Difference between revisions of "Agency & Multiple Property Setup"

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[[Category:How to]]
 
[[Category:How to]]
[[Category:Agency]]
 
 
[[Category:Sub_Account]]
 
[[Category:Sub_Account]]
 
[[Category:Multiple_Properties]]
 
[[Category:Multiple_Properties]]
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If you make a copy all of the rooms and rates will also be copied.
 
If you make a copy all of the rooms and rates will also be copied.
 
To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy.
 
To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy.
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Alternatively data can be uploaded via the '''API''' (manage.bookingautomation.com/api). For more informaton about the API have a look [[:Category:API| here]].
  
 
Emails to guests will be as set in the Email settings of the master account. [[Outgoing_Email|Click here for more information]]. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email.
 
Emails to guests will be as set in the Email settings of the master account. [[Outgoing_Email|Click here for more information]]. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email.
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<span class="circle" >Tip</span> ''Where you see this'' [[Image:copy.png|20px|link=]] ''icon you can click and then copy the value of this setting to other rooms or properties.''
  
 
=== If required create sub accounts for your properties===  
 
=== If required create sub accounts for your properties===  
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== Copy settings from one property to another==
 
== Copy settings from one property to another==
In SUB ACCOUNTS is a "Clone" function available which allows to copy selected settings from one property to another.
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<span class="circle" >Tip</span> ''Where you see this'' [[Image:copy.png|20px|link=]] ''icon you can click and then copy the value of this setting to other rooms or properties.''
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There is also a "Clone" function in SUB ACCOUNTS  a "Clone" function which allows to copy selected settings from one property to another.
  
 
Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings.
 
Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings.
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If you are using rates you can set up one set of rates and apply it with or without an offset (price adjustment) to other properties. The function is available in the "Rooms" tab of the rate.  
 
If you are using rates you can set up one set of rates and apply it with or without an offset (price adjustment) to other properties. The function is available in the "Rooms" tab of the rate.  
  
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== Commission==
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If you want need to calculate commissions you can set up a "Custom Report" and use the "Room Templates" which you can set up in SETTINGS > PROPERTIES > ROOMS > SETUP with math variables.
  
 
Keywords: subaccount, sub account, agency, multihotel, multi hotel, multi-hotel, multi property
 
Keywords: subaccount, sub account, agency, multihotel, multi hotel, multi-hotel, multi property

Latest revision as of 11:10, 6 November 2019

This page explains how to set up an account with multiple properties.

Multiple properties in one account

A user account can contain one or multiple properties. Each property has its own settings for:

  • Booking page
  • Booking rules
  • Booking questions
  • Upsell items
  • Deposit collection rules and payment gateways
  • Confirmation messages
  • Auto Actions and Auto Action Emails
  • Yield Optimizer Rules

The "Clone" function which is explained below allows you to copy settings form one property to one or more other properties.

If the channel manager is used each property will have its own mapping.

Other user accounts can be set up to access these properties with either read only or full write access.

In which order you set up an agency account depends on how the properties are set up and managed.

Manage all properties centrally from one master account

Add and set up properties

Add new properties with the ADD NEW PROPERTY button in SETTINGS->PROPERTIES or make a copy of an existing similar property and edit it to suit. If you make a copy all of the rooms and rates will also be copied. To set up the individual properties follow the instructions in the Setup Guide. If your properties are similar it is best to set up one property entirely and then copy it and make the required changes to the copy.

Alternatively data can be uploaded via the API (manage.bookingautomation.com/api). For more informaton about the API have a look here.

Emails to guests will be as set in the Email settings of the master account. Click here for more information. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email.

Tip Where you see this Copy.png icon you can click and then copy the value of this setting to other rooms or properties.

If required create sub accounts for your properties

You can create sub accounts if properties need their own log-in. Sub accounts can be created via the SUBACCOUNT menu on the top right.

Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. Click here for more information on sub accounts.

Properties need their own log-ins to manage accounts

Create sub accounts

Sub accounts can be created via the SUBACCOUNT menu on the top right. Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. Click here for more information on sub accounts.

Each sub account can use a different Email address to send messages to guests. Click here for more information.

Create and and set up properties

Log into each sub account and set up properties and rooms following these instructions in the Setup Guide.

Set up and install multiple property booking page

A Booking page containing all properties is created automatically.

1. In SETTINGS -> BOOKING PAGE -> MULTIPLE PROPERTIES you can customise the look of your agency booking page

2. Go to SETTINGS -> BOOKING PAGE -> MULTIPLE PROPERTIES ->SEARCH CRITERIA and define the search terms. You have the options to set up a total of four sets which could be location, type of accommodation, amenities....

3. Go to SETTINGS -> BOOKING PAGE -> MULTIPLE PROPERTIES -> PROPERTY SETTINGS to define how and under which search criteria each property will be displayed on the agency page.

Display in the Control Panel Calendar

You can create groups of properties by giving them the same keyword in SETTINGS-> BOOKING PAGE > PROPERTIES > MULTIPLE PROPERTIES> PROPERTY SETTINGS "Group Keywords"

A group option will appear in the property selector on the calendar page and open all properties in the group.

Copy settings from one property to another

Tip Where you see this Copy.png icon you can click and then copy the value of this setting to other rooms or properties.

There is also a "Clone" function in SUB ACCOUNTS a "Clone" function which allows to copy selected settings from one property to another.

Click on SUB ACCOUNTS (top right menu) then on "Manage Account" then on "Clone Property Settings.

Manage Prices

If you are using rates you can set up one set of rates and apply it with or without an offset (price adjustment) to other properties. The function is available in the "Rooms" tab of the rate.

Commission

If you want need to calculate commissions you can set up a "Custom Report" and use the "Room Templates" which you can set up in SETTINGS > PROPERTIES > ROOMS > SETUP with math variables.

Keywords: subaccount, sub account, agency, multihotel, multi hotel, multi-hotel, multi property