Introducing Account overview
Account overview is an added hierarchical layer in the Waitwhile platform, allowing you to oversee thousands of locations, including their data and users, quickly and effortlessly.
With Account overview, you can:
Manage thousands of locations from a single dashboard, available on both desktop and mobile, reducing the need for multiple accounts.
Gain critical insights across locations or regions with analytics and reports, enabling informed decision-making to enhance operational effectiveness across your locations.
Ensure user-specific access to appropriate tools and information, clarifying the differentiation between admin and staff experiences and enhancing overall productivity.
Let's look at what's new!
Locations page
Account overview includes Locations, a page designed to quicken and refine your management of multiple locations.
Within Locations, you can:
View real-time key metrics for each location at a glance, helping to quickly identify performance trends and operational bottlenecks.
Add new locations effortlessly with intuitive controls, designed for efficiency.
Customize views with robust filtering and sorting options, tailoring the dashboard to meet your specific management needs.
To see more about Locations in Account overview, see Locations page overview.
Group locations flexible with Labels
The custom labels feature in Account overview improves how you manage your locations by allowing flexible tagging and grouping.
This means that you can:
Label and categorize locations by regions, districts, use cases, or any other organizational criteria, making it easy to manage locations in a way that fits your business structure.
Filter, sort, and group locations based on labels, closely aligning with your business’s organizational hierarchy and enhancing the efficiency of accessing and analyzing location-specific information.
Improve analytics and user management functions by applying these custom labels, optimizing your administrative workflow.
To learn more about how to set up and leverage labels, see Managing labels.
Compile and analyze data across all locations with Analytics
Analytics in Account overview provides enhanced insights across all locations, designed to simplify the process for managers to access and utilize comprehensive data from across the account.
This means that you can:
Access and analyze data on a global scale, viewing all locations or focusing on specific subsets, identifying performance trends and operational bottlenecks.
Benefit from role-based access to analytics, with expansive, strategic data for managers at the account level and more immediate, relevant statistics for staff at the location level. This distinction makes the platform less overwhelming and more intuitive for all users.
Utilize global filters for overarching insights or adjust specific filters for detailed chart analysis on subpages, allowing for targeted assessments and more informed decision-making.
To learn more about what you can do in Analytics from Account overview, check out Waitwhile analytics explained.
Schedule recurring, customized reports
The brand new Report builder in Account overview is a powerful tool for scheduling and automating fully customized reports. It is designed to enhance the reporting process for managers and teams, making it seamless to get access to the data you need, when you need it.
This means that you can:
Automate the generation and distribution of tailored reports, ensuring consistent delivery of relevant data to the right stakeholders at the right time.
Customize report recipients, automating the sharing process to keep everyone informed without manual effort, enhancing communication and decision-making efficiency.
View all previously run reports, allowing for easy tracking and comparison over time to monitor trends and changes.
To read more about how to automate your reporting in Waitwhile, please see Reports overview.
Please note that the Report builder is an add-on for customers on our Enterprise plan.
Manage users from all locations in one place
The centralized user management feature in Account overview is designed to make it easier for managers to handle user administration across the organization.
This allows users to:
View a complete list of all users and manage invitations, with new invites prominently displayed or marked as Pending for easy tracking.
Search and filter through users efficiently, and simultaneously assign locations and roles to multiple users, enhancing operational efficiency.
Reduce the risk of errors and save time by managing all user updates from one central location, ensuring consistency and security across all access levels.
To learn more about user management in Account overview, please see Users page overview.