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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.
There is context sensitive help throughout our system. If you are stuck, click on the '''?''' icons. You can also use this [[Main Page|Wiki]] for help.''' *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].
= Terminology ='''PropertiesRooms''' are a way of splitting your property into separately bookable units. Rooms can be Hotels, Hostelsbut 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´s, holiday housesB, vacation rentals, apartment housesholiday homes, beds in hostel dormitories, camp sites. You can have one properties , houseboats, cabins, tours, classes or multiple properties of different typescars etc.
A If you rent your property can have only as a whole because it is a vacation rental you will still need one or very many different roomsroom which is what the guest books.
They are rented units i.e. bedrooms in a hotel Each room or B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etcroom type/category can have ''multiple inventories'''.
An '''Offer''' is === Multiple Properties or Rooms ===If you are using the price combined with certain conditionschannel manager we advise to set the booking system up as similar as your booking channels. Each roomIf your lodgings have different hotel/unit has one or more offersproperty codes for Booking.com etc. "Offer 1" is your standard offer to the guest which is always displayedthen they must be setup as different properties in Beds24 so you can connect them.
= Multiple Properties or Rooms =
==Hotels, B&B´s. hostels==Hotels, B&B´s and inns are usually set up as one property with a number of rooms. If you your rentals have several independent lodgings edifferent hotel/property codes for Booking.gcom etc. apartments or villas you can still set them up then they must be setup 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 rulesdifferent 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 propertyFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties in the system'''Hotels, B&B´s.hostels'''
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.
The system Beds24 has two types of prices:
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 Emails.*set up messaging templates for automatic and manual sending*automatically perform modifications on bookings based on predefined criteria
== '''Step 9''' - Install a Booking Widget ==
== '''Step 10''' - 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 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.
*There are recordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements.
*We recommend you 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 set your account up. Send us a support ticket from the SUPPORT button at the top if you want to book 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.
</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.
A property can have only one room (a vacation rental) or a number of different '''Roomsroom types''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent or '''categories'physical'' rooms(a hotel, B&B, hostel, aparthotel).
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 are using the channel manager we advise 're renting your property as a whole, you still need to set the booking system up as similar as define one "Room" which in your booking channels. If case represents your lodgings have different hotel/complete property codes for Booking.com etc. then they must be setup as different properties in the system.
= Step by Step Guide Setup =
== '''Step 1''' - General Account Settings ==
Click on {{#fas:cog}} (SETTINGS)
*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.
== '''Step 2''' - Property Create properties and Room Set Uprooms==
You can import properties and rooms or create them manually.
===Manual creation ===
==== '''Step 1''' - Create Propertyproperties====
*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''' - Define 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.
<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 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.
== '''Step 3''' - Create prices ==
If you have several rooms with a similar pricing structure you can "link" prices with or without offsets to multiple rooms.
*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].
<embedvideo service="youtube">https://wwwyoutu.youtube.combe/watch?v=iFht8sLJg9gE4TYnrHwnDA</embedvideo>
'''Fixed Prices'''
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
== '''Step 4''' - 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. *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 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 5''' - 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 65''' - Set up the Channel Manager (optional)==
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
== '''Step 76''' - Use your own E-mail address (optional)Enter existing bookings== Set To avoid double bookings it is advisable to enter the bookings you already have. *For Booking.com, Airbnb and Expedia we have the system [[Outgoing_Email|option to automatically import all upcoming bookings. We recommend to use your own Email address this method because for sending]] 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. *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 save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ACCOUNT ROOMS >OUTGOING EMAILSETUP "Quantity of this type" and any existing bookings).
== '''Step 8''' - 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 functions or check the start page of this support wiki.
