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Do the initial Setup

6,851 bytes added, 25 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 tobook a session. *The number format in the Control Panel is the English number format, represent ''physical'' rooms; they i.e. decimal places are separated by a way of splitting your property into separately bookable unitsfull stop (not a comma).
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.
YouIf your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties. For further information see [[Agency_%26_Multiple_Property_Setup|here]]. 're now only ''Hotels, B&B´s. hostels''' Hotels, B&B´s and inns are usually set up as one property with a few steps away from accepting on-line bookingsnumber of rooms. or room types. Follow the instructionsIf you have several independent lodgings e. You will find context sensitive help throughout our systemg. If apartments or villas you are stuck, click on the ? iconscan still set them up as rooms if it suits your marketing strategy. You Each room (which can also use this [[Main Page|Wiki]] for helpbe 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 12''' - Enter your Settings Create properties and rooms==Click on '''SETTINGS''' in the top menu barYou can import properties and rooms or create them manually.
*Go to '''ACCOUNT -<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> BUSINESS INFO''' and complete your details*If you want to use another language than English on your booking page click on LANGUAGES and tick the ones you want to use
*Go to '''PROPERTIES -> DESCRIPTION''' and enter the name ===Import from Airbnb===If you have a listing on Airbnb you can import it and the currency symbol create a new property with a new room or add a room in a property you want to usealready have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
*Go to '''PROPERTIES -> BOOKING QUESTIONS''' and determine what information you want to collect ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your guestsproperty from Booking.com to Beds24]].
*Go to ===Manual creation ======= '''ROOMSStep 1'''. A click on - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a property go to ''EDIT''' will open a field where you can set the name {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and quantity of "Rooms" of that type available. complete your property information
Don't forget to '''SAVE'''![[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''' - Customise your Booking Page ==will open a field where you can set the name and quantity of "Rooms" of that type available.
*Go to '''BOOKING PAGE -> DESCRIPTION''' select If you sell dorms for which property/room you sell individual beds and enter the information you want to display on your booking page. Fields yu leave empty will not be displayed. If you want private rooms please also see how to display descriptions add it in each language you have enabled[[Hostel_and_Retreat_Setup|setup dorms]].
If you want *Go to add pictures go to '''BOOKING PAGE -{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > PICTURES''' OFFERS and then select for which Propertydefine your offer(s).An offer is the price combined with certain conditions. Each room/Room you want unit has one or more offers. "Offer 1" is your standard offer to upload an imagethe guest which is always displayed.
You have now finished the option to sell a basic configurtion of your booking pageroom with different prices eg. packages, promotions or discounted conditional prices. If you want to customise the design of your booking page you Each offer can optionally do so under '''BOOKING PAGE -> DESIGN'''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 32''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. Set "Offer 1" is your Prices ==standard offer to the guest which is always displayed.
===Set a simple rate structure===If you have a simple pricing (eg: one price per room - not per person, no extras or discounts) go to '''CALENDARStep 3''' in - Create prices ==Without prices the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you system can select what you want to displaynot show availability.
Activate '''DAILY PRICES'''. You If you have several rooms with a similar pricing structure you can set your room "link" prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as required with or without offsets to multiple rooms.
Beds24 has two types of prices:
*Daily Prices (recommended)
*Fixed Prices
===Override Dates===Each date 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 property's exceptional periodThis [https://beds24.com/wizard/wizard3. If no override is set (- - - - -) the booking strategy is as defined for php setup wizard] guides you though the propertysetup.
To remove <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 set it to 0 (numeral zero)is calculated.
The price offered to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay period.'''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].
<embedvideo service===Set a refined rates and discount structure===To set a defined structure go to RATES in the top menu"youtube">https://youtu. 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./E4TYnrHwnDA</embedvideo>
When creating multiple rates you would generally set your highest price to always be available 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'''
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.
'''Adding Rates Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and Discounts''': To add a new rate click on 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 button ADD RATE room is not fully booked*If you want to grant referrer discounts
'''Copy a Rate:''' If you want to use Please find more information on the same rate help page for another room click on SAVE AS A COPY[https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
'''Changing Rates Combination of Daily Prices 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.
<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 4''' - Add your Bookings ==To avoid double bookings it is advisable *You can use Daily Prices to enter override the bookings you already haveFixed Price for a few individual dates. In CALENDAR If you will find a row INVENTORYoften adjust prices use Daily Prices only. The number shows rooms remaining to sell. They *You can be edited add a Gap Filler to quickly change your availability. Doubleclick to open a popup and save the changes. fill gaps when using daily prices with minimum stays required
'To ''Add Bookings''' <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} click </span> Rules in Fixed Prices have no effect on the person+ icon, fill in the information and SAVE. Your booking has now been entered into the systemdaily prices.
== '''Step 4''' - 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'''- Install your Booking Widgets Set up the Channel Manager (optional)==Booking widgets connect your website Set up the [[:Category:Channel_Manager| channel manager]] to synchronise 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 pagesales channels.
Copy your widget Here some short example videos. For detailed instructions see: *[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com:_Synchronise_bookings_prices_availability | How to your websiteconnect 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. *To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top.
Setting up your Beds24.com account is free if *If you do it yourself. We not need the actual booking you can do adjust the availability in the CALENDAR in the setup for you for a small one off fee starting from €19row "Inventory". The number shows rooms remaining to sell. Technical support for you or They can be edited to quickly change your web designer availability. Double-click to integrate open a pop-up and save the availability calendars and booking widgets into your website changes. (it is free. Upon request we can do this for you as well. Please contact clicking only possible to lower the number based on SUPPORT the value in the top menu{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings).
== '''Step 7''' - 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 68''' - 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]].
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.
'''Congratulations! You are now receiving on-line bookingsCopy your widget to your website.''' New To install the booking widgets on-line bookings 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 added automatically. You can also enter new bookings manuallyable 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.
=='''Step 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 '''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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