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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 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 dashboard click on components "Arrivals", "Departures" and "Current Guests" you can manage the hamburger menu on check-in and check-out process from the right dashboard and tick "Unlock"see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:
This video explains how to customise the dashboard<embedvideo service="youtube">https://youtu. be/skcNhO60858</embedvideo>
<embedvideo service="youtube">https://www.youtube.com/watch?v=KQvHhIpXyxc&feature=youtu.be</embedvideo>
You In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can:limit the check-in function for the Dashboard modules.
*'''Custom Reports''' =Customize Dashboard= To == Add components == The dashboard is fully customisable. You can choose which content to display, where to display it and set them up go to REPORTS->CUSTOM REPORTSthe size of each component on the dashboard.
You have *To customise the option to select one or properties dashboard click on the hamburger menu (☰) on the right and tick "Unlock".*To customise the individual component use the menu in the right corner of the box (if you have multiple⋮).
To change This video explains how to customise the settings click on the sandwich menu right above the content and click "Unlock". dashboard:
*'''Graphs'''You have the option to select one or properties (if you have multiple) and the period you want to see<embedvideo service="youtube">https://youtu. be/c45dHrA7stE</embedvideo>
To change the settings click on the sandwich menu right above the content and click "Unlock". You can:
*'''Potential Issues''' === Add content === Issues with your set up which you should address to avoid problemsYou can add components from the selection in the drop down menu. Choose from:
You have the option to select one or properties (if you have multiple). *'''Components''' These are specially constructed reports
To change You have the settings click on option to select one or all properties (if you have multiple) and choose which columns to see. The order of the sandwich menu right above columns is also customisable. Some components allow you to perform actions like check a guest in or check a guest out directly from the content and click "Unlock"dashboard.
To change You have the settings click on the sandwich menu right above the content and click "Unlock". option to select one or all properties (if you have multiple)
*'''Statistics'''For most Statistics you can change Select the Custom report from the period you want to seelist. To change the period click 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 === *'''Housekeeping'''*Drag You can change the status and drop add a note if required. The changes you make in this components to position them where you wantwill reflect in the CALENDAR. The default statuses can be changed in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES under "Unit Status Presets".*Resize component
=== Remove components === Remove components clicking into the right menu The Housekeeping component "Units" shows you a list of your units. The status of the element and then on "Remove Component"units is unrelated to bookings.
=== Choose The Housekeeping component "Bookings" shows a list of your units and the status of the unit related to see one property or all === If you have multiple properties you can choose to show one component for each propertythe bookings.
=== Set up multiple dashboards ===
If required you can set up multiple screens for example for desktop and mobile view.
Make sure you lock You have the screen when option to select one or all properties (if you are done by clicking "Unlock" again to avoid accidental changeshave multiple).
== Check guests in and check guests out ==*'''Standard Reports'''<div style="color: #fff">If You have the option to select one or all properties (if you are using have multiple) and the custom reports "Today's Arrivals", "Today's Departures" and "Checked-in Guests" period you can manage want to see. Then change the settings via the check-menu in and check-out process from the dashboardcomponent. This video explains how to check guests in and how to check guests out:
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 - unable to 'edit'.== Check you have the Notes Module only once. *Multiple same note widgets on the same dashboard are not supported.
__TOC__
=Functions=
The dashboard shows you all relevant information on one screen and allows you to manage bookings and rooms.
== 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 closed beta'''--- {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
==Analytics and Information= Add components === You can add components from the selection in the drop down menu. Choose from:
*'''Standard Custom Reports'''You have Create the option to select one or properties (if you have multiple) and the period report in REPORTS->CUSTOM REPORTS. If you want to seeuse a custom report on the dashboard set it "Layout" = tabular.
*'''ComponentsGraphs'''These are You have the components from dashboard 1 plus some new additionsoption to select one or all properties (if you have multiple) and the period you want to see.
*'''Potential Issues'''
Issues with your set up which you should address to avoid problems.
*'''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 =
If you are using "Private Mode" on your browser locking and unlocking the screen might now work.
