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Do the initial Setup

4,808 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.
== Multiple Properties A property can have only one room (a vacation rental) or Rooms ==a number of different '''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel).
Hotels, B&B´s and inns Each room or room type/category can have ''multiple inventories'''. === Multiple Properties or Rooms ===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.
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 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.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
<embedvideo service="youtube">https://www'''Hotels, B&B´s.youtube.com/watch?v=2nNidEDdm4w</embedvideo>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''' in will open a field where you can set the top menu barname 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 '''ACCOUNT''' {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and complete define your detailsoffer(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.
*If you want You have the option to use sell a language other than English on your booking page, go to '''ACCOUNT''' -> '''LANGUAGES''' and tick the ones you want to useroom with different prices eg. If you enable more than one language you will see tabs for each language in your descriptionspackages, information on your booking page and notificationspromotions or discounted conditional prices. Descriptions Each offer can have to be entered in each language tabits 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''' - Property Set UP 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.
*Go to == '''PROPERTIESStep 3''' -> '''DESCRIPTION''' and complete your property information Create prices ==Without prices the system can not show availability.
== '''Step 3''' -Rooms ==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)*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. Fixed Prices
Don't forget to '''SAVE'''!This [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.
<span class="" style= '''Step 4''' "color: #f3e504; font- size: 150%;" >{{#fas:lightbulb}} </span> Set your Prices ==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. Up Daily prices are easy to four manage and are the best choice for most customers. Multiple prices per date can be defined for example for different occupanciesminimum stays or different offers. Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Daily_Prices daily prices].
Daily Prices can <embedvideo service="youtube">https://youtu.be used:*If you want to to fine tune prices on a daily basis*if you do not use Last Minute or Early Bird pricing/E4TYnrHwnDA</embedvideo>
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'''. You may modify individual of dates as required. Rules for daily prices can be set in SETTINGS->PROPERTIES->ROOMS->DAILY PRICESFixed Prices contain many rules about the conditions that must apply to make them available.
<embedvideo service="youtube">httpsUse Fixed Prices instead of Daily prices only://www.youtube.com/watch?v=iFht8sLJg9g</embedvideo>*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
'''Rates'''Please find more information on the help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices].
Rates have a start '''Combination of Daily Prices 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. Multiple rates can be used to create complex pricing structures. If multiple rates are available for the same dates the rules of each rate will determine which rate is offered.Fixed Prices'''
Rates can be used<span style="color:#fe746c;“ >{{#fas:*for different weekendexclamation-triangle}} </weekday prices*for prices for extra guests or extra children apply*span> If you require a the guest use Fixed Prices you do not need to book more than one set up Daily Prices for every day before Check-in*. If required you want can use a price to be available only certain days in advance (e.g. Last Minute or Early Bird)*if you want Daily Price to allow guest to enquire if no price can be found but adjust the room is not fully booked*prices for special pricing for channel managementan individual date or date range.
Go *You can use Daily Prices to RATES in override the top menuFixed Price for a few individual dates. Multiple rates and discounts may be defined for each roomIf you often adjust prices use Daily Prices only. When multiple rates exist for *You can add a given date the system default will calculate and offer the lowest price that matches your criteria. Gap Filler to fill gaps when using daily prices with minimum stays required
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules in Fixed Prices have no effect on daily prices.
== '''Adding Rates and DiscountsStep 4'''- Set up payment collection (optional)==You need to connect a payment processor to automatically [[:Category:Payments|collect payments]] in {{#fas: To add a new rate click on cog}} (SETTINGS) >PAYMENTS > PAYMENT COLLECTION. [[Stripe|Stripe]] is our preferred partner which offers the button ADD RATE best functionality.
== '''Link a Rate:Step 5''' One rate can be used for multiple rooms. For which room a rate is used is defined in - Set up the "Rooms" tab of Channel Manager (optional)==Set up the rate[[:Category:Channel_Manager| channel manager]] to synchronise your sales channels.
'''Copy a RateHere some short example videos. For detailed instructions see:''' If you want to use the same rate for another room click on SAVE AS A COPY
'''Changing Rates and Discounts'''*[[Airbnb_Mapping| How to connect Airbnb]]*[[Booking.com: Click on the rate you want _Synchronise_bookings_prices_availability | How to change and enter your changesconnect Booking. You can delete rate setting com to sync prices and add new ones. You may re-use old rates that are still in the system by changing their start availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and end dates.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://wwwyoutu.youtube.combe/watch?v=zT65okbSXIE_KORtELJyNk</embedvideo>
== '''Combination of Daily Prices and RatesStep 6'''- Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have.
It is not necessary *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to use both daily prices and rates but a combination of daily prices and rates can this method because for bookings imported directly from Booking.com we will then be used able to fine tune pricing structuresautomatically 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.
*For example Daily Prices Other bookings can be used to override the price and conditions of uploaded as a rate for individual dates.*The booking rules for your rates and daily prices will determine which daily price or rate will be usedcsv file from in {{#fas:cog}} (SETTINGS) PROPERTIES.
*To manually add or blocked dates click on the suitcase icon in the CALENDAR or on "Add Booking" at the top.
== '''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 rooms remaining to sell. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes.*To ''Add Bookings'Step 7''' - manually click on the suitcase icon in the CALENDAR or on the "Add Booking" link in the BOOKINGS menu.Automate messaging and processes==*If you are comfortable working with .csv you can upload bookings into Beds24 using our API (httpsGo to {{#fas://www.beds24.com/api/). You will see the instructions when you click on putBookingCSV cog}} (https://www.beds24.com/api/putbookingscsv.phpSETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS to *set up messaging templates for automatic and manual sending*Upcoming automatically perform modifications on bookings from booking.com can be automatically imported.based on 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. Go to {{#fas:cog}} (SETTINGS-) >BOOKING PAGE-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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