Difference between revisions of "Tips and tricks"

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[[Category:How to]]
 
[[Category:How to]]
 
[[Category:Introduction]]
 
[[Category:Introduction]]
 +
<div class="heading">Tips & Tricks</div>
 +
This page shows links to useful functions
  
 +
=Control panel use and customiszation=
 +
[[Preferences|Switch to the new control panel]]
  
 +
[[:Category:Introduction#Use_on_Mobile_Devices|Use Beds24 on your mobile]]
  
[[Category:Introduction#Use_on_Mobile_Devices|Use Beds24 on your mobile]]
+
[[:Category:Calendar#Customise_Display|Customise the display of rates and daily prices in the CALENDAR]]
  
 +
[[:Category:Dashboard|Customise which information is displayed on your dashboards]]
  
[[Category:Calendar#Customise_Display|Customise the display of rates and daily prices in the CALENDAR]]
+
[[:Category:Bookings#Info|Enhance the display of bookings in the CALENDAR with icons.]]
  
 +
[[:Category:Calendar#Diary_Function|Use the diary function to keep notes for specific dates]]
  
[[Category:Dashboard|Customise which information is displayed on your dashboards]]
+
[[:Category:Sub_Account|Create additional logins with specific roles to manage access rights for staff members]]
  
 +
[[:Category:Dashboard#External_contentt|Show external content i.e. tasks, calendars, weather, on your Dashboard]]
  
 +
=Bookings=
 
[[Booking_Questions|Customise the information you collect from guests]]
 
[[Booking_Questions|Customise the information you collect from guests]]
  
 +
[[:Category:Bookings|Drag and drop bookings to quickly change a room]]
  
[[Category:Bookings|Drag and drop bookings to quickly change a room]]
+
[[:Category:Bookings|Prevent accidental changes to room assignments]]
  
 +
[[:Category:Bookings|Add bookings made over the phone or from walk-ins]]
  
[[Category:Bookings|Prevent accidental changes to room assigments]]
+
[[Group_Bookings|Manage group bookings]]
 +
 
 +
[[:Category:Bookings|Split bookings to create separate bookings]]
 +
 
 +
[[Guest_login|Allow guests to view and cancel bookings]]
 +
 
 +
[[Invoicees|Create invoices for corporate guests or agents]]
 +
 
 +
[[Track_Bookings|Track the origin of bookings]]
  
 +
[[:Category:Bookings#Info|Use info codes to record information in a booking]]
  
[[Category:Bookings|Add bookings made over the phone or from walk-ins]]
+
[[:Category:Invoice|Lock invoices after you have assigned an invoice number]]
  
 +
[[:Booking.com_XML#Manage_Bookings|Report invalid cards or no-shows directly from the booking in Beds24 to Booking.com.]]
  
[[Group_Bookings|Manage group bookings]]
+
=Prices=
 +
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
  
 +
[[Voucher_Codes|Use voucher codes to incentivice re-bookings ]]
  
 +
=Availability=
 
[[Close_Rooms|Close rooms to make them unavailable]]
 
[[Close_Rooms|Close rooms to make them unavailable]]
  
 +
[[Auto_Top_up_rooms|Auto top up rooms]]
  
[[Category:Bookings|Split bookings to create separate bookings]]
+
[[:Category:Calendar|Limit check-in, check-out or both]]
  
 +
[[Channel_Inventory|Adjust inventory sent to channels]]
  
 +
=Communication with guests=
 
[[Auto_Actions|Automatically send Emails to guests]]
 
[[Auto_Actions|Automatically send Emails to guests]]
  
 +
[[Proposal_or_quote|Send a proposal or quote]]
  
[[Category:Payment_Collection|Automatically send payment requests to guests]]
+
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communicate with guests.]]
  
 +
[[Mailchimp.com|Connect to Mailchimp]]
 +
 +
=Payments=
 +
[[:Category:Payment_Collection|Automatically send payment requests to guests]]
  
 
[[Bitpay|Allow guests to pay with bitcoin]]
 
[[Bitpay|Allow guests to pay with bitcoin]]
  
 +
=Automation=
 +
[[Auto_Actions|Automatically send Emails to guests]]
 +
 +
[[:Category:Payment_Collection|Automatically send payment requests to guests]]
 +
 +
[[:Category:Invoice|Send invoices via Email]]
 +
 +
[[Auto_Actions#Automatically_assign_invoice_numbers|Automatically assign invoice numbers]]
 +
 +
[[Integromat.com|Connect your favourite apps via Integromat]]
  
 
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
 
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
  
 +
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communicate with guests.]]
  
[[Category:Calendar#Diary_Function|Use the diary function to keep notes for specific dates]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
  
 +
=Optimize revenue=
 +
[[Sell_Remaining_Single_Nights|Fill gaps in the calendar]]
  
[[Responsive_Buchungsseite|Make your booking page blend seamlessly into your web site]]
+
[[Upsell_Items|Sell extras]]
  
 +
[[Voucher_Codes|Use voucher codes]]
  
[[Responsive_Booking_Page|Show your features on your booking page]]
+
[[Offers|Offer multiple price/booking options]]
  
 +
[[Gift_Vouchers|Offer gift certificates]]
  
[[Responsive_Booking_Page|Show a Google map on your booking page]]
+
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
  
 +
[[:category:Room_Linking_and_Dependencies|Sell rooms at different constellations]]
  
[[Category:Widgets|Use the widget designer to create custom booking widgets for your web site]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
  
 +
[[:Category:Prices_and_Availabilityt|Get more bookings by showing more availability]]
  
[[Guest_login|Allow guests to view and cancel bookings]]
+
=Reports=
 +
[[:category:Reports#Graphs_and_Charts|Create custom charts and graphs for your dashboard]]
  
 +
[[:Category:Reports|Use template variables in custom reports to calculate data]]
  
[[Channel_Inventory|Adjust inventory sent to channels]]
+
[[:Category:Reports|Generate custom reports for meals, transfers and other special requests from Guests]]
  
 +
=Direct bookings=
 +
[[Responsive_Bookingpage|Make your booking page blend seamlessly into your web site]]
  
[[Invoicees|Create invoices for corporate guests or agents]]
+
[[Responsive_Booking_Page|Show your features on your booking page]]
  
 +
[[Responsive_Booking_Page|Show a Google map on your booking page]]
  
[[Category:Sub_Account|Create additional logins with specific roles to manage access rights for staff members]]
+
[[:Category:Widgets|Use the widget designer to create custom booking widgets for your web site]]
  
 
+
[[Responsive_Booking_Page|Add a chat to your booking page]]
[[Track_Bookings|Track the origin of bookings]]
 

Revision as of 19:02, 23 September 2020

Tips & Tricks
This page shows links to useful functions

1 Control panel use and customiszation

Switch to the new control panel

Use Beds24 on your mobile

Customise the display of rates and daily prices in the CALENDAR

Customise which information is displayed on your dashboards

Enhance the display of bookings in the CALENDAR with icons.

Use the diary function to keep notes for specific dates

Create additional logins with specific roles to manage access rights for staff members

Show external content i.e. tasks, calendars, weather, on your Dashboard

2 Bookings

Customise the information you collect from guests

Drag and drop bookings to quickly change a room

Prevent accidental changes to room assignments

Add bookings made over the phone or from walk-ins

Manage group bookings

Split bookings to create separate bookings

Allow guests to view and cancel bookings

Create invoices for corporate guests or agents

Track the origin of bookings

Use info codes to record information in a booking

Lock invoices after you have assigned an invoice number

Report invalid cards or no-shows directly from the booking in Beds24 to Booking.com.

3 Prices

Automatically adjust prices based on predefined rules

Use voucher codes to incentivice re-bookings

4 Availability

Close rooms to make them unavailable

Auto top up rooms

Limit check-in, check-out or both

Adjust inventory sent to channels

5 Communication with guests

Automatically send Emails to guests

Send a proposal or quote

Use Template Variables and Smart Template Variables to automatically add information from the booking and to communicate with guests.

Connect to Mailchimp

6 Payments

Automatically send payment requests to guests

Allow guests to pay with bitcoin

7 Automation

Automatically send Emails to guests

Automatically send payment requests to guests

Send invoices via Email

Automatically assign invoice numbers

Connect your favourite apps via Integromat

Automatically adjust prices based on predefined rules

Use Template Variables and Smart Template Variables to automatically add information from the booking and to communicate with guests.

Auto top up rooms

8 Optimize revenue

Fill gaps in the calendar

Sell extras

Use voucher codes

Offer multiple price/booking options

Offer gift certificates

Automatically adjust prices based on predefined rules

Sell rooms at different constellations

Auto top up rooms

Get more bookings by showing more availability

9 Reports

Create custom charts and graphs for your dashboard

Use template variables in custom reports to calculate data

Generate custom reports for meals, transfers and other special requests from Guests

10 Direct bookings

Make your booking page blend seamlessly into your web site

Show your features on your booking page

Show a Google map on your booking page

Use the widget designer to create custom booking widgets for your web site

Add a chat to your booking page