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

This video explains how to *To customise the dashboardclick 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;).

<embedvideo service="youtube">https://www.youtube.com/watch?v=5huZfqELRmA&feature=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).  *'''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. *'''Statistics'''For most Statistics you can change the period you want to see. *'''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

To change the settings click <span style="color:#007bff;“ >{{#far:question-circle}} </span> The display of many components on the sandwich menu right above one dashboard can affect the content and click "Unlock"performance. Then change the settings via the menu in the componentConsider using multiple dashboards instead.

*'''Standard Reports'''=== External content === You have can use the option "Notes" module on the Dashboard to select one or properties integrate content from an external system (if you have multipleie. task management, calendars, weather forecast) and the period you want to see. Then change the settings via the menu in the componentan 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 view. You can rename each of your dashboardsadd a column "Property" to show the property name.

Make sure you lock == Restore Default===To restore the screen when you are done by clicking "Unlock" again to avoid accidental changesdefault remove all content then refresh the page.

=== Use on multiple devices and mobiles =Dashboards in sub accounts== If you want to have different dashboards per device sub accounts you can set up multiple use the "Clone" function to make custom dashboards. Cookies are used to remember which dashboard was last viewed on a deviceavailable in other accounts.

== Check guests in and check guests out ==If you are using Click on the 'User' icon on the components "Arrivals", "Departures" top right and "Current Guests" you can manage then on 'Account Management (in the check-old control panel SUB ACCOUNT in and check-out process from the dashboard top right) and see which guests are currently checked-inselect 'Clone Account Settings' button. This video explains how to check guests in and how to check guests out:

<embedvideo service="youtube">https:/Multiple dashboards /www.youtube.com multiple devices /watch?vmobiles use =ZZuxQY5Bs8M&feature=youtu.be</embedvideo> Also If required you can always check a guest in by opening the booking set up multiple screens for example for desktop and setting the info code "Checkin" in the "Info" tabmobile view. You can rename each of your dashboards.Cookies are used to remember which dashboard was last viewed on a device. =Troubleshooting = Cleaning '''Locking and housekeeping==unlocking does not work'''The component If you are using "UnitsPrivate Mode" shows you an overview on your units. You can change the status browser locking and add a note if required. The changes you make in this component will reflect in unlocking the CALENDAR. The default statuses can be changed in SETTINGS->ACCOUNT->PREFERENCES under "Unit Status Presets"screen 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.