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Do the initial Setup

7,646 bytes added, 25 April
[[Category:How to]]
[[Category:IntroductionGetting_Started]] ''This page explains how to set up your account''<div class="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= Terminology "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, etc. the system You can handle have one properties or multiple properties of different types.
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''' can, but do not need to, represent ''physical'' rooms; they are a way of splitting If you rent your property into separately bookable unitsas a whole because it is a vacation rental you will still need one room which is what the guest books.
These units A property can have only one room (a vacation rental) or "Rooms" could be guest bedrooms, hostel dormitories, individual beds in backpackers, camp sites, houseboats, holiday homes, individual a number of different '''room types''' or '''categories''' (a hotel suites, cabinsB&B, tourshostel, classes or cars etcaparthotel).
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.
If 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''' - Enter 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 Settings 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 Airbnb===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 [[Connect_Airbnb_Account|here]] for instructions. ===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 ======= '''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 [[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 '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available.  If you sell dorms for which you sell individual beds and not private rooms please also see how to [[Hostel_and_Retreat_Setup|setup dorms]]. *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.  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. ''' in 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 top menu barconditions 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
*Go to '''ACCOUNT''' and complete your detailsPlease find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
*If you want to use a language other than English on your booking page, go to '''ACCOUNTCombination of Daily Prices and Fixed Prices''' -> '''LANGUAGES''' 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.
*Go to '''PROPERTIES''' <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> '''DESCRIPTION''' and enter the name and the currency symbol If you want to use*Go Fixed Prices you do not need to '''PROPERTIES''' -> '''ROOMS'''set up Daily Prices for every day. A click on '''EDIT''' will open a field where If required you can set use a Daily Price to adjust the name and quantity of "Rooms" of that type availableprices for an individual date or date range.
Don't forget *You can use Daily Prices to '''SAVE'''!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== '''Step 2''' "color:#fe746c;“ >{{#fas:exclamation- triangle}} Set your </span> Rules in Fixed Prices ==have no effect on daily prices.
== '''Daily PricesStep 4'''- 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.
If you have a simple pricing (eg: one price per room - == go to '''CALENDARStep 5''' in - Set up the top menu. This is a table giving you a complete overview of your bookings, rates and inventory. By ticking Channel Manager (optional)==Set up the boxes you can select what you want [[:Category:Channel_Manager| channel manager]] to displaysynchronise your sales channels.
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'''. You may modify individual dates as required. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICESHere some short example videos. For detailed instructions see:
*[[Airbnb_Mapping| How to connect Airbnb]]
*[[Booking.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]]
'''Set a flexible rates and discount structure'''<embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo>
== '''Step 6''' - Enter existing bookings==To set a flexible structure go avoid double bookings it is advisable 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 enter the rates settingsbookings you already have.
When creating multiple rates you would generally set your highest price *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to always 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 and create discounted price rates for longer stays, specific days of the week or date ranges as you requirein {{#fas:cog}} (SETTINGS) CHANNEL MANAGER->AIRBNB/BOOKING. This way you can create sophisticated rate modelsCOM/EXPEDIA.
'''Adding Rates and Discounts''': To add *Other bookings can be uploaded as a new rate click on the button .csv file from ADD RATE in {{#fas:cog}} (SETTINGS) PROPERTIES.
'''Copy a Rate:''' If you want to use *To manually add or blocked dates click on the same rate for another room click suitcase icon in the CALENDAR or on SAVE AS A COPY"Add Booking" at the top.
'''Changing Rates and Discounts''': Click on *If you do not need the rate actual booking you want 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 and enter your changesavailability. You can delete rate setting Double-click to open a pop-up and add new onessave the changes. You may re-use old rates that are still (it is only possible to lower the number based on the value in the system by changing their start {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and end datesany existing bookings).
The price offered == '''Step 7''' - Automate messaging and processes==Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to the guest will be the lowest from your DAILY PRICES *set up messaging templates for automatic and your RATES which match the requested stay period.manual sending*automatically perform modifications on bookings based on predefined criteria
== '''Step 38''' - Add your Bookings Customize and connect the booking engine for commission free direct bookings (optional)==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 Go to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes{{#fas:cog}} (SETTINGS) BOOKING ENGINE.
'To ''Add Bookings''' You have the option to click on fully customise the person+ icon, fill in look and the information and SAVEcontent of your booking page. Your booking has now been entered into the systemFor an overview of your options please go to [[Customise Booking Page]].
== '''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. 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''' - Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] Do some test bookings to check everything is workingwhich you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. ==
=='''Congratulations! You are now receiving on-line bookings.Step 9''' New on-line bookings will Download the free Beds24 app(optional)==Our free App for IOS and Android is there to help you with daily tasks which might need to be added automaticallydone while away from the desk. You can also enter new bookings manually clicking on "Add Booking" on [[Mobile_App_Android_and_IOS|More information about the BOOKINGS pageapp]].
== '''Customise''' =More functions and options=*You have Customise the display of the option to fully customise the look and the content of your booking page. For an overview on your options please go to [[Customise Booking Page:category:Calendar| control panel CALENDAR]]page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES.*Optionally you can Customise the display of the [[:category:Confirmation_MessagesPreferences|customise the booking confirmations to guestscontrol 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 set functions or check the system [[Outgoing_Email|use your own Email address for sending]]start page of this support wiki.

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