Navigating the Dashboard
The TransferLink dashboard is your command center for managing your travel business.
Main Dashboard Sections
Quick Stats
At the top, you'll see key metrics:
- Total bookings this month
- Revenue generated
- Pending tasks
- Upcoming departures
Activity Feed
A chronological view of recent actions:
- New bookings created
- Payments received
- Client communications
- Team activity
Calendar View
Visual representation of:
- Departure dates
- Return dates
- Payment due dates
- Task deadlines
Navigation Menu
Primary Menu (Left Sidebar)
| Section | Purpose | |---------|---------| | Dashboard | Your home base with key metrics | | Bookings | All reservations and quotes | | Clients | CRM and contact management | | Itineraries | Trip documents and proposals | | Invoices | Billing and payment tracking | | Reports | Analytics and insights | | Settings | Account configuration |
Quick Actions (Top Bar)
- + New - Create bookings, clients, invoices
- Search - Find anything quickly
- Notifications - Stay updated on important events
- Settings - Quick access to your account
Use the global search (Ctrl/Cmd + K) to quickly find bookings, clients, or any other records.
Dashboard Widgets
Bookings Overview
- Today's departures
- Upcoming arrivals
- Pending confirmations
- Recent modifications
Financial Summary
- Monthly revenue
- Outstanding invoices
- Commission earned
- Payment due reminders
Team Activity
- Recent actions by team members
- Tasks assigned to you
- Collaboration updates
Customizing Your View
Personalize your dashboard to focus on what matters:
- Click the Customize button (top right)
- Drag and drop widgets to reorder
- Toggle widgets on/off
- Choose which metrics to display
- Click Save Layout
Your customized layout is saved to your account and syncs across all devices.
Keyboard Shortcuts
| Shortcut | Action | |----------|--------| | Ctrl/Cmd + N | New booking | | Ctrl/Cmd + K | Global search | | Ctrl/Cmd + / | Keyboard shortcuts help | | G then D | Go to Dashboard | | G then B | Go to Bookings | | G then C | Go to Clients |
Press Ctrl/Cmd + / anywhere to see the complete list of keyboard shortcuts.