17,539
edits
Changes
Jump to navigation
Jump to search
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"></embedvideo>in the "Info" tab.
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:
*'''Components''' These are specially constructed reports=Analytics and Information=
*'''Custom Reports''' To set them up go This video explains how to REPORTS->CUSTOM REPORTS.customise the dashboard:
You have the option to select one or properties (if you have multiple)<embedvideo service="youtube">https://youtu. be/c45dHrA7stE</embedvideo>
To change the settings click on the sandwich menu right above the content and click "Unlock".
*'''Graphs'''== Add content ==You have can add components from the option to select one or properties (if you have multiple) and selection in the period you want to seedrop down menu. Choose from:
To change the settings click on the sandwich menu right above the content and click "Unlock". *'''Potential IssuesComponents''' Issues with your set up which you should address to avoid problems. These are specially constructed reports
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.
*'''Standard Reports'''You have the option to select one or all properties (if you have multiple) and the period you want to see.
To change Select the settings click Custom report from the list. The display on the sandwich menu right above Dashboard will show the content and click "Unlock"Report Name you entered in REPORTS->CUSTOM REPORTS.
=== Arrange components === *Drag and drop components The Housekeeping component "Units" shows you a list of your units. The status of the units is unrelated to position them where you wantbookings.*Resize component
=== Remove components === Remove components clicking into The Housekeeping component "Bookings" shows a list of your units and the right menu status of the element and then on "Remove Component"unit related to the bookings.
=== Choose to see one property or all ===
If you have multiple properties you can choose to show one component for each property.
=== Set up multiple dashboards === *'''Potential Issues''' If required you can Issues with your set up multiple screens for example for desktop and mobile viewwhich you should address to avoid problems.
Make sure *'''Standard Reports'''You have the option to select one or all properties (if you lock have multiple) and the screen when period you are done by clicking "Unlock" again want to avoid accidental changessee. Then change the settings via the menu in the component.
== Check guests in and check guests out ==*'''Statistics'''<div style="color: #fff">If For most Statistics you are using can change the components "Arrivals", "Departures" and "Current Guests" period you can manage the check-in and check-out process from the dashboard and want to see which guets are currently checked-in. This video explains how to check guests in and how to check guests out:
In beta phase you can *Access Dashboard 2 when you click on DASHBOARD then add the number 2 to the URL<span style="color: <nowiki#007bff;“ >https{{#far://beds24.com/control2.php?pagetype=dashboard2question-circle}} </nowikispan>*Roll your ownThe display of many components on one dashboard can affect the performance. A default view with default components will be available with official releaseConsider using multiple dashboards instead.
Available Statistics are: === External content === You can use the "Notes" module on the Dashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.
Booking Volume*Click on "Edit"*Click on "Source"*Add the iframe in following format replacing the "https: Shows //myURL.com" with the value URL of the bookings. MARKpage you want to embed: <span class="icon-suitcase "></span>
Number of Bookings<code><iframe frameborder="0" height="500" src="https: Shows the number of bookings//myURL. MARKcom" style="width: <span class100%;" scrolling="icon-suitcase no"></spaniframe></code>
Bookings: Shows the number of bookings and *If required also adjust the "height" value of the bookings. MARK: <span class="icon-suitcase "></span>
Occupancy: Shows the total occupancy of all properties === Arrange content === *Drag and rooms in the accountdrop components to position them where you want. MARK: <span class="glyphicon glyphicon-home" aria-hidden="true"></span>*Resize component
Booking Page Views: Shows how often the booking page was shown. 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 classRemove content ="glyphicon glyphicon-bed" aria-hidden=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>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.
== Troubleshooting == '''Notes Module shows unable to 'edit''''If Check you are using "Private Mode" have the Notes Module only once. Multiple same note widgets on your browser locking and unlocking the screen might now wordsame 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 the option to select one or properties (if you have multiple) and can choose which columns content to see. Some components allow you display, where to perform actions like check a guest in or check a guest out directly from display it and set the size of each component on the 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 (⋮).
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.
*'''StatisticsGraphs'''For most Statistics You have the option to select one or all properties (if you can change have multiple) and the period you want to see. To change the period click on the sandwich menu right above the content and click "Unlock".
*'''Housekeeping'''
You can change the status and add a note if required. The changes you make in this components will reflect in the CALENDAR. The default statuses can be changed in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES under "Unit Status Presets".
You have the option to select one or all properties (if you have multiple).
*'''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
*information from the tourist office
*weather
=== 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.
=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.
