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Do the initial Setup

594 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''' - 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''' 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 occupancies/packagesminimum stays or different offersDaily Prices can be usedPlease find more information on the help page for [httpsGo to '''CALENDAR''' in the top menu//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 PRICES -> DAILY PRICE SETUP].
<embedvideo service="youtube">https://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo>
'''RatesFixed Prices'''
Rates Fixed Prices have a start and end date so they apply to a range of dates. Rates Fixed Prices contain many rules about the conditions which that must apply to make them available.
Use rates Fixed Prices instead of daily Daily pricesonly:
*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
Go to PRICES > RATES in Please find more information on the top menuhelp page for [https://wiki. Multiple rates and discounts may be defined for each roombeds24.com/index. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteriaphp/Category:Fixed_Prices Fixed Prices].
When creating multiple rates you would generally set your highest price to always be available '''Combination of Daily Prices 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.Fixed Prices'''
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use Fixed Prices you do not need to set up Daily Prices for every day. If required you can use a Daily Price to adjust the prices for an individual date or date range.
'''Combination of *You can use Daily Prices and Rates'''to override the Fixed Price for a few individual dates. If you often adjust prices use Daily Prices only.*You can add a Gap Filler to fill gaps when using daily prices with minimum stays required
It is not necessary to use both <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structures.
*You can use Daily Prices == '''Step 4''' - Enter existing Bookings==To avoid double bookings it is advisable to override enter the a rate for a few individual dates. If you bookings you often adjust prices use Daily Prices onlyalready have.*You can add a gap fill rate to fill gaps when using daily prices with minimum stays is required
<span style="color:#fe746c;“ >*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:exclamation-trianglecog}} <(SETTINGS) CHANNEL MANAGER->AIRBNB/BOOKING.COM/span> Rules in rates have no effect on daily pricesEXPEDIA.
== '''Step 5''' - Enter existing Bookings==To avoid double bookings it is advisable to enter the *Other bookings you already havecan be uploaded as a . You have different optionscsv file from in {{#fas:cog}} (SETTINGS) PROPERTIES.
*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 manually add or blocked dates '''manually''' click add on the bookings directly suitcase icon in the CALENDAR or on the "Add Booking" link in at the BOOKINGS menutop.
*If you are comfortable working with '''.csv''' do not need the actual booking you can upload bookings into Beds24 using our API (https://apiadjust the availability in the CALENDAR in the row "Inventory".beds24 The number shows rooms remaining to sell.com)They can be edited to quickly change your availability. Bookings must have Double-click to open a checkin between 1 year in the past pop-up and 5 years in save the futurechanges. You will see (it is only possible to lower the instructions when you click number based on putBookingCSV (https://api.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access value in {{#fas:cog}} (SETTINGS) ACCOUNT PROPERTIES > ROOMS > ACCOUNT ACCESSSETUP "Quantity of this type" and any existing bookings).
== '''Step 65''' - Set up payment collection (optional)==You need to connect a payment processor to automatically [[:Category:Payments |collect payments]] in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who which offers the best functionality.
== '''Step 76''' - Set up the Channel Manager (optional)==
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
Here some short example videos. For detailed instructions see: *[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com:_Synchronise_bookings_prices_availability | How to connect Booking.com to sync prices and availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]] <embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> == '''Step 87''' - 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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