What does the halls dashboard show?

The dashboard is what you open at the start of the day, before you answer the first call.

What it shows

Open Halls & Chalets → Dashboard — Figure 1 — and you get: today’s and upcoming bookings, pending bookings, revenue, customer balances and deposits held.

A suggested morning routine

1. Start with today’s bookings: is every event prepared and paid?
2. Then pending bookings: call or cancel; every pending one closes a date against a serious customer.
3. Then customer balances: collect before the event, not after.
4. Then deposits: refund the ones whose events are over rather than letting them accumulate.
5. Then the calendar — Figure 2 — to see the month’s empty days and go after them.

Notes

• The dashboard numbers are only honest if payments are recorded and bookings closed as things happen.
• Pending bookings are the most dangerous figure on the dashboard; they fill the calendar with bookings that are not real.
• Deposits held are not your money, so do not count them as part of your cash position.