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Locate: As soon as you sign in, the Dashboard opens! You can also access the Dashboard by selecting the Checkfront logo in your account (top left).
Prerequisites:
- Both accounts with Admin permissions and Staff Accounts with restricted permissions have access to the Dashboard.
- Restricted accounts must have permission to Create Bookings, in order to, see and use the New Booking button.
- The permission Manage Bookings must be enabled for restricted accounts in order to interact with the bookings widget; otherwise, this is a read-only widget.
- The Dashboard feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Overview
Back to topThe Dashboard is the central hub of your Checkfront account and the first page you arrive at after logging in. It provides ready access to the most important and up-to-date information on your business.
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The Dashboard layout is saved on a per-account basis. Each Staff Member of your team can configure the Dashboard to display the most important to them. Also, some widgets may not be available, depending on the Staff Member's permissions setting. |
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Learn more about all your reporting options here: |
The Dashboard & Widgets
Back to topThe 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.
Creating a new booking
Back to topCreate a new booking from your Dashboard by selecting the New Booking button. This can also be done from Booking > New Booking.
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Staff Members must have the Create Bookings permission enabled to create a new booking from the Dashboard. For more information on user permissions, see Managing Staff account permissions. |
Adding a Widget
Back to topTo add more Widgets, click the + Add Widget button in the top right corner of the Dashboard view.
Select a new Widget from the options provided by clicking on the Widget name. The new Widget is automatically placed below your other Widgets.
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. You can also resize a Widget, as described below!
Removing a Widget
Back to topTo remove a Widget, click on the 'X'icon in the top right corner of the Widget itself.
Full-Screen Widget
Back to topNext 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 pertains.
To return to the normal view, simply click on the back (<-) button in your browser.
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Only Widgets that have a page in the Checkfront application can be viewed in full-screen. |
Resizing a Widget
Back to topYou can resize your Widget by clicking and dragging the bottom-right corner. The space that the Widget takes over is highlighted in blue. You can always resize your Widgets again if needed.
The Widgets
Back to topThe following is a list of the Widgets that can be added to the Dashboard.
- Onboarding: Getting Started
Back to topChoose this Widget to display a list of steps to get you started taking payments. This widget displays by default, when you start your trial.
Click on Hide Setup Guide to roll up the Widget and to provide more space at the top of the page for important Widgets. Show Setup Guide opens the Widget to full size again.
- Onboarding: Helpful Guides
Back to topA list of our recommended Guides to Help you get started with your Checkfront account includes...
- Adding inventory to Checkfront - Items
- Adding inventory to Checkfront - Products
- Reviewing and managing bookings
- Embedding the booking widget on your website
- Configuring the booking page
- Daily Management: (Number of) Bookings by Month (List)
Back to topA list of 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.
- The New tab lists bookings starting in the current month that have been newly created today.
- The Starting tab lists bookings that are starting today.
- The Upcoming tab lists bookings that are starting in the current month after today.
You can change the Status directly from the Widget, as well as Check In, or Check Out the booking.
By default, columns for Booking, Item, Date, and Status display. Click on the Edit Columns icon to add or remove columns including Check In/Out and Booking Total.
Sort columns by clicking on the column header to order rows by ascending (↑) or descending order (↓).
Click on the Booking record to open the associated Booking Invoice in a new tab.
Click on the quick link (↗) at the top right-hand corner of the widget to open the full Booking Index.
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Learn more about the Booking Index and Booking Invoice here: |
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Without permission to Manage Bookings, this Widget is a read-only view. For more information on user permissions, see Managing Staff account permissions. |
- Daily Management: Booking Log
Back to topA view at all Booking Logs, which can be filtered by a Date span or by Status.
By default, this Widget displays the next 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 selecting a custom start and end date. Simply, 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 on the column header to order rows by ascending (↑) or descending order (↓).
Click on the Booking Code to open the associated Booking Invoice in a separate tab.
Click on the quick link (↗) at the top right-hand corner of the widget to open the full Account Activity report.
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Learn more about the full Account Activity report and Booking Invoice here: |
- Daily Management: Customer Calendar
Back to topCalendar of bookings displayed by category and date with the Booker name displaying for each.
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 selecting a custom start and end date. Simply, open the date picker next to the date range to select your dates.
Hover over the booking to read the full details of the listing.
Click on the booking to open the associated Booking Invoice in a separate tab.
Click on the quick link (↗) at the top right-hand corner of the widget to jump to the full Customer Calendar.
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Learn more about the full Customer Calendar and Booking Invoice here: |
- Daily Management: Bookings Calendar
Back to topMonthly Booking Calendar showing the number of bookings for each day.
Click on 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, providing 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.
Within the modal, click on the name of the Booker to open the associated invoice in a separate tab.
Click on the quick link (↗) at the top right-hand corner of the widget to jump to the full Booking Calendar.
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Learn more about the full Booking Calendar and Booking Invoice here: |
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Please note, this Widget does not include bookings that do not have a locked status. To include these numbers, please refer to the Customer Calendar Widget. |
- Daily Management: Inventory
Back to topThis Widget illustrates the Qty of Inventory consumed by Product (Item) for the day in focus.
Click on the name of the Product (item) or quick link (↗) at the top right-hand corner of the widget to jump to the full Booking Daily List a detailed list of bookings by category with quantity consumed.
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Learn more about the Booking Daily List here: |
A combined chart that shows the number of new Bookings created (Web and Staff) as a bar chart (blue), with a line graph (red) of Website Visitors to your booking page for the same period.
Hover over the graph points to view overlays with specific data for each month (e.g. # of Visitors, # Staff Bookings, or # Web Bookings).
By default, this Widget displays data for the Last 12 Months, but you can customize the date range by selecting from preset date ranges (Tomorrow, Last Week, Last 7 Days ...) or by selecting a custom start and end date. Simply, open the date picker next to the date range to select your dates.
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Learn more about the Booking Volume report here: |
- Reports: Booking Volume
Back to topA combined chart that shows by month, the total inventory quantity, number of bookings and monetary sales (e.g. GBP) for all bookings that were created for the selected date range.
- The red 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 data for each month (e.g. monetary value or QTY).
By default, this Widget displays data for the Last 12 Months, but you can customize the date range by selecting from preset date ranges (Tomorrow, Last Week, Last 7 Days ...) or by selecting a custom start and end date. Simply, open the date picker next to the date range to select your dates.
Click on the quick link (↗) at the top right-hand corner of the widget to jump to the full Booking Volume report.
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Learn more about the Booking Volume report here: |
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Cancelled bookings are excluded from this Widget. For example, if you had 10 bookings in January of 2020, and 3 were Cancelled, then these bookings are no longer counted, and a Booking Volume of 7 displays. |
- Reports: Revenue by Month
Back to topBar 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
By default, this Widget displays data for the Last 12 Months, but you can customize the date range by selecting from preset date ranges (Tomorrow, Last Week, Last 7 Days ...) or by selecting a custom start and end date. Simply, open the date picker next to the date range to select your dates.
Click on the quick link (↗) at the top right-hand corner of the Widget to jump to the full Revenue report.
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Learn more about the Revenue report here: |
- Reports: Commission by Month
Back to topA graph showing 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 data for each month.
By default, this Widget displays data for the Last 12 Months, but you can customize the date range by selecting from preset date ranges (Tomorrow, Last Week, Last 7 Days ...) or by selecting a custom start and end date. Simply, open the date picker next to the date range to select your dates.
Click on the quick link (↗) at the top right-hand corner of the widget to jump to the full Commission Report.
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Learn more about the Commission Report here: |
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Bookings 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. |
- Reports: (Qty) Bookings by Month (Graph)
Back to topThis graph shows booking quantity, based on the start date of the booking. Void/pre-bookings are not included.
You can filter the chart by Categories. By default, data is included for All Categories.
Data is displayed in monthly increments based on your date filter selections.
Hover over the graph points to view overlays with specific data for each month.
By default, this Widget displays data for the Last 12 Months, but you can customize the date range by selecting from preset date ranges (Tomorrow, Last Week, Last 7 Days ...) or by selecting a custom start and end date. Simply, open the date picker next to the date range.
Click on the quick link (↗) at the top right-hand corner of the widget to open the full Booking Index.
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Learn more about the Booking Index here: |
- Reports: Bookings by Product Category
Back to top
A pie chart showing the distribution of Bookings by either Product (Item) or Category for the date range specified.
By default, the calendar displays data for Last 12 Months, but you can customize the date range by selecting from preset date ranges (Tomorrow, Today, This Week,...) or by selecting 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).