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Do the initial Setup

6,778 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. If you are stuck click on the ? iconse. You can also use this [[Main Page|Wiki]] for helpbedrooms 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 '''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel).
== Each room or room type/category can have ''multiple inventories'Step 1''' - Enter your Settings ==.
Click on SETTINGS === Multiple Properties or Rooms ===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 top menu barBeds24 so you can connect them.
*Go to ACCOUNT -> BUSINESS INFO and fill in your information*If you want to Making different properties means each can have it's own property booking page (if required with individual design). You can also use another language than English on your a multiple property booking page click on LANGUAGES and tick the ones you want to usewith advanced search functions (e.g. facilities, location) showing all properties.
*Go to PROPERTIES -> DESCRIPTION and enter the name and the currency symbol '''Vacation rentals'''If you're renting your property as a whole, you want still need to usedefine one "Room" which in your case represents your complete property.
*Go to PROPERTIES -> BOOKING QUESTIONS and determine what information you want to collect from If your guestsrentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties.
*Go to ROOMS. A click on EDIT will open a field where you can set the name and set the quantity of rooms of that type availableFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
'''Hotels, B&B´s. hostels'''
Dont forget to SAVEHotels, 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)
== '''Step 2''' - Customise *Go to ACCOUNT and complete your Booking Page ==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.
*Go to BOOKING PAGE == '''Step 2''' -> DESCRIPTION select which property/room Create properties 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 enabledrooms==You can import properties and rooms or create them manually.
If you want to add pictures go to BOOKING PAGE -<embedvideo service="youtube"> PICTURES you select for which propertyhttps:/room you want to upload a picture/youtu. be/CsjMXF2vzEs</embedvideo>
You are done with a basic setup of your booking page. ===Import from Airbnb===If you want to customise the design of your booking page have a listing on Airbnb you can optionally do so under BOOKING PAGE -> DESIGNimport it and create a new property with a new room or add a room in a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
===Import from Booking.com===
You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com 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
== '''Step 3''' - Set your Prices ==[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 2''' - Create rooms====
*To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on ''Set a simple rate structure'EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.
If you have a simple pricing - one price per room (not per person), no extras or discounts go to CALENDAR in the top menue. This is a table giving sell dorms for which you a complete overview on your bookings, rates sell individual beds and inventory. By ticking the boxes you can select what you want not private rooms please also see how to display[[Hostel_and_Retreat_Setup|setup dorms]].
Activate DAILY PRICES. You can set *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and define your room prices hereoffer(s). Click in An offer is the DAILY PRICE row and set price and date range and click SAVEcombined with certain conditions. Each room/unit has one or more offers. You may modify individual dates as required "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 prices. Each offer can have its own "Booking Type".
'''Override Dates<span style="color:''' Each date can #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be set automatically applied 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 periodcopy. If no override is set (- - - - -) you want to link prices between different rooms remove the booking strategy is as defined for prices before you copy the propertyrooms.
To remove a ==== '''Step 2''' - Customize and add offers (optional)====An '''Offer''' is the price set it combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to 0 (numeral zero)the guest which is always displayed.
The price offered to == '''Step 3''' - Create prices ==Without prices the guest will be the lowest from your Daily Prices and your Rates which match the requested stay periodsystem can not show availability.
If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms.
'''Set a refined rates and discount structure''' Beds24 has two types of prices:*Daily Prices (recommended)*Fixed Prices
To set a definded stucture go to RATES in the top menu. Multiple rates and discounts may be defined for each roomThis [https://beds24. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteriacom/wizard/wizard3. You can override this in php setup wizard] guides you though the rates settingssetup.
When creating multiple rates <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 would generally set your highest have not price to always be available and create discounted or how a price rates for longer stays, specific days of the week or date ranges as you require. This way you can create sophisticated rate modelsis calculated.
'''Daily Prices (recommended)'''
'''Adding Rates Daily Prices are prices for one date. Daily prices are easy to manage and Discounts''': To add a new rate click 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 button ADD RATE help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
'''Copy a Rate<embedvideo service="youtube">https:''' If you want to use the same rate for another room click on SAVE AS A COPY//youtu.be/E4TYnrHwnDA</embedvideo>
'''Changing Rates and DiscountsFixed 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.
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''' - Add Use Fixed Prices instead of Daily prices only:*If your Bookings ==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
To avoid double bookings it is advisable to enter Please find more information on the bookings you already have. In CALENDAR you will find a row INVENTORYhelp page for [https://wiki. The number shows rooms remaining to sellbeds24. They can be edited to quickly change your availabilitycom/index. Doubleclick to open a popup and save the changesphp/Category:Fixed_Prices Fixed Prices].
'To ''Add BookingsCombination of Daily Prices and Fixed Prices''' click on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the system.
<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.
== '''Step 5'''- Install your Booking Widgets ==*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="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
Booking widgets == '''Step 4''' - Set up payment collection (optional)==You need to connect your website a payment processor to your booking page. Click on automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS -) >PAYMENTS > BOOKING WIDGETS. Choose the widget you want to use. If required you can customise the appearancePAYMENT COLLECTION. If you need help please click on the HELP button on the top rights of [[Stripe|Stripe]] is our preferred partner which offers the widgets pagebest functionality.
Copy == '''Step 5''' - Set up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your widget sales channels.  Here some short example videos. For detailed instructions see: *[[Airbnb_Mapping| How to your websiteconnect 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 install avoid double bookings it is advisable to enter the booking widgets on your web site bookings you will need already have.  *For Booking.com, Airbnb and Expedia we have the ability option to edit the HTML of your pageautomatically import all upcoming bookings. This may involve knowing the passwords We recommend to use this method because for your web server and the ability to transfer your filesbookings imported directly from Booking. Your web hosting service should com we will then be able to provide information and assist you with automatically import changes. You can use thisfunction 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.
Setting up your Beds24.com account is free if you do it yourself. We can do *To manually add or blocked dates click on the suitcase icon in the setup for you for a small one off fee starting from €19. Technical support for you CALENDAR or your webdesigner 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 "Add Booking" at the top menu.
*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 this type" and any existing bookings).
== '''Step 67''' - Do some test bookings to check everything is working. 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
== '''Step 8''' - Customize and connect the booking engine for commission free direct bookings (optional)==
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]].
'''Congratulations! You are now receiving online bookingsBooking widgets connect your website to your booking page.''' There is a choice New online bookings will be added automaticallyincluding booking buttons, booking boxes, booking strips, calendars. You Go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to use. If required you can also enter new bookings manuallycustomise 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.
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 '''Refined Settings''' like = 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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