Difference between revisions of "Tips and tricks"

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[[Category:How to]]
 
[[Category:How to]]
[[Category:Introduction]]
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<div class="heading">Tips & Tricks</div>
 +
This page shows links to useful functions
  
''This page shows a links to useful functions''
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=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]]
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[[:Category:Dashboard|Customise which information is displayed on your dashboards]]
 
[[:Category:Dashboard|Customise which information is displayed on your dashboards]]
  
 +
[[: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: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 assigments]]
+
[[:Category:Bookings|Prevent accidental changes to room assignments]]
  
 
[[:Category:Bookings|Add bookings made over the phone or from walk-ins]]
 
[[:Category:Bookings|Add bookings made over the phone or from walk-ins]]
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[[Group_Bookings|Manage group bookings]]
 
[[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: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.]]
 +
 +
[[Waitlist|Create a Waitlist]]
 +
 +
[[:Category:Bookings#Bedding|Manage Bedding]]
 +
 +
=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]]
  
[[:Category:Bookings|Split bookings to create separate bookings]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
 +
 
 +
[[: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]]
  
[[:Category:Payment_Collection|Automatically send payment requests to guests]]
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[[Proposal_or_quote|Send a proposal or quote]]
 +
 
 +
[[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]]
 +
 
 +
[[Guest_Guide|Create and automatically send a Guest Guide]]
 +
 
 +
=Payments=
 +
 
 +
[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Automatically send payment requests to guests]]
  
 
[[Bitpay|Allow guests to pay with bitcoin]]
 
[[Bitpay|Allow guests to pay with bitcoin]]
 +
 +
=Automation=
 +
[[Auto_Actions#Send Emails/Message/SMS to guests|Automatically send Emails to guests]]
 +
 +
[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Automatically send payment requests to guests]]
 +
 +
[[:Category:Invoice|Send invoices via Email]]
 +
 +
[[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]]
  
[[:Category:Calendar#Diary_Function|Use the diary function to keep notes for specific dates]]
+
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communicate with guests.]]
  
[[Responsive_Buchungsseite|Make your booking page blend seamlessly into your web site]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
  
[[Responsive_Booking_Page|Show your features on your booking page]]
+
=Optimize revenue=
 +
[[Sell_Remaining_Single_Nights|Fill gaps in the calendar]]
  
[[Responsive_Booking_Page|Show a Google map on your booking page]]
+
[[Upsell_Items|Sell extras]]
  
[[:Category:Widgets|Use the widget designer to create custom booking widgets for your web site]]
+
[[Voucher_Codes|Use voucher codes]]
  
[[Guest_login|Allow guests to view and cancel bookings]]
+
[[Offers|Offer multiple price/booking options]]
  
[[Channel_Inventory|Adjust inventory sent to channels]]
+
[[Gift_Vouchers|Offer gift certificates]]
  
[[Invoicees|Create invoices for corporate guests or agents]]
+
[[Yield_Optimiser|Automatically adjust prices based on predefined rules]]
  
[[:Category:Sub_Account|Create additional logins with specific roles to manage access rights for staff members]]
+
[[:category:Room_Linking_and_Dependencies|Sell rooms at different constellations]]
  
[[Track_Bookings|Track the origin of bookings]]
+
[[Auto_Top_up_rooms|Auto top up rooms]]
  
[[Proposal_or_quote|Send a proposal or quote]]
+
[[Main_Page#Availability|Get more bookings by showing more availability]]
  
[[:Category:Prices_and_Availabilityt|Get more bookings by showing more availability]]
+
[[:category:Calendar#Intelligence|Access Booking.com tailored Opportunities directly in Beds24]]
  
[[:Category:Invoice|Send invoices via Email]]
+
=Reports=
 +
[[:category:Reports#Graphs_and_Charts|Create custom charts and graphs for your dashboard]]
  
[[:Category:Bookings#Info|Use info codes to record information in a booking.]]
+
[[:Category:Reports|Use template variables in custom reports to calculate data]]
  
[[:Category:Invoice|Lock invoices after you have assigned an invoice number.]]
+
[[:Category:Reports|Generate custom reports for meals, transfers and other special requests from Guests]]
  
[[:Booking.com_XML#Manage_Bookings|Report invalid cards or no-shows directly from the booking in Beds24 to Booking.com.]]
+
=Direct bookings=
 +
[[Responsive_Booking_Page|Make your booking page blend seamlessly into your web site]]
  
[[:Category:Reports|Generate custom reports for meals, transfers and other special requests from Guests.]]
+
[[Responsive_Booking_Page|Show your features on your booking page]]
  
[[Template_Variables|Use Template Variables and Smart Template Variables to automatically add information from the booking and  to communication with guests.]]
+
[[Responsive_Booking_Page|Show a Google map on your booking page]]
  
[[Auto_Actions#Automatically_assign_invoice_numbers|Automatically assign invoice numbers.]]
+
[[:Category:Widgets|Use the widget designer to create custom booking widgets for your web site]]
 
 
[[Integromat.com|Connect your favourite apps via Integromat.]]
 
  
[[Mailchimp.com|Connect to Mailchimp.]]
+
[[Responsive_Booking_Page|Add a chat to your booking page]]
  
[[:Category:Reports|Use template variables in custom reports to calculate data.]]
+
[[Mobile_Prices|Add a mobile rate]]

Revision as of 10:17, 30 September 2022

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.

Create a Waitlist

Manage Bedding

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

Create and automatically send a Guest Guide

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

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

Access Booking.com tailored Opportunities directly in Beds24

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

Add a mobile rate