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Do the initial Setup

6,460 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. Follow the instructionscom etc. You will find context sensitive help throughout our systemthen they must be setup as different properties. If you are stuck, click on the '''?''' icons. You can also use this  For further information see [[Main PageAgency_%26_Multiple_Property_Setup|Wikihere]] for help.
== '''Step 1''' - Enter your Settings ==Click on '''SETTINGSHotels, B&B´s. hostels''' in the top menu bar.
*Go to '''ACCOUNT''' Hotels, B&B´s and complete 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 detailsmarketing strategy. Each room (which can also be an apartment, house etc) can have its own pricing and booking rules.
*If you want to use a language other than English on your booking page, go to = Step by Step Setup === '''BOOKING PAGEStep 1''' -> '''LANGUAGES''' 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 General Account Settings ==Click on your booking page and notifications. Descriptions have to be entered in each language tab. {{#fas:cog}} (SETTINGS)
*Go to '''PROPERTIES''' -> '''DESCRIPTION''' ACCOUNT and enter the name and the currency symbol you want to usecomplete your details
*Go If you want to use a language other than English on your booking page, go to '''PROPERTIES''' - {{#fas:cog}} (SETTINGS) BOOKING ENGINE > '''BOOKING QUESTIONS''' INTERNATIONALIZATION and determine what information tick the ones you want to collect from use. If you enable more than one language you will see tabs for each language in your descriptions, information on your guestsbooking page and notifications. Descriptions have to be entered in each language tab.
*Go to == '''ROOMSStep 2'''. A click on '''EDIT''' will open a field where you - Create properties and rooms==You can set the name import properties and quantity of "Rooms" of that type availablerooms or create them manually.
Don't forget to '''SAVE'''!<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
== '''Step 2''' - Customise your Booking Page =Import from Airbnb===*Go to '''BOOKING PAGE''' -> '''DESCRIPTION''' select which property/room and enter the information If you want to display have a listing on your booking page. Fields Airbnb you leave empty will not be displayed. If 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 configuration 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
== '''Step 3''' - Set your Prices ==[[File:Property_and_Room_Setup.mp4|640px]]
===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 2''' 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.- Create rooms====
Activate *To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on ''DAILY PRICES'EDIT''. You ' will open a field where you can set your room prices here. Click in the DAILY PRICE row and set price name and date range and click '''SAVE'''. You may modify individual dates as requiredquantity of "Rooms" of that type available.
===Override Dates===Each date can be set to '''BLACKOUT''' in If you sell dorms for which case it is you sell individual beds and not available on that date or '''EXCEPTION''' in which case it uses the same booking strategy as the property's exceptional period. If no override is set (- - - - -) the booking strategy is as defined for the propertyprivate rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]].
To remove a price set it *Go to 0 {{#fas:cog}} (numeral zeroSETTINGS)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.
The price offered You have the option to the guest will be the lowest from your DAILY PRICES and your RATES which match the requested stay periodsell a room with different prices eg. packages, promotions or discounted conditional prices. Each offer can have its own "Booking Type".
<span style===Set "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a refined rates and discount structure===To set a defined structure go room all settings will be automatically applied to RATES in the top menucopy. Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date If you want to link prices between different rooms remove the system default will calculate and offer prices before you copy 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 ==== '''Step 2''' - Customize and create discounted add offers (optional)====An '''Offer''' is the price rates for longer stays, specific days of the week combined with certain conditions. Each room/unit has one or date ranges as you requiremore offers. This way you can create sophisticated rate models "Offer 1" is your standard offer to the guest which is always displayed.
== '''Adding Rates and DiscountsStep 3''': To add a new rate click on - Create prices ==Without prices the button ADD RATE system can not show availability.
'''Copy If you have several rooms with a Rate:''' If similar pricing structure you want can "link" prices with or without offsets to use the same rate for another room click on SAVE AS A COPYmultiple rooms.
'''Changing Rates and Discounts'''Beds24 has two types of 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.*Daily Prices (recommended)*Fixed Prices
== '''Step 4''' - Add your Bookings ==To avoid double bookings it is advisable to enter the bookings you already haveThis [https://beds24.com/wizard/wizard3. In CALENDAR php setup wizard] guides 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 though the changessetup.
'To ''Add Bookings''' <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> click Click on the person+ icon, fill in "Price Check" button on the information and SAVE. Your booking has now been entered into the systemCALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated.
'''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="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo> '''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.  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 Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices]. '''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 adjust the prices for an individual date or date range. *You can use Daily Prices to override the 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 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'''- Install 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 Button.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, Box, Strip, Calendar 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. 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 manually add or blocked dates click on the suitcase icon in the CALENDAR or one on "Add Booking" at the top. *If you do not need the actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to sell. They can be edited to quickly change your availability. Double-click to open a pop-up and save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of our other Booking Widgets 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 8''' - Customize and connect the booking engine for commission free direct bookings (optional)==Go to {{#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. Beds24 offers you There is a choice including booking buttons, booking boxes, booking strips, calendars. Click on '''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.
Setting up your Beds24.com account is free if Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you do it yourself. We can do the setup for you for a small one off fee starting from €19. Technical support for you or your web designer to integrate customise the availability calendars and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT [ in the top menu. == '''Step 6''' - {{#fas:cog}} (SETTINGS) Do some test bookings to check everything is working> GUEST MANAGEMENT > CONFIRMATION MESSAGES. ==
=='''Congratulations! You are now receiving on-line bookings.Step 9''' New on-line bookings will 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 added automaticallydone while away from the desk. You can also enter new bookings manually[[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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