Dashboard FAQ
Quick answers to the most frequently asked questions about the HiLucy admin dashboard.
How do I add a new staff member?
Go to Settings > Users and click Invite User. Enter their email address, choose the appropriate role (Admin, Listing Owner, Staff, or Affiliate), and optionally assign them to specific listings. They will receive an email invitation to create their account. See Dashboard Settings for a full explanation of each role.
How do I switch between listings?
Use the listing selector in the top navigation bar. Click the current listing name to open a dropdown showing all properties you have access to. Selecting a different listing updates the entire dashboard -- reservations, analytics, and settings -- to show data for that property only.
If you manage multiple listings and want a combined view, select "All Listings" from the dropdown where available.
How do I export data from the dashboard?
The Sales Report includes an Export CSV button that downloads the current filtered view as a spreadsheet. The export contains per-listing revenue, booking counts, and commission breakdowns for the selected date range.
For reservation data, open the Reservation Manager and use the export option from the toolbar to download guest lists and booking details.
How do I customize which notifications I receive?
Navigate to Settings > Notifications to control your alert preferences. You can toggle notifications on or off for each channel (WhatsApp, email, in-app) and choose which event types trigger alerts. Preferences can be set globally or per listing, so you only receive relevant notifications.
Why are my reservations not syncing from the PMS?
Reservation sync depends on an active connection to your property management system. Check the following:
- Go to Settings > Integrations and verify the Cloudbeds (or other PMS) connection shows a green "Active" status
- If the status shows "Disconnected" or "Expired," click Reconnect to re-authorize the OAuth credentials
- Confirm that the correct listing is mapped to the correct PMS property in the integration settings
- Allow a few minutes for the sync to complete after reconnecting
If the issue persists, contact support with your listing name and the error message shown in the integration panel.
Can I undo a checkout?
Once a reservation is moved to "Checked Out" status and the folio is settled, the transition cannot be reversed from the dashboard. If a guest needs to extend their stay after checkout, create a new reservation for the additional nights. For billing corrections on a closed folio, process an adjustment or refund through the financial section.
How do I change a guest's room assignment?
Open the reservation from the Reservation Manager, click the room or unit field, and select a new assignment from the dropdown. The change takes effect immediately and is reflected in both HiLucy and the connected PMS.
What browsers does the dashboard support?
The HiLucy admin dashboard works best in modern browsers:
- Google Chrome (recommended)
- Mozilla Firefox
- Microsoft Edge
- Safari (macOS)
For the best experience, keep your browser updated to the latest version. The dashboard is responsive and works on tablets, but a desktop or laptop screen is recommended for daily operations.