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[[Category:IntroductionGetting_Started]] ''This page explains how to set up your account''<div class="heading">Set Up Guide</div>

This page explains how to set up your account__TOC__=What you should know and do before getting started= Set Up help =<div class="bluebox">'''You're now only a few steps away from accepting onThis self-line bookings. We recommend setup guide assists you let our [http://wwwthrough your initial setup.beds24.com/wizard/index.php Setup Wizards] guide Beds24 is designed as a self-service system so you through the processcan 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).

== Multiple Properties Each room or Rooms ==room type/category can have ''multiple inventories'''.

Hotels, B&B´s and inns === 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.

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.

Click on ''' {{#fas:cog}} (SETTINGS''' in the top menu bar. )

*Go to '''ACCOUNT''' and complete your details

*If you want to use a language other than English on your booking page, go to '''ACCOUNT''' - {{#fas:cog}} (SETTINGS) BOOKING ENGINE > '''LANGUAGES''' 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.

<embedvideo service="youtube">https://www= '''Step 2''' - Create properties and rooms==You can import properties and rooms or create them manually.youtube.com/watch?v=2nNidEDdm4w</embedvideo>

== '''Step 2''' - Property Set UP =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.

*Go to '''PROPERTIES''' -> '''DESCRIPTION''' and complete ===Import from Booking.com===You can [[Booking.com:_Import_Properties_from_Booking.com_to_Beds24|import your property informationfrom Booking.com to Beds24]].

<embedvideo service="youtube">https==Manual creation ======= '''Step 1''' - Create properties====*Properties and be added in '{{#fas:cog}} (SETTINGS) PROPERTIES*After you have added a property go to '{{#fas://youtu.be/XkC-fiJ8WUs</embedvideocog}} (SETTINGS) PROPERTIES >DESCRIPTION and complete your property information

*Go to ==== '''PROPERTIESStep 2''' -> '''ROOMS'''. A click on '''EDIT''' will open a field where you can set the name and quantity of "Rooms" of that type available. Create rooms====

Don*To set rooms up go to 't forget to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS . A click on '''SAVEEDIT'''!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).

You have the option to sell a room at up to four with different prices eg. packages, promotions or discounted conditional ratesprices. 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

== '''Step 4''' - Set your Prices ==The system has two types of pricesThis [https:*Daily Prices*Rates//beds24.com/wizard/wizard3.php setup wizard] guides you though the setup.

Which type <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 use depends on your pricing structure: have not price or how a price is calculated.

Note: If you use rates 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.(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].

Daily Prices are prices for one date<embedvideo service="youtube">https://youtu. Up to four prices per date can be defined for example for different occupancies./E4TYnrHwnDA</embedvideo>

Daily '''Fixed Prices can 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'''

Go Fixed Prices have a start and end date so they apply to '''CALENDAR''' in the top menu. This is a table giving you a complete overview range of your bookings, rates and inventorydates. By ticking Fixed Prices contain many rules about the boxes you can select what you want conditions that must apply to displaymake them available.

Activate '''DAILY PRICES'''. You can set Use Fixed Prices instead of Daily prices only:*If your room prices here. Click in the DAILY PRICE row are fixed ahead and you do not want to adjust them and set you have none or few seasons*If you want to allow guest to enquire when no 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 PRICES. found but the room is not fully booked*If you want to grant referrer discounts

<embedvideo service="youtube">Please find more information on the help page for [https://wwwwiki.youtubebeds24.com/watch?v=iFht8sLJg9g<index.php/embedvideo>Category:Fixed_Prices Fixed Prices].

'''RatesCombination of Daily Prices and Fixed Prices'''

Rates have a start and end date so they apply <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you use Fixed Prices you do not need to a range of datesset up Daily Prices for every day. Rates contain many rules about the conditions which must apply to make them available. Multiple rates If required you can be used use a Daily Price to create complex pricing structures. If multiple rates are available adjust the prices for the same dates the rules of each rate will determine which rate is offeredan individual date or date range.

Rates *You can be used:*use Daily Prices to override the Fixed Price for different weekend/weekday prices*for prices for extra guests or extra children apply*a few individual dates. If you require the guest to book more than one day before Check-in*If you want a price to be available often adjust prices use Daily Prices only certain days in advance (e.g. Last Minute or Early Bird)*if you want You can add a Gap Filler to allow guest to enquire if no price can be found but the room is not fully booked*for special pricing for channel management fill gaps when using daily prices with minimum stays required

Go to RATES <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Rules 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 criteriaFixed Prices have no effect on daily prices.

When creating multiple rates you would generally set your highest price == '''Step 4''' - Set up payment collection (optional)==You need to always be available and create discounted price rates for longer stays, specific days of 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 week or date ranges as you require. This way you can create sophisticated rate modelsbest functionality.

== '''Adding Rates and DiscountsStep 5'''- Set up the Channel Manager (optional)==Set up the [[: To add a new rate click on the button Category:Channel_Manager| channel manager]] ADD RATE to synchronise your sales channels.

'''Link a Rate:''' One rate can be used for multiple roomsHere some short example videos. For which room a rate is used is defined in the "Rooms" tab of the rate.detailed instructions see:

'''Copy a Rate*[[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:''' If you want Channel_Manager| List of all channels with link to use the same rate for another room click on SAVE AS A COPYdetailed setup instructions]]

'''Changing Rates and Discounts'''<embedvideo service="youtube">https: Click on the rate you want to change and enter your changes. You can delete rate setting and add new ones. You may re-use old rates that are still in the system by changing their start and end dates//youtu.be/_KORtELJyNk</embedvideo>

<embedvideo service="youtube">https://www= '''Step 6''' - Enter existing bookings==To avoid double bookings it is advisable to enter the bookings you already have.youtube.com/watch?v=zT65okbSXIE</embedvideo>

'''Combination of Daily Prices *For Booking.com, Airbnb and Rates'''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.

It is not necessary to use both daily prices and rates but a combination of daily prices and rates *Other bookings can be used to fine tune pricing structuresuploaded as a .csv file from in {{#fas:cog}} (SETTINGS) PROPERTIES.

*For example Daily Prices can be used to override To manually add or blocked dates click on the price and conditions of a rate for individual dates.*The booking rules for your rates and daily prices will determine which daily price suitcase icon in the CALENDAR or rate will be usedon "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.

== '''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.