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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".
== Dashboard 2 ==To customise the dashboard click on the hamburger menu (☰) on the right and tick "Unlock".---'''Currently in closed beta'''---</div>
Dashboard 2 is fully customisable. You can choose which content =Interactive Front Desk===Change or add Information to displaybookings==For the components "Arrivals", where to display it "Departures" and set "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQ editable" custom question columns. These columns show the size of each component on the dashboardquestions which are activated in {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.
To customise If you view one property the dashboard click on column heading will show the hamburger menu on name of the right and tick "Unlock"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.
<embedvideo service=Also you can always check a guest in by opening the booking and setting the info code "youtubeCheckin">https://www.youtube.com/watch?v=KQvHhIpXyxc&feature=youtuin the "Info" tab.be</embedvideo>
You can:
=== Add components === You In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can add components from limit the selection check-in function for the drop down menuDashboard modules. Choose from:
*'''Custom Reports''' To set them up go to REPORTS->CUSTOM REPORTS.=Analytics and Information=
*'''Graphs'''You have the option This video explains how to select one or properties (if you have multiple) and customise the period you want to see. dashboard:
To change the settings click on the sandwich menu right above the content and click <embedvideo service="Unlockyoutube">https://youtu. be/c45dHrA7stE</embedvideo>
*'''Potential Issues'''
Issues with your set up which you should address to avoid problems.
To change the settings click on the sandwich menu right above the content and click "Unlock". *'''Components''' These are specially constructed reports
*'''Standard 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 period columns is also customisable. Some components allow you want to seeperform actions like check a guest in or check a guest out directly from the dashboard.
To change *'''Custom Reports''' Create the settings click report in REPORTS->CUSTOM REPORTS. If you want to use a custom report on the sandwich menu right above the content and click dashboard set it "UnlockLayout"= tabular.
*'''Statistics'''For most Statistics you can change You have the period option to select one or all properties (if you want to see. To change the period click on the sandwich menu right above the content and click "Unlock". have multiple)
*'''Components'''These are Select the components Custom report from dashboard 1 plus some new additionsthe list. The display on the Dashboard will show the Report Name you entered in REPORTS->CUSTOM REPORTS.
=== Arrange components === *'''Graphs'''*Drag You have the option to select one or all properties (if you have multiple) and drop components to position them where the period you wantto see.*Resize component
=== Remove components === *'''Housekeeping'''Remove You can change the status and add a note if required. The changes you make in this components clicking into will reflect in the right menu of the element and then on CALENDAR. The default statuses can be changed in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES under "Remove ComponentUnit Status Presets".
=== Choose to see one property or all === If you have multiple properties The Housekeeping component "Units" shows you can choose a list of your units. The status of the units is unrelated to show one component for each propertybookings.
=== Set up multiple dashboards === If required you can set up multiple screens for example for desktop The Housekeeping component "Bookings" shows a list of your units and mobile viewthe status of the unit related to the bookings.
Make sure *'''Potential Issues''' Issues with your set up which you lock the screen when you are done by clicking "Unlock" again should address to avoid accidental changesproblems.
== Check guests in and check guests out ==<div style="color: #fff">If you are using You have the custom reports "Today's Arrivals", "Today's Departures" and "Checked-in Guests" option to select one or all properties (if you can manage the check-in and check-out process from the dashboardhave multiple). This video explains how to check guests in and how to check guests out:
<embedvideo service="youtube">https://youtu*'''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.be/PdXhrZihvyU</embedvideo>
In beta phase you *'''Notes'''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*Access Dashboard 2 when you click on DASHBOARD then add the number 2 to information from the URL: <nowiki>https://beds24.com/control2.php?pagetype=dashboard2</nowiki>tourist office*Roll your own. A default view with default components will be available with official release.weather
Available Statistics are<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.
Booking Volume: Shows === External content === You can use the value of "Notes" module on the bookingsDashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame. MARK: <span class="icon-suitcase "></span>
Number of Bookings*Click on "Edit"*Click on "Source"*Add the iframe in following format replacing the "https: Shows //myURL.com" with the number URL of bookings. MARKthe page you want to embed: <span class="icon-suitcase "></span>
Bookings<code><iframe frameborder="0" height="500" src="https: Shows the number of bookings and the value of the bookings//myURL. MARKcom" style="width: <span class100%;" scrolling="icon-suitcase no"></spaniframe></code>
Occupancy: Shows *If required also adjust the total occupancy of all properties and rooms in the account. MARK: <span class="glyphicon glyphicon-homeheight" aria-hidden="true"></span>value.
Booking Page Views: Shows how often the booking page was shown. MARK: improve description <span class="glyphicon glyphicon-eye-open" aria-hidden="true"></span>= Arrange content === *Drag and drop components to position them where you want.*Resize component
Available Rooms (Today only): Shows how many rooms are available for booking. MARK: <span class="glyphicon glyphicon-bed" aria-hidden=Remove content ==Remove components clicking into the right menu of the element and then on "trueRemove Component"></span>.
'''Charts'''If required you can add a column "Property" to show the property name.
Booking Source== Save changes===<span style="color: Pie chart showing #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.
ADR (Average Daily Rate):== Restore Default===To restore the default remove all content then refresh the page.
RevPar (Revenue per == Dashboards in sub accounts==If you have sub accounts you can use the "Clone" function to make custom dashboards available room): in other accounts.
</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
== 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 customise the dashboard. check guests in and how to check guests out:
<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo>
=Customize Dashboard= The dashboard is fully customisable. You have can choose which content to display, where to display it and set the size of each component on the option to select one or properties (if you have multiple)dashboard.
*To change customise the settings dashboard click on the sandwich hamburger menu (☰) on the right above the content and click tick "Unlock".*To customise the individual component use the menu in the right corner of the box (⋮).
== Add content ==You have can add components from the option to select one or properties (if you have multiple)selection in the drop down menu. Choose from:
*'''Statistics'''
For most Statistics you can change the period you want to see.
=== Add/remove columns in a 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.
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.
