Create a property

Property is a common term for all rental units that you create in BookingStudio, e.g. cottage, holiday home, holiday apartment and more. This guide will help you create the basic data for a property. 

When the basic data are saved, several menu items will appear in the menu bar.
Handling these menu items is described in other articles, which are linked to at the end of this article.

Before you can create a property.
Make sure the creditor (property owner) and location for the property are already created.
There must also be 2 accounts for registering the purchase and sale of rent for the property.

Here you start

Go to Administration -> Properties. Click on “Create property”.

Fill in the Master data

The display of the contents of the tabs in this guide may be slightly different in relation to your installation, as it is possible to select other standard fields.

It is possible to select / deselect fields on properties. 
The settings are set on the page “Property types”. 
If this page is changed, it will affect the setup for all properties.

The Master data & Setup data must be filled before you can click on “Save”.

Fill in these 8 fields as a minimum on the Master data tab:

                                

Active – check this box when you have finished creating the property.

1. Creditor – Select the property owner from the list.
   
   
2. Internal name –  To make it easy, we recommend that the same name/number is used here as for the creditor (if the creditor only has one property) – e.g. BS10023.
   
   
3. Name – this may be a repetition of the internal name.
   
   Sorting Index – it is not necessary to fill in this field, but it can be used to determine the order in which the properties are to be displayed. Write a number here. The lowest number will be displayed first. Properties with the same value for “Sort Index” are automatically sorted alphabetically.
   
   Maximum number of persons – Click at the field and write a number.
   You will see a period in connection with this field when entering the number.
   If the period is not filled in, then the maximum number of people in the property always applies.
   
   You can time control the number of people if there may later be more / fewer people in the property.
   
   The number of people is assessed at the time of booking and is assessed based on the date of arrival.
   
   
4. Location – here you can choose between your created locations.
   Only select a location with 3 dots in front.
   
   Here an example:
   
   
   Property type – this field is filled in automatically and cannot be changed.
   
   Key status – can be used but is not necessary. It is for internal information.
   Here you can choose between: “Bureau is missing key”, “Bureau has keys” or “Ready for guests”.
   
   
5. Rental terms – here you can choose between your created rental conditions.
   
   
6. Address 1 – this is the address of the property.
   
   
7. Postal code – fill out.
   
   City – fill out.
   
   Country – fill out.
   
   Internal comment – here is space to write an internal comment.
   
   Key address – choose between your created key addresses
   (this is info on where the key for the property can be picked up).
   
   Map and coordinates
   The address of the property was entered earlier and is now displayed below the map.
   Click on the “Find” button and the location of the property will be shown on the map.
   You can move the location on the map with the mouse, if it isn’t placed correctly.
   
   Finish by clicking “Apply”.

Now go to the next tab “Setup data”.
Only press Save when the next tab is filled.

 

Frequently asked questions

The map does not show the correct address of the property. What can I do?

• It is possible to move the blue mark on the map using the mouse.
  Move it to the correct location and click “Apply”.
  
  

The map can’t find the address of the property. What can I do?

• Search the address on e.g. Google Maps and find the coordinates in the URL.
  Insert these coordinates in the field below the map and click Find.
  See how here

Complete Setup data

Fill in these 4 fields as a minimum on the Setup data tab:

1. Target groups – choose the groups that are allowed to see and book the holiday home.
   Move them to the box to the right by pressing the black arrow pointing to the right (hold down Shift to select multiple groups at once).
   
   
2. Product buying account – select the account where the purchase is posted.
   (The account name might be “Purchase – Properties”).
   
   
3. Product selling account – select the account where the revenue is posted.
   
   
4. Buy currency – choose the currency in which the propertyowner should be settled.
   
   Service – this area can be used if you use BookingStudio’s cleaning management.
   
   Preferred artisans – if you have created artisans in BookingStudio, then you can choose a preferred artisan here to be used on this property.

Click Save

New menu items for the property

When saving the Master data & Setup data, several menu items appear in the menu bar for the property.

Continue the process for setting up the property.
These five items need your attention: Texts, Facilities, Images, Prices, and Price rules.

Explanation of the new menu items

Texts - This needs to be set up.
Read more about how to create texts on a property

Products
Here you will be able to see an overview of the products associated with the property.
It is possible to attach more products to the property from here and make a special availability for the product for this specific property. Read more about how to add products and make a special availability.

Facilities - This needs to be set up (but may wait until later).
Read more about how to add a facility to a property.

Images - This needs to be set up (but may wait until later).
See how to upload photos to a property here.

Media

Here you can upload images regarding the property – which is for internal use only.
Read more about the Media here.

Meters

This is an overview (history) of the consumption where counters are used.
It is automatically updated by the system.
Read more about Meters here.

Calendar

This is an overview of the property, where you can see all bookings, blockings, and available days.
It is possible to create bookings from here.

Reservations
This is an overview of all bookings for the property. The page is updated automatically.

Document attachments
It is possible to attach documents to orders. The documents (pdf) can be uploaded here.

Blockings
It is possible to block periods in the calendar of a property so that it can’t be rented out during that period. Blocks on a property can be seen and created here.

Product prices
This is an overview of the prices of the products associated with the property.
The page is updated automatically.

Prices - This needs to be set up 

Here the property must be linked to a seasonal calendar and prices for the different seasons must be created. Here you also give permission for bookings at the property.

Prices rules

If you use price rules, check if any rules need to be attached to this property.

Reviews

Here you can create reviews for the property, the area, or the agency.