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Do the initial Setup

7,212 bytes added, 25 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 book a session. *The number format in your case represents your complete propertythe Control Panel is the English number format, i.e. decimal places are separated by a full stop (not a comma).
<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.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.
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''' - 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)
*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.
== '''Step 2''' - Customise your Booking Page Create properties and rooms==You can import properties and rooms or create them manually.
<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
*Go to BOOKING PAGE -> DESCRIPTION select which property/room and enter the information ===Import from Airbnb===If you want to display have a listing on your booking page. Fields yu leave empty will not be displayed. If Airbnb you want to display descriptions can import it and create a new property with a new room or add it a room in each language a property you already have enabledin Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
If you want to add pictures go to BOOKING PAGE -> PICTURES you select for which ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property/room you want from Booking.com to upload a pictureBeds24]].
You are done with ===Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a basic setup of your booking page. If you want property go to customise the design of '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your booking page you can optionally do so under BOOKING PAGE -> DESIGNproperty information
[[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 '''Step 2EDIT''' - Set your Prices ==will open a field where you can set the name and quantity of "Rooms" of that type available.
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]].
'''Set a simple rate structure''' *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.
If you You have the option to sell a simple pricing - one price per room (not per person)with different prices eg. packages, no extras promotions or discounts go to DASHBOARD -> GRIDdiscounted conditional prices. This is a table giving you a complete overview on your bookings, rates and inventory. By ticking the boxes you Each offer can select what you want to displayhave its own "Booking Type".
Activate <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> DAILY PRICESIf you copy a room all settings will be automatically applied to the copy. You can set your room If you want to link prices between different rooms remove the prices here. Click in before you copy the DAILY PRICE row and set price and date range and click SAVE. You may modify individual dates as requiredrooms.
==== '''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.
== '''Override Dates:Step 3''' Each date - Create prices ==Without prices the system can be set 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 period. If no override is set (- - - - -) the booking strategy is as defined for the propertyshow availability.
To remove If you have several rooms with a price set it similar pricing structure you can "link" prices with or without offsets to 0 (numeral zero)multiple rooms.
The price offered to the guest will be the lowest from your Beds24 has two types of prices:*Daily Prices and your Rates which match the requested stay period.(recommended)*Fixed Prices
This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
'''Set <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 refined rates and discount structure''' price is calculated.
To set a definded stucture 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 3Combination of Daily Prices and Fixed Prices''' - Add your Bookings ==
To avoid double bookings it is advisable to enter the bookings you already have. In DASHBOARD <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> GRID If you use Fixed Prices you will find a row INVENTORY. The number shows rooms remaining do not need to sellset up Daily Prices for every day. They If required you can be edited to quickly change your availability. Doubleclick use a Daily Price to open a popup and save adjust the changesprices for an individual date or date range.
'To ''Add Bookings''' click on the person+ icon, fill in *You can use Daily Prices to override the information and SAVEFixed Price for a few individual dates. Your booking has now been entered into the systemIf 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.
== '''Step 4''' - Install your Booking Widgets 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 5''' - Set up the Channel Manager (optional)==
Set up the [[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
Booking widgets connect your website to your booking page. Click on SETTINGS -> 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 pageHere some short example videos. For detailed instructions see:
Copy your widget *[[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 booking widgets suitcase icon in the 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).
Setting == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to *set up your Beds24.com account is free if you do it yourself. We can do the setup for you messaging templates for a small one off fee starting from €19. Technical support for you or your webdesigner to integrate the availability calendars automatic and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking manual sending*automatically perform modifications on bookings based on SUPPORT in the top menu.predefined criteria
'''== '''Step 58''' - Do some test Customize and connect the booking engine for commission free direct bookings (optional)==Go to check everything is working{{#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 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.
New online bookings Guests who book directly will be added automatically. You receive a [:category:Confirmation_Messages|confirmation message]] which you can also enter new bookings manuallycustomise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
=='''Refined SettingsStep 9'''- Download the free Beds24 app(optional)==Our free App for IOS and Android is there to help you with daily tasks which might need to be done while away from the desk. [[Mobile_App_Android_and_IOS|More information about the app]].
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.

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