Step 1. Understanding the menu
After logging in, you will be directed to the home page, where you can find the left-hand navigation menu that provides quick access to various options.
Accounts: Manage everything related to creating, modifying, and reviewing accounts
Booking Management: Initiate bookings for different elements.
Visitor Management: Add and review information related to scheduled visits to your site.
Communication: Share specific emails with designated accounts and/or Groups.
Who's in: Review which users will be onsite on a specific date range
Reporting and Analytics: Review performance and generate reports for your site.
Settings: Configure the necessary settings to run your site smoothly.
Quick access features:
Search Functionality: Use the upper left search box to quickly find specific accounts.
Step 2. Knowing our main App buttons
Take a moment to familiarize yourself with these two essentials buttons for easier task performance.
"Action" Button: Your go-to for common actions related to your current menu option.
"3 Dots" Button: Offers additional options for existing data.
Keep these buttons in mind as you explore our platform, they will allow you to perform different actions in a smother and faster way.
Now that you've got the hang of our menu basics, let's review the settings in our next article. Here, you'll configure the basic settings to have your site running as you expect. The settings are located at the bottom of our left-side menu, You can click the button below to start reviewing the basic configurations.