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Do the initial Setup

6,497 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.
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. *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" 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="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 2''' - Customize and add offers (optional)====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. == '''Step 3''' - Create prices ==Without prices the system 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.
== '''Step 1''' - Enter your Settings ==Beds24 has two types of prices:Click on '''SETTINGS''' in the top menu bar. *Daily Prices (recommended)*Fixed Prices
*Go to '''ACCOUNT''' and complete your detailsThis [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
*If you want to use a language other than English on your booking page, go to '''ACCOUNT''' <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> '''LANGUAGES''' and tick Click on the "Price Check" button on the ones you want CALENDAR or SUPPORT page then on "Calculate" to use. If find our why 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 tabnot price or how a price is calculated.
*Go to '''PROPERTIESDaily Prices (recommended)''' -> '''DESCRIPTION''' and enter the name and the currency symbol you want to use*Go 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.
Don't forget Daily Prices are prices for one date. Daily prices are easy to '''SAVE'''!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== '''Step 2''' - Set your Prices =="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
===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 '''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'''of dates. You may modify individual dates as requiredFixed 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===Set a refined rates and discount structure===To "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 defined structure go Daily Price to RATES in adjust the top menu. Multiple rates and discounts may be defined prices for each room. When multiple rates exist for a given an individual date or date the system default will calculate and offer the lowest price that matches your criteria. You can override this in the rates settingsrange.
When creating multiple rates you would generally set your highest price *You can use Daily Prices to always be available and create discounted price rates override the Fixed Price for longer stays, specific days of the week or date ranges as a few individual dates. If you requireoften adjust prices use Daily Prices only. This way you *You can create sophisticated rate models.add a Gap Filler to fill gaps when using daily prices with minimum stays required
'''Adding Rates and Discounts'''<span style="color: To add a new rate click #fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on the button ADD RATE daily prices.
== '''Copy a Rate:Step 4''' If you want - Set up payment collection (optional)==You need to connect a payment processor to use automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the same rate for another room click on SAVE AS A COPYbest functionality.
== '''Changing Rates and DiscountsStep 5'''- Set up the Channel Manager (optional)==Set up the [[: Click on the rate you want Category:Channel_Manager| channel manager]] to change and enter synchronise 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 datessales channels.
== '''Step 3''' - Add your 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 changesHere some short example videos.For detailed instructions see:
'To ''Add Bookings''' click on the person+ icon, fill in the information and SAVE*[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking. Your booking has now been entered into the systemcom:_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 connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
<embedvideo service== '''Step 4''' - Install your Booking Button, Box, Strip, Calendar or one of our other Booking Widgets ==Booking widgets connect your website to your booking page"youtube">https://youtu. Beds24 offers you a choice including booking buttons, booking boxes, booking strips, calendars. Click on '''SETTINGS''' -be/_KORtELJyNk</embedvideo> '''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 == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have.  *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 your websiteautomatically 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 install manually add or blocked dates click on the booking widgets suitcase icon in the CALENDAR or on your web site "Add Booking" at the top. *If you will do not need the ability actual booking you can adjust the availability in the CALENDAR in the row "Inventory". The number shows rooms remaining to edit the HTML of sell. They can be edited to 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 changes. (it is only possible to transfer your fileslower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings). Your web hosting service should be able  == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to provide information *set up messaging templates for automatic and assist you with thismanual 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.
Setting up your Beds24.com account is free if you do it yourself. We can do You have the setup for you for a small one off fee starting from €19. Technical support for you or your web designer option to integrate fully customise the availability calendars look and the content of your booking widgets into page. For an overview of your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT in the top menuoptions please go to [[Customise Booking Page]].
== '''Step 5''' - 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) Do some test bookings > BOOKING ENGINE > BOOKING WIDGETS. Choose the widget you want to check everything is workinguse. 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.
== '''Customise''' Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] ==You have the option to fully which you can customise the look and the content of your booking page. If you go to '''[ in {{#fas:cog}} (SETTINGS''' -) > GUEST MANAGEMENT > '''BOOKING PAGE''' you can customiseCONFIRMATION MESSAGES.
*=='''BOOKING QUESTIONSStep 9''' - Download the information you require your guests to submit to you when booking*'''ROOMS''' pictures and descriptions of your room and offers. If you have more than one price for one room free Beds24 app(e.g. packages, special conditional ratesoptional) you can also set and describe them here.==*'''PAGE DESIGN''' Colours and fonts, logo, pictures and texts Our free App for the top IOS and Android is there to help you with daily tasks which might need to be done while away from the bottom section of your booking pagedesk.*'''CONFIRMATION MESSAGES''' You can customise the default message the guests sees on the screen after booking or [[Mobile_App_Android_and_IOS|More information about the Email textapp]].
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/Setup|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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