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Do the initial Setup

7,268 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= Terminology ==kgIZPd_ekiExQGk0 Youtube playlist].*There are recordings of previous [https://wiki.beds24.com/index.php/Webinars webinars] and webinar announcements.'''Properties''' *You can be Hotelslet 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, B&B´s, apartment houses, camp sites, etci.e. the system can handle multiple properties of different typesdecimal places are separated by a full stop (not a comma).
A property <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 only one properties or very many multiple properties of different roomstypes.
'''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, but do not need to, represent ''physical'' rooms; they . They are a way of splitting your up a property into separately bookable unitssections 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.
These units or "Rooms" could be 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 bedrooms, hostel dormitories, individual beds in backpackers, camp sites, houseboats, holiday homes, individual hotel suites, cabins, tours, classes or cars etcbooks.
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.
If your rentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties.
<embedvideo service="youtube">https://wwwFor further information see [[Agency_%26_Multiple_Property_Setup|here]].youtube.com/watch?v=S427oaCVHrI</embedvideo>
'''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''' - 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. == '''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''' in - 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 top menu barCALENDAR or SUPPORT page then on "Calculate" to find our why you have not price or how a price is calculated.
*Go to '''ACCOUNTDaily Prices (recommended)''' and complete your details
*If you want Daily Prices are prices for one date. Daily prices are easy to use a language other than English on your booking page, go to '''ACCOUNT''' -> '''LANGUAGES''' manage and tick are the ones you want to usebest choice for most customers. Multiple prices per date can be defined for example for different minimum stays or different offers. If you enable Please find more than one language you will see tabs for each language in your descriptions, information on your booking the help page and notificationsfor [https://wiki.beds24.com/index. Descriptions have to be entered in each language tabphp/Category:Daily_Prices daily prices].
<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
== '''Step 2Fixed Prices''' - Property Set UP ==
*Go Fixed Prices have a start and end date so they apply to '''PROPERTIES''' -> '''DESCRIPTION''' and complete your property informationa range of dates. Fixed Prices contain many rules about the conditions that must apply to make them available.
== '''Step 3''' -Rooms ==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 '''PROPERTIES''' -> '''ROOMS'''. A click Please find more information on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type availablehelp page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
Don't forget to ''Combination of Daily Prices and Fixed Prices'SAVE'''!
<span style== '''Step 4''' "color:#fe746c;“ >{{#fas:exclamation- triangle}} Set your </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
If you have a simple pricing (eg<span style="color:#fe746c;“ >{{#fas: one price per room exclamation- triangle}} go to '''CALENDAR''' </span> Rules 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 displayFixed Prices have no effect on daily prices.
Activate == '''DAILY PRICESStep 4'''. You can set your room prices here. Click in the DAILY PRICE row and set price and date range and click '''SAVE'''. - Set up payment collection (optional)==You may modify individual dates as required. Rules for daily prices can be set need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas:cog}} (SETTINGS-) >PROPERTIES-PAYMENTS >ROOMS->DAILY PRICESPAYMENT 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.
'''Set a flexible rates and discount structure'''Here some short example videos. For detailed instructions see:
To set a flexible structure go *[[Airbnb_Mapping| How to RATES in the top menuconnect Airbnb]]*[[Booking. Multiple rates com:_Synchronise_bookings_prices_availability | How to connect Booking.com to sync prices and discounts may be defined for each room. When multiple rates exist for a given date the system default will calculate availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and offer the lowest price that matches your criteria. You can override this in the rates settings.availability]]*[[VRBO_Setup | How to connect to Vrbo]]*[[:Category:Channel_Manager| List of all channels with link to detailed setup instructions]]
When creating multiple rates you would generally set your highest price to always <embedvideo service="youtube">https://youtu.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./_KORtELJyNk</embedvideo>
== '''Adding Rates and DiscountsStep 6''': - Enter existing bookings==To add a new rate click on avoid double bookings it is advisable to enter the button ADD RATE bookings you already have.
'''Copy a Rate:''' If you want *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 same rate for another room click on SAVE AS A COPYchannel manager is set up but not activated. The button is available in {{#fas:cog}} (SETTINGS) CHANNEL MANAGER->AIRBNB/BOOKING.COM/EXPEDIA.
'''Changing Rates and Discounts''': Click on the rate you want to change and enter your changes. You *Other bookings can delete rate setting and add new onesbe uploaded as a . You may re-use old rates that are still csv file from in the system by changing their start and end dates{{#fas:cog}} (SETTINGS) PROPERTIES.
The price offered to *To manually add or blocked dates click on the guest will be suitcase icon in the lowest from your DAILY PRICES and your RATES which match CALENDAR or on "Add Booking" at the requested stay periodtop.
== '''Step 5''' *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- Enter existing Bookings==To avoid double bookings up and save the changes. (it is advisable only possible to enter lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of this type" and any existing bookings you already have). You have different options:
*In CALENDAR you will find a row INVENTORY. == The number shows '''Step 7''' - rooms remaining Automate messaging and processes==Go to sell. They can be edited {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to quickly change your availability. Doubleclick to open a popup *set up messaging templates for automatic and save the changes.manual sending*To ''Add Bookings'' manually click automatically perform modifications on the suitcase icon in the CALENDAR or bookings based on the "Add Booking" link in the BOOKINGS menu.*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (https://www.beds24.com/api/).predefined criteria
== '''Step 68''' - Check Customize and Customise your Booking Pageconnect the booking engine for commission free direct bookings (optional)==Go to {{#fas:cog}} (SETTINGS->) BOOKING PAGEENGINE.
You have the option to fully customise the look and the content of your booking page. For an overview on 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. 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 8''' - 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=*Optionally you can Customise the display of the [[:category:Confirmation_MessagesCalendar|customise the booking confirmations to guestscontrol panel CALENDAR]] and set page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the system [[Outgoing_EmailPreferences|use your own Email address for sendingcontrol 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 support wiki.

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