17,130
edits
Changes
Jump to navigation
Jump to search
'''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.
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.
== A property can have only one room (a vacation rental) or a number of different '''Step 1room types''' - Enter your Settings ==or '''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.
Dont forget to SAVE'''Hotels, B&B´s.hostels'''
== ''*If you want to use a language other than English on your booking page, go to 'Step 2''' - Customise {{#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 ==booking page and notifications. Descriptions have to be entered in each language tab.
*Go to BOOKING PAGE -<embedvideo service="youtube"> DESCRIPTION select which propertyhttps:/room and enter the information you want to display on your booking page/youtu. Fields yu leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled. /CsjMXF2vzEs</embedvideo>
'''Set a simple rate structure''' 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]].
If you have a simple pricing - one *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and define your offer(s).An offer is the price per combined with certain conditions. Each room (not per person), no extras /unit has one or discounts go to DASHBOARD -> GRIDmore offers. This "Offer 1" is a table giving you a complete overview on your bookings, rates and inventory. By ticking standard offer to the boxes you can select what you want to displayguest which is always displayed.
Activate DAILY PRICES. You can set your have the option to sell a room with different prices hereeg. Click in the DAILY PRICE row and set price and date range and click SAVEpackages, promotions or discounted conditional prices. You may modify individual dates as requiredEach offer can have its own "Booking Type".
To remove a price set it to 0 (numeral zero)== '''Step 3''' - Create prices ==Without prices the system can not show availability.
The price offered If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to the guest will be the lowest from your Daily Prices and your Rates which match the requested stay periodmultiple rooms.
'''Set a refined rates and discount structure''' This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
To set a definded stucture go to RATES in the top menu. <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date Click on the system default will calculate and offer "Price Check" button on the lowest CALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price that matches your criteria. You can override this in the rates settingsis calculated.
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.'''Daily Prices (recommended)'''
'''Adding Rates and Discounts'''<embedvideo service="youtube">https: To add a new rate click on the button ADD RATE //youtu.be/E4TYnrHwnDA</embedvideo>
'''Changing Rates Fixed Prices have a start and Discounts''': Click on the rate you want end date so they apply to change and enter your changesa range of dates. You can delete rate setting and add new ones. You may re-use old rates Fixed Prices contain many rules about the conditions that are still in the system by changing their start and end datesmust apply to make them available.
== '''Step 3''' - Add your Bookings ==Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
To avoid double bookings it is advisable to enter the bookings you already have. In DASHBOARD -> GRID 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 '''Combination of Daily Prices and save the changes.Fixed Prices'''
'To ''Add Bookings''' <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} click on the person+ icon, fill in the information and SAVE</span> If you use Fixed Prices you do not need to set up Daily Prices for every day. Your booking has now been entered into If required you can use a Daily Price to adjust the systemprices for an individual date or date range.
Booking widgets connect your website to your booking page. Click on SETTINGS == '''Step 5''' -> BOOKING WIDGETS. Choose Set up the widget you want Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] 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 pagesynchronise your sales channels.
Copy your widget 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 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have. *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 your websiteautomatically 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 install manually add or blocked dates click on the suitcase icon in the booking widgets CALENDAR or on your web site "Add Booking" at the top. *If you will do not need the ability to edit actual booking you can adjust the HTML of your page. This may involve knowing availability in the passwords for your web server and CALENDAR in the ability row "Inventory". The number shows rooms remaining to sell. They can be edited to transfer quickly change your filesavailability. Your web hosting service should be able Double-click to provide information 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 bookingsCopy your widget to your website.''' New online bookings 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.
[[Category:How to]]
<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.
</div>
== 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.
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.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
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 marketing strategy. Each room (which can also be an apartment, house etc) can have its own pricing and booking rules.
= Step by Step Setup =
== '''Step 1''' - General Account Settings ==
Click on {{#fas:cog}} (SETTINGS)
*Go to ACCOUNT and complete your details
== '''Step 2''' - Create properties and rooms==
You can import properties and rooms or create them manually.
===Import from Airbnb===If you want to add pictures go to BOOKING PAGE -> PICTURES have a listing on Airbnb you select for which can import it and create a new property/with a new room or add a room in a property you want to upload a picturealready have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
===Import from Booking.com===You are done with a basic setup of can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your booking pageproperty from Booking. If you want com to customise the design of your booking page you can optionally do so under BOOKING PAGE -> DESIGNBeds24]].
===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
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 2''' - Set your Prices Create rooms====
*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.
<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.
==== '''Override Dates:Step 2''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each date can be set to BLACKOUT in which case it is not available on that date room/unit has one or EXCEPTION in which case it uses the same booking strategy as the properties exceptional periodmore offers. If no override "Offer 1" is set (- - - - -) your standard offer to the booking strategy guest which is as defined for the propertyalways displayed.
Beds24 has two types of prices:
*Daily Prices (recommended)
*Fixed 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 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].
'''Copy a Rate:Fixed Prices''' If you want to use the same rate for another room click on SAVE AS A COPY
Use Fixed Prices instead of Daily prices only:
*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
*You can use Daily Prices 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
<span style== '''Step 4''' "color:#fe746c;“ >{{#fas:exclamation- Install your Booking Widgets ==triangle}} </span> Rules in Fixed Prices have no effect on 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.
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.
