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Do the initial Setup

6,646 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 bookingsIf your rentals have different hotel/property codes for Booking.com etc. Follow the instructionsthen they must be setup as different properties. You will find context sensitive help throughout our system For further information see [[Agency_%26_Multiple_Property_Setup|here]]. If you are stuck, click on the  '''?Hotels, B&B´s. hostels''' icons Hotels, B&B´s and inns are usually set up as one property with a number of rooms. You 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 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''' - Enter your General Account Settings ==Click on ''' {{#fas:cog}} (SETTINGS''' in the top menu bar. )
*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 PAGE-ENGINE > LANGUAGES''' 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.
*Go to == '''PROPERTIES -> DESCRIPTIONStep 2''' - Create properties and enter the name rooms==You can import properties and the currency symbol you want to userooms or create them manually.
*Go to '''PROPERTIES -<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> BOOKING QUESTIONS''' and determine what information you want to collect from your guests
*Go to '''ROOMS'''. A click ===Import from Airbnb===If you have a listing on '''EDIT''' will open a field where Airbnb you can set the name import it and quantity of "Rooms" of that type availablecreate a new property with a new room or add a room in a property you already have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
Don't forget ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to '''SAVE'''!Beds24]].
===Manual creation ======= '''Step 21''' - Customise your Booking Page Create properties====*Go Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a property go to '''BOOKING PAGE -{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION''' select which and complete your property/room and enter the information you want to display on your booking page. Fields you leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled.
*If you want to add pictures go to '''BOOKING PAGE -> PICTURES''' and then select for which Property/Room you want to upload an image[[File:Property_and_Room_Setup. mp4|640px]]
You have now finished a basic configuration of your booking page. If you want to customise the design of your booking page you can optionally do so under ==== '''BOOKING PAGE -> DESIGNStep 2'''- Create rooms====
== *To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''Step 3EDIT''' - Set your Prices ==will open a field where you can set the name and quantity of "Rooms" of that type available.
===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 '''CALENDAR''' in the top menu. This is a table giving sell dorms for which you a complete overview of your bookings, rates sell individual beds and inventory. By ticking the boxes you can select what you want not private rooms please also see how to display[[Hostel_and_Retreat_Setup|setup dorms]].
Activate '''DAILY PRICES'''. You can set *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and define your room prices hereoffer(s). Click in An offer is the DAILY PRICE row and set price and date range and click '''SAVE'''combined with certain conditions. Each room/unit has one or more offers. You may modify individual dates as required "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 prices. Each offer can have its own "Booking Type".
<span style===Override Dates===Each date can "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be set automatically applied 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 periodcopy. If no override is set (- - - - -) you want to link prices between different rooms remove the booking strategy is as defined for prices before you copy the propertyrooms.
To remove a ==== '''Step 2''' - Customize and add offers (optional)====An '''Offer''' is the price set it combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to 0 (numeral zero)the guest which is always displayed.
The price offered to == '''Step 3''' - Create prices ==Without prices the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodsystem 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.
===Set a refined rates and discount structure===Beds24 has two types of prices:To set a defined structure 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)*Fixed Prices
When creating multiple rates This [https://beds24.com/wizard/wizard3.php setup wizard] guides you would generally set your highest price to always be available and create discounted price rates for longer stays, specific days of though the week or date ranges as you require. This way you can create sophisticated rate modelssetup.
<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 is calculated.
'''Adding Rates and DiscountsDaily Prices (recommended)''': To add a new rate click on the button ADD RATE
'''Copy a Rate:''' If you want Daily Prices are prices for one date. Daily prices are easy to use manage and are the same rate best choice for most customers. Multiple prices per date can be defined for example for another room click different minimum stays or different offers. Please find more information on SAVE AS A COPYthe help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
'''Changing Rates and Discounts'''<embedvideo service="youtube">https: 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//youtu.be/E4TYnrHwnDA</embedvideo>
'''Fixed Prices'''
== '''Step 4''' - Add your Bookings ==To avoid double bookings it is advisable to enter the bookings you already Fixed Prices have. In CALENDAR you will find a row INVENTORY. The number shows rooms remaining start and end date so they apply to sella range of dates. They can be edited to quickly change your availability. Doubleclick Fixed Prices contain many rules about the conditions that must apply to open a popup and save the changesmake them available.
'To ''Add Bookings''' click on the person+ icon, fill in the information Use Fixed Prices instead of Daily prices only:*If your prices are fixed ahead and you do not want to adjust them and SAVE. Your booking has now been entered into you have none or few seasons*If you want to allow guest to enquire when no price can be found but the system.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 5Combination of Daily Prices and Fixed Prices'''- Install your Booking Widgets ==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 page.
Copy your widget <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 ability best functionality. == '''Step 5''' - Set up the Channel Manager (optional)==Set up the [[: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 edit the HTML connect to 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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