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

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:

1. Click the Customize button (top right)
2. Drag and drop widgets to reorder
3. Toggle widgets on/off
4. Choose which metrics to display
5. Click Save Layout

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 |