Category:Dashboard: Difference between revisions

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__TOC__
__TOC__
=Functions=  
=Summary=
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.
<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


==Interactive Front Desk==
To customise the dashboard click on the padlock  on the right and tick "Unlock".
===Change or add Information to bookings===
</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.
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.  
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 ===
== 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:
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:


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In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.
In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.


==Analytics and Information==
=Analytics and Information=


=Customize Dashboard=  
=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.  
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.  


*To customise the dashboard click on the hamburger menu (&#9776;) on the right and tick "Unlock".
*To customise the dashboard click 'padlock' on the right and tick "Unlock".
*To customise the individual component use the menu in the right corner of the box (&#8942;).
*To customise the individual component use the menu in the right corner of the box (&#8942;).


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<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>
<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>


You can:


=== Add content ===  
== Add content ==
You can add components from the selection in the drop down menu. Choose from:
You can add components from the selection in the drop down menu. Choose from:


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You have the option to select one or all properties (if you have multiple).  
You have the option to select one or all properties (if you have multiple).  
*'''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'''
*'''Statistics'''
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*'''Notes'''
*'''Notes'''
An editable notes filed 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:
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
*Google doc, sheet or form
*calendar
*calendar
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*Resize component
*Resize component


=== Remove content ===  
== Remove content ==
Remove components clicking into the right menu of the element and then on "Remove Component".
Remove components clicking into the right menu of the element and then on "Remove Component".


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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.
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 ===  
=== Multiple Properties ===
If you have multiple properties you can choose to show one component for each property.  
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.
If required you can add a column "Property" to show the property name.


=== Save changes===  
== 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.
<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===  
== Restore Default==
To restore the default remove all content then refresh the page.  
To restore the default remove all content then refresh the page.


=== Dashboards in sub accounts===  
== Dashboards in sub accounts==
If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.
If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.


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Cookies are used to remember which dashboard was last viewed on a device.  
Cookies are used to remember which dashboard was last viewed on a device.  
= Troubleshooting =
= Troubleshooting =
If you are using "Private Mode" on your browser locking and unlocking the screen might now word.
'''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.
 
'''Housekeeping Units module - Table not being able to be sorted'''
Units can have two conditions in the table, for example a departure and an arrival on the same day. When this happens the table becomes complex and non sortable. There is an option for the module called "Group by Unit" the default is YES which is the current behavior. Switching it to NO will create a simple always sortable table.
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