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Do the initial Setup

7,332 bytes added, 25 April
[[Category:How to]]
[[Category:Getting_Started]]
<div class="heading">Set Up Guide</div>
You are only 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 few steps away from accepting online bookings: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.
'''Step 1 *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 Settings'''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).
Click on SETTINGS in <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 top menu barvalue 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.
'''Rooms''' are a way of splitting your property into separately bookable units. Rooms can, 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 cars etc.
*Go to ACCOUNT -> BUSINESS INFO and fill in your information*If you want to use another language than Englisch on rent your booking page click on LANGUAGES and tick property as a whole because it is a vacation rental you will still need one room which is what the ones you want to useguest books.
*Go to PROPERTIES - click on "EDIT" and enter the name and the currency symbol you want to useA property can have only one room (a vacation rental) or a number of different '''room types''' or '''categories''' (a hotel, B&B, hostel, aparthotel).
*Go to PROPTERIES -> INFORMATION and enter the information you want to display on your booking pageEach room or room type/category can have ''multiple inventories'''.
*Go === Multiple Properties or Rooms ===If you are using the channel manager we advise to ROOMSset the booking system up as similar as your booking channels. If your lodgings have different hotel/property codes for Booking.com etc. A click on EDIT wil open a field where then they must be setup as different properties in Beds24 so you can set the name and set the quanity of rooms of that type availableconnect them.
Making different properties means each can have it'''Room Allocation:''' "One Room Per Booking" will allocate one room for each s own property bookingpage (if required with individual design). This is the normal setting for You can also use a hotel room etcmultiple property booking page with advanced search functions (e. "One Room Per Guest" will allocate one room for each person in the bookingg. This is typical for a hostel selling beds or for activity or event tickets which are allocated per personfacilities, location) showing all properties.
'''Collect Number of Guests: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.
MaximumPeople: This is the total number of people this room can accommodateIf your rentals have different hotel/property codes for Booking.com etc. A booking cannot then they must be made for this room for more than this number of people. If Maximum Adults and Maximum Children are non zero the lowest of Max imumPeople or Maximum Adults plus Maximum Children will apply setup as the maximum room occupancydifferent properties.
For further information see [[Agency_%26_Multiple_Property_Setup|here]].
Maximum Adults: This is the maximum number of adults this room can accommodate. A booking cannot be made for this room including more than this number of adults. This can be used with the Maximum Children setting to specify the maximum number of adults and children that can be occupied. If both Maximum Adults and Max Children are zero then Maximum People is used and the booking form will only ask for the number of guests'''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.
Maximum Children= Step by Step Setup === '''Step 1''' - General Account Settings ==Click on {{#fas: This is the maximum number of children this room can accommodate. A booking cannot be made for this room including more than this number of children. If you set this to zero the booking page will simply ask for the number of guests. There will be no field for the number of children. If required you can specify any age restrictions in your description and policy fields. cog}} (SETTINGS)
Maximum Nights: This sets the maximum number of nights a booking will be accepted for. If Max. Nights is set *Go to 1 only the arrival date will be collected, the departure date will be automatically set to the next day.ACCOUNT and complete your details
*If this is set you want to Activity the departure date is not collected use a language other than English on your booking page, go to ' {{#fas:cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the wording of 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 form is changed page and notifications. Descriptions have to represent booking an event or activity rather than an accommodationbe entered in each language tab.
Dont forget to SAVE== '''Step 2''' - Create properties and rooms==You can import properties and rooms or create them manually.
* If you have more than one room type add another room for each room type and set up<embedvideo service="youtube">https://youtu.be/CsjMXF2vzEs</embedvideo>
*Go to DASCHBOARD -> ROOM GRID. This is a table giving ===Import from Airbnb===If you have a complete overview listing on your bookings, rates and inventory. By ticking the boxes Airbnb you can select what import it and create a new property with a new room or add a room in a property you want to displayalready have in Beds24. Click [[Connect_Airbnb_Account|here]] for instructions.
Click in the ===Import from Booking.com===You can DAILY PRICE row and set price and date range and click SAVE[[Booking. You may modify individual dates as requiredcom:_Import_Properties_from_Booking. If you want to make dates unavialable you can click in OVERRIDE DATEScom_to_Beds24|import your property from Booking. Each date can be set com to BLACKOUT in which case it is not availableBeds24]].
*To avoid double bookings it is advisable to enter the bookings you already have. In DASCHBOARD -> ROOM GRID you will find a row INVENTORY. The number shows rooms remaining to sell is also shown. They can be edited to quickly change your availability. Doubleclick to open a popup and save the changes.===Manual creation ======= '''INVENVORYStep 1''' The number of rooms remaining to sell is also shown - Create properties====*Properties and they can be edited added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a property go to quickly change '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and complete your availability. Doubleclick to open a popup and save the changes. 'To ''Add Bookings''' add a booking click on the person+ icon, fill in the property information and SAVE. Your booking has now been entered into the system.
[[File:Property_and_Room_Setup.mp4|640px]]
==== '''Step 2'''- Create rooms====
Check your booking page*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]].
'''Step 3'''*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.
Click on WIDGETS in You have the left menuoption to sell a room with different prices eg. Choose the widget you want to usepackages, promotions or discounted conditional prices. If required you Each offer can customise the appearancehave its own "Booking Type".
Copy your widget to your website. To install the booking widgets on your web site <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}}</span> If you copy a room all settings will need the ability be automatically applied to edit the HTML of your pagecopy. This may involve knowing If you want to link prices between different rooms remove the passwords for your web server and prices before you copy the ability to transfer your files. Your web hosting service should be able to provide information and assist you with thisrooms.
==== '''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 43'''- Create prices ==Without prices the system can not show availability.
Test everything is working and your doneIf 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
'''Congratulations! You are now receiving online bookingsThis [https://beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.'''
Once <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Click on the setup "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 completed Properties shows you each property with its rooms and the next booking coming up for each. New online bookings will be added automatically. You can also enter new bookings manuallycalculated.
Setting up your Beds24.com account is free if you do it yourself. We can do the setup for you for a small one off fee starting from $19. Technical support for you or your webdesigner to integrate the availability calendars and booking widgets into your website is free. Upon request we can do this for you as well. Please [mailto:[email protected] contact] us. '''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].
'''Languages'''<embedvideo service="youtube">https://youtu.be/E4TYnrHwnDA</embedvideo>
Beds24.com offers a mulitlingual booking page. To give your guests the option to book in their own language go to ''Account -> Languages'Fixed Prices''' and tick the languages you want to use. Make sure you enter all information also in the selected language.
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.
'''Bookings'''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
If you already have bookings you can add them going to Please find more information on the help page for [[Bookings]] in the top menu so these dates are set as unavailable in the Beds24https://wiki.beds24.com system/index. Alternatively you can go to Calendar and black out the dates in the override dates view under Calendarphp/Category:Fixed_Prices Fixed Prices].
'''Combination of Daily Prices and Fixed Prices'''
'''Refined Settings'''<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 want 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''' - 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 set refined connect Airbnb]]*[[Properties/Booking Rules.com:_Synchronise_bookings_prices_availability |How to connect Booking Rules.com to sync prices and availability]]*[[Expedia_Mapping | How to connect Expedia to sync prices and availability]]*[[VRBO_Setup | How to connect to Vrbo]], *[[Properties/Discount Codes:Category:Channel_Manager|Discount CodesList 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, 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 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 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 [[Properties/Upsell Items|Upsell ItemsCustomise 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 deposit collection through . 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.  Guests who book directly will automatically receive a [:category:Confirmation_Messages|confirmation message]] which you can customise the [ in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > CONFIRMATION MESSAGES. =='''Step 9''' - 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 done while away from the desk. [[Properties/PaypalMobile_App_Android_and_IOS|PaypalMore information about the app]] collect . = More functions and options=*Customise the display of the [[Properties/Credit Card:category:Calendar|Credit Card control panel CALENDAR]], page in {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES. *Customise the display of the [[Rooms/DependenciesPreferences|Room Dependenciescontrol panel]] 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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