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= Set Up There is context sensitive help throughout our system. If you are stuck, click on the <span style=You're now only a few steps away from accepting on"color:#019cde;“ >{{#far:question-line bookingscircle}} </span> icons. We provide plenty of support tools which will You can also use this [[Main Page|Wiki]] for help you during the set up process.
We provide a range of [[videos|video tutorials]]. <span class="" style="color: #f3e504; font-size: 250150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> Where you see this <span class="" style="color: #c7c7c7008ACC;" “>{{#fas:copy}}</span> icon you can click and then copy the value of this setting to other rooms or properties. <span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </spandiv> <span style=="font-weight: bold;" >Tip</span> We recommend you let our [http://beds24.com/wizard/index.php Setup Wizards] guide you through the set up process. Properties and Rooms = Terminology =
A '''Rooms''' are a way of splitting your property into separately bookable units. Rooms can have only one , 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 very many different roomscars etc.
'''Rooms''' are a way of splitting If you rent your property into separately bookable units. Rooms can, but do not as a whole because it is a vacation rental you will still need to, represent ''physical'' roomsone room which is what the guest books.
They are rented units i.e. bedrooms in A property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel or , B&B, vacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etcaparthotel).
<embedvideo service="youtube">https:Each room or room type//youtucategory can have ''multiple inventories'''.be/Jd6mFFWhpRE</embedvideo>
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.
You can import additional properties and rooms or create them manually<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
===Import a .csv file via Beds24 API ===
If you want to import a .csv file you will first need to first need to go to {{#fas:cog}} (SETTINGS) ACCOUNT > ACCESS and set "API without API key" = allow any IP
The actual process is documented directly in the [https://api.beds24.com/ API].
Go ==== '''Step 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
Don't forget If you sell dorms for which you sell individual beds and not private rooms please also see how to '''SAVE'''![[Hostel_and_Retreat_Setup|setup dorms]].
If you sell dorms for which you sell indivudual beds *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and not private rooms please also see how 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 [[Hostel_and_Retreat_Setup|setup dorms]]the guest which is always displayed.
*Go You have the option to {{#fas:cog}} (SETTINGS) 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 <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will be automatically applied to the option copy. If you want to sell a room with 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.
The system Beds24 has two types of prices:
Which type This [https://beds24.com/wizard/wizard3.php setup wizard] guides you use depends on your pricing structure: though the setup.
'''Daily Prices'''<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 have not price or how a price is calculated.
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<embedvideo service="youtube">https://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. Rules for daily prices can be set in PRICES -> DAILY PRICE SETUP.
<embedvideo service="youtube">https://wwwFixed Prices have a start and end date so they apply to a range of dates.youtubeFixed Prices contain many rules about the conditions that must apply to make them available.com/watch?v=iFht8sLJg9g</embedvideo>
'''Rates''' Rates 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. Use rates Fixed Prices instead of daily Daily pricesonly:
Go to PRICES > RATES in Please find more information on the top menuhelp page for [https://wiki. Multiple rates and discounts may be defined for each roombeds24.com/index. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteriaphp/Category:Fixed_Prices Fixed Prices].
When creating multiple rates you would generally set your highest price to always be available '''Combination of Daily Prices 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.Fixed Prices'''
'''Combination of *You can use Daily Prices and Rates'''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
It is not necessary to use both <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices and rates but a combination of daily prices and rates can be used to fine tune pricing structures.
*== '''Step 4''' - Set up payment collection (optional)==You can use Daily Prices need to override the connect a rate for a few individual datespayment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. If you you often adjust prices use Daily Prices only[[Stripe|Stripe]] is our preferred partner which offers the best functionality.*You can add a gap fill rate == '''Step 5''' - Set up the Channel Manager (optional)==Set up the [[:Category:Channel_Manager| channel manager]] to fill gaps when using daily prices with minimum stays is requiredsynchronise your sales channels.
<span style="colorHere some short example videos. For detailed instructions see:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in rates have no effect on daily prices.
== '''Step 5''' - Enter existing Bookings==*[[Airbnb_Mapping| How to connect Airbnb]]To avoid double bookings it is advisable *[[Booking.com:_Synchronise_bookings_prices_availability | How to enter the bookings you already haveconnect Booking. You have different optionscom 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]]
*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. You can use this function when the channel manager is set up but not activated. The button is available in {{#fas<embedvideo service="youtube">https:cog}} (SETTINGS) > CHANNEL MANAGER > AIRBNB XML/BOOKING.COM/EXPEDIA.*In CALENDAR you will find a row INVENTORYyoutu. 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. (it is only possible to lower the number based on the value in Settings > Properties > Rooms > Setup /_KORtELJyNk</embedvideo> Quantity of this type and any existing bookings)*To Add Bookings or blocked dates '''manually''' click add the bookings directly in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu.
*If you are comfortable working with == '''.csvStep 6''' you can upload - Enter existing bookings==To avoid double bookings into Beds24 using our API (https://api.beds24.com). Bookings must have a checkin between 1 year in it is advisable to enter the past and 5 years in the future. You will see the instructions when bookings you click on putBookingCSV (https://apialready have.beds24.com/csv/putbookingscsv.php). To use the API you need to allow API access in {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS
== '''Step 6''' - *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. Set You can use this function when the channel manager is set up payment collection but not activated. The button is available in {{#fas:cog}} (optionalSETTINGS)==CHANNEL MANAGER->AIRBNB/BOOKING.COM/EXPEDIA.
You need to connect a payment processor to automatically [[Category:Payments collect payments]] *To manually add or blocked dates click on the suitcase icon in {{#fas:cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner who offers the best functionalityCALENDAR or on "Add Booking" at the top.
== '''Step 7''' - Set up *If you do not need the actual booking you can adjust the availability in the Channel Manager (optional)==Set up CALENDAR in the [[:Category:Channel_Manager| channel manager]] row "Inventory". The number shows rooms remaining to sell. They can be edited to synchronise quickly change your sales channelsavailability. == '''Step 8''' Double- Use your own Eclick to open a pop-mail address up and save the changes. (optional)==Set it is only possible to lower the number based on the system [[Outgoing_Email|use your own Email address for sending]] value in {{#fas:cog}} (SETTINGS) PROPERTIES > ACCOUNT ROOMS >OUTGOING EMAILSETUP "Quantity of this type" and any existing bookings).
Using your own E== '''Step 7''' -mail address is mandatory if you want Automate messaging and processes==Go to use Auto Actions {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to automate work flows. *set up messaging templates for automatic and manual sending*automatically perform modifications on bookings based on predefined criteria
== '''Step 10''' - Install a Booking Widget ==
== '''Step 11''' - Do some test bookings to check everything is working. == This is how you can check everything is workingGuests who book directly will automatically receive a [: 1. Your own web siteClick on the screen icon in the top right menu of the control panel or go to {{#fascategory:cog}} (SETTINGS) Confirmation_Messages|confirmation message]] > BOOKING ENGINE to view your booking page and make a couple of test bookings. The 'Price Check' tool shows which 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 customise the 'Price Check' tool on the RATES, CALENDAR and SUPPORT pages. 2. ChannelsChannels which receive prices from Beds24:Go to [ in {{#fas:cog}} (SETTINGS) > CHANNEL MANAGER GUEST MANAGEMENT >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 will be added automatically. You can also enter new bookings manually clicking on "Add Booking" on the BOOKINGS pageCONFIRMATION MESSAGES.
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 set up and change all functions yourself at any time.
*We provide a range of [[videos|video tutorials]]. There is context sensitive help throughout our systemalso a [https://youtube.com/playlist?list=PLxiq-bz-RFGEbM44Yk4SYmGt09UISNzEw&si=kgIZPd_ekiExQGk0 Youtube playlist]. If you *There are stuck, click on the '''?''' iconsrecordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements. *You can also use this let our [[Main Page|Wiki]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 helpyou 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).'''
'''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.
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.
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 Guide Setup =
== '''Step 1''' - General Account Settings ==
Click on {{#fas:cog}} (SETTINGS)
*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 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.youtube.com/watch?v=2nNidEDdm4w</embedvideo>
== '''Step 2''' - Property Create properties and Room Set Uprooms==By default each Beds24 account has one property with a room You can import properties and a pricerooms or create them manually.
===Import from Airbnb===
===Import from Booking.com===
You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to Beds24]].
===Manual creation ===
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 32''' - Rooms and Offers Create rooms====
*To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.
== '''Step 43''' - 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.
*Daily Prices (recommended)
*Rates <span class="" style="color: #f3e504; font-size: 250%;" >{{#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. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use rates you do not need to set up Daily Fixed Prices for every day. If required you can use a Daily Price to adjust the prices for an individual date or date range.
'''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 occupancies/packages.(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 useddefined 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].
*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
<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.
*Other bookings can be uploaded as a .csv file from in {{#fas:cog}} (SETTINGS) PROPERTIES.
== '''Step 98''' - Check Customize and Customise your Booking Pageconnect 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. 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.
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.
= More customisation options=*customise '''Step 9''' - Download the [[Responsive_Booking_Page|look of your booking page to suit your web site]] in {{#fas:cog}} free Beds24 app(SETTINGSoptional) > BOOKING ENGINE.==*customise 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 [[:category:Confirmation_Messages|booking confirmations to guests]] in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGESdesk.*customise the display of the [[:category:CalendarMobile_App_Android_and_IOS| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *customise More information about the display of the [[Preferences|control panelapp]] in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.
= Other Features More functions and Functions options=*Customise the display of the [[:category:Calendar| control panel CALENDAR]] page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Preferences|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 functionsor check the start page of this support wiki.
