Changes

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".

In beta phase you can =Interactive Front Desk=*Access Dashboard 2 when you click on DASHBOARD then ==Change or add the number 2 Information to the URL: [https://beds24.com/control2.php?pagetypebookings=dashboard2 https://beds24.com/control2.php?pagetype=dashboard2]*Roll your ownFor the components "Arrivals", "Departures" and "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQ editable" custom question columns. A default view with default components will be available with official releaseThese columns show the questions which are activated in {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.

Dashboard 2 is fully customisableIf you view one property the column heading will show the name of the custom question. You If you select a group or all properties only the custom question number can choose which content to display, where to display it and set show because the size of custom questions could be different in each component on the dashboardproperty.

To customise == 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 click on 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 hamburger menu on booking and setting the info code "Checkin" in the right and tick "UnlockInfo"tab.

<embedvideo service="youtube">https://www.youtube.com/watch?vAnalytics and Information=5huZfqELRmA&feature=youtu.be</embedvideo>

=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.

*To customise the dashboard click on the hamburger menu (&#9776;) on the right and tick "Unlock".*To customise the individual component use the menu in the right corner of the box (&#8942;). This video explains how to customise the dashboard: <embedvideo service="youtube">https://youtu.be/c45dHrA7stE</embedvideo>  == Add components =content ==

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.  To change the settings click on the sandwich menu right above the content and click "Unlock". Then change the settings via the menu in the component.

To set them up go to Create the report in REPORTS->CUSTOM REPORTS. If you want to use a custom report on the dashboard set it "Layout" = tabular.

You have the option to select one or all properties (if you have multiple).

To change Select the settings click on the sandwich menu right above Custom report from the content and click "Unlock"list. Then change The display on the settings via Dashboard will show the menu Report Name you entered in the componentREPORTS->CUSTOM REPORTS.

You have the option to select one or all properties (if you have multiple) and the period you want to see.  *'''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".  The Housekeeping component "Units" shows you a list of your units. The status of the units is unrelated to bookings.  The Housekeeping component "Bookings" shows a list of your units and the status of the unit related to the bookings.

You have the option to select one or all properties (if you have multiple).

To change *'''Standard Reports'''You have the settings click on option to select one or all properties (if you have multiple) and the sandwich menu right above the content and click "Unlock"period you want to see. Then change the settings via the menu in the component.

*'''Standard ReportsStatistics'''You have the option to select one or properties (if For most Statistics you have multiple) and can change the period you want to see. Then change  *'''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 <span style="color:#007bff;“ >{{#far:question-circle}} </span> The display of many components on one dashboard can affect the settings via performance. Consider using multiple dashboards instead. === External content === You can use the menu in "Notes" module on the componentDashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.

To change the settings click *Click on "Edit"*Click on "Source"*Add the sandwich menu right above iframe in following format replacing the content and click "Unlockhttps://myURL.com". with the URL of the page you want to embed:

*'''Statistics'''For most Statistics you can change the period you want to see<code><iframe frameborder="0" height="500" src="https://myURL. To change the period click on the sandwich menu right above the content and click com"Unlockstyle=". width: 100%;" scrolling="no" ></iframe></code>

=== Arrange components content ===

=== Remove components =content ==

=== Choose Add/remove columns in a component === Click on Component you wish to see one property or all 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 ===

=== Set up multiple dashboards === If required you can set up multiple screens for example for desktop and mobile viewadd a column "Property" to show the property name. You can rename each of your dashboards.  

== 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.

=== Use on multiple devices and mobiles Restore Default=== If you want to have different dashboards per device you can set up multiple dashboards. Cookies are used to remember which dashboard was last viewed on a deviceTo restore the default remove all content then refresh the page.

== Check guests Dashboards in and check guests out sub accounts==If you are using have sub accounts you can use the components "ArrivalsClone", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guets are currently checked-function to make custom dashboards available inother accounts. This video explains how to check guests in and how to check guests out:

<embedvideo service="youtube">https://wwwClick 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.youtube.com/watch?v=ZZuxQY5Bs8M&feature=youtu.be</embedvideo>

Also =Multiple dashboards / multiple devices / mobiles use =If required you can always check 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 guest in by opening the booking device. = Troubleshooting = '''Locking and setting the info code unlocking does not work''' If you are using "CheckinPrivate Mode" in on your browser locking and unlocking the "Info" tabscreen might now work.

== 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.