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The dashboard gives you an overview of your account at a glance. You can see your latest bookings, upcoming arrivals [[Category:Daily_Use]][[Category:Customise_Control_Panel]]<div class="heading">Dashboard</div> This page explains how to use and departures.customise the DASHBOARD
To view details or edit doubleclick <span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the booking{{#fas:lock}} icon and then on "Legacy Dashboard".
<div style== Check guests in and check guests out ==If you are using the components "Arrivals"color: #fff, "Departures" and "Current Guests">To access Dashboard 2 click on DASHBOARD then add you can manage the check-in and check-out process from the number 2 dashboard and see which guests are currently checked-in. This video explains how to the URLcheck guests in and how to check guests out: <nowiki>https://beds24.com/control2.php?pagetype=dashboard2</nowiki>
Customise To customise the dashboard click on the sandwich menu right above the widgets and then tick <embedvideo service="Unlockyoutube">https://youtu. You can now:be/skcNhO60858</embedvideo>
-Add Widgets from Also you can always check a guest in by opening the booking and setting the selection info code "Checkin" in the dropdown menu "Info" tab.
'''Choose from'''
Custom ReportsIn {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.
Potential Issues=Analytics and Information=
'''Statistics'''=Customize Dashboard= For most Statistics you The dashboard is fully customisable. You can change the period you want choose which content to display, where to see. To change display it and set the period click size of each component on the sandwich menu right above the widgets and click "Unlock"dashboard. Available periods are:
-Today*To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock".*To customise the individual component use the menu in the right corner of the box (⋮).
-Last 7 daysThis video explains how to customise the dashboard:
-Last 30 days<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>
-Last 365 days
Make sure you lock == Add content ==You can add components from the screen when you are done by clicking "Unlock" again to avoid accidental changesselection in the drop down menu. Choose from:
Available Statistics are: *'''Custom Reports''' Create the report in REPORTS->CUSTOM REPORTS. If you want to use a custom report on the dashboard set it "Layout" = tabular.
Booking Volume: Shows You have the value of the bookings. MARK: <span class="icon-suitcase "></span>option to select one or all properties (if you have multiple)
Number of Bookings: Shows Select the number of bookingsCustom report from the list. MARK: <span class="iconThe display on the Dashboard will show the Report Name you entered in REPORTS-suitcase "></span>CUSTOM REPORTS.
Bookings: Shows *'''Graphs'''You have the number of bookings option to select one or all properties (if you have multiple) and the value of the bookingsperiod you want to see. MARK: <span class="icon-suitcase "></span>
Occupancy: Shows *'''Housekeeping'''You can change the total occupancy of all properties status and rooms add a note if required. The changes you make in this components will reflect in the accountCALENDAR. MARKThe default statuses can be changed in {{#fas: <span class="glyphicon glyphiconcog}} (SETTINGS) ACCOUNT-home>PREFERENCES under " aria-hidden=Unit Status Presets"true"></span>.
Booking Page Views: Shows how often The Housekeeping component "Units" shows you a list of your units. The status of the booking page was shownunits is unrelated to bookings. MARK: improve description <span class="glyphicon glyphicon-eye-open" aria-hidden="true"></span>
Available Rooms (Today only): Shows how many rooms are available for booking. MARK: <span class=The Housekeeping component "glyphicon glyphicon-bedBookings" aria-hidden="true"></span>shows a list of your units and the status of the unit related to the bookings.
Last 7 Days (no period selection): Shows the number of bookings, the booking volume and the booking page views.
Widgets You have the option to select one or all properties (if you have multiple).
Booking Source<span style="color: Pie chart showing #007bff;“ >{{#far:question-circle}} </span> The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.
ADR === External content === You can use the "Notes" module on the Dashboard to integrate content from an external system (Average Daily Rateie. task management, calendars, weather forecast):via an iFrame.
RevPar (Revenue per available room)*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:
-=== Arrange content === *Drag and drop components to move the elements aroundposition them where you want.*Resize component
-If you have multiple properties select which property a widget should == Remove content ==Remove components clicking into the right menu of the element and then on "Remove Component".
-Remove Widgets by clicking into === Add/remove columns in a component === Click on Component you wish to change, click on the right menu of 3 vertical dots, go to 'Columns' and tick/untick the element and then on "Remove Widget"columns you wish to add/remove from your component.
Make sure == Multiple Properties ===If you lock the screen when have multiple properties you are done by clicking "Unlock" again can choose to avoid accidental changesshow one component for each property.
Multiple properties== Restore Default===To restore the default remove all content then refresh the page.
</div> '''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.
no edit summary
__TOC__
=Summary=
<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 (☰) on the right and tick "Unlock".</div> =Interactive Front Desk= Dashboard 2 ==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. ---'''Currently 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 closed beta'''---each property.
*'''Components'''
These are specially constructed reports
You have the option to select one or all properties (if you have multiple) and choose which columns to see. The order of the columns is also customisable. Some components allow you to perform actions like check a guest in or check a guest out directly from the dashboard.
*'''Potential Issues'''
Issues with your set up which you should address to avoid problems.
*'''Standard Reports'''
You have the option to select one or all properties (if you have multiple) and the period you want to see. Then change the settings via the menu in the component.
*'''Statistics'''
For most Statistics you can change the period you want to see.
*'''ChartsNotes'''An editable notes 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*information from the tourist office*weather
<code><iframe frameborder="0" height="500" src="https://myURL.com" style="width: 100%;" scrolling="no" ></iframe></code>
*If required also adjust the "height" value.
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.
== Dashboards in sub accounts==If you have multiple properties sub accounts you can choose use the "Clone" function to show one widget for each propertymake custom dashboards available in other accounts.
Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) and select 'Clone Account Settings' button.
=Multiple dashboards / multiple devices / mobiles use =
If required you can set up multiple screens for example for desktop and mobile view. You can rename each of your dashboards.
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.
