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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".
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 can choose which content to display=== Check guests in and check guests out ===If you are using the components "Arrivals", where to display it "Departures" and set "Current Guests" you can manage the size of each component on check-in and check-out process from the dashboardand see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:
To customise the dashboard click on the hamburger menu on the right and tick <embedvideo service="Unlockyoutube">https://youtu. be/skcNhO60858</embedvideo>
This video explains how Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" 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= == Add components == 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 dashboardclick 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 (⋮).
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.
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.
To change the settings click on the sandwich menu right above the content and click "Unlock".
=== Choose to see one property or all === *Click on "Edit"*Click on "Source"If *Add the iframe in following format replacing the "https://myURL.com" with the URL of the page you have multiple properties you can choose want to show one component for each property. embed:
Make sure === Arrange content === *Drag and drop components to position them where you lock the screen when you are done by clicking "Unlock" again to avoid accidental changeswant. *Resize component
<embedvideo service="youtube">https://www.youtube.com/watch?v=ZZuxQY5Bs8M&feature=youtu.be<Add/embedvideo> Also you can always check remove columns in a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab. <div style="color: #fff">Available Statistics are: Booking Volume: Shows the value of the bookings. MARK: <span classcomponent ="icon-suitcase "></span> Number of Bookings: Shows the number of bookings. MARK: <span class="icon-suitcase "></span> Bookings: Shows the number of bookings and the value of the bookings. MARK: <span class="icon-suitcase "></span> Occupancy: Shows Click on Component you wish to change, click on the total occupancy of all properties 3 vertical dots, go to 'Columns' and rooms in the account. MARK: <span class="glyphicon glyphicon-home" aria-hidden="true"><tick/span> Booking Page Views: Shows how often untick the booking page was shown. MARK: improve description <span class="glyphicon glyphicon-eye-open" aria-hidden="true"><columns you wish to add/span> Available Rooms (Today only): Shows how many rooms are available for bookingremove from your component. MARK: <span class="glyphicon glyphicon-bed" aria-hidden="true"></span>
'''Charts'''=== 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.
Booking Source: Pie chart showing === Restore Default=== To restore the default remove all content then refresh the page.
ADR (Average Daily Rate):=== Dashboards in sub accounts=== If you have sub accounts you can use the "Clone" function to make custom dashboards available in other accounts.
RevPar Click on the 'User' icon on the top right and then on 'Account Management (Revenue per available roomin the old control panel SUB ACCOUNT in the top right): and select 'Clone Account Settings' button.
<=Multiple dashboards /div> 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.
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=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 beta'''---{{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable.
This video explains how to customise the dashboard:
<embedvideo service="youtube">https://www.youtube.com/watch?v=5huZfqELRmA&feature=youtu.be/c45dHrA7stE</embedvideo>
You can:
=== Add components content ===
You can add components from the selection in the drop down menu. Choose from:
These are specially constructed reports
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".
*'''Custom Reports'''
You have the option to select one or all properties (if you have multiple).
*'''Graphs'''
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.
*'''Potential Issues'''
Issues with your set up which you should address to avoid problems.
You have the option to select one or all properties (if you have multiple). To change the settings click on the sandwich menu right above the content and click "Unlock".
*'''Standard Reports'''
You have the option to select one or all properties (if you have multiple) and the period you want to see. To Then change the settings click on via the sandwich menu right above in the content and click "Unlock"component.
*'''Statistics'''
For most Statistics you can change the period you want to see. To change the period click on the sandwich menu right above the content and click "Unlock".
*'''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=== Arrange "color:#007bff;“ >{{#far:question-circle}} </span> The display of many components === *Drag and drop components to position them where you wanton one dashboard can affect the performance. Consider using multiple dashboards instead.*Resize component
=== Remove components External content === Remove components clicking into You can use the right menu of the element and then on "Remove ComponentNotes"module on the Dashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.
<code><iframe frameborder="0" height="500" src= Set up multiple dashboards "https://myURL.com" style="width: 100%;" scrolling== If required you can set up multiple screens for example for desktop and mobile view."no" ></iframe></code>
*If required also adjust the "height" value.
== Check guests in and check guests out = Remove content ===If you are using Remove components clicking into the right menu of the components "Arrivals", "Departures" element and then on "Current GuestsRemove Component" you can manage the check-in and check-out process from the dashboard and see which guets are currently checked-in. This video explains how to check guests in and how to check guests out:
=== Multiple Properties ===
If you have multiple properties you can choose to show one component for each property.
If required you can add a column "Property" to show the property name.
== Troubleshooting Notes Module - 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.
