Category:Dashboard

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Revision as of 13:28, 19 September 2016 by Annette (talk | contribs)
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The dashboard gives you an overview of your account at a glance. You can see your latest bookings, upcoming arrivals and departures.

To view details or edit doubleclick on the booking.


1 Dashboard 2

---Currently in beta---

In beta phase you can

Dashboard 2 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 on the right and tick "Unlock".

This video explains how to customise the dashboard.


You can:

1.1 Add components

You can add components from the selection in the drop down menu. Choose from:

  • Components

These are specially constructed reports

You have the option to select one or 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.

  • Custom Reports

To set them up go to REPORTS->CUSTOM REPORTS.

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

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

  • Graphs

You have the option to select one or properties (if you have multiple) and the period you want to see.

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

  • Potential Issues

Issues with your set up which you should address to avoid problems.

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

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

  • Standard Reports

You have the option to select one or properties (if you have multiple) and the period you want to see. Then change the settings via the menu in the component.

To change the settings click on the hamburger menu right above the content and click "Unlock".

  • Statistics

For most Statistics you can change the period you want to see. To change the period click on the hamburger menu right above the content and click "Unlock".

1.2 Arrange components

  • Drag and drop components to position them where you want.
  • Resize component

1.3 Remove components

Remove components clicking into the right menu of the element and then on "Remove Component".

1.4 Choose to see one property or all

If you have multiple properties you can choose to show one component for each property.

1.5 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.

1.6 Save changes

Make sure you lock the screen when you are done by clicking  "Unlock" again to avoid accidental changes.

2 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 and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:

Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.

3 Cleaning and housekeeping

The component "Units" shows you an overview 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".

4 Troubleshooting

If you are using "Private Mode" on your browser locking and unlocking the screen might now word.

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