Using your account dashboard

Updated August 27, 2025 18:00

The Dashboard is the home page of your account, providing easy access to essential information about your business.

Read further to learn how to use the Dashboard feature, including creating new bookings, managing widgets, and choosing the widgets that meet your needs. You can also find answers to frequently asked questions.

Overview

Dashboard page showing an overview with two enabled widgets.

The Dashboard is the first page you see after logging in and comprises dynamic sections of data called widgets.

Widgets summarize other areas in the system and display this information in tiles, as shown in the screenshot above. You can add, remove, and rearrange your widgets as needed.

Callout icon of an open book outline, indicating a note.

Each team member can customize the Dashboard to show what information is most important to them. Depending on the staff member's permissions settings, some widgets may be unavailable.

Creating new bookings

Dashboard page with an arrow highlighting the ‘New Booking’ button to indicate selection.

You can create a new booking from your Dashboard by selecting the New Booking button or from the New Booking button in the primary side menu.

Staff members must have the Create Bookings permission to create a new booking from the Dashboard.

Adding widgets

Dashboard page with an arrow highlighting the ‘New Widget’ button to indicate selection.

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

Dashboard page with an arrow highlighting the ‘New Widget’ dropdown menu, indicating selection of available widgets.

Click the widget name to select a new widget from the options provided. The new widget is listed below the other widgets on the page.

You can move a widget to a new position by clicking its title and dragging it into place. You can also resize a widget, as described below.

Removing widgets

Dashboard page with an arrow highlighting an active widget’s 'X' button.

To remove a widget, click the 'X' icon at the top right corner of the widget.

Viewing widgets in full-screen mode

Dashboard page with an arrow highlighting an active widget’s full-screen button.

Next to the widget removal button is the full-screen button (↗). This feature lets you open the report in full-screen mode, showing the relevant widget information.

Click your browser's back (<-) button to return to the standard view.

You can only view widgets in full screen if they have a corresponding page with a page within the application.

Resizing widgets

Dashboard page displaying an active widget resized to full-screen view.

You can resize your widget by clicking and dragging the bottom-right corner. You can always resize your widgets again if necessary.

The Widgets:

The following is a list of widgets you can add to the Dashboard.

Daily Management: (Number of) Bookings by Month (List)

Bookings by Month widget list displaying four active booking entries.

The Bookings by Month widget lists bookings starting in the current month, organized by New, Starting, and Upcoming. The tab label includes the number of bookings for each, for example, New 4.

Under the New tab is a list of bookings created by guests or staff today for sessions starting in the current month.
Under the Starting tab is a list of bookings that are starting today.
Under the Upcoming tab is a list of bookings starting in the current month after today.

You can change the status directly from the widget, Check In, or Check Out of the booking.

You can view the Booking, Item, Date, and Status columns by default. Click the Edit Columns icon to add or remove columns, including Check In/Out and Booking Total.

Sort columns by clicking the column header to order rows in ascending (↑) or descending order (↓).

Click the booking record to open the associated Booking Invoice in a new tab.

Click the quick link (↗) at the top right-hand corner of the widget to open the full Booking Index report (Booking > Booking Index).

This widget is read-only unless you have permission to Modify bookings.

Daily Management: Booking Log

Booking Log widget displaying two active booking entries.

The Booking Log lists bookings you can filter by date span or status.

By default, this widget displays the following week's worth of bookings, but you can customize the date range by selecting from preset date ranges (Today, Last Week, Last 7 Days...) or by choosing a custom start and end date. Open the date picker next to the date range to select your dates.

Columns for Date, Booking Code, Event, Message, and Booker/Item display. Sort columns by clicking the column header to order rows in ascending (↑) or descending order (↓).

Click the Booking Code to open the associated Booking Invoice in a separate tab.

Click the quick link (↗) at the top right-hand corner of the widget to open the full Account Activity report (Analytics > Account Activity).

Daily Management: Customer Calendar

Customer Calendar widget displaying two dates with active entries.

With the Customer Calendar, you can view bookings displayed by category and date, with the Booker name displayed.

By default, this widget displays the next two week's worth of bookings, but you can customize the date range by selecting from preset date ranges (Tomorrow, Today, This Week, ...) or by choosing a custom start and end date. Open the date picker next to the date range to select your dates.

You can hover over the booking to read the full details of the listing.

Click the booking to open the associated Booking Invoice in a separate tab.

Click the quick link (↗) at the top right-hand corner of the widget to jump to the full-sized Customer Calendar (Calendar > Customer Calendar).

Daily Management: Bookings Calendar

Booking Calendar widget displaying June 2021 calendar dates.

The Monthly Booking Calendar widget displays the number of bookings for each day.

Click a date to open the modal with the list of bookings, including the product (item) booked, date/time, qty, amount, and status.

Within the modal, there is an option to initiate a new staff-side booking if the staff member has permission to Create Bookings.

The modal also includes stats on the total number of bookings, total quantity (qty) associated with the bookings, and total monetary value of bookings for the day in focus.

Click the Booker's name within the modal to open the associated invoice in a separate tab.

Click the quick link (↗) at the top right-hand corner of the widget to jump to the full Booking Calendar (Calendar > Booking Calendar).

This widget only includes bookings with a locked status. Please refer to the Customer Calendar feature instead.

Daily Management: Inventory

Inventory widget displaying three active entries.

The Inventory widget illustrates the quantity of inventory consumed by the product for the day in focus.

Reports: Bookings & Website Visitors

Bookings & Website Visitors widget displaying a chart and line graph with data from June 2020 to June 2021.

The Bookings & Website Visitors widget is a combined chart that shows the number of new bookings created (Web and Staff) as a bar chart (blue), with a line graph (orange) of website visitors to your booking page for the same period.

Hover over the graph points to view overlays with specific monthly data (e.g., the number of Visitors, Staff Bookings, or Web Bookings).

This widget displays data for the Last 12 Months by default, but you can customize the date range by selecting from preset ranges (Tomorrow, Last Week, Last 7 Days, etc.) or by choosing a custom start and end date. Open the date picker next to the date range to select your dates.

Reports: Booking Volume

Booking Volume widget displaying a chart and line graph with data from June 2020 to June 2021.

The Booking Volume widget is a combined chart showing bookings by month, including the total inventory quantity, number of bookings, and monetary sales (e.g., GBP) for all bookings created for the selected date range.

The orange line graph represents the inventory quantity (Qty).
The blue line graph represents the number of bookings.
The bar graph represents monetary sales.

Hover over the graph points to view overlays with specific monthly data (e.g., monetary value or QTY).

This widget displays data for the Last 12 Months by default, but you can customize the date range by selecting from preset ranges (Tomorrow, Last Week, Last 7 Days, etc.) or by choosing a custom start and end date. Open the date picker next to the date range to select your dates.

Click the quick link (↗) at the top right-hand corner of the widget to jump to the full Booking Volume report (Analytics > Booking Volume).

Cancelled bookings are excluded from this widget.

For example, if you had ten bookings in January and guests or staff canceled three of them, then these bookings would no longer be counted, and a booking volume of seven would display.

Reports: Revenue by Month

Revenue by Month widget displaying a chart with data from June 2020 to June 2021.

The Revenue by Month widget is a bar chart illustrating the last 12 months of revenue by month (based on completed transactions).

Hover over the graph points to view overlays with the exact monetary value for each month.

This widget displays data for the Last 12 Months by default, but you can customize the date range by selecting from preset ranges (Tomorrow, Last Week, Last 7 Days, etc.) or by choosing a custom start and end date. Open the date picker next to the date range to select your dates.

Click the quick link (↗) at the top right-hand corner of the widget to jump to the full Revenue report (Analytics > Revenue).

Reports: Commissions by Month

Commissions by Month widget displaying a chart and line graph with data from June 2020 to June 2021.

This graph shows the number of commissionable bookings per month (Sold) for the past 12 months, with the number of Paid commissions versus the number still Owed.

The blue line graph represents the number of commissionable bookings Sold per month.
The bar graph represents commissions Paid (dark green) versus Owed (light green).

Hover over the graph points to view overlays with specific monthly data.

This widget displays data for the Last 12 Months by default, but you can customize the date range by selecting from preset ranges (Tomorrow, Last Week, Last 7 Days, etc.) or by choosing a custom start and end date. Open the date picker next to the date.

Bookings must have a status ID other than PRE-Booking. The Account Activity report (Analytics > Account Activity) shows only completed bookings.

Reports: (Qty) Bookings by Month (Graph)

Bookings by Month widget graph displaying a chart with data from June 2020 to June 2021.

This graph shows the booking quantity based on the start date of the booking. Void/pre-bookings are not included in the information displayed.

You can filter the chart by Categories. By default, data is included for all categories.

The data is displayed in monthly increments based on your date filter selections.

Hover over the graph points to view overlays with specific monthly data.

Click the quick link (↗) at the top right-hand corner of the widget to open the full Booking Index (Booking > Booking Index).

Reports: Bookings by Product Category

Bookings by Product Category widget displaying a pie chart with data from June 2020 to June 2021.

A pie chart shows bookings' distribution by product or category for the date range specified.

By default, the calendar displays data for the Last 12 Months, but you can customize the date range by selecting from preset dates (Tomorrow, Today, This Week, etc.) or by choosing a custom start and end date.

Hover over the segments to view the actual percentage and number for each product (item) or category, for example, Tours (57.6%, 3932), Activities (27.3%, 1865), and Accommodations (15.1%, 1029).

Frequently Asked Questions

Where can I quickly find this feature using the menu?

Select the 'Dashboard' menu item from the side menu.

What permissions do I need to use this feature?

Admin permissions to manage inventory or restricted permissions to Create Bookings and Modify Bookings
Admin permissions to view reports or restricted permissions to view the Daily List, Booking Index, Booking Volume, Booking Sales, or Booking Traffic reports when adding the 'Bookings by Month' and 'Bookings by Product & Category' widgets.