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".

== Dashboard 2 Interactive Front Desk==---'''Currently ===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 beta'''---{{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.

In beta phase If you can *Access Dashboard 2 when view one property the column heading will show the name of the custom question. If you click on DASHBOARD then add select a group or all properties only the custom question number 2 to can show because the URL: [https://beds24.com/control2.php?pagetype=dashboard2 https://beds24.com/control2.php?pagetype=dashboard2]*Roll your own. A default view with default components will custom questions could be available with official releasedifferent in each property.

Dashboard 2 is fully customisable. You === Check guests in and check guests out ===If you are using the components "Arrivals", "Departures" and "Current Guests" you can choose manage the check-in and check-out process from the dashboard and see which content guests are currently checked-in. This video explains how to display, where check guests in and how to display it check guests out: <embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo> Also you can always check a guest in by opening the booking and set setting the info code "Checkin" in the "Info" tab.  In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the size of each component on check-in function for the dashboardDashboard modules.  ==Analytics and Information==

To customise the =Customize Dashboard= == Add components == The dashboard click on is fully customisable. You can choose which content to display, where to display it and set the hamburger menu size of each component on the right and tick "Unlock"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 hamburder 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 hamburger 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 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 filed 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 hamburger 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 seevia an iFrame. Then change  *Click on "Edit"*Click on "Source"*Add the settings via the menu iframe in following format replacing the component"https://myURL.com" with the URL of the page you want to embed:

To change the settings click on the hamburger menu right above the content and click <code><iframe frameborder="Unlock0"height="500" src="https://myURL. com" style="width: 100%;" scrolling="no" ></iframe></code>

*'''Statistics'''For most Statistics you can change If required also adjust the period you want to see. To change the period click on the hamburger menu right above the content and click "Unlockheight"value.

=== Arrange components content ===

=== Remove components content ===

===Multiple dashboards / multiple devices / mobiles use Save changes=== If required <span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Make sure you lock the screen when you can set up multiple screens for example for desktop and mobile view. You can rename each of your dashboards. Cookies are used done by clicking "Unlock" again to remember which dashboard was last viewed on a deviceavoid accidental changes.

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

If you have sub accounts you can use the "Clone" function to make custom dashboards available 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 / multiple devices /www.youtube.com/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. == Cleaning and housekeeping==The component "Units" shows you an overview Cookies are used to remember which dashboard was last viewed on your units. You can change the status and add a note if required. The changes you make in this component will reflect in the CALENDAR. The default statuses can be changed in SETTINGS->ACCOUNT->PREFERENCES under "Unit Status Presets"device.  == Troubleshooting ==