Dashboard tour

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The sidebar

The left sidebar always shows where you are: When no property is open the sidebar shows workspace navigation. As soon as you open one, it switches to that property’s sections so you can jump between Exterior, Floors, Rooms, Details and so on without going back.

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The properties list

Properties separates your Visits into Active and Archived. Active Visits can be edited and opened publicly; Archived Visits stay saved but offline until you restore them. See Archive and restore Visits for the complete workflow. Because agencies end up with hundreds of Visits, both lists are built around search: the field at the top filters by property name or tag as you type. Each active card shows the property’s cover image (the first exterior photo), its name, description and tags. Clicking the card opens Content → Exterior; the two buttons underneath jump straight to Settings or Content. Archived cards are read-only and offer a Restore Visit button instead.

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The three property tabs

Every property is edited through three tabs: A fourth section, Languages → Translations, appears in the sidebar when you want to offer the Visit in more than one language.

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Saving

There is no Save button in most of the editor. Planpoint Visit saves automatically a moment after you stop editing, and each card shows its own status:

• Saving… — the change is on its way to the server.
• All changes saved — you’re safe to close the tab.
• Unsaved changes — something is still buffered locally (usually a text field you’re still typing in).

Two things are the exception and have their own explicit save action: Custom CSS (Save CSS button) and anything inside the fullscreen polygon editor (the disk icon in its toolbar).

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Light and dark mode

The dashboard follows your preference — use the toggle in the top bar to switch between light and dark. This is purely a dashboard setting; it does not change what buyers see. To offer buyers a dark mode, see Dark mode.

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Your account

The account menu in the top-right holds Account settings (name, email, password) and Sign out. See Account settings.