Navigate & Filter Your Dashboard

The Xola Dashboard is your home for viewing all of your event time slots. It's where you can see what you have available and what is reserved, view and make changes to a roster, set color preferences for your listings, and more!

You can filter your views to customize what you see in the Dashboard in the tool bar across the top of the page, just below the main tabs.

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Tools, Views, and Filters

Tools

In the upper left corner, you have a search bar that allows you to quickly locate a customer by their name, email, or phone number to navigate straight to their booking in the Dashboard. Next to this, you will see a date picker which allows you to navigate to a specific date, regardless of what filtered view you may be looking at.

Note: Unlike the Purchases tab, the Dashboard search only looks forward to future reservations and will not pull up a reservation from the past. To locate customers with past reservations, use the search feature in the Purchases tab.

Views

Next you will see a drop down menu which controls the view in which your time slots are displayed in the Dashboard. The available views to choose from are:

Click any of the views listed above for more information.

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Filters

To the right of the initial view drop down, you will see another drop down titled Filters. Here you can control which listings show and which do not, as well as view time slots with specific guide(s) assigned to them.

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Color Preferences

You can also assign colors to specific listings or guides in order to easily pick them out when viewing the Dashboard by selecting the Color Preferences option at the bottom of the Filters drop down. Adding color lets you easily view your schedule and availability. And you can choose which color corresponds to which listing and how colors are displayed. 

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Reserved, Available, All

The next point of control are three buttons side by side that allow you to control whether you are looking at what time slots have reservations placed on them, which time slots have availability, or all time slots regardless of bookings. Click here for more information on this.

Event Actions

Perform event level actions via the yellow action bar, either individually or in bulk, by selecting an event or using command + click to select multiple events when looking at the Day or Week View. You can also access the event actions menu for individual events by right clicking on a single event tile. Event actions include:

View Roster: View the roster for an individual event (not available when more than one event has been selected)

Message: Send an email, SMS, or both to all guests with valid contact info booked on the selected event(s).

Add event note: Add an event note to the roster of the selected event(s).

Guides: Assign one or more available guides to the selected event(s).

Unassign Guides: Remove all assigned guide from the selected event(s). 

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Saved Views

The final option is a drop down menu that allows you to save the filters you have set at that moment, and decide which one is your default.

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Click here to learn more about Saved Views.



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