Getting around: common questions

Why is a screen missing from my menu?

Your role does not include it. Each screen needs a permission, for example Payments needs "See payments" and Settings needs "Change settings". A group of the menu disappears when you have none of its screens. Ask the agency owner to change your role in Team and roles if you need the screen for your work.

Why is a button greyed out or missing?

Either your role does not allow the action, or the record is in a state where the action makes no sense. For example Delete customer is greyed out with Not possible: has bookings or quotations, and a quotation that the customer accepted can no longer be edited. Hold the mouse over the button: many greyed-out buttons explain why.

A colleague sees bookings I cannot see. Why?

If the agency has more than one branch, you may see only your own branch's trips, bookings and payments. Your colleague may be allowed to see every branch. See Branches and what each person sees.

What do the numbers next to Dashboard, Inbox and Tasks mean?

Dashboard: how many alerts need attention (the same number as the bell). Inbox: how many customer chats have unread messages. Tasks: how many open tasks are overdue. The number goes down as you deal with them.

Can I use the system on my phone?

Yes. Open the same address in your phone's browser and sign in. The menu opens with the Menu button at the top. For the owner, Owner's phone is a summary made for a phone screen: see Owner's phone.

How do I switch to Arabic or English?

Press ع (or EN) in the top bar. Each person chooses their own language; customers receive messages in their own language. See Language, dark mode and menu layout.

How do I find a booking quickly?

Press Ctrl K and type the booking number, the customer's name or mobile. See Search or jump anywhere with Ctrl K.

Where do I get help on the screen I am on?

Press ? in the top bar, or the ? or F1 key. The articles for that screen open in a side panel. Help in the menu opens the whole Help Center, with search in Arabic and English.

The menu says "Finish setting up". Do I have to finish it now?

No. Each setup step can be skipped and done later, in the wizard or in Settings. The reminder goes away once the wizard reaches its last step, Ready. See Finish setting up your agency.

What is the bar at the top of my screen?

It is about the agency's account: the trial, an overdue subscription, support staff inside the agency, or an announcement. See Banners at the top of the screen.

Is my work lost if the internet drops?

No. Saved records stay saved. A bar tells you that the system is reconnecting, and what you typed stays on the page. Save again when the bar has gone. See Error, offline and "page not found" screens.