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Do the initial Setup

6,842 bytes added, 25 April
[[Category:How to]]
'''Properties''' can be Hotels, B&B´s, apartment houses, camp sites, etc. '''''Beds24,com''''' can handle multiple properties of different types. [[Category:Getting_Started]]<div class="heading">Set Up Guide</div>
A property 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 have only one or very many different roomsset up and change all functions yourself at any time.
'''Rooms''' canThere is context sensitive help throughout our system. If you are stuck, but do not need to, represent ''physical'' roomsclick on the <span style="color:#019cde; they are a way of splitting your property into separately bookable units“ >{{#far:question-circle}} </span> icons. You can also use this [[Main Page|Wiki]] for help.
These units or "Rooms" could be Guest Bedrooms, Hostel Dormitories, individual beds *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 set your account up. Send us a support ticket from the SUPPORT button at the top if you want to book a session. *The number format in Backpackers, camp sites, houseboats, holiday homes, individual hotel suitesthe Control Panel is the English number format, etci.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.
 
'''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 instructions. You will find context sensitive help throughout our systemIf your rentals have different hotel/property codes for Booking. If you are stuck, click on the '''?''' iconscom etc. You can also use this [[Main Page|Wiki]] for helpthen they must be setup as different properties.
== '''Step 1''' - Enter your Settings ==Click on '''SETTINGS''' in the top menu barFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
*Go to '''ACCOUNT -> BUSINESS INFOHotels, B&B´s. hostels''' 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''' Hotels, B&B´s and enter the name 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 the currency symbol you want to usebooking rules.
*Go to = Step by Step Setup === '''PROPERTIES -> BOOKING QUESTIONSStep 1''' and determine what information you want to collect from your guests- General Account Settings ==Click on {{#fas:cog}} (SETTINGS)
*Go to '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name ACCOUNT and quantity of "Rooms" of that type available. complete your details
Don*If you want to use a language other than English on your booking page, go to 't forget {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the ones you want to '''SAVE'''!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''' - Create properties and rooms==
You can import properties and rooms or create them manually.
<embedvideo service== '''Step 2''' - Customise your Booking Page =="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 ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to add pictures go to '''BOOKING PAGE -> PICTURES''' and then select for which Property/Room you want to upload an imageBeds24]].
You have now finished a basic configurtion of your booking page. If you want to customise the design of your booking page you can optionally do so under ===Manual creation ======= '''Step 1'''BOOKING PAGE -> DESIGN'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
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 32''' - Set your Prices Create rooms====
===Set a simple rate structure===If you have a simple pricing *To set rooms up go to '{{#fas:cog}} (eg: one price per room - not per person, no extras or discountsSETTINGS) go to PROPERTIES > ROOMS . A click on '''CALENDAREDIT''' in the top menu. This is will open a table giving field where you a complete overview can set the name and quantity of "Rooms" of your bookings, rates and inventory. By ticking the boxes you can select what you want to displaythat type available.
Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range If you sell dorms for which you sell individual beds and click '''SAVE'''. You may modify individual dates as requirednot private rooms please also see how to [[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.
===Override Dates===Each date can be set You have the option to '''BLACKOUT''' in which case it is not available on that date sell a room with different prices eg. packages, promotions or '''EXCEPTION''' in which case it uses the same booking strategy as the property's exceptional perioddiscounted conditional prices. If no override is set (- - - - -) the booking strategy is as defined for the propertyEach offer can have its own "Booking Type".
To remove <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a price set it room all settings will be automatically applied to 0 (numeral zero)the copy. If you want to link prices between different rooms remove the prices before you copy the rooms.
The ==== '''Step 2''' - Customize and add offers (optional)====An '''Offer''' is the price offered combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodis always displayed.
== '''Step 3''' - Create prices ==
Without prices the system can not show availability.
===Set If you have several rooms with a refined rates and discount similar pricing structure===To set a defined structure go you can "link" prices with or without offsets 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 settingsrooms.
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 Beds24 has two types of the week or date ranges as you require. This way you can create sophisticated rate models.prices:*Daily Prices (recommended)*Fixed Prices
This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
'''Adding Rates and Discounts'''<span class="" style="color: To add a new rate click #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Click on the "Price Check" button ADD RATE on the CALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated.
'''Copy a Rate:Daily Prices (recommended)''' If you want to use the same rate for another room click on SAVE AS A COPY
'''Changing Rates Daily Prices are prices for one date. Daily prices are easy to manage and Discounts''': Click on are the rate you want to change and enter your changesbest choice for most customers. You Multiple prices per date can delete rate setting and add new onesbe defined for example for different minimum stays or different offers. You may re-use old rates that are still in Please find more information on the system by changing their start and end dateshelp page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
== '''Step 4Fixed 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''' click on the person+ icon, fill in the information Fixed Prices have a start and SAVEend date so they apply to a range of dates. Your booking has now been entered into Fixed Prices contain many rules about the systemconditions that must apply to make them available.
Use Fixed Prices instead of Daily prices only:
*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
== '''Step 5'''- Install your Booking Widgets ==Booking widgets connect your website to your booking Please find more information on the help pagefor [https://wiki. Click on SETTINGS -> BOOKING WIDGETSbeds24. Choose the widget you want to use. If required you can customise the appearancecom/index. If you need help please click on the HELP button on the top rights of the widgets pagephp/Category:Fixed_Prices Fixed Prices].
Copy your widget '''Combination of Daily Prices and Fixed Prices''' <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 your websiteadjust the prices for an individual date or date range. To install  *You can use Daily Prices to override the booking widgets 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="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on your web site you will daily 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''' - Set up the Channel Manager (optional)==Set up the ability [[:Category:Channel_Manager| channel manager]] to synchronise your 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. *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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