Overview
Once you have logged in to your Zaui System (or into the Back Office as we call it), the first page you will see is your dashboard. Let's get you familiar with all of its great features!
In this article, we will cover the following topics:
Header
You can return to the desktop at any time by clicking on your company logo in the top left of the page.
The icon is a great tool to inform you of what is new with Zaui. You can check if there are any new versions of applications available or which features were released in the past weeks.
The Help menu dropdown provides easy access to support as well as helpful articles and demo videos to get you comfortable with your system.
The Order menu will bring you back into your cart. When you hover over the icon you will be able to bring your cart to checkout or abandon all changes that have been made.
Navigation Bar
Empty Cart |
Cart with Booking |
Use the Navigation bar to make your way through the system. The tabs are broken out in a clear way to organize the extensive list of features.
Last Viewed tracks the individual pathway of each user for a quick and easy way to return to recent bookings.
The search bar is a great tool to search your system for past bookings. Most commonly, bookings are searched based on booking or 'res number', however you can quickly search based on any of the information listed below.
Reservations
Use the calendar widget (red) to control the dates that appear on the reservations page.
Occupancy (green) takes into account the amount booked and the activity capacity to provide an occupancy rate.
The refresh icon (pink) allows you to clear the activity cache to update to the most recent details.
The icons (orange) control the individual functions of each activity.
View more information about the activity | |
Illustrates that the activity has been published to the internet and is available on the Online Booking Engine | |
Illustrates that the activity has not been published on the internet and is not available on the Online Booking Engine | |
Add additional notes to comments to the activity | |
This signifies that the activity capacity is shared with another activity | |
This signifies that a meal option is available on the activity | |
Select to cancel the activity | |
Select to quick add a guest to the activity with or without payment | |
Signifies the activity is a Private Tour | |
Allows you to view the activity-specific manifest for each activity with bookings by day | |
Send notifications or SMS messages to customers booked on that activity that day | |
Signifies the activity is connected via Zaui Connect |
Each activity type (defined in this article) will have its own unique icon visible in the reservations dashboard.
Panels
The panels down the left-hand side are there for easy access. The first few panels are there for the addition of packages and products.
The Operations Overview relays general system stats for daily operations. This is the fastest way to access your Entire Day Manifest.
The Monthly Forecast button will open up a separate calendar to get a monthly forecast overview. It is colour-coded to show occupancy levels and is a great visual tool to manage capacity.
The Last 10 Bookings panel and Your Last 10 Bookings panel provide quick access to recent bookings.
The Historical Overview tracks general system stats over the calendar year.
You can configure whether you would like these panels to auto-expand or not by navigating to Settings > System Settings and scrolling down to Desktop under the Zaui User Interface Settings.
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