Last week we looked at the home screen on Lodgical Dashboard. This week we will take a look at the Analytics screen.
Graphical data displayed pertains to your days occupancy, bookings, and housekeeping. Revenue figures include ADR and RevPar. By clicking the ellipsis you will get options to view the actual report.
The bottom half of the analytics screen shows you the number of in-house guests, any early arrival or late departures, guest origins and pie charts for marketing data.
Lodgical Dashboard is an interactive display on the main screen of Lodgical Solution. The home page includes information that pertains to the day to day operations of your property.
Each editable field contains the ellipsis dots, which when clicked, reveal more options. Both the Emergency Contact and the Upcoming Events can be edited by clicking on the ellipsis.
The property layout shows occupancy of units based on reservations and the status of each. There are 3 colors to reflect a vacant unit, a unit with an arrival for today, or a checked in reservation.
When selecting the ellipsis on the right hand side of the property layout, you will have the option to show housekeeping. The red dots reflect a dirty unit, or occupied and the blue show a vacant and clean unit.
If you hover over the dot, it will give you the information which is shown in the screen pictures above.
If you are not set up with the property layout map, please call Bay Lakes at (920) 746-0606.
Transferring Funds inside Lodgical Made Easy.
If you need to transfer funds in Lodgical Solution from a reservation to another reservation or to an account, we have created a button that allows the double sided transaction to occur from inside the first reservation. It will post the financials to both places.
From inside the reservation you wish to transfer funds from, open the financial tab and select the transfer button.
Fill in the desired information and click transfer.
It will bring up a verification screen. Make sure you have the correct information and click yes. You have successfully transferred the funds from one place to another.
Generating and exporting an email list from Lodgical Solution is very simple. You can select certain data fields to fine tune your list for specific marketing needs or stay criteria. Choose from Excel, PDF or CSV formats.
To obtain your mail list from Lodgical.
From the reports menu select the back office section and mail list. There are several lists to choose from.
On the right hand side of the screen select the date range of the list. You have several other sorting criteria you may choose from as well. You may also select which columns you wish to see by clicking on the columns button and adding a check box to the headings you would like to see.
Once you have your list generated, there are several options for exporting. Use the one that works for your marketing program.
How to Customize labels inside Lodgical Solution
Ever wish instead of Source 1, Source 2, Source 3 you could make it say something meaningful to you? You can now make custom labels for those fields as well as several more. These labels will also flow through to the reports inside Lodgical.
To rename the current source data go to the Menu Bar at the top of the home page.[caption id="attachment_25214" align="alignnone" width="791"] Main Screen of Lodgical[/caption]
Select the Preferences tab, and on the right hand side, click the Label button.
From this screen, type in the custom name for the field in the box.
Once you are finished, click OK and then Save. You will need to log off and close Lodgical and reopen in order for this change to take affect. Your changes will be reflected throughout the system with the new names.
If you need any assistance please give us a call at (920) 746-0606 and we will gladly help you.
Quick access to all things Lodgical
Did you know in Lodgical Solution version 11, by clicking on your initials located in the upper right hand corner of the dashboard, you are provided with your access level (and your name) as well as a support option? We wanted to make it easy to find help when you need it.
The support page includes:
- How-to video links
- Lodgical Solution user manual
- Contact information
- Software version numbers (We might ask you for these on a support call.)
Lodgical Solution has grown a lot over the years. As we’ve worked with properties of all types and sizes across North America, we’ve added more custom options, supplementary functions and additional reports.
All those new features have been essential. But as we’ve added more to the software, we realize it’s gotten a bit cluttered.
This year, we decided to take a step back and re-evaluate our approach. Over the past few months, we visited many properties and talked with managers and staff members from all facets of your operations. We listened to you: We heard what your stress points are, when common tasks take longer than they should, and where things could be simpler.
We’re proud to release the result: Lodgical Solution Enterprise version 11. It’s Lodgical Solution, completely redesigned from the ground up. We love how it turned out. We hope you will, too.
A Consistent Experience Across Devices
For a while now, you’ve been able to access housekeeping information and all your reports from any device, thanks to the Lodgical Solution web application. With this release, we’re expanding that idea to include the new Home and Analytics screens. Both these screens – as well as the Housekeeping screen – are now directly integrated into Lodgical Solution Enterprise. They’re also available through our application on any computer, phone or tablet. So you’ll have a similar user experience whether you’re sitting at your front desk computer or checking up on the office remotely via your phone.
More Information At a Glance
In this release, we’re introducing two beautiful new screens that we think you’ll love: Home and Analytics. The Home screen, designed especially for front desk workers, features key, often-used information about your property, such as emergency contacts, upcoming events and the weather forecast. On the Analytics screen, we’ve taken a graphical, dashboard-style approach to showing you data about your property’s status and performance. You can now see breakdowns of your occupancy and revenue – and comparisons to how you were doing this time last year – all on one screen. No more digging into 10 different reports to find the information you need.
Fewer Clicks, More Intuitive Design
We’ve combed through our entire program to make Lodgical Solution smarter, and made improvements to the design where our system was slowing you down. One of the first things you’ll notice when you open the new Lodgical Solution is the tabbed interface. Rather than opening each reservation or chart in a new window, which could get difficult to keep track of, we open them in tabs. You can now see everything you have open from one window. And regardless of which tab you’re on, the buttons and information you use the most — Add Reservation, Reports, Chart, and the guest lists — are always present. That means fewer clicks (and fewer headaches) for you, and a smoother experience for your guests.
One of the biggest improvements we made with this release was the complete reorganization of Lodgical Solution’s menus. As we added more functions over the years, our menus got bloated, which made it difficult to find what you were looking for. Now, they’re simple and intuitive. Functions related to a common activity — such as Accounts, Housekeeping or Maintenance — are grouped together. More commonly used functions are placed at the top. And for longer menus, items are alphabetized, so you can quickly find what you’re looking for. Similarly, we’ve reorganized the tabs of the reservation screen to consolidate fields into fewer tabs and group them in ways that are more intuitive. So you can spend less time doing data entry, and more time taking care of your guests.
To get started
If you'd like to update to Version 11, or if you're interested in a demo of Lodgical Solution, please call our office any time at 920.746.0606.
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