Introduction
The Overview is the first page you land on when logging into the Location Portal. It serves as the central hub where you can see summaries of your messages, booking requests, availability, listings, and revenue. From here, you can quickly navigate to other sections of the portal.
Getting Started
When you log into the Location Portal, the Overview provides a snapshot of your account activity. If you manage multiple locations, you can choose to view summaries for all locations combined or for a specific location by selecting either ‘All Locations’ or the name of a specific location from the dropdown menu in the top right-hand corner. This selection applies across all pages within the Location Portal.
Key Sections of the Overview
1. Quick Actions
Use the Quick Actions buttons to jump directly to different sections of the Location Portal:
Update Availability – Manage space availability.
Review Requests – View and respond to booking and option requests.
Update Listings – Edit and optimise your listings.
2. Unread Messages
This section provides a summary of your most recent unread messages. You can:
Click on a message to view the full conversation.
Click ‘Go to Messages’ to access all messages in full.
Mark as Read – If you’ve already seen a message in your email inbox, you can quickly mark it as read here.
3. Open Requests
This section displays a summary of your pending booking and option requests that require action. It shows:
The number of pending requests and their recency.
Quick access buttons:
Click ‘Go to Bookings’ to review booking requests.
Click ‘Go to Options’ to review option requests.
4. Listing Actions
This section provides an overview of recent updates to your listings and availability.
Click ‘Go to Spaces’ to review and make updates.
5. Revenue Analytics
Here, you can track your confirmed revenue and pipeline revenue to assess financial performance.
Set a date range to define the period displayed in analytics.
The report shows:
Total Confirmed Revenue – Revenue from completed bookings and future confirmed bookings.
Pipeline Revenue – The total value of all pending options that have not yet booked.
A chart displays confirmed and pipeline revenue by month for a visual breakdown of earnings trends.
FAQs
Q: How do I access a specific listing from the Overview?
A: Click the ‘Listings’ tab in the left-hand menu, then select the location or space you want to view.
Q: Where can I find pending booking requests?
A: Click ‘Deals’ > ‘Bookings’ > ‘Pending Requests’ to review new booking submissions.
Q: Can I respond to messages directly from the Overview?
A: Yes, click ‘Messaging’ to access and reply to all hirer communications.
Q: How do I generate a performance report?
A: Navigate to ‘Reports’, select the relevant location and date range, then click ‘View Report’.