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Do the initial Setup

6,639 bytes added, 25 April
[[Category:How to]]
'''General'''[[Category:Getting_Started]]<div class="heading">Set Up Guide</div>
'''Properties''' can be Hotels, B&B´s, appartmenthouses, campgrounds etc 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 self-service system so you can handle multiple propertiesset up and change all functions yourself at any time.
A property can have one or more roomsThere is context sensitive help throughout our system. If you are stuck, click on the <span style="color:#019cde;“ >{{#far:question-circle}} </span> icons. '''Rooms''' You can but do not need to represent physical rooms, they are a way of splitting your property into separately bookable sectionsalso use this [[Main Page|Wiki]] for help.
If *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 renting set your property as account up. Send us a whole support ticket from the SUPPORT button at the top if you still need want to define one room which book a session. *The number format in your case represents your complete propertythe 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.
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== 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.
You '''Rooms''' are only a few steps away from accepting online bookings: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.
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 books.
A property can have only one room (a vacation rental) or a number of different '''Step 1 - your Settingsroom types'''or '''categories''' (a hotel, B&B, hostel, aparthotel).
Click on SETTINGS in the top menu barEach room or room type/category can have ''multiple inventories'''.
*Go to ACCOUNT -> BUSINESS INFO and fill in your information=== Multiple Properties or Rooms ===*If you want are using the channel manager we advise to use another language than English on set the booking system up as similar as your booking page click on LANGUAGES and tick the ones 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 want to usecan connect them.
*Go to PROPERTIES -> DESCRIPTION and enter the name and the currency symbol you want to Making different properties means each can have it's own property booking page (if required with individual design). You can also usea 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.
*Go to PROPTERIES -> BOOKING QUESTIONS and determine what information you want to collect from If your guestrentals have different hotel/property codes for Booking.com etc. then they must be setup as different properties.
*Go to COMMUNICATION -> GUEST NOTIFICATIONS and define the texts for your booking confirmation to your guests. For further information see [[Template VariablesAgency_%26_Multiple_Property_Setup|here]], which include information from the booking may be included.
'''Hotels, B&B´s. hostels'''
*Go to ROOMSHotels, 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. A click on EDIT will open a field where apartments or villas you can still set the name 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 set the quantity of rooms of that type availablebooking rules.
= Step by Step Setup === '''Room Allocation:Step 1''' "One Room Per Booking" will allocate one room for each booking. This is the normal setting for a hotel room etc. "One Room Per Guest" will allocate one room for each person in the booking. This is typical for a hostel selling beds or for activity or event tickets which are allocated per person.- General Account Settings ==Click on {{#fas:cog}} (SETTINGS)
'''Collect Number of Guests:'''*Go to ACCOUNT and complete your details
Maximum People*If you want to use a language other than English on your booking page, go to ' {{#fas: This is cog}} (SETTINGS) BOOKING ENGINE > INTERNATIONALIZATION and tick the total number of people this room can accommodateones you want to use. A booking cannot be made for this room for If you enable more than this number of peopleone language you will see tabs for each language in your descriptions, information on your booking page and notifications. If Maximum Adults and Maximum Children are non zero the lowest of Maximum People or Maximum Adults plus Maximum Children will apply as the maximum room occupancyDescriptions have to be entered in each language tab.
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 == '''Step 2''' - Create properties and children that rooms==You can be occupied. If both Maximum Adults and Max Children are zero then maximum People is used import properties and the booking form will only ask for the number of guestsrooms or create them manually.
Maximum Children<embedvideo service="youtube">https: This is the maximum number of children this room can accommodate//youtu. 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. /CsjMXF2vzEs</embedvideo>
Maximum Nights: This sets the maximum number of nights ===Import from Airbnb===If you have a booking will be accepted 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. If Max. Nights is set to 1 only the arrival date will be collected, the departure date will be automatically set to the next dayinstructions.
Dont forget ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property from Booking.com to SAVEBeds24]].
===Manual creation ======= '''Step 1''' - Create properties====*Room type means rooms are interchangable Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have the same price. Your guest will only book added a room of this type and you can allocate any of the availble rooms of that type. If you have more than one room type add another room for each room type property go to '{{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION and set upcomplete your property information
*Go to BOOKING PAGE -> DESCRIPTION select which property/room and enter the information you want to display on your booking page. Fields yu leave empty will not be displayed. If you want to display descriptions add it in each language you have enabled. The Booking instruction is valid for a property can be used to give important information e.g. a minimum booking period[[File:Property_and_Room_Setup.mp4|640px]]
In BOOKING PAGE ==== '''Step 2''' -> PICTURES you select for which property/room you want to upload a picture. Create rooms====
You are done with *To set rooms up go to '{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''EDIT''' will open a basic setup of your booking page. If field where you want to customise can set the design name and quantity of your booking page you can optionally do so under BOOKING PAGE -> DESIGN"Rooms" of that type available.
*Now set your prices. The easiest way to do a basic pricing is: Go to DASHBOARD -> GRID. This is a table giving If you sell dorms for which you a complete overview on your bookings, rates sell individual beds and inventory. By ticking the boxes you can select what you want not private rooms please also see how to display[[Hostel_and_Retreat_Setup|setup dorms]].
Click in *Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS and define your offer(s).An offer is the DAILY PRICE row and set price and date range and click SAVEcombined with certain conditions. You may modify individual dates as requiredEach room/unit has one or more offers. If you want "Offer 1" is your standard offer to make dates unavailable you can click in OVERRIDE DATES. Each date can be set to BLACKOUT in the guest which case it is not available. Set the rates for each roomtypealways displayed.
*To avoid double bookings it is advisable You have the option to enter the bookings you already have. In DASHBOARD -> GRID 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 23'''- Create prices ==Check your booking page. Go to PROPERTIES and click on SHOWWithout 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.
'''Step 3'''Beds24 has two types of prices:Booking widgets connect your website to your booking page. Click on SETTINGS -> 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. *Daily Prices (recommended)*Fixed Prices
Copy your widget 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 your websitefind our why you have not price or how a price is calculated. '''Daily Prices (recommended)''' Daily Prices are prices for one date. To install Daily prices are easy to manage and are the booking widgets 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 web site prices are fixed ahead and you do not want to adjust them and you will need have none or few seasons*If you want to allow guest to enquire when no price can be found but the ability room is not fully booked*If you want to edit grant referrer discounts Please find more information on the HTML help page for [https://wiki.beds24.com/index.php/Category:Fixed_Prices Fixed Prices]. '''Combination of your pageDaily 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. This may involve knowing  *You can use Daily Prices to override the passwords 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''' - 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 web server sales channels.  Here 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]] <embedvideo service="youtube">https://youtu.be/_KORtELJyNk</embedvideo> == '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the ability bookings you already have.  *For Booking.com, Airbnb and Expedia we have the option to automatically import all upcoming bookings. We recommend to transfer your filesuse this method because for bookings imported directly from Booking. Your web hosting service should com we will then be able to provide information 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 assist you with save the changes. (it is only possible to lower the number based on the value in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP "Quantity of thistype" 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
Setting up your Beds24.com account is free if you do it yourself. We can do == '''Step 8''' - Customize and connect the setup booking engine for you for a small one off fee starting from €19. Technical support for you or your webdesigner commission free direct bookings (optional)==Go to integrate the availability calendars and booking widgets into your website is free. Upon request we can do this for you as well. Please contact clicking on SUPPORT in the top menu{{#fas:cog}} (SETTINGS) BOOKING ENGINE.
'''Step 4'''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]].
Do some test bookings Booking widgets connect your website to check everything your booking page. There is workinga 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. 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.
'''Congratulations! You are now receiving online bookingsCopy 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.'''
New online 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.
=='''Refined SettingsStep 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. [[Mobile_App_Android_and_IOS|More information about the app]].
If you want to set refined = 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 deposit collection through [[Properties/Paypal|Paypal]] collect [[Properties/Credit Card|Credit Card ]], [[Rooms/Dependencies|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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