Category:Dashboard: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| Line 17: | Line 17: | ||
To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock". | To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock". | ||
</div> | </div> | ||
=Interactive Front Desk= | =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 == | |||
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: | ||
| Line 36: | Line 34: | ||
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= | |||
=Customize Dashboard= | =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. | 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. | ||
| Line 49: | Line 46: | ||
<embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo> | <embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo> | ||
== 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: | ||
| Line 113: | Line 109: | ||
*Resize component | *Resize component | ||
== 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". | ||
| Line 119: | Line 115: | ||
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 === | |||
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=== | |||
<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=== | |||
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== | |||
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. | ||
| Line 141: | Line 137: | ||
If you are using "Private Mode" on your browser locking and unlocking the screen might now work. | If you are using "Private Mode" on your browser locking and unlocking the screen might now work. | ||
==Notes Module | =Troupubleshooting= | ||
Notes Module shows unable to 'edit' | |||
Check you have the Notes Module only once. | Check you have the Notes Module only once. Multiple same note widgets on the same dashboard are not supported. | ||