Setting up the dashboard connection
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      3. Setting up the dashboard connection

      How to generate reports in Beds24

      Beds24 allows their hotels to schedule reports being sent daily via email named: 'Routines'. This will save time, and additional tasks for our Hotels, allowing our Support to proactively investigate data discrepancies.

      The right order for the setup will be:

      1. Create the outgoing e-mail setup: Scheduled Reports
      2. Routines creation: one for “Monthly Revenue” and the other for “Monthly Occupancy”

       

      ✉️ Step 1: Set up outgoing e-mail

      1. Go to Account -> Outgoing Email

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      2. Under “Own Email Address”, Select “Use Own Email Address” -> “Yes”, and enter your e-mail address (without the <>) in “Sending Email Address”. You can leave “Descriptive Sending Email Address” empty.

      Then, hit “Save”.

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      Then, hit “Save” again.

      NOTE: In case you use Gmail and have multi-factor authentication (MFA) enabled on the account you want to send automated e-mails from, you can set up an app password to use with Beds24. Go to https://myaccount.google.com/apppasswords , give the new app password a name (e.g. “Beds24 automated e-mails”), copy the generated password, and paste it into the “Password” field in Beds24.

      If you don’t have MFA, just use your regular account password.

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      4.   If you want to test that your setup works, you can click “Send Test Email” under “Own Email Address”.

       

      Unnamed
       

      It will send an e-mail to your administrator e-mail address (you can see it under “Account”).

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      ⚙️Step 2: Monthly Revenue/Occupancy Routine creation

      💲Revenue Routine:

      1.  Go to Account -> Routines

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      2.   Click "Create new routine"
       
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      3. Click "Edit" on the newly created routine

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      4.  Fill in the following values, replacing <hotel_name> with your hotel name (without the <>), and <hotel_id> with your RoomPriceGenie account ID (without the <>). Your RoomPriceGenie account ID will be given to you by your RoomPriceGenie contact.

       

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      5.  Select the following in "Attachment", then hit "Save"

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      6.   After saving, more options will appear. It is important to select the following values for Report Start, Report End, Date Format, and Booking status. You can ignore Booking sub status.

      ▶️ To Consider: RoomPriceGenie will calculate Revenue and Occupancy only based on these three statues:

      Confirmed ✅
      New ✅
      Request ✅

      ⚠️ Inquiry status won't be included in Revenue Calculation

       

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      7.   Hit “Save” under “Attachments” again


       📆 Occupancy Routine: Follow the same steps as above to create another routine, but this time use "Monthly Occupancy" for Routine -> Name, Email -> Email Subject, and Attachment -> Report