Changes

Jump to navigation Jump to search

Do the initial Setup

6,511 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.
</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.
 
'''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]]. '''Hotels, B&B´s. hostels''' 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. = Step by Step Setup === '''Step 1'''re now only - General Account Settings ==Click on {{#fas:cog}} (SETTINGS) *Go to ACCOUNT and complete your details *If you want to use a few steps away 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''' - Create properties and rooms==You can import properties and rooms or create them manually. <embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo> ===Import from accepting Airbnb===If you have a listing on-line bookingsAirbnb you can import it and create a new property with a new room or add a room in a property you already have in Beds24. Follow the Click [[Connect_Airbnb_Account|here]] for instructions.  ===Import from Booking.com===You will find context sensitive help throughout our systemcan [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]]. If  ===Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you are stuck, 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''' - Create rooms==== *To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on the '''?EDIT''' iconswill open a field where you can set the name and quantity of "Rooms" of that type available. You can  If you sell dorms for which you sell individual beds and not private rooms please also use this see how to [[Main PageHostel_and_Retreat_Setup|Wikisetup dorms]] for help.
== '''Step *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''' - Enter " is your Settings ==Click on '''SETTINGS''' in standard offer to the top menu barguest which is always displayed.
*Go You have the option to '''ACCOUNT''' and complete your detailssell a room with different prices eg. packages, promotions or discounted conditional prices. Each offer can have its own "Booking Type".
*<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you want to use copy a language other than English on your booking page, go room all settings will be automatically applied to '''BOOKING PAGE-> LANGUAGES''' and tick the ones copy. If you want to use. If link prices between different rooms remove the prices before 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 tabcopy the rooms.
*Go to ==== '''Step 2'''PROPERTIES -> DESCRIPTIONCustomize and add offers (optional)====An '''Offer'' and enter ' is the name and price combined with certain conditions. Each room/unit has one or more offers. "Offer 1" is your standard offer to the currency symbol you want to useguest which is always displayed.
*Go to == '''PROPERTIES -> BOOKING QUESTIONSStep 3''' and determine what information you want to collect from your guests- Create prices ==Without prices the system can not show availability.
*Go to '''ROOMS'''. A click on '''EDIT''' will open If you have several rooms with a field where similar pricing structure you can set the name and quantity of "Roomslink" of that type availableprices with or without offsets to multiple rooms.
Don't forget to '''SAVE'''!Beds24 has two types of prices:*Daily Prices (recommended)*Fixed Prices
== '''Step 2''' - Customise your Booking Page ==*Go to '''BOOKING PAGE -> DESCRIPTION''' select which propertyThis [https:/room and enter the information you want to display on your booking page/beds24. Fields you leave empty will not be displayedcom/wizard/wizard3. If php setup wizard] guides you want to display descriptions add it in each language you have enabledthough the setup.
*If you want to add pictures go to '''BOOKING PAGE <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> PICTURES''' and Click on the "Price Check" button on the CALENDAR or SUPPORT page then select for which Property/Room on "Calculate" to find our why you want to upload an imagehave not price or how a price is calculated.
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 -> DESIGNDaily Prices (recommended)'''
== '''Step 3''' - Daily Prices are prices for one date. Daily prices are easy to manage and are the best choice for most customers. Set your Prices ==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 simple rate structure===If you have a simple pricing (eg"youtube">https: one price per room - not per person, no extras or discounts) go to '''CALENDAR''' in the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking the boxes you can select what you want to display//youtu.be/E4TYnrHwnDA</embedvideo>
Activate '''DAILY PRICESFixed Prices'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. You may modify individual dates as required.
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.
===Override Dates===Use Fixed Prices instead of Daily prices only:Each date can be set *If your prices are fixed ahead and you do not want to '''BLACKOUT''' in which case it is not available on that date adjust them and you have none or '''EXCEPTION''' in which case it uses the same booking strategy as the property's exceptional period. few seasons*If you want to allow guest to enquire when no override is set (- - - - -) price can be found but the booking strategy room is as defined for the property. not fully booked*If you want to grant referrer discounts
To remove a price set it to 0 (numeral zero)Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
The price offered to the guest will be the lowest from your DAILY PRICES '''Combination of Daily Prices and your RATES which match the requested stay period.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 adjust the prices for an individual date or date range.
===Set a refined rates and discount structure===To set a defined structure go *You can use Daily Prices to RATES in override the top menu. Multiple rates and discounts may be defined Fixed Price for each rooma few individual dates. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteriaIf you often adjust prices use Daily Prices only. *You can override this in the rates settings.add a Gap Filler to fill gaps when using daily prices with minimum stays required
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on 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.
== '''Adding Rates and DiscountsStep 5'''- Set up the Channel Manager (optional)==Set up the [[: To add a new rate click on the button Category:Channel_Manager| channel manager]] ADD RATE to synchronise your sales channels.
'''Copy a RateHere some short example videos. For detailed instructions see:''' If you want to use the same rate for another room click on SAVE AS A COPY
'''Changing Rates and Discounts'''*[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com: Click on the rate you want _Synchronise_bookings_prices_availability | How to change and enter your changesconnect Booking. You can delete rate setting com to sync prices and add new ones. You may re-use old rates that are still in the system by changing their start availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and end dates.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 46''' - Add your Bookings Enter existing 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''' *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. click on You can use this function when the person+ icon, fill channel manager is set up but not activated. The button is available in the information and SAVE{{#fas:cog}} (SETTINGS) CHANNEL MANAGER->AIRBNB/BOOKING. Your booking has now been entered into the systemCOM/EXPEDIA.
*Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) PROPERTIES.
== '''Step 5'''- Install your Booking Button, Box *To manually add or one of our other Booking Widgets ==Booking widgets connect your website to your booking page. Beds24 offers you a choice including booking buttons, booking boxes, booking strips, calendars. Click blocked dates click on SETTINGS -> BOOKING WIDGETS. Choose the widget you want to use. If required you can customise suitcase icon in the appearance. If you need help please click on the HELP button CALENDAR or on "Add Booking" at the top rights of the widgets page.
Copy your widget to your website. To install *If you do not need the actual booking widgets on your web site you will need can adjust the availability in the CALENDAR in the ability row "Inventory". The number shows rooms remaining to sell. They can be edited to edit the HTML of quickly change your pageavailability. This may involve knowing the passwords for your web server Double-click to open a pop-up and save the ability to transfer your fileschanges. Your web hosting service should be able (it is only possible to provide information lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and assist you with thisany 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 web designer 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 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.

Navigation menu