Category:Dashboard: Difference between revisions
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=Functions= | |||
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms. | The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms. | ||
==Interactive Front Desk== | |||
For the components "Arrivals", "Departures" and "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQ" custom question columns. These columns show the questions which are activated in {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable. | |||
=== 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: | |||
<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo> | |||
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab. | |||
==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. | 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. | ||
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*'''Statistics''' | *'''Statistics''' | ||
For most Statistics you can change the period you want to see. | For most Statistics you can change the period you want to see. | ||
*'''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. | |||
<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. | <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. | ||
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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=== | ||
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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. | 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 | 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 = | |||
If you are using "Private Mode" on your browser locking and unlocking the screen might now word. | If you are using "Private Mode" on your browser locking and unlocking the screen might now word. | ||