Import a .csv file via Beds24 API ===
If you want to import a .csv file you will first need to first need to go to {{#fas:cog}} (SETTINGS) ACCOUNT > ACCESS and set "API without API key" = allow any IP
 
 
The actual process is documented directly in the [https://api.beds24.com/ API].
===Manual creation ===
Go ==== '''Step 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
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 32''' - Define Rooms and Offers''' ====
*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'''! 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 > OFFERSand 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 with different prices eg. packages, promotions or discounted conditional ratesprices. 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 43''' - Set your ''' Create prices ==
Without prices the system can not show availability.
The system has two types of prices:
*Daily Prices(recommended)*RatesFixed Prices
<span class="" style="colorThis [https: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </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 calculatedsetup.
<span class="" style="color:#fe746cf3e504;font-size: 150%;" >{{#fas:exclamation-trianglelightbulb}} </span> 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.
Which type you use depends on your pricing structure: '''Daily Prices (recommended)'''
'''Daily Prices'''are prices for one date. Daily prices are easy to manage and are the best choice for most customers. Multiple prices per date can be defined for example for different minimum stays or different offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
Daily Prices are prices for one date<embedvideo service="youtube">https://www. Multiple prices per date can be defined for example for different occupanciesyoutube.com/packages. Daily Prices can be used:*If you want to fine tune prices on a daily basis*if you do not use Last Minute or Early Bird pricingwatch?v=iFht8sLJg9g</embedvideo>
Go to '''CALENDARFixed Prices''' in the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you can select what you want to display.
Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price Fixed Prices have a start and end date so they apply to a range and click '''SAVE'''. You may modify individual of dates as required. Rules for daily prices can be set in PRICES -> DAILY PRICE SETUPFixed Prices contain many rules about the conditions that must apply to make them available.
<embedvideo service="youtube">httpsUse Fixed Prices instead of Daily prices only://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo>*If your prices are fixed ahead and you do not want to adjust them and you have none or few seasons*If you want to allow guest to enquire when no price can be found but the room is not fully booked*If you want to grant referrer discounts
'''Rates'''Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
Rates have a start '''Combination of Daily Prices 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.Fixed Prices'''
Rates can be used<span style="color:#fe746c;“ >{{#fas:*for different weekendexclamation-triangle}} </weekday prices*for prices for extra guests or extra children apply*span> If you require the guest use Fixed Prices you do not need to book more than one set up Daily Prices for every day before Check-in*. If required you want can use a price to be available only certain days in advance (e.g. Last Minute or Early Bird)*if you want Daily Price to allow guests to enquire if no price can be found but adjust the room is not fully booked*prices for special pricing for channel managementan individual date or date range.
Go *You can use Daily Prices to RATES in override the top menuFixed Price for a few individual dates. Multiple rates and discounts may be defined for each roomIf you often adjust prices use Daily Prices only. When multiple rates exist for *You can add a given date the system default will calculate and offer the lowest price that matches your criteria. Gap Filler to fill gaps when using daily prices with minimum stays required
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
== '''Adding Rates and DiscountsStep 4''': - Enter existing Bookings==To add a new rate click on avoid double bookings it is advisable to enter the button ADD RATE bookings you already have.
'''Link a Rate:''' One rate can *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 used for multiple roomsable to automatically import changes. For which room a rate You can use this function when the channel manager is used set up but not activated. The button is defined available in the "Rooms" tab of the rate{{#fas:cog}} (SETTINGS) CHANNEL MANAGER->AIRBNB/BOOKING.COM/EXPEDIA.
'''Copy *Other bookings can be uploaded as a Rate.csv file from in {{#fas:''' If you want to use the same rate for another room click on SAVE AS A COPYcog}} (SETTINGS) PROPERTIES.
'''Changing Rates and Discounts''': Click *To manually add or blocked dates click on the rate you want to change and enter your changes. You can delete rate setting and add new ones. You may re-use old rates that are still suitcase icon in the system by changing their start and end datesCALENDAR or on "Add Booking" at the top.
'''Combination *If you do not need the actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to sell. They can be edited to quickly change your availability. Double-click to open a pop-up and save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of Daily Prices this type" and Rates'''any existing bookings).
It is not necessary == '''Step 5''' - Set up payment collection (optional)==You need to use both daily prices and rates but connect a combination of daily prices and rates can be used payment processor to fine tune pricing structuresautomatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the best functionality.
*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 56''' - Enter existing BookingsSet up the Channel Manager (optional)==To avoid double bookings it is advisable Set up the [[:Category:Channel_Manager| channel manager]] to enter the bookings you already havesynchronise your sales channels. You have different options:
*Here some short example videos. 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 {{#fasdetailed instructions see: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 add the bookings directly in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu.
*If you are comfortable working with '''[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.csv''' you can upload bookings into Beds24 using our API (httpscom://api.beds24_Synchronise_bookings_prices_availability | How to connect Booking.com). Bookings must have a checkin between 1 year in the past to sync prices and availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and 5 years in the future. You will see the instructions when you click on putBookingCSV (httpsavailability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category://api.beds24.com/csv/putbookingscsv.php). To use the API you need Channel_Manager| List of all channels with link to allow API access in {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESSdetailed setup instructions]]
<embedvideo service== '''Step 6''' - Connect Payment Processor (optional)==Connect a payment processor to automatically connect payments in {{#fas"youtube">https:cog}} (SETTINGS) >PAYMENTS //youtu.be/_KORtELJyNk</embedvideo> PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who offers the best functionality.
== '''Step 7''' - Set up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels. == '''Step 8''' - 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 flowsEmails.
== '''Step 98''' - 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 109''' - 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 {{#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 1110''' - Do some test bookings to check everything is working. ==
This is how you can check everything is working:
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
= Other Features and Functions =
When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functionsor check the start page of this support wiki.

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