Collins Dashboard - Overview

The Collins Dashboard is your landing screen when logging on to Collins for the day. It is there to give you a snapshot of what's happening in your venue(s) on today's date. Once in the system, you can navigate back to your Dashboard, by clicking on Collins in the top left-hand corner. 

  


Here is what each section is all about:

> Your Enquiries
These results have been extracted from your Notification centre, which is located in your Enquiries page. They will show you how many follow-ups you have set for today, how many in-progress enquiries you have and how many new messages are waiting for you (if you're a Collins Mail client). It will also give you a quick overview of enquiries that need to be actioned; Untaken enquiries, new enquiries that are older than 2 hours and any enquiries for today's date. 



> Notifications/Mentions
If a colleague or team member has mentioned you in internal chat within a booking, this is where you will be notified of this. See here for full details on internal chat within Collins.
 


> Notes about today 
If a member of your team made a note about today's date in the Floorplan/Diary/Runsheet, they will appear in the centre of your Dashboard:

  

> Today's Bookings
Taken from your Monthly and Weekly Overview reports, this allows you to quickly see what your Morning, Afternoon and Evening are looking like, as well as seeing how many covers are coming in for each of your booking types.

  


> Close Bookings
This enables you to quickly close off bookings for today's date without having to go into your settings. If you need to re-open them shortly after, you can do so in the same section by clicking on the green RE-OPEN button.

  

> Need Help?
Unsure on how to do something in Collins? Search for keywords here and you will get access to our vast database of help articles. 
  

> Service Status
If there is anything that is affecting Collins and our Support Team are aware of it, we will post this update in the Service Status section for you to be in the know. You would be able to click on the hyperlink to be taken to the Status page, where you can get more details and subscribe for future updates.
 

Latest Collins Updates
When we have new features in Collins, this is where we will update you.
  

> Latest from Collins College
Pulled from our Knowledgebase, these are the most recent articles that our Support Team have published to help you with using your Collins Software
 

Enquiries Page FAQs

  1. TRAINING VIDEOS - your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Email bounced notification
  22. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  23. Enquiries Page - Sent Messages
  24. Within a Booking/Enquiry - Customer Details
  25. Within a Booking/Enquiry - Saving a booking/enquiry
  26. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  27. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  28. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  29. Within a Booking/Enquiry - Booking Details
  30. Within a Booking/Enquiry - Default Duration
  31. Within a Booking/Enquiry - Booking Prompts
  32. Within a Booking/Enquiry - Additional Details
  33. Within a Booking/Enquiry - Commission Box
  34. Within a Booking/Enquiry - Set Up Requirements
  35. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  36. Within a Booking/Enquiry - Assign to Areas
  37. Within a Booking/Enquiry - Area Search/Smart Space Finder
  38. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  39. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  40. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  41. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  42. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  43. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  44. Within a Booking/Enqiury - Adding a minimum spend
  45. Within a Booking/Enquiry - Invoice/VAT Receipt
  46. Within a Booking/Enquiry - Invoices [VIDEO]
  47. Within a Booking/Enquiry - Sending emails to your customers
  48. Within a Booking/Enquiry - Sending attachments in emails
  49. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  50. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  51. Within a Booking/Enquiry - Booking History
  52. Within a Booking/Enquiry - PRINT button (function sheets)
  53. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  54. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  55. Within a Booking/Enquiry - Duplicating/copying a booking once
  56. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  57. Within a Booking/Enquiry - Sections explained
  58. Within a Booking/Enquiry - Compiling and Sending a Contract
  59. Within a Booking/Enquiry - Contracts [VIDEO]
  60. Within a Booking/Enquiry - The importance of using Labels
  61. Within a Booking/Enquiry - Set yourself a reminder
  62. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  63. Within a Booking/Enquiry - Find a Customer
  64. Within a Booking/Enquiry - Customer Profile
  65. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  66. Within a Booking/Enquiry - How to update a customers marketing permission

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