Support Guide

Dashboard

    TABLE OF CONTENTS

  1. • Adding a Widget
  2. • Removing a Widget
  3. • Full Screen Widget
  4. • The Widgets

 

Checkfront Account Dashboard

The dashboard is the central hub of your Checkfront account and the first screen you arrive at after logging in. It provides ready access to the most important and up-to-date information on your business. You can also access the dashboard at any time by clicking on the Checkfront logo in the top left of your screen.

 
Dashboard Button
 
The Dashboard is made up of widgets. Widgets are generally a summarized view of another area in the system. In Checkfront’s case, this information is displayed in tiles, as shown in the screenshot below.

You can add, remove and re-arrange your widgets as needed. There is a minimum of 1 and a maximum of 4 widgets that can be displayed at any one time.

 
Checkfront Dashboard
 

Adding a Widget

To add more widgets, click the + Add To Dashboard link in the top right corner of the dashboard view. 

 
Add to the Dashboard
 

Select a new widget from the options provided by clicking on the widget name. The new widget will automatically replace the last widget on the screen, which is the widget in the bottom right position.

 

Add to Dashboard Window

 

You can move a widget to a new position by clicking and holding the mouse button down on its title and by dragging it into place. A greyed out widget depicts a widget that is already included in the dashboard.

Once the limit of 4 widgets has been reached, you will need to remove one before a new widget can be added.

 
 


 

Removing a Widget

To remove a widget, click on the minus sign icon in the top right corner of the widget itself.

Remove Widget
 

You will be asked by the system to confirm the action. Once you have agreed to this, the widget will be removed from the dashboard.

 

Dashboard Remove Confirm

 

If you remove one of the 4 widgets, leaving only 3, the first column will become one long widget (see below), with the other column displaying the remaining 2 widgets as normal. The first column is suitable for the calendar, or another widget containing a lot of information.

 
3 Widgets Only
 

Quick Tip:
Remember, you must always have a minimum of one widget in the dashboard. If you have only one widget displaying and would like to remove it, you must first add the replacement widget before you can continue.

 
 


 

Full Screen Widget

Next to the widget removal button, is the full screen button. This enables you to launch the report, in full screen mode, to which the information in the widget is pertaining to.

Full Screen Button
 

To return to the normal view, simply click on the back button in your browser.

 

Quick Tip:
The Dashboard layout is saved on a per account basis. Each staff member of your team can configure the dashboard to display the information that is most important to them. Also, some widgets may not be available, depending on the staff member’s permissions setting.

 
 


 

The Widgets

 

Getting Started: Choose this widget to display a list of recommended steps for best configuring your account in Checkfront.

Bookings: Detailed list of current and upcoming bookings

Calendar: Monthly booking calendar

Inventory: Bookings by inventory

Activity Log: Recent updates to bookings for the past 7 days, such as status changes, notes and check-in/check-out instances*.

Revenue by Month: Last 12 months of revenue, by month (based on transactions) (chart)

Bookings by Month: Number of bookings over the last 12 months, by month (chart)

Bookings & Website Visitors: A combined chart that shows the number of bookings, and visitors to your booking page over the last 14 days

Bookings by Item: A pie chart showing the percentage of bookings by item

Bookings by Category: A pie chart showing the percentage of bookings by category

Customer Calendar: Bookings for the next week based on customer name

Booking Volume: A combined chart that shows the number of bookings, quantity booked and monthly revenue for the past 12 months

Commission by Month: A graph showing the number of commissionable bookings per month, for the past 12 months, with the number of paid commissions versus the number still owed

Please note, the revenue chart is based on actual, completed transactions.

* Booking must have a status ID, other than PRE-Booking. As such, any bookings that have not been completed, will not be shown in the activity log.