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Table of contents

Dashboard

2 min read

Dashboard #

This page explains how to use and customize the Dashboard.

💡 If you are using the old version of the dashboard, click the “Try it” link.
If you want to return to the old version, click the 🔒 icon and then “Classic Dashboard”.

Summary #

The dashboard displays all relevant information on a single screen and allows you to manage reservations and rooms:

  • Overview of reservations, arrivals, and departures

  • Check-in and check-out, modify or add information to reservations

  • Maintain notes

  • Housekeeping module to manage cleaning and maintenance

👉 To customize the dashboard, click the lock on the right and select “Unlock”.

Interactive Reception #

Modify or Add Information to Reservations #

For the components Arrivals, Departures, Guests in Stay, Modified Reservations, Latest Reservations, you can add custom question columns Editable CQ.

These columns display the questions enabled in Settings > Properties > Reservation Questions and are editable.

  • When viewing only one property, the column header will show the name of the custom question.

  • When selecting multiple properties, only the question number will be shown (because questions may vary).

Register Guest Check-Ins and Check-Outs #

If you use the components Arrivals, Departures, and Guests in Stay, you can manage the check-in/check-out process directly on the dashboard and see which guests have already checked in.

🎥 Explanatory video:
[embedyt] https://youtu.be/skcNhO60858 [/embedyt]

You can also always register a guest’s check-in by opening the reservation and setting the information code Checkin in the Info tab.

➡️ In Settings > Account > Preferences > Check-in Rules, you can limit this function in the dashboard modules.

Analytics and Information #

(Session reserved for reports, statistics, and graphs on reservations.)

Customize the Dashboard #

The dashboard is fully customizable. You can choose which content to display, where to place it, and set the size of each component.

  • Click the 🔒 icon on the right and select “Unlock”.

  • To customize an individual component, use the ⋮ menu in the top right corner of the box.

🎥 Explanatory video:
[embedyt] https://youtu.be/c45dHrA7stE [/embedyt]

Add Content #

You can add components from the dropdown menu. Available options:

Components #

Pre-built reports.

  • You can select one or all properties.

  • You can customize the columns and their order.

  • Some allow direct check-in/out.

Custom Reports #

Created in Reports > Custom Reports.

  • Set Layout = tabular.

  • Available on the dashboard with the name defined in the report.

Charts #

  • Choose one or all properties.

  • Set the period you want to analyze.

Housekeeping #

  • Change status and add notes.

  • Changes are reflected in the Calendar.

  • Configurable default statuses in Settings > Account > Preferences > Unit Status Presets.

  • “Units” = list of units (independent of reservations).

  • “Reservations” = list of units with status associated with reservations.

Potential Issues #

Displays configuration issues that need to be corrected to avoid failures.

Statistics #

Allows you to choose the analysis period.

Notes #

Editable field that supports HTML and iframes. Examples of use:

  • Google Doc, sheet, or form

  • Calendar

  • Tourist information

  • Weather

ℹ️ Many components on the same dashboard can affect performance. Consider using multiple dashboards.

External Content #

In the Notes module, you can integrate external systems (e.g., task management, calendars, weather) via iframe.

Example code:

<iframe frameborder="0" height="500" src="https://myURL.com" style="width: 100%;" scrolling="no"></iframe>

Organize Content #

  • Drag and drop components.

  • Resize as needed.

Remove Content #

Click the component menu ⋮ > Remove Component.

Add/Remove Columns #

Click the component > ⋮ > Columns > check or uncheck columns.

Multiple properties #

You can display one component per property.
👉 Add the Property column to display the name.

Save Changes #

💡 Lock the dashboard again by clicking Unlock to prevent accidental changes.

Restore Defaults #

Remove all content and refresh the page.

Dashboards in Subaccounts #

With the Clone function, you can make customized dashboards available in subaccounts.

➡️ Go to Account Management > Clone Account Settings.

Multiple Dashboards / Devices #

You can create different views (e.g., computer and mobile).
Cookies remember which dashboard was used on each device.

Troubleshooting #

Lock/unlock not working
➡️ If using the browser’s private mode, the function may fail.

Notes module not editable
➡️ Only one notes module is supported per dashboard.

Housekeeping – table not sortable
➡️ When there are arrivals and departures on the same day, the table becomes complicated.
Use the option Group by Unit = No to make it always sortable.