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Do the initial Setup

7,219 bytes added, 25 April
[[Category:How to]]
[[Category:Getting_Started]]<div class== Setup "heading">Set Up Guide ==</div>
'''You're now only a few steps away from accepting on-line bookings. We recommend This page explains how to set up your account__TOC__=What you let our [http://www.beds24.com/wizard/index.php Setup Wizards] should know and do before getting started=<div class="bluebox">This self-setup guide assists you through the processyour initial setup. Beds24 is designed as a self-service system so you can 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="" 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.
</div>
== 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.
'''PropertiesRooms''' are a way of splitting your property into separately bookable units. Rooms can be Hotels, 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´sB, apartment housesvacation rentals, holiday homes, beds in hostel dormitories, camp sites, houseboats, cabins, tours, classes or cars etc. the system can handle multiple properties of different types.
A If you rent your property can have only as a whole because it is a vacation rental you will still need one or very many different roomsroom which is what the guest books.
A property can have only one room (a vacation rental) or a number of different '''room types''Rooms'or '' can, but do not need to, represent 'categories'physical'' rooms; they are (a way of splitting your property into separately bookable unitshotel, B&B, hostel, aparthotel).
These units Each room 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 etcroom 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.
If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties.
== '''Step 1''' - Enter your Settings ==Click on '''SETTINGS''' in the top menu barFor further information see [[Agency_%26_Multiple_Property_Setup|here]].
*Go to '''ACCOUNTHotels, B&B´s. hostels''' and complete your details
*If you want to use a language other than English on your booking pageHotels, go to '''ACCOUNT''' -> '''LANGUAGES''' B&B´s and tick the ones you want to useinns are usually set up as one property with a number of rooms. or room types. If you enable more than one language have several independent lodgings e.g. apartments or villas you will see tabs for each language in can still set them up as rooms if it suits your descriptionsmarketing strategy. Each room (which can also be an apartment, information on your house etc) can have its own pricing and booking page and notifications. Descriptions have to be entered in each language tabrules.
*Go to = Step by Step Setup === '''PROPERTIESStep 1''' -> '''DESCRIPTION''' and enter the name and the currency symbol you want to useGeneral Account Settings ==*Go to Click on '''PROPERTIES''' -> '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available. {{#fas:cog}} (SETTINGS)
Don't forget *Go to '''SAVE'''!ACCOUNT and complete your details
== ''*If you want to use a language other than English on your booking page, go to 'Step 2''' - Set {{#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 Prices ==booking page and notifications. Descriptions have to be entered in each language tab.
===Set a simple rate structure===If you have a simple pricing (eg: one price per room - go to '''CALENDARStep 2''' in the top menu. This is a table giving you a complete overview of your bookings, rates - Create properties and inventory. By ticking the boxes you rooms==You can select what you want to displayimport properties and rooms or create them manually.
Activate '''DAILY PRICES'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''<embedvideo service="youtube">https://youtu. You may modify individual dates as required. Rules for daily prices can be set in SETTINGS-/CsjMXF2vzEs</embedvideo>PROPERTIES->ROOMS->DAILY PRICES.
===Override DatesImport from Airbnb===Each date If you have a listing on Airbnb you can be set to '''BLACKOUT''' in which case import it is not available on that date and create a new property with a new room or '''EXCEPTION''' add a room in which case it uses the same booking strategy as the a property's exceptional periodyou already have in Beds24. If no override is set (- - - - -) the booking strategy is as defined Click [[Connect_Airbnb_Account|here]] for the propertyinstructions.
To remove a price set it ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to 0 (numeral zero)Beds24]].
The price offered ===Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a property go to the guest will be the lowest from your DAILY PRICES '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your RATES which match the requested stay period.property information
===Set a flexible rates and discount structure===To set a flexible structure go to RATES in the top menu. Multiple rates and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate and offer the lowest price that matches your criteria. You can override this in the rates settings[[File:Property_and_Room_Setup.mp4|640px]]
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.==== '''Step 2''' - Create rooms====
*To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''Adding Rates and DiscountsEDIT''': To add will open a new rate click on field where you can set the button ADD RATE name and quantity of "Rooms" of that type available.
'''Copy a Rate:''' If you want sell dorms for which you sell individual beds and not private rooms please also see how to use the same rate for another room click on SAVE AS A COPY[[Hostel_and_Retreat_Setup|setup dorms]].
'''Changing Rates and Discounts'''*Go to {{#fas: Click on the rate you want to change cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and enter define your changesoffer(s).An offer is the price combined with certain conditions. You can delete rate setting and add new onesEach room/unit has one or more offers. You may re-use old rates that are still in "Offer 1" is your standard offer to the system by changing their start and end datesguest which is always displayed.
== '''Step 3''' - Add your Bookings ==To avoid double bookings it is advisable You have the option to enter the bookings you already have. In CALENDAR you will find sell a row INVENTORYroom with different prices eg. The number shows rooms remaining to sellpackages, promotions or discounted conditional prices. They Each offer can be edited to quickly change your availability. Doubleclick to open a popup and save the changeshave its own "Booking Type".
'To ''Add Bookings''' <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> click on If you copy a room all settings will be automatically applied to the person+ icon, fill in copy. If you want to link prices between different rooms remove the information and SAVE. Your booking has now been entered into prices before you copy the systemrooms.
==== '''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.  Beds24 has two types of prices:*Daily Prices (recommended)*Fixed Prices This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.  <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. '''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''' - Install 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''' - 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 Button.com:_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="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. 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.
== '''Step 5''' - Do some test bookings to check everything is working. == '''Congratulations! You are now receiving on-line bookings.''' New on-line bookings Guests who book directly will be added automatically. You receive a [:category:Confirmation_Messages|confirmation message]] which you can also enter new bookings manuallycustomise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES.
== '''CustomiseStep 9''' - Download the free Beds24 app(optional)==You have the option Our free App for IOS and Android is there to help you with daily tasks which might need to fully customise the look and be done while away from the content of your booking pagedesk. For an overview on your options please go to [[Customise Booking PageMobile_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 [[Properties/Deposit_Collection|deposit collection]] collect [[Properties/Credit Card|credit card details]], [[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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