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Category:Dashboard

295 bytes added, 24 May
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=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
=To customise the dashboard click on the hamburger menu (&#9776;) on the right and tick "Unlock".</div> =Interactive Front Desk=====Change or add Information to bookings===
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 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 ===
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:
In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.
==Analytics and Information==
=Customize Dashboard=
== Add components ==
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 content ===
You can add components from the selection in the drop down menu. Choose from:
*Resize component
=== Remove content ===
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.
=== Multiple Properties ===
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.
=== Save changes===
<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.
=== Restore Default===
To restore the default remove all content then refresh the page.
=== Dashboards in sub accounts===
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 work.
== '''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.

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