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[[Category:IntroductionGetting_Started]] ''This page explains how to set up your account''<div class="heading">Set Up Guide</div>

This page explains how to set up your account__TOC__=What you should know and do before getting started= Set Up help =<div class="bluebox">'''You're now only a few steps away from accepting onThis self-line bookings. We recommend setup guide assists you let our [http://wwwthrough your initial setup.beds24.com/wizard/index.php Setup Wizards] guide Beds24 is designed as a self-service system so you through the processcan set up and change all functions yourself at any time.'''

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 also use this [[Main Page|Wiki]] for help.'''

*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 the Control Panel is the English number format, i.e. decimal places are separated by a full stop (not a comma).

<span class="circle" >Tip</span> '''Rooms''Where you see this'are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent ''physical'' [[Image:copyrooms.png|20px|link=]]'''''icon you can click and then copy the value They are a way of this setting to other rooms 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 propertiescars etc.'''''

== Terminology =='''Properties''' can be Hotels, Hostels, B&B´s, apartment houses, camp sites, 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 system can handle multiple properties of different typesguest books.

A property can have only one room (a vacation rental) or very many a number of different rooms'''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel).

Each room or room type/category can have ''multiple inventories'Rooms''' can, but do not need to, represent ''physical'' rooms; they are a way of splitting your property into separately bookable units.

These units or "Rooms" could be guest bedrooms, hostel dormitories, individual beds in backpackers, camp sites, houseboats, holiday homes, individual hotel suites, cabins, tours, classes or cars etc. 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. === Multiple Properties or Rooms === Hotels, B&B´s and inns If you are usually using the channel manager we advise to set the booking system up as one property with a number of roomssimilar as your booking channels. If you your lodgings have several independent lodgings edifferent hotel/property codes for Booking.gcom etc. apartments or villas then they must be setup as different properties in Beds24 so you can still set connect 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.

If you are using the channel manager we advise to set the booking system up as similar as your booking channels. If your lodgings rentals have different hotel/property codes for bookingBooking.com etc. then they must be setup as different properties in the system.

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 > '''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.

<embedvideo service="youtube">https://www= '''Step 2''' - Create properties and rooms==You can import properties and rooms or create them manually.youtube.com/watch?v=2nNidEDdm4w</embedvideo>

<embedvideo service== '''Step 2''' - Property Set UP ==You can import properties or create them manually"youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>

If you have a listing on Airbnb 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. Click [[AirBnB.com_XMLConnect_Airbnb_Account|here]] for instructions.

===Import via Beds24 API from Booking.com===The functions are documented directly in the You can [https[Booking.com://api_Import_Properties_from_Booking.beds24com_to_Beds24|import your property from Booking.com/ APIto Beds24]].

Go to ==== '''PROPERTIESStep 1''' -> '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

<embedvideo service="youtube">https[[File://wwwProperty_and_Room_Setup.youtube.com/watch?v=S07yG0EUT88</embedvideo>mp4|640px]]

==== '''Step 32''' -Rooms and Offers Create rooms====

If you have *To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''EDIT''' will open a listing on Airbnb field where you can import it set the name and create a new property with a new room or add a room in a property you already have in Beds24. Click [[AirBnB.com_XML|here]] for instructionsquantity of "Rooms" of that type available.

*To set If you sell dorms for which you sell individual beds and not private rooms up go please also see how to '''PROPERTIES''' -> '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available[[Hostel_and_Retreat_Setup|setup dorms]].

Don't forget *Go to '''SAVE'''!{{#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.

*Go You have the option to '''PROPERTIES''' -> '''ROOMS''' -> '''OFFERS'''.An offer is the price combined sell a room with certain conditionsdifferent prices eg. Each room/unit has one packages, promotions or more offersdiscounted conditional prices. Each offer can have its own "Offer 1Booking Type" is your standard offer to the guest which is always displayed.

You have the option to sell <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room at up all settings will be automatically applied to the copy. If you want to four link prices between different rooms remove the prices eg. packages, promotions or discounted conditional rates. Each offer can have its own "Booking Type"before you copy the rooms.

If you copy a ==== '''Step 2''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room all settings will be automatically applied to the copy/unit has one or more offers. If you want "Offer 1" is your standard offer to link prices between different rooms remove the prices before you copy the roomsguest which is always displayed.

== '''Step 43''' - Set your Prices Create prices ==

The system Beds24 has two types of prices:*Daily Prices(recommended)*RatesFixed Prices

NoteThis [https: If you use rates you do not need to set up Daily Prices for every day//beds24.com/wizard/wizard3. If required php setup wizard] guides you can use a Daily Price to adjust though the prices for an individual date or date rangesetup.

Which type <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 use depends on your pricing structure: have not price or how a price is calculated.

'''Daily Prices(recommended)'''

Daily Prices are prices for one date. Up Daily prices are easy to four manage and are the best choice for most customers. Multiple prices per date can be defined for example for different occupanciesminimum stays or different offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].

Daily Prices can <embedvideo service="youtube">https://youtu.be used:*If you want to fine tune prices on a daily basis*if you do not use Last Minute or Early Bird pricing/E4TYnrHwnDA</embedvideo>

Go to '''CALENDARFixed Prices''' 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.

Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price Fixed Prices have a start and end date so they apply to a range and click '''SAVE'''. You may modify individual of dates as required. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICESFixed Prices contain many rules about the conditions that must apply to make them available.

<embedvideo service="youtube">httpsUse Fixed Prices instead of Daily prices only://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo>*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

Rates have a start '''Combination of Daily Prices and end date so they apply to a range of dates. Rates contain many rules about the conditions which must apply to make them available. Multiple rates can be used to create complex pricing structures. If multiple rates are available for the same dates the rules of each rate will determine which rate is offered.Fixed Prices'''

Rates can be used<span style="color:#fe746c;“ >{{#fas:*for different weekendexclamation-triangle}} </weekday prices*for prices for extra guests or extra children apply*span> If you require the guest use Fixed Prices you do not need to book more than one set up Daily Prices for every day before Check-in*. If required you want can use a price to be available only certain days in advance (e.g. Last Minute or Early Bird)*if you want Daily Price to allow guests to enquire if no price can be found but adjust the room is not fully booked*prices for special pricing for channel managementan individual date or date range.

Go *You can use Daily Prices to RATES in override the top menuFixed Price for a few individual dates. Multiple rates and discounts may be defined for each roomIf you often adjust prices use Daily Prices only. When multiple rates exist for *You can add a given date the system default will calculate and offer the lowest price that matches your criteria. 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.

== '''Adding Rates and DiscountsStep 4'''- Set up payment collection (optional)==You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas: To add a new rate click on cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the button ADD RATE best functionality.

== '''Link a Rate:Step 5''' One rate can be used for multiple rooms. For which room a rate is used is defined in - Set up the "Rooms" tab of Channel Manager (optional)==Set up the rate[[:Category:Channel_Manager| channel manager]] 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://wwwyoutu.youtube.combe/watch?v=zT65okbSXIE_KORtELJyNk</embedvideo>

== '''Combination of Daily Prices and RatesStep 6'''- Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have.

It is not necessary *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use both daily prices and rates but a combination of daily prices and rates can this method because for bookings imported directly from Booking.com we will then be used able to fine tune pricing structuresautomatically 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.

*For example Daily Prices Other bookings can be used to override the price and conditions of uploaded as a rate for individual dates.*The booking rules for your rates and daily prices will determine which daily price or rate will be usedcsv file from in {{#fas:cog}} (SETTINGS) PROPERTIES.

== '''Step 5''' - Enter existing Bookings==*To avoid double bookings it is advisable to enter manually add or blocked dates click on the bookings you already havesuitcase icon in the CALENDAR or on "Add Booking" at the top. You have different options:

*In If you do not need the actual booking you can adjust the availability in the CALENDAR you will find a in the row INVENTORY"Inventory". The number shows rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick Double-click to open a popup pop-up and save the changes. (it is only possible to lower the number based on the value in Settings > Properties {{#fas:cog}} (SETTINGS) PROPERTIES > Rooms > Setup ROOMS > SETUP "Quantity of this type " and any existing bookings).

*To == '''Step 7'Add Bookings'' - manually click on the suitcase icon in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu.Automate messaging and processes==*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (httpsGo to {{#fas://www.beds24.com/api/). You will see the instructions when you click on putBookingCSV cog}} (https://www.beds24.com/api/csv/putbookingscsv.phpSETTINGS). To use the API you need to allow API access in SETTINGS -> ACCOUNT -GUEST MANAGEMENT > ACCOUNT ACCESSAUTO ACTIONS to *Upcoming set up messaging templates for automatic and manual sending*automatically perform modifications on bookings from booking.com can be automatically imported.based on predefined criteria

== '''Step 68''' - Check Customize and Customise your Booking Pageconnect the booking engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS->) BOOKING PAGEENGINE.

== '''Step 7''' - Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets ==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 PAGE-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.

== '''Step 8''' - Do some test bookings to check everything is working. == This is how you can check everything is working: 1. Your own web siteClick on the screen icon in the top right menu of the control panel or go to SETTINGS->BOOKING PAGE to view your booking page and make a couple of test bookings.  The 'Price Check' tool shows you which prices and rules apply for specific dates//selections and why a certain price or rule was applied or not applied. Just enter your booking condition then click on 'Calculate'. You can find links to the 'Price Check' tool on the RATES, CALENDAR and SUPPORT pages. 2. ChannelsChannels which receive prices from Beds24:Go to SETTINGS->CHANNEL MANAGER->BOOKING.COM (for example) and click on 'View Actual Data' to check what we are sending. If you are not seeing and are not receiving error messages and the display on channels page is correct the connection is working. Channels which only receive inventory from Beds24:Check if the availability on the channels website is the same as on the CALENDAR page in Beds24. '''Congratulations! You are now receiving on-line bookings.''' New on-line bookings Guests who book directly will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS page. == '''Customise''' ==*Optionally you can [receive a [:category:Confirmation_Messages|customise the booking confirmations to guestsconfirmation message]] and set which you can customise the system [[Outgoing_Email|use your own Email address for sending]]in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.

== Other Features and Functions '''Step 9''' - Download the free Beds24 app(optional)==When Our free App for IOS and Android is there to help you click on FUNCTIONS in with daily tasks which might need to be done while away from the top left menu you will see links to desk. [[Mobile_App_Android_and_IOS|More information about the menu pages of key features and functionsapp]].

= More functions and options=*Customise the display of the [[Image:support.png|500pxcategory:Calendar|link=control panel CALENDAR]]page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[MediaPreferences|control panel]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*When you click on FUNCTIONS in SUPPORT you will see links to the menu pages of key features and functions or check the start page of this supportwiki.png|view large]]