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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> ''Where you see this'Rooms' [[Image:copy.png|20px|link=]] ''icon you are a way of splitting your property into separately bookable units. Rooms can click and then copy the value of this setting , but do not need to other , represent ''physical'' rooms . They are a way of splitting up a property into separately bookable sections i.e. bedrooms in a hotel or propertiesB&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars 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 to '''SAVE'''! *Go to '''{{#fas:cog}} (SETTINGS) PROPERTIES''' -> '''ROOMS''' - > '''OFFERS'''and define your offer(s).

You have the option to sell a room at up to four with different prices eg. packages, promotions or discounted conditional ratesprices. Each offer can have its own "Booking Type".

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the copy. If you want to link prices between different rooms remove the prices before you copy the rooms.

==== '''Step 42''' - Customize and add offers (optional)====An '''Offer''' is the price combined with certain conditions. Each room/unit has one or more offers. Set "Offer 1" is your Prices standard offer to the guest which is always displayed. == '''Step 3''' - Create prices ==

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

<span class="circle" style="color: #f3e504; font-size: 150%;" >Tip{{#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''.

Note: If you use rates you do not need to set up Daily Prices are prices for every dayone date. If required you can use a Daily Price prices are easy to adjust manage and are the best choice for most customers. Multiple prices per date can be defined for example for an individual date different minimum stays or date rangedifferent offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].

Which type you use depends on your pricing structure<embedvideo service="youtube">https: //youtu.be/E4TYnrHwnDA</embedvideo>

'''Daily Fixed Prices'''

Daily Fixed Prices are prices for one have a start and end dateso they apply to a range of dates. Up Fixed Prices contain many rules about the conditions that must apply to four prices per date can be defined for example for different occupanciesmake them available.

Use Fixed Prices instead of Daily Prices can be usedprices only:*If your prices are fixed ahead and you do not want to fine tune prices on a daily basisadjust them and you have none or few seasons*if If you do want to allow guest to enquire when no price can be found but the room is not use Last Minute or Early Bird pricingfully booked*If you want to grant referrer discounts

Go to '''CALENDAR''' in Please find more information on the top menuhelp page for [https://wiki. This is a table giving you a complete overview of your bookings, rates and inventorybeds24. By ticking the boxes you can select what you want to displaycom/index.php/Category:Fixed_Prices Fixed Prices].

Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range Combination of Daily Prices and click '''SAVEFixed Prices'''. You may modify individual dates as required. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICES.

<embedvideo servicespan style="youtube"color:#fe746c;“ >https{{#fas:exclamation-triangle}} <//wwwspan> If you use Fixed Prices you do not need to set up Daily Prices for every day.youtubeIf required you can use a Daily Price to adjust the prices for an individual date or date range.com/watch?v=iFht8sLJg9g</embedvideo>

Rates <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have a start 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 offeredno effect on daily prices.

Rates can be used:*for different weekend/weekday prices*for prices for extra guests or extra children apply*If you require the guest to book more than one == day before Check'''Step 4''' -in Set up payment collection (optional)==*If you want You need to connect a price payment processor to be available only certain days automatically [[:Category:Payments|collect payments]] in advance {{#fas:cog}} (eSETTINGS) >PAYMENTS > PAYMENT COLLECTION.g[[Stripe|Stripe]] is our preferred partner which offers the best functionality. Last Minute or Early Bird)*if you want to allow guests to enquire if no price can be found but the room is not fully booked*for special pricing for channel management

Go to RATES in the top menu. == '''Step 5''' - Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date Set up the system default will calculate and offer Channel Manager (optional)==Set up the lowest price that matches [[:Category:Channel_Manager| channel manager]] to synchronise your criteriasales channels.

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 modelsHere some short example videos.For detailed instructions see:

'''Adding Rates *[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com:_Synchronise_bookings_prices_availability | How to connect Booking.com to sync prices and Discounts'''availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category: To add a new rate click on the button ADD RATE Channel_Manager| List of all channels with link to detailed setup instructions]]

'''Link a Rate:''' One rate can be used for multiple rooms. For which room a rate is used is defined in the <embedvideo service="Roomsyoutube" tab of the rate>https://youtu.be/_KORtELJyNk</embedvideo>

== '''Copy a Rate:Step 6''' If you want - Enter existing bookings==To avoid double bookings it is advisable to use enter the same rate for another room click on SAVE AS A COPYbookings you already have.

'''Changing Rates *For Booking.com, Airbnb and Discounts''': Click on Expedia we have the rate you want 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 change and enter your automatically import changes. You can delete rate setting and add new onesuse this function when the channel manager is set up but not activated. You may reThe button is available in {{#fas:cog}} (SETTINGS) CHANNEL MANAGER-use old rates that are still in the system by changing their start and end dates>AIRBNB/BOOKING.COM/EXPEDIA.

<embedvideo service="youtube">https*Other bookings can be uploaded as a .csv file from in {{#fas://www.youtubecog}} (SETTINGS) PROPERTIES.com/watch?v=zT65okbSXIE</embedvideo>

It is *If you do not necessary need the actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to use both daily prices sell. They can be edited to quickly change your availability. Double-click to open a pop-up and rates but a combination save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of daily prices this type" and rates can be used to fine tune pricing structuresany existing bookings).

*For example Daily Prices can be used == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to override the price and conditions of a rate for individual dates.*The booking rules set up messaging templates for your rates automatic and daily prices will determine which daily price or rate will be used.manual sending*automatically perform modifications on bookings based on predefined criteria

== '''Step 58''' - Enter existing BookingsCustomize and connect the booking engine for commission free direct bookings (optional)==To avoid double bookings it is advisable Go to enter the bookings you already have{{#fas:cog}} (SETTINGS) BOOKING ENGINE. You have different options:

*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 You have the changes. (it is only possible option to lower the number based on fully customise the value in Settings > Properties > Rooms > Setup > Quantity of this type look and any existing bookings) *To ''Add Bookings'' manually click on the suitcase icon in the CALENDAR or on the "Add Booking" link in the BOOKINGS menucontent of your booking page.*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (https://www.beds24.com/api/). You will see the instructions when you click on putBookingCSV (https://www.beds24.com/api/csv/putbookingscsv.php). To use the API you need For an overview of your options please go to allow API access in SETTINGS -> ACCOUNT -> ACCOUNT ACCESS*Upcoming bookings from booking.com can be automatically imported[[Customise Booking Page]].

== '''Step 6''' - Check and Customise your Booking Page==Go to SETTINGS->BOOKING PAGE. 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]].== '''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. == 10. More customisation options==*Optionally you can*customise the receive a [:category:Confirmation_Messages|booking confirmations to guestsconfirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS-) >GUEST MANAGEMENT->CONFIRMATION MESSAGES.*set the system [[Outgoing_Email|use your own Email address for sending]] in SETTINGS->ACCOUNT->OUTGOING EMAIL.*customise the display of the [[:category:Calendar| control panel CALENDAR]] page in SETTINGS->ACCOUNT->PREFERENCES. *customise the display of the [[Preferences|control pane]] in SETTINGS->ACCOUNT->PREFERENCES.

== 11. 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|800pxcategory: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]]