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=To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock".</div> =Interactive Front Desk=====Change or add Information to bookings===
=If you view one property the column heading will show the name of the custom question. If you select a group or all properties only the custom question number can show because the custom questions could be different in each property. == Check guests in and check guests out ===
=In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules. =Analytics and Information==
== Add components ==
You can:
=== Add content ===
=== Remove content ===
=== Multiple Properties ===
=== Save changes===
=== Restore Default===
=== Dashboards in sub accounts===
no edit summary
__TOC__
=FunctionsSummary= <div class="summarybox">The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms. :*Overview on bookings, arrivals, departures*Check-in and check-out, change or add information to bookings*Keep notes*Housekeeping module to manage cleaning and maintenance
For the components "Arrivals", "Departures" and "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQ editable" custom question columns. These columns show the questions which are activated in {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.
If you are using the components "Arrivals", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
=Customize Dashboard=
The dashboard is fully customisable. You can choose which content to display, where to display it and set the size of each component on the dashboard.
<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>
You can add components from the selection in the drop down menu. Choose from:
*'''Housekeeping'''
You can change the status and add a note if required. The changes you make in this components will reflect in the CALENDAR. The default statuses can be changed in {{#fas:cog}} (SETTINGS->) ACCOUNT->PREFERENCES under "Unit Status Presets".
The Housekeeping component "Units" shows you a list of your units. The status of the units is unrelated to bookings.
*'''Notes'''
An editable notes filed field which allows also to add HTML. You can also use it to embed information from other systems via an Iframe. Some ideas on what to use this option for:
*Google doc, sheet or form
*calendar
<span style="color:#007bff;“ >{{#far:question-circle}} </span> The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.
=== External content ===
You can use the "Notes" module on the Dashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.
*Click on "Edit"
*Click on "Source"
*Add the iframe in following format replacing the "https://myURL.com" with the URL of the page you want to embed:
<code><iframe frameborder="0" height="500" src="https://myURL.com" style="width: 100%;" scrolling="no" ></iframe></code>
*If required also adjust the "height" value.
=== Arrange content ===
*Resize component
Remove components clicking into the right menu of the element and then on "Remove Component".
Click on Component you wish to change, click on the 3 vertical dots, go to 'Columns' and tick/untick the columns you wish to add/remove from your component.
If you have multiple properties you can choose to show one component for each property.
If required you can add a column "Property" to show the property name.
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Make sure you lock the screen when you are done by clicking "Unlock" again to avoid accidental changes.
To restore the default remove all content then refresh the page.
If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.
Cookies are used to remember which dashboard was last viewed on a device.
= Troubleshooting =
'''Locking and unlocking does not work''' If you are using "Private Mode" on your browser locking and unlocking the screen might now wordwork. '''Notes Module shows unable to 'edit'''' Check you have the Notes Module only once. Multiple same note widgets on the same dashboard are not supported.
