User guide · Start here
Navigating fast
The sidebar, global search, lists with filters and pages, inline editing, and when something opens as a drawer versus a full page.
The screen layout
Sidebar on the left, a top bar with search and alerts, and the page in the middle.
- 1Top barPanel toggle, breadcrumb, global search (⌘K), quick add, guide, theme, notifications bell, your role, sign out.
- 2SidebarModules grouped by area. A lock icon means view-only for your role. Click the panel icon to collapse it; on phones it slides in.
- 6PageTitle, lead text and actions in the page head; content below. Lists get a filter bar on top and pagination at the bottom.
- 8Your profileBottom of the sidebar: click it to open Settings → Account.
The breadcrumb always names the module you are in. The bell shows a live count of unread alerts; click it for the last few and a link to the full feed.
Global search
One box finds bookings, guests, rooms and invoices, only in modules you may see.
- 1Press ⌘K (or Ctrl K)Focus jumps to the search box in the top bar.
- 2Type at least two charactersBooking codes (BK-1042), guest names or phone numbers, room numbers, invoice codes.
- 3Pick a resultResults are grouped; choosing one opens that module. Esc clears the box.
Lists, filters and pages
Large lists load one page at a time from the server; the filters, page and sort live in the address bar.
- 1Page headTitle, count and the primary action (New …).
- 2Filter barSearch box plus dropdowns (status, type, date range). Shown / total counts on the right; Clear resets everything.
- 3View switchTable by default; cards, boards, grid or calendar where they exist. Your choice is remembered per module, and ?view= in a link forces one.
- 4RowsClick a row for its detail drawer or page. Cells with a pencil-on-hover are editable in place.
- 5Column sortClick a heading to sort; click again to reverse.
- 6Pagination“Showing 26–50 of 313”, rows-per-page (25/50/100), previous/next and numbered pages.
- The address bar is the source of truth:
/guests?q=ann&tier=Gold&page=2can be bookmarked, shared or reopened with Back/Forward. - Typing in the search box waits a moment before querying, so you can keep typing.
- Live updates refresh the page you are looking at when someone else changes a record.
Editing in place
Many cells, kanban cards and matrix toggles save the moment you change them.
- Inline cells: click a status, tier, priority or assignee cell to change it. It saves on change; Esc reverts; an error shows a toast and rolls the cell back.
- Kanban cards: drag a card to the next column; the card's drawer offers the same moves as buttons. Moves the system does not allow are refused with a message.
- Roles matrix: click a level cell to cycle None → View → Edit → Full. Changes bite within seconds for signed-in users.
- View-only roles see the same cells as plain text.
Drawers, dialogs and pages
Quick edits open beside the list; multi-step work gets a dialog; anything with history gets a page.
- Drawer (slides in from the right), a single record with its actions: a booking, a guest, a work order. The list stays visible behind it. Esc or the × closes it.
- Dialog (centre), wizards and confirmations: the new-booking wizard, check-in, taking a payment, supervisor authorisation. Destructive actions always confirm first.
- Page: the POS terminal, kitchen display, reports and settings tabs, which need the whole screen.