Accessing the Settings Section

To get started, navigate to the settings section by clicking under your company name in the top right-hand corner of the dashboard.

Main Sections of the Settings Page

Once you click on the settings, you'll notice three main sections:

• Unit Section
• Account Section
• Support Section

Unit Section

In the Unit Section, you can manage units that are in service or out of service:

• In Service Units: Highlighted in green.
• Out-of-Service Units: Highlighted in gray.

To update an out-of-service date, you can do so on the right-hand side of this section.

Custom Unit Groups

You can create custom unit groups to segment your portfolio. For example, you can:

• Segment homes with golf carts.
• Track properties with less than 30% occupancy over the summer months.

VRBO and Airbnb OTA Links

Enter your Airbnb or VRBO links for each property. This allows the system to find your properties on these platforms and scrape the data. Properties missing an OTA link will be highlighted in yellow, making it easy to add the missing link.

Account Section

In the Account Section, you'll find several important features:

Seasons and Events

Create and manage custom date ranges specific to your markets, such as specific events you want to track. This makes it easy to pull these dates into your account.

Marketing Source Groups

Group together different booking sources for better data organization.

Users and Teams

Manage users by adding, editing, or reporting on them. The new Teams feature allows you to segment the dashboard and assign permissions. For example, you can limit the marketing team’s visibility to only relevant reports.

Preferences

Set your preferences to enhance your dashboard experience. Options include:

• Start of the week
• Revenue attribution
• Language settings
• Currency settings for international clients

Personal Information

Edit your personal information such as name, email, phone, and job title.

Company Information

Edit your company information. A useful tip is to upload your company logo, which will be included in PDF reports sent to clients, adding a personalized touch.

Support Section

You can easily contact our support team in the Support Section for any questions or issues. Additionally, access the Knowledge Base for:

• ProData training videos
• KPI definitions (a dictionary of all the metrics in the dashboard)

Conclusion

Thank you for taking the time to go through this tutorial. We hope you enjoy exploring the new dashboard. If you have any questions, we're here to help!

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