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= Set Up There is context sensitive help throughout our system. If you are stuck, click on the <span style=You're now only a few steps away from accepting on"color:#019cde;“ >{{#far:question-line bookingscircle}} </span> icons. We provide plenty of support tools which will You can also use this [[Main Page|Wiki]] for help you during the set up process.
We provide a range of [[videos|video tutorials]]. <span class="" style="color: #f3e504; font-size: 250150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style="color: #c7c7c7008ACC;" “>{{#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: 250%;" >{{#fas:lightbulb}} </spandiv> <span style=="font-weight: bold;" >Tip</span> We recommend you let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process. Properties and Rooms = Terminology =
A property can have only one or very many different rooms. '''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent ''physical'' rooms. They are rented units 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.
<embedvideo service="youtube">https://youtuIf 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.be/Jd6mFFWhpRE</embedvideo>
An A property can have only one room (a vacation rental) or a number of different '''Offerroom types''' 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'''categories''' (a hotel, B&B, hostel, aparthotel).
= Multiple Properties Each room or Rooms =room type/category can have ''multiple inventories'''.
Hotels, B&B´s and inns === Multiple Properties or Rooms ===If you are usually using the channel manager we advise to set the booking system up as one property with a number of roomssimilar as your booking channels. If you your lodgings have several independent lodgings edifferent hotel/property codes for Booking.gcom etc. apartments or villas then they must be setup as different properties in Beds24 so you can still set connect 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.
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.
<embedvideo service="youtube">https://www= '''Step 2''' - Create properties and rooms==You can import properties and rooms or create them manually.youtube.com/watch?v=2nNidEDdm4w</embedvideo>
===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].
Go ==== '''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
Don't forget If you sell dorms for which you sell individual beds and not private rooms please also see how to '''SAVE'''![[Hostel_and_Retreat_Setup|setup dorms]].
If you sell dorms for which you sell indivudual 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).
The system Beds24 has two types of 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.
Which type you use depends on your pricing structure: '''Daily Prices (recommended)'''
'''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].
Daily Prices are prices for one date<embedvideo service="youtube">https://youtu. 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/packages.E4TYnrHwnDA</embedvideo>
Daily '''Fixed Prices can be used:'''
Go Fixed Prices have a start and end date so they apply to '''CALENDAR''' in the top menu. This is a table giving you a complete overview range of your bookings, rates and inventorydates. By ticking Fixed Prices contain many rules about the boxes you can select what you want conditions that must apply to displaymake them available.
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 daily prices can be set in PRICES -> DAILY PRICE SETUP. <embedvideo service="youtube">https://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo> '''Rates''' Rates have a start and end date so they apply to a range of dates. Rates contain many rules about the conditions which must apply to make them available. Use rates Fixed Prices instead of daily Daily pricesonly:
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'''
'''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.
*== '''Step 4''' - Set up payment collection (optional)==You can use Daily Prices need to override the connect a rate for a few individual dates. If you you often adjust prices use Daily Prices only.*You can add a gap fill rate payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) fill gaps when using daily prices with minimum stays >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is requiredour preferred partner which offers the best functionality.
<span style="color= '''Step 5''' - Set up the Channel Manager (optional)==Set up the [[:#fe746c;“ >{{#fasCategory:exclamation-triangle}} Channel_Manager| channel manager]] </span> Rules in rates have no effect on daily pricesto synchronise your sales channels.
== '''Step 5''' - Enter existing Bookings==To avoid double bookings it is advisable to enter the bookings you already haveHere some short example videos. You have different optionsFor detailed instructions see:
*If you are comfortable working with '''.csv''' you can upload bookings into Beds24 using our API (https://api.beds24.com). Bookings must have a checkin between 1 year in the past and 5 years in the future. You will see the instructions when you click on putBookingCSV (<embedvideo service="youtube">https://apiyoutu.beds24.combe/csv_KORtELJyNk</putbookingscsv.php). To use the API you need to allow API access in {{#fas:cog}} (SETTINGS) ACCOUNT embedvideo> ACCOUNT ACCESS
You need to connect *Other bookings can be uploaded as a payment processor to automatically [[Category:Payments collect payments]] .csv file from in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who offers the best functionalityPROPERTIES.
== '''Step 7''' - Set up *To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the Channel Manager (optional)==top. Set up *If you do not need the actual booking you can adjust the availability in the CALENDAR in the [[:Category:Channel_Manager| channel manager]] row "Inventory". The number shows rooms remaining to synchronise sell. They can be edited to quickly change your sales channelsavailability. == '''Step 8''' Double- Use your own Eclick to open a pop-mail address up and save the changes. (optional)==Set it is only possible to lower the number based on the system [[Outgoing_Email|use your own Email address for sending]] value in {{#fas:cog}} (SETTINGS) PROPERTIES > ACCOUNT ROOMS >OUTGOING EMAILSETUP "Quantity of this type" and any existing bookings).
Using your own E== '''Step 7''' -mail address is mandatory if you want Automate messaging and processes==Go to use Auto Actions {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to automate work flows. *set up messaging templates for automatic and manual sending*automatically perform modifications on bookings based on predefined criteria
== '''Step 10''' - Install a Booking Widget ==
== '''Step 11''' - Do some test bookings to check everything is working. == This is how you can check everything is working: 1. Your own web siteClick 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. ChannelsChannels which receive prices from Beds24:Go to {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER >BOOKING.COM (for example) and click on 'View Actual Data' to check what we are sending. If you are not seeing and are not receiving error messages and the display on channels page is correct the connection is working. Channels which only receive inventory from Beds24:Check if the availability on the channels website is the same as on the CALENDAR page in Beds24. '''Congratulations! You are now receiving on-line bookings.''' New on-line bookings Guests who book directly will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS page. = More customisation options=*customise the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in {{#fas:cog}} (SETTINGS) > BOOKING ENGINE.*customise the [receive a [:category:Confirmation_Messages|booking confirmations to guestsconfirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.*customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.
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 set up and change all functions yourself at any time.
*We provide a range of [[videos|video tutorials]]. There is context sensitive help throughout our systemalso a [https://youtube.com/playlist?list=PLxiq-bz-RFGEbM44Yk4SYmGt09UISNzEw&si=kgIZPd_ekiExQGk0 Youtube playlist]. If you *There are stuck, click on the '''?''' iconsrecordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements. *You can also use this let our [[Main Page|Wiki]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 helpyou set your account up. Send us a support ticket from the SUPPORT button at the top if you want to book a session.'''
'''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.
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.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
'''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 Guide Setup =
== '''Step 1''' - General Account Settings ==
Click on {{#fas:cog}} (SETTINGS)
*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== '''Step 2''' - Property and Room Set Up==By default each Beds24 account has one property with a room and a price. You can import additional properties and rooms or create them manually"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]].
===Manual creation ===
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 32''' - Rooms and Offers 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.
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 42''' - 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. == '''Step 3''' - Create prices ==
Without prices the system 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.
*Daily Prices (recommended)
*RatesFixed Prices
<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.
*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
<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.
*For '''[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com, Airbnb and Expedia''' we have the option to '''automatically import all upcoming bookings'''. We recommend :_Synchronise_bookings_prices_availability | How to use this method because for bookings imported directly from connect 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.sync prices and availability]]*In CALENDAR you will find a row INVENTORY. The number shows rooms remaining [[Expedia_Mapping | How to sell. They can be edited connect Expedia to quickly change your sync prices and availability. Doubleclick ]]*[[VRBO_Setup | How to open a popup and save the changes. (it is only possible connect to lower the number based on the value in Settings > Properties > Rooms > Setup > Quantity of this type and any existing bookings)Vrbo]]*To Add Bookings or blocked dates '''manually''' click add the bookings directly in the CALENDAR or on the "Add Booking" [[:Category:Channel_Manager| List of all channels with link in the BOOKINGS menu.to detailed setup instructions]]
== '''Step 6''' - Set up payment collection (optional)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 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.
== '''Step 98''' - Check Customize and Customise your Booking Pageconnect 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]].
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.
= Other Features More functions and Functions options=*Customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Preferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*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.
