Finding your way around

Where things are in your dashboard, how search works, how to get help and how to add PootlrHost to your phone.

Updated

Your dashboard is where you run your site day to day. Here’s where things are, how to find a booking or setting fast, and how to reach a person when you’re stuck.

The menu

On a computer or tablet, the menu runs down the left:

  • Today, Calendar, Bookings, Guests and Messages for the day-to-day, plus Loyalty if it’s switched on.
  • Under Your site: Pitches & pricing, Website, Share & embed, and anything you’ve switched on, like Events, Site map, Guest guide, Reviews or Other booking sites.
  • Under Money: Payments & billing and Reports.
  • Under Account: Settings.

At the top is your site’s name, with whether it’s live and its web address. If you run more than one site, tap it to switch. At the bottom, tap your name for Your profile, Two-step sign-in and Log out.

A number beside Today, Messages or Reviews means something is waiting for you.

You only see what your role lets you use, and only the features switched on in Settings › Features.

On a phone

A bar along the bottom has Today, Calendar, Messages, Bookings and More. More opens everything else: help, your sites, the rest of the menu, your profile and logging out.

Search

The search box at the top of every page says Find a guest, booking ref or pitch. Type two or more letters and it finds:

  • bookings, by guest name, email, booking reference or pitch
  • guests, by name, email or phone
  • pitch types and individual pitches
  • Go to shortcuts to settings that are hard to spot in the menu, like “deposit”, “closing dates”, “promo”, “team” or “2fa”
  • help articles that match what you typed

Shortcuts only appear for things you’re allowed to use and features you have switched on. Tap Clear to close the results.

Beside the search, View site opens your website (or Preview while it’s a draft), and + New booking adds a booking.

Getting help

Tap Help at the top of any page (on a phone it’s the ? button, or More › Help and how-to articles). Need a hand? opens with Help with this page, the articles about the page you’re on, and a link to All help articles.

Under Talk to us are ways to reach a real person at PootlrHost, such as Call us and Email us. Choose Rather we did it for you? to ask us to set something up with you, like prices or card payments.

Put PootlrHost on your home screen

In Settings, under Your account, find PootlrHost app and tap Add or Show me. It opens your dashboard like an app, from your home screen or in its own window on a computer. On an iPhone, open the page in Safari first; on Android, use Chrome.

Good to know

  • Text size, under Settings › Your account, makes words and buttons bigger on the device you’re using.
  • Team members without access to Settings can still reach Your profile and Two-step sign-in from the menu.