Speed tips & tricks
Keyboard shortcuts
Six keys cover search, help, closing things and saving inline edits.
- ⌘K / Ctrl K: jump to the global search box on any screen. Two characters start the search; results are grouped into Bookings, Guests, Rooms and Invoices and only include modules you may see.
- ?: open this guide. Ignored while you are typing in a field or a dialog is open.
- /: while reading the guide, focus the guide search box.
- Esc: clears and leaves the global search; closes the mobile sidebar; closes the drawer or dialog on top; cancels an inline text edit without saving.
- Enter: saves an inline text cell (so does clicking away). In the Rooms and Settings number fields it also commits the value.
- Tab: the staff directory cards, inventory department chips and report shortcuts are keyboard-focusable; Enter activates them.
The address bar remembers your list
Search text, filters, sort, page and view all live in the URL, bookmark it, share it, use Back.
- Every paged list writes its state to the address:
/payments?q=okello&status=overdue&page=2. Bookmark the “overdue invoices” view and open it each morning; paste it to a colleague and they land on the same rows. - Defaults are stripped, so an untouched list has a clean address. Clear in the filter bar resets search and filters in one click.
- Back and Forward walk through your filter history without reloading the page.
- Column sort is in the URL too (tap a heading, or open its filter icon for the values) (
sort=,dir=): click a heading to sort, click again to reverse. - If rows disappear while you are on page 9 of 8, the list snaps back to the last real page by itself.
Views
- Modules with more than one view (list, board, grid, calendar, floor…) remember your last choice per module on this device.
- Add
?view=kanban(orgrid,calendar…) to a link to force a view for whoever opens it; the URL wins over the remembered preference.
Rows per page
Change Rows (25 / 50 / 100) under any table once and every paged list on this device opens at that size from then on, including the very first server render, so there is no flash. The preference is a small cookie, like your theme.
Edit in place, drag on boards
Most status, assignee and priority cells save on change; kanban cards move by drag or arrow.
- Inline selects: click a status, tier, priority or assignee cell and pick; it saves at once with a small spinner. An error rolls the cell back and shows the server's message as a toast.
- Inline text: cells with a pencil on hover open an input; Enter or clicking away saves, Esc cancels. Money cells are right-aligned and formatted.
- Toggles: yes/no switches (active, blocks room…) flip and save on click.
- View-only: with View access the same cells render as plain text titled “View only”; nothing to unlearn when your role changes.
- Kanban drag: press and move a card more than a few pixels to start a drag; the target column highlights as you hover. Works with a mouse, touch and pen. Columns the card may not enter do not highlight. Clicking a card (without moving) still opens its drawer.
- Drag on a button, link or field inside the card does nothing, so you can use the card's own controls without accidentally moving it.
Live updates, do not refresh
One socket per tab pushes changes from every other desk into the page you are looking at.
- Bookings, rooms, housekeeping, maintenance, POS tickets, invoices, staff, exports and notifications all refetch when someone else changes them. Paged lists refetch the current page in place, keeping your filters.
- The bell badge, toasts and the notifications page all update from the same feed; muted categories (Settings → Notifications) never toast.
- When the tab is in the background and device alerts are on, new alerts arrive as system notifications instead of toasts.
- The socket reconnecting is also what flips the Offline pill back and replays queued work (see the Offline chapter).
Top-bar habits
Quick add, dark mode, the guide and sign-out are one click each; the demo chip switches roles.
- Quick add (the plus icon), jumps to Bookings, where New booking is the first action. Fastest route to a walk-in.
- Dark mode: the moon/sun icon. The choice is a cookie, so it applies to the very first paint after a reload; no flash.
- User guide: the book icon or ?. The guide is public: send
/guide/bookings#check-into a new hire before their account exists. - Bell: the last few alerts and a link to the full feed; the count is live.
- Sidebar: the panel icon collapses it to icons on desktop and slides it in on phones; Esc closes the mobile sidebar. A lock on a module means view-only for your role.
- Demo chip (demo sandbox only), shows the time left, switches you to any role in one click, and Reset my demo data throws the sandbox away and starts fresh.
Print, export, install
Invoices and receipts open as PDFs, big reports queue as files, and the app installs on any desk.
- Print an invoice: open it in Payments and press Print in the drawer footer; the PDF opens in a new tab ready for the browser's print dialog. Email sends the same PDF to the guest's address on file.
- POS receipts: closed tickets have a receipt PDF the same way.
- Exports: Reports queue PDF/Excel files in the background; the Exports card lists them with status, kind and requester, and a live event marks each one done. Generated files are kept for 30 days.
- Print this guide: the chapter header has a Print button; the layout collapses to one clean column.
- Install as an app: Install app in Chrome or Edge, Add to Home Screen on a phone. Full-screen, on the home screen, offline-capable front desk.
Page numbers everywhere
Every list, the audit log included, pages with numbers; nothing scrolls forever.
- Lists use a numbered pager (“Showing 26–50 of 313”, Prev / Next, page numbers with gaps). Compact pagers inside drawers and card views show Prev / Next and “3 / 12”.
- The Audit log pages the same way since M4.14; the page, sort and filters sit in the address bar, so page 3 of a filtered trail can be bookmarked.
- Nothing scrolls infinitely, so the browser's Find (Ctrl F) always searches exactly what is on screen.
Demo sandbox tricks
Try anything, then reset; every browser gets its own hotel.
- Your sandbox lasts 24 hours and is private to your browser. Change anything, nobody else sees it.
- Open the Demo chip to switch role without signing out; the page reloads as that person.
- Reset my demo data discards every change and clones a fresh hotel (a few seconds). Handy after a training session. Ten resets an hour per address.
- The sign-in page's demo panel can also prefill the classic email/password or PIN forms with a demo account, so you can show both sign-in flows inside your own sandbox.