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Do the initial Setup

6,873 bytes added, 11 April
[[Category:How to]]
'''General'''[[Category:Getting_Started]]<div class="heading">Set Up Guide</div>
'''Properties''' can be Hotels, B&B´s, appartmenthouses, campgrounds etc This page explains how to set up your account__TOC__=What you should know and do before getting started=<div class="bluebox">This self-setup guide assists you through your initial setup. Beds24 is designed as a self-service system so you can handle multiple propertiesset up and change all functions yourself at any time.
A property can have one or more roomsThere is context sensitive help throughout our system. If you are stuck, click on the <span style="color:#019cde;“ >{{#far:question-circle}} </span> icons. '''Rooms''' You can but do not need to represent physical rooms, they are a way of splitting your property into separately bookable sectionsalso use this [[Main Page|Wiki]] for help.
If *We provide a range of [[videos|video tutorials]]. There is also a [https://youtube.com/playlist?list=PLxiq-bz-RFGEbM44Yk4SYmGt09UISNzEw&si=kgIZPd_ekiExQGk0 Youtube playlist].*There are recordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements.*You can let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process.*We also offer online training sessions for a fee in which we help you renting set your property as account up. Send us a whole support ticket from the SUPPORT button at the top if you still need want to define one room which in your case represents your complete propertybook a session.
<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:#008ACC;“>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties.
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== Properties and Rooms ==
'''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.
You '''Rooms''' are only a few steps away from accepting online bookingsway of splitting your property into separately bookable units. Follow the instructions Rooms can, but do not need to, represent ''physical'' rooms. You will find context sensitive help thoughout the systemThey are a way of splitting up a property into separately bookable sections i.e. If you are stuck click on the ? iconsbedrooms in a hotel or B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etc.
If you rent your property as a whole because it is a vacation rental you will still need one room which is what the guest books.
A property can have only one room (a vacation rental) or a number of different '''Step 1room types''' - your Settingsor '''categories''' (a hotel, B&B, hostel, aparthotel).
Click on SETTINGS in the top menu barEach room or room type/category can have ''multiple inventories'''.
*Go to ACCOUNT -> BUSINESS INFO and fill in your information=== Multiple Properties or Rooms ===*If you want are using the channel manager we advise to use another language than English on set the booking system up as similar as your booking page click on LANGUAGES and tick the ones channels. If your lodgings have different hotel/property codes for Booking.com etc. then they must be setup as different properties in Beds24 so you want to usecan connect them.
*Go to PROPERTIES -> DESCRIPTION and enter the name and the currency symbol you want to Making different properties means each can have it's own property booking page (if required with individual design). You can also usea multiple property booking page with advanced search functions (e.g. facilities, location) showing all properties.
*Go to PROPERTIES -> BOOKING QUESTIONS and determine what information '''Vacation rentals'''If you're renting your property as a whole, you want still need to collect from define one "Room" which in your case represents your guestscomplete property.
*Go to ROOMSIf your rentals have different hotel/property codes for Booking. A click on EDIT will open a field where you can set the name and set the quantity of rooms of that type availablecom etc. then they must be setup as different properties.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
Dont forget to SAVE'''Hotels, B&B´s.hostels'''
'''Step 2''' - Customise Hotels, B&B´s and inns are usually set up as one property with a number of rooms. or room types. If you have several independent lodgings e.g. apartments or villas you can still set them up as rooms if it suits your Booking Pagemarketing strategy. Each room (which can also be an apartment, house etc) can have its own pricing and booking rules.
*Go to BOOKING PAGE = Step by Step Setup === '''Step 1''' -> DESCRIPTION select General Account Settings ==Click on which property/room and enter the information you want to display on your booking page. Fields yu leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled. {{#fas:cog}} (SETTINGS)
If you want *Go to add pictures go to BOOKING PAGE -> PICTURES you select for which property/room you want to upload a picture. ACCOUNT and complete your details
You are done with *If you want to use a basic setup of 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 want to customise the design of enable more than one language you will see tabs for each language in your descriptions, information on your booking page you can optionally do so under BOOKING PAGE -> DESIGNand notifications. Descriptions have to be entered in each language tab.
== '''Step 2''' - Set your PricesCreate properties and rooms==You can import properties and rooms or create them manually.
<embedvideo service== '''Set a simple rate structure''' =="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
===Import from Airbnb===If you have a simple pricing - one price per listing on Airbnb you can import it and create a new property with a new room (not per person), no extras or discounts go to DASHBOARD -> GRID. This is add a room in a table giving property you a complete overview on your bookings, rates and inventoryalready have in Beds24. By ticking the boxes you can select what you want to displayClick [[Connect_Airbnb_Account|here]] for instructions.
Activate DAILY PRICES===Import from Booking. com===You can set [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your room prices hereproperty from Booking. Click in the DAILY PRICE row and set price and date range and click SAVE. You may modify individual dates as requiredcom to Beds24]].
===Manual creation ===
==== '''Step 1''' - Create properties====
*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
'''Override Dates[[File:''' Each date can be set to BLACKOUT in which case it is not available on that date or EXCEPTION in which case it uses the same booking strategy as the properties exceptional period. If no override is set (- - - - -) the booking strategy is as defined for the propertyProperty_and_Room_Setup. mp4|640px]]
To remove a price set it to 0 (numeral zero)==== '''Step 2''' - Create rooms====
The price offered *To set rooms up go to the guest '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''EDIT''' will be open a field where you can set the lowest from your Daily Prices name and your Rates which match the requested stay periodquantity of "Rooms" of that type available.
If you sell dorms for which you sell individual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]].
== '''Set a refined rates *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and discount structure''' ==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.
To set You have the option to sell a definded stucture go to RATES in the top menuroom with different prices eg. Multiple rates and discounts may be defined for each roompackages, promotions or discounted conditional prices. When multiple rates exist for a given date the system default will calculate and Each offer the lowest price that matches your criteria. You can override this in the rates settingshave its own "Booking Type".
When creating multiple rates <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you would generally set your highest price copy a room all settings will be automatically applied to always be available and create discounted price rates for longer stays, specific days of the week or date ranges as copy. If you require. This way want to link prices between different rooms remove the prices before you can create sophisticated rate modelscopy the rooms.
==== '''Step 2''' - Customize and add offers (optional)====
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.
== '''Adding Rates and DiscountsStep 3''': To add a new rate click on - Create prices ==Without prices the button ADD RATE system can not show availability.
'''Copy If you have several rooms with a Rate:''' If similar pricing structure you want can "link" prices with or without offsets to use the same rate for another room click on SAVE AS A COPYmultiple rooms.
'''Changing Rates and Discounts'''Beds24 has two types of prices: 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 in the system by changing their start and end dates.*Daily Prices (recommended)*Fixed Prices
This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Click on the "Price Check" button on the CALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated.
'''Step 3Daily Prices (recommended)''' - Add your Bookings
To avoid double bookings it is advisable Daily Prices are prices for one date. Daily prices are easy to enter manage and are the bookings you already have. In DASHBOARD -> GRID you will find a row INVENTORYbest choice for most customers. The number shows rooms remaining to sell. They Multiple prices per date can be edited to quickly change your availabilitydefined for example for different minimum stays or different offers. Doubleclick to open a popup and save Please find more information on the changeshelp page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
'To ''Add Bookings''' click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
'''Fixed Prices'''
Fixed Prices have a start and end date so they apply to a range of dates. Fixed Prices contain many rules about the conditions that must apply to make them available.
'''Step 4''' - Install Use Fixed Prices instead of Daily prices only:*If your Booking Widgetsprices 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
Booking widgets connect your website to your booking Please find more information on the help pagefor [https://wiki. Click on SETTINGS -> BOOKING WIDGETSbeds24. Choose the widget you want to use. If required you can customise the appearancecom/index. If you need help please click on the HELP button on the top rights of the widgets pagephp/Category:Fixed_Prices Fixed Prices].
Copy your widget '''Combination of Daily Prices and 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 your websiteadjust the prices for an individual date or date range. To install  *You can use Daily Prices to override the booking widgets 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 <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on your web site you will daily prices. == '''Step 4''' - 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 which offers the best functionality. == '''Step 5''' - Set up the Channel Manager (optional)==Set up the ability [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.  Here some short example videos. For detailed instructions see: *[[Airbnb_Mapping| How to edit the HTML 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 your pageall channels with link to detailed setup instructions]] <embedvideo service="youtube">https://youtu. This may involve knowing be/_KORtELJyNk</embedvideo> == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the passwords for your web server bookings you already have.  *For Booking.com, Airbnb and Expedia we have the ability option to automatically import all upcoming bookings. We recommend to transfer your filesuse this method because for bookings imported directly from Booking. Your web hosting service should com we will then be able to provide information 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/BOOKING.COM/EXPEDIA. *Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) PROPERTIES. *To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top. *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 assist you with save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of thistype" and any existing bookings).  == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to *set up messaging templates for automatic and manual sending*automatically perform modifications on bookings based on predefined criteria
Setting up your Beds24.com account is free if you do it yourself. We can do == '''Step 8''' - Customize and connect the setup booking engine for you for a small one off fee starting from €19. Technical support for you or your webdesigner commission free direct bookings (optional)==Go to integrate the availability calendars and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT in the top menu{{#fas:cog}} (SETTINGS) BOOKING ENGINE.
'''Step 5''' - You have the option to Do some test bookings fully customise the look and the content of your booking page. For an overview of your options please go to check everything is working[[Customise Booking Page]].
'''Congratulations! You are now receiving online bookingsBooking 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.'''
New online bookings 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 added automatically. You can also enter new bookings manuallyable to provide information and assist you with this.
'''Refined Settings'''Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
If you want to set refined = More functions and options=*Customise the display of the [[Properties/Booking Rules:category:Calendar|Booking Rulescontrol panel CALENDAR]], page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Properties/Discount CodesPreferences|Discount Codescontrol panel]], [[Properties/Upsell Items|Upsell Items]], use deposit collection through [[Properties/Paypal|Paypal]] collect [[Properties/Credit Card|Credit Card ]], [[Rooms/Dependencies|Room Dependencies]] choose from in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*When you click on FUNCTIONS in SUPPORT you will see links to the menu on pages of key features and functions or check the leftstart page of this support wiki.

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