Difference between revisions of "The Dashboard (Home Page)"

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== Introduction ==
 
The Dashboard, or the home page, is the first page that you see when you enter the system.
 
The Dashboard, or the home page, is the first page that you see when you enter the system.
  
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On the top area, there is always the black toolbar with three things:
 
On the top area, there is always the black toolbar with three things:
  
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{| class="wikitable"
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{| class="wikitable" style="width:100%"
 
|style="width:50px;text-align:center"|1
 
|style="width:50px;text-align:center"|1
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|Display of the current logged-in user, in the form '''username@domain'''. For example, if you are the user "reception" of domain "theboutique", it would display "reception@theboutique". By clicking on this menu, you can see the options of [[Changing Your Password|changing your password]] and logging out from the system.
+
|Display of '''the current logged-in user''', in the form "username@domain". For example, if you are the user "reception" of domain "theboutique", it would display "reception@theboutique". By clicking on this menu, you can see the options of [[Changing Your Password|changing your password]] and logging out from the system.
 
|-
 
|-
 
|style="width:50px;text-align:center"|2
 
|style="width:50px;text-align:center"|2
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|'''Options''' is the quick access to all functionality of the system. For an administrator, that would be all possible options. But for another user created from the [[Users]] page, that could be less items, depending on the permissions that the user has.<br/>Note that this menu has more choices that the big buttons displayed in the picture with numbers 6-11.
+
|"Options" is the '''quick access to all functionality''' of the system. For an administrator, that would be all possible options. But for another user created from the [[Users]] page, that could be less items, depending on the permissions that the user has.<br/>Note that this menu has more choices that the big buttons displayed in the picture with numbers 6-11.
 
|-
 
|-
 
|style="width:50px;text-align:center"|3
 
|style="width:50px;text-align:center"|3
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|Quick access to the help pages.
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|Quick access to the '''help pages'''.
 
|}
 
|}
  
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{| class="wikitable"
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Below the black bar starts the main content of the Dashboard:
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|+Dashboard
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 +
{| class="wikitable" style="width:100%"
 +
|style="width:50px;text-align:center"|4
 +
|Various '''important notifications''' about channel manager, overbookings, time zone issues etc.
 +
|-
 +
|style="width:50px;text-align:center"|5
 +
|'''Current local date and time''', updated every minute. The heart icon next to the date/time indicates the connection with the system.<br/>Note: It is important that the date and time coincide with the ones that you have in your device. If not, go to [[Regional Settings]] to adjust the time zone of your device.
 +
|}
 +
Below of the date is a black container with buttons that link to frequently used sections of the system:
 +
{| class="wikitable" style="width:100%"
 +
|style="width:50px;text-align:center"|6
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|Provides quick access to [[Customer Management|the customer management page]].
 +
|-
 +
|style="width:50px;text-align:center"|7
 +
|Provides quick access to the [[The Reservations Calendar|reservations calendar]].
 +
|-
 +
|style="width:50px;text-align:center"|8
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|Provides quick access to the [[The Reservations Table|reservations table]].
 +
|-
 +
|style="width:50px;text-align:center"|9
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|Provides quick access to the [[The Room Layout|room layout]].
 +
|-
 +
|style="width:50px;text-align:center"|10
 +
|Provides quick access to the [[Reports|reports area]].
 +
|-
 +
|style="width:50px;text-align:center"|11
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|Provides quick access to the [[Settings|settings area]].
 +
|}
 +
 
 +
{| class="wikitable" style="width:100%"
 +
|style="width:50px;text-align:center"|12
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|This column displays today's arrivals.
 
|-
 
|-
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|1. '''My Profile:''' Change your password here or '''Logout:''' Log out from your account
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|style="width:50px;text-align:center"|13
 +
|It indicates today's occupancy percentage.
 
|-
 
|-
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|2. '''Options:''' Navigate through different parts of the system (Home, Customers, Calendar etc)
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|style="width:50px;text-align:center"|14
 +
|This column indicates today's departures.
 
|-
 
|-
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|3. '''Help:''' Directs you to help page where there is a guide on how to use hoteliga
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|style="width:50px;text-align:center"|15
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|This column indicates the customers who are currently checked-in.
 +
|-
 +
|}
 +
 
 +
== Important Notifications ==
 +
 
 +
 
 +
Important notifications appear at the top of the main page. These notifications have to do with reservations from channels (new, modified or cancelled) or overbookings. By clicking on the reservation number you can access the reservation in question.
 +
 
 +
== Occupancy ==
 +
 
 +
== The Arrivals/Checked In/Departure Column ==
 +
 
 +
Various icons provide more information about a reservation:
 +
 
 +
[[File:arrival_en.png]]
 +
 
 +
[[File:Departure_1_en.png]]
 +
{| class="wikitable" style="width:100%"
 +
|style="width:50px;text-align:center"|1
 +
|This is the name of the customer.
 
|-
 
|-
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|4. '''Notifications:''' Notifications about channel reservations and overbookings.<br>By Clicking on the number of reservation it directs you to the reservation and you can edit it.  
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|style="width:50px;text-align:center"|2
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|An icon next to the customer's name indicates the category this customer belongs to (e.g. VIP).
 
|-
 
|-
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|5. '''Current Time and Date'''
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|style="width:50px;text-align:center"|3
 +
|This is the hoteliga reservation number.
 
|-
 
|-
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|6. '''Customers:''' Directs you to Customers
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|style="width:50px;text-align:center"|4
 +
|If the reservation came from an agency, the respective icon is shown here.
 
|-
 
|-
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|7. '''Calendar:''' Directs you to Calendar
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|style="width:50px;text-align:center"|5
 +
|The country flag indicates the customer's nationality.
 
|-
 
|-
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|8. '''Reservations:''' Directs you to Reservations
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|style="width:50px;text-align:center"|6
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|By clicking on the reservation button, you can open the reservation to see more information or edit it.
 
|-
 
|-
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|9. '''Room Layout:''' Directs you to Room Layout
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|style="width:50px;text-align:center"|7
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|You can mark the reservation as checked-out by clicking on this button.
 
|-
 
|-
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|10. '''Reports:''' Directs you to Reports
+
|style="width:50px;text-align:center"|8
 +
|It indicates number of adults.
 
|-
 
|-
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|11. '''Settings:''' Directs you to Settings
+
|style="width:50px;text-align:center"|9
 +
|It indicates number of children.
 
|-
 
|-
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|12. '''Arrivals:''' Shows the arrivals that are expected. <br>By clicking on the check-in button it turns green.
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|style="width:50px;text-align:center"|10
 +
|It indicates number of nights.
 
|-
 
|-
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|13. '''Occupancy:''' Shows the occupancy's percentage. <br>Below it mentions how many rooms are occupied.
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|style="width:50px;text-align:center"|11
 +
|It indicates the board.
 
|-
 
|-
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|14. '''Departures:''' Shows the departures that are expected. <br>By clicking on the check-out button it turns green.
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|style="width:50px;text-align:center"|12
 +
|It indicates the room the customer is staying in.
 
|-
 
|-
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|14. '''Checked-in Customers:''' Shows the customers that have checked-in.  
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|style="width:50px;text-align:center"|13
 +
|Any notes left inside the reservation appear next to a post-it icon.
 
|-
 
|-
 +
|style="width:50px;text-align:center"|14
 +
|After clicking on the check-out button, this will show the check-out time stamp.
 
|}
 
|}
−
 
−
 
−
You can easily check in and check out clients from the main menu.
 
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<br>[[File:arrival_en.png]]
 
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[[File:Departure_1_en.png]]
 

Latest revision as of 10:28, 28 January 2020

Introduction

The Dashboard, or the home page, is the first page that you see when you enter the system.

In a normal day, the Dashboard would look like this:

Dashboard en.png

On the top area, there is always the black toolbar with three things:

1 Display of the current logged-in user, in the form "username@domain". For example, if you are the user "reception" of domain "theboutique", it would display "reception@theboutique". By clicking on this menu, you can see the options of changing your password and logging out from the system.
2 "Options" is the quick access to all functionality of the system. For an administrator, that would be all possible options. But for another user created from the Users page, that could be less items, depending on the permissions that the user has.
Note that this menu has more choices that the big buttons displayed in the picture with numbers 6-11.
3 Quick access to the help pages.

Below the black bar starts the main content of the Dashboard:

4 Various important notifications about channel manager, overbookings, time zone issues etc.
5 Current local date and time, updated every minute. The heart icon next to the date/time indicates the connection with the system.
Note: It is important that the date and time coincide with the ones that you have in your device. If not, go to Regional Settings to adjust the time zone of your device.

Below of the date is a black container with buttons that link to frequently used sections of the system:

6 Provides quick access to the customer management page.
7 Provides quick access to the reservations calendar.
8 Provides quick access to the reservations table.
9 Provides quick access to the room layout.
10 Provides quick access to the reports area.
11 Provides quick access to the settings area.
12 This column displays today's arrivals.
13 It indicates today's occupancy percentage.
14 This column indicates today's departures.
15 This column indicates the customers who are currently checked-in.

Important Notifications

Important notifications appear at the top of the main page. These notifications have to do with reservations from channels (new, modified or cancelled) or overbookings. By clicking on the reservation number you can access the reservation in question.

Occupancy

The Arrivals/Checked In/Departure Column

Various icons provide more information about a reservation:

Arrival en.png

Departure 1 en.png

1 This is the name of the customer.
2 An icon next to the customer's name indicates the category this customer belongs to (e.g. VIP).
3 This is the hoteliga reservation number.
4 If the reservation came from an agency, the respective icon is shown here.
5 The country flag indicates the customer's nationality.
6 By clicking on the reservation button, you can open the reservation to see more information or edit it.
7 You can mark the reservation as checked-out by clicking on this button.
8 It indicates number of adults.
9 It indicates number of children.
10 It indicates number of nights.
11 It indicates the board.
12 It indicates the room the customer is staying in.
13 Any notes left inside the reservation appear next to a post-it icon.
14 After clicking on the check-out button, this will show the check-out time stamp.
Retrieved from "http://help.hoteliga.com/en/index.php?title=The_Dashboard_(Home_Page)&oldid=2173"