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 - Notification Centre Explained [VIDEO]
  22. Enquiries Page - Email bounced notification
  23. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  24. Enquiries Page - Sent Messages
  25. Within a Booking/Enqiury - The DMN Reference Number
  26. Within a Booking/Enquiry - Customer Details
  27. Within a Booking/Enquiry - Saving a booking/enquiry
  28. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  29. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  30. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  31. Within a Booking/Enquiry - Booking Details
  32. Within a Booking/Enquiry - Booking details tab [VIDEO]
  33. Within a Booking/Enquiry - Default Duration
  34. Within a Booking/Enquiry - Booking Prompts
  35. Within a Booking/Enquiry - Additional Details
  36. Within a Booking/Enquiry - Commission Box
  37. Within a Booking/Enquiry - Set Up Requirements
  38. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  39. Within a Booking/Enquiry - Assign to Areas
  40. Within a Booking/Enquiry - Area Search/Smart Space Finder
  41. Within a Booking/Enquiry - Area Search/Smart Space Finder [VIDEO]
  42. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  43. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  44. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  45. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking [VIDEO]
  46. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  47. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  48. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  49. Within a Booking/Enqiury - Adding a minimum spend
  50. Within a Booking/Enquiry - Invoice/VAT Receipt
  51. Within a Booking/Enquiry - Invoices [VIDEO]
  52. Within a Booking/Enquiry - Sending emails to your customers
  53. Within a Booking/Enquiry - Sending attachments in emails
  54. Within a Booking/ Enquiry - Sending emails to your customers [VIDEO]
  55. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  56. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  57. Within a Booking/Enquiry - Booking History
  58. Within a Booking/Enquiry - Booking History [VIDEO]
  59. Within a Booking/Enquiry - PRINT button (function sheets)
  60. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  61. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  62. Within a Booking/Enquiry - Duplicating/copying a booking once
  63. Within a Booking/Enquiry - Adding Bookings to Multiple Dates
  64. Within a Booking/Enquiry - Sections explained
  65. Within a Booking/Enquiry - Compiling and Sending a Contract
  66. Within a Booking/Enquiry - Contracts [VIDEO]
  67. Within a Booking/Enquiry - The importance of using Labels
  68. Within a Booking/Enquiry - Set yourself a reminder
  69. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  70. Within a Booking/Enquiry - Find a Customer
  71. Within a Booking/Enquiry - Customer Profile
  72. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  73. Within a Booking/Enquiry - How to update a customers marketing permission
  74. Within a Booking/ Enquiry- How to delete a booking/enquiry

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