FrontDesk Tab

After successful login, most staff users land on the Message Center page, with the FrontDesk Tab active (see example screenshot below). Designed specifically with Front Desk staff in mind, this menu is the central spot for dealing with customers / students / members. Once a customer is selected in the Focus box, or put in focus, any number of tasks can be quickly performed for that customer, such as scheduling flights, viewing / updating customer information, viewing previous flights, and updating Time in Type or training records.

FrontDesk Tab / Message Center

Putting a Customer In Focus

The FrontDesk menu options available to individual users vary due to the security level of the user and the system options in use by your organization, but the basic use / action remains the same for all. Upon first login to your MyFBO.com system, your name appears as the name in focus in both the Focus box on the FrontDesk menu and in the yellow Status Bar always present at the bottom of the screen. Clicking on the name will provide a selector box so another customer can be placed in focus. Once a customer is placed in focus, actions are available to make a sale, view or update customer information, make reservations, or prepare estimates for services (see example screenshots below).

• Focus
• Select Customer - Select a customer to put in focus, create a new customer, or select a Default Fictitious customer.
• Prof - View the customer profile (opens in new window)
• Stat - View customer status, including Financial Standing, Open Tickets, Not-Checked-In, and Recent Receipts, and Reservations On file. 
• Focus "Actions"
• Operate/Sell - Options to open different types of tickets/receipts, and view the information needed before a flight takes place.
• Flights/Work
• Pre-Flight Checks
• Print All

FrontDesk Menu > Operate/Sell

• View/Update - View and Update all customer information. Clicking "View/Update" is a shortcut to the complete Customer Information / Profile page.           
• Customer Information
• Customer Profile

FrontDesk Menu > View/Update

• Reserve - Make any type of reservation. Clicking "Reserve" will bring up your preferred Scheduler Format from settings made from your Home Tab / Personal Menu.
• Select Date
• Rental
• Scenic
• Charter
• Fractional
• Ground Svc

FrontDesk Menu > Reserve

• Estimate/Price - Provides access to various estimators and pricing tools.
• Estimate
• Pricing
• Rates

FrontDesk Menu > Estimate/Price

 

In Focus "Trick"

Often you will perform a task for one customer in focus and wish to immediately perform the same task for another. For example, you may be looking at transactions & balances for Jill Jones and then wish to look at transactions & balances for Bob Brown.

To move from one customer in focus to another, while still maintaining the same task or report page for the new customer, select the new customer using the "Last Name" or "Organization" option. Here's how it works:

• Click on "Select Customer" in the ribbon Focus box, or click on the current customer name in the yellow Status Bar.
• In the resulting yellow window, click "Select By Last Name".

• In the resulting yellow window, begin typing in the name. 
• As you type, a list of possibilities will appear.  Select your next customer from that list.

Navigation Options

MyFBO.com has flexible navigation systems - ribbon menus immediately under the tabs, and corresponding button or flyover menus. Both ribbon and button menus contain basically the same choices, and can be used interchangeably. The different navigation options exist to support the growing number of touch screen users. Which menu type you see by default depends on Look & Feel settings made by your System Administrator, but you can always set your personal preference from the Home Tab / Personal Menu. Regardless of the navigation choice, Staff users can always hide or display the ribbon menu at any time by using the collapse/expand icon. 

Collapse/Expand Ribbon Menu

Ribbon Navigation

Flyover Navigation

In the screen shot below, note the small icons available at the top right of the screen. These appear throughout the system, not just from the FrontDesk Tab. 

FrontDesk Tab / Customer In Focus

Your system may not include all of the icons shown. Some are dependent upon system settings and may not apply to your operation.

• Print

  Print the current page.

• Fast Fuel Sale

  Available for subscribers with retail fuel sales operations. Quickly process a fuel sale for the customer in focus.

• Flight Display

  This toggle button opens and closes a real time Flight Display using the same onscreen space as the usual content pages. This means you can look at the Flight Display, then click again to toggle back to what you were doing previously. By clicking a reservation on the Flight display, that reservation can be directly changed, dispatched, or checked in � helping front desk staff to do their job more quickly. The Flight Display also shows the dispatch status of each reservation and highlights any late check-ins, providing users with a snap shot operational status.

• Dual Display

  Supports the use of computers with two monitors. Quickly load Flight Display on a second monitor. While the dual monitor window remains open, clicks on Flight Display load into the dual monitor display instead of the current work area.

• Online Help

  Opens the MyFBO extensive Online Help system in a new window.

• New Login

  Logs the current user out of the system and returns to the login screen.

At the top of this document you'll notice links to a few basic e-learnings that will be helpful as you are learning to use the system. e-learnings are very quick audiovisual recordings that will teach you how to accomplish specific tasks in your MyFBO.com system. When you are logged into your system, please click the Support Tab for a complete list of e-learnings tailored to your user access level and the options available in your system. 

Copyright © MyFBO.com                   [email protected]

02/15/11 cli