Changes

Jump to navigation Jump to search

Do the initial Setup

6,470 bytes added, 11 April
[[Category:How to]]
[[Category:Getting_Started]]
<div class="heading">Set Up Guide</div>
'''Properties''' can be Hotels, B&B´s, apartment houses, camp sites, 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,com''''' is designed as a self-service system so you can handle multiple properties of different typesset up and change all functions yourself at any time.
A property There is context sensitive help throughout our system. If you are stuck, click on the <span style="color:#019cde;“ >{{#far:question-circle}} </span> icons. You can have only one or ver many different roomsalso use this [[Main Page|Wiki]] for help.
'''Rooms''' *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, but do not need 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 set your account up. Send us a support ticket from the SUPPORT button at the top if you want to, represent ''physical'' rooms; they are book a way of splitting your property into separately bookable unitssession.
These units <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" could =='''Properties''' can be Guest BedroomsHotels, Hostel DormitoriesHostels, individual beds in BackpackersB&B´s, camp sitesholiday houses, houseboatsvacation rentals, holiday homesapartment houses, individual hotel suitescamp sites. You can have one properties or multiple properties of different types.
'''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent ''physical'' rooms. They are a way of splitting up a property into separately bookable sections 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.
 
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'''.
 
=== 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 Beds24 so you can connect them.
 
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.
You're now only a few steps away from accepting on-line bookings. Follow the instructionsIf your rentals have different hotel/property codes for Booking. You will find context sensitive help throughout our systemcom etc. If you are stuck, click on the ? iconsthen they must be setup as different properties. You can also use this  For further information see [[Main PageAgency_%26_Multiple_Property_Setup|Wikihere]] for help'''Hotels, B&B´s. hostels'''
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)
== '''Step 1''' - Enter *Go to ACCOUNT and complete your Settings ==Click on '''SETTINGS''' in the top menu bar. details
*Go to '''ACCOUNT -> BUSINESS INFO''' and complete your details*If you want to use another a language other than English on your booking page click on LANGUAGES , 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 == '''PROPERTIES -> DESCRIPTIONStep 2''' - Create properties and enter the name rooms==You can import properties and the currency symbol you want to userooms or create them manually.
*Go to '''PROPERTIES -<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> BOOKING QUESTIONS''' and determine what information you want to collect from your guests
*Go to '''ROOMS'''. A click ===Import from Airbnb===If you have a listing on '''EDIT''' will open a field where Airbnb you can set the name import it and quantity of "Rooms" of that type availablecreate 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.
Don't forget ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to '''SAVE'''!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 2''' - Customise your Booking Page ==[[File:Property_and_Room_Setup.mp4|640px]]
*Go to ==== '''BOOKING PAGE -> DESCRIPTIONStep 2''' select 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. - Create rooms====
If you want to add pictures *To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''BOOKING PAGE -> PICTURESEDIT''' will open a field where you can set the name and then select for which Property/Room you want to upload an imagequantity of "Rooms" of that type available.
You have now finished a basic configurtion of your booking page. If you want sell dorms for which you sell individual beds and not private rooms please also see how to customise the design of your booking page you can optionally do so under '''BOOKING PAGE -> DESIGN'''[[Hostel_and_Retreat_Setup|setup dorms]].
*Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and 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.
== '''Step 3''' - Set your Prices ==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".
<span style===Set a simple rate structure==="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you have copy a simple pricing (eg: one price per room - not per person, no extras or discounts) go all settings will be automatically applied to '''CALENDAR''' in the top menucopy. This is a table giving If you a complete overview of your bookings, rates and inventory. By ticking want to link prices between different rooms remove the boxes prices before you can select what you want to displaycopy the rooms.
Activate ==== '''DAILY PRICESStep 2'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range - Customize and click add offers (optional)====An '''SAVEOffer'''is the price combined with certain conditions. You may modify individual dates as requiredEach room/unit has one or more offers. "Offer 1" is your standard offer to the guest which is always displayed.
== '''Step 3''' - Create prices ==
Without prices the system can not show availability.
===Override Dates===Each date If you have several rooms with a similar pricing structure you can be set "link" prices with or without offsets 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 property's exceptional period. If no override is set (- - - - -) the booking strategy is as defined for the propertymultiple rooms.
To remove a price set it to 0 Beds24 has two types of prices:*Daily Prices (numeral zerorecommended)*Fixed Prices
The price offered to This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodsetup.
<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.
===Set a refined rates and discount structure===To set a defined structure go to RATES in the top menu. Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteria. You can override this in the rates settings.'''Daily Prices (recommended)'''
When creating multiple rates you would generally set your highest price Daily Prices are prices for one date. Daily prices are easy to always manage and are the best choice for most customers. Multiple prices per date can be available and create discounted price rates defined for example for longer different minimum stays, specific days of or different offers. Please find more information on the week or date ranges as you requirehelp page for [https://wiki.beds24.com/index. This way you can create sophisticated rate modelsphp/Category:Daily_Prices daily prices].
<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
'''Adding Rates and DiscountsFixed Prices''': To add a new rate click on the button ADD RATE
'''Copy Fixed Prices have a Rate:''' If you want start and end date so they apply to use a range of dates. Fixed Prices contain many rules about the same rate for another room click on SAVE AS A COPYconditions that must apply to make them available.
'''Changing Rates Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and Discounts''': Click on the rate you do not want to change adjust them and enter your changes. You you have none or few seasons*If you want to allow guest to enquire when no price can delete rate setting and add new ones. You may re-use old rates that are still in be found but the system by changing their start and end dates.room is not fully booked*If you want to grant referrer discounts
Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
== '''Step 4Combination of Daily Prices and Fixed Prices''' - Add your Bookings ==To avoid double bookings it is advisable to enter the bookings you already have. 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.
'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.
*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 5'''- Install your Booking Widgets ==Booking widgets connect your website to your booking page. Click on SETTINGS "color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> 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 Rules in Fixed Prices have no effect on the top rights of the widgets pagedaily prices.
Copy your widget == '''Step 4''' - Set up payment collection (optional)==You need to connect a payment processor to your websiteautomatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the best functionality. To install  == '''Step 5''' - Set up the Channel Manager (optional)==Set up the booking widgets on [[:Category:Channel_Manager| channel manager]] to synchronise your web site you will need the ability 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 edit the HTML 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 transfer your filesautomatically import all upcoming bookings. We recommend to use this method because for bookings 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 web designer 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 on-line 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) New on-line bookings will be added automatically> BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to use. You 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.

Navigation menu