Operations

End Of Day Review

Close out the day from one page: confirm imported appointments, review unresolved statuses, make sure required reports are attached, and check final totals before closing.

Backend Home Daily Operations Imported That Day Daily Detail Report

Closeout Date

Review day before closing

Total Appointments11
Linked Visits11
Need Review11
Completed0
Missing Reports0
No Shows0
Canceled0
Rescheduled0

Closeout Checklist

What still needs attention

11 appointment(s) still need a final pass before the day is fully closed out.
  • Confirm every drop off and pick up has the correct final status.
  • Confirm required reports are attached for pickup and existing-customer follow-up.
  • Review imported appointments to make sure morning sync brought in the expected people.
  • Check no shows, canceled, and rescheduled rows so the day does not stay stuck as scheduled.
  • Use the Daily Detail totals below as the final closeout numbers for the day.

Daily Totals

Closeout numbers for 2026-05-09

Total Customers11.00
New Customers9.00
Cash$0.00
Check$0.00
Credit$592.60
Edwards$0.00
Total Sales$592.60
Total No Edwards$592.60

Needs Review

Appointments still blocking closeout

This list stays focused on appointments that are still scheduled, missing a visit link, missing a required report, or carrying provider notes that need a final look.

Start Customer Status Visit Report Provider Notes Actions
2026-05-09 09:00:00 Femi Olawore
johnphillip4u@gmail.com
 scheduled Visit #129504 Missing
Needed: No
 Daily Ops
2026-05-09 09:30:00 Darin Richter
dtsrichter@earthlink.net
 scheduled Visit #129447 Missing
Needed: No
 Daily Ops
2026-05-09 10:00:00 Kristina Chace
ckkcchace@yahoo.com
 scheduled Visit #129381 Missing
Needed: No
 Daily Ops
2026-05-09 11:00:00 Lauren Munson
laurenemmamunson@yahoo.com
 scheduled Visit #6199 Missing
Needed: No
 Daily Ops
2026-05-09 11:30:00 Barbi Canfield
bvcountry08@yahoo.com
 scheduled Visit #129511 Missing
Needed: No
 Daily Ops
2026-05-09 13:00:00 Lauren Dodzweit
schulze1014@aim.com
 scheduled Visit #129385 Missing
Needed: No
 Daily Ops
2026-05-09 13:30:00 Chevy Stern
honeymstern@gmail.com
 scheduled Visit #129512 Missing
Needed: No
 Daily Ops
2026-05-09 14:00:00 Liz Cochran
lizcochran73@gmail.com
 scheduled Visit #129513 Missing
Needed: No
 Daily Ops
2026-05-09 14:30:00 Ella
scheduled Visit #129510 Missing
Needed: No
 Daily Ops
2026-05-09 15:00:00 Ramona Carmona
racepen126@gmail.com
 scheduled Visit #129514 Missing
Needed: No
 Daily Ops
2026-05-09 15:30:00 Chad Cave
ccaveusf@hotmail.com
 scheduled Visit #129520 Missing
Needed: No
 Daily Ops

Imported That Day

Recent imported appointments

Imported Appointment Customer Label
2026-05-09 10:00 2026-05-09 09:00 Femi Olawore New
2026-05-09 10:00 2026-05-09 09:30 Darin Richter DB Created
2026-05-09 10:00 2026-05-09 10:00 Kristina Chace New
2026-05-09 10:00 2026-05-09 11:00 Lauren Munson DB Created
2026-05-09 10:00 2026-05-09 11:30 Barbi Canfield Pending
2026-05-09 10:00 2026-05-09 13:00 Lauren Dodzweit New
2026-05-09 10:00 2026-05-09 13:30 Chevy Stern No Label
2026-05-09 10:00 2026-05-09 14:00 Liz Cochran Pending
2026-05-09 10:00 2026-05-09 14:30 Ella No label
2026-05-09 10:00 2026-05-09 15:00 Ramona Carmona No label
2026-05-09 10:00 2026-05-09 15:30 Chad Cave No label
2026-05-09 00:00 2026-05-10 09:30 Teresa McDonald Pending
2026-05-09 00:00 2026-05-10 10:00 Luis A Pena Oneill New
2026-05-09 00:00 2026-05-10 10:30 Ciara Florer DB Created
2026-05-09 00:00 2026-05-10 11:00 Kealey Herbert New
2026-05-09 00:00 2026-05-10 11:30 Ella No label
2026-05-09 00:00 2026-05-10 13:00 Jaclyn Neary New

Recent Job Runs

Import and scheduled job history

Job Status Started Finished
morning_jobs completed 2026-05-09 10:00:01 2026-05-09 10:00:03
morning_jobs completed 2026-05-08 18:09:43 2026-05-08 18:09:44
morning_jobs completed 2026-05-08 18:09:41 2026-05-08 18:09:43
morning_jobs completed 2026-05-08 10:35:42 2026-05-08 10:35:44
morning_jobs completed 2026-05-08 10:00:02 2026-05-08 10:00:03
morning_jobs completed 2026-05-07 10:00:02 2026-05-07 10:00:03
morning_jobs completed 2026-05-06 10:00:01 2026-05-06 10:00:02
morning_jobs completed 2026-05-05 10:00:02 2026-05-05 10:00:03

No Show History

Recent no-show log

Customer Email Template Date
Vilma Sivonen vilma.ilona.sivonen@gmail.com none 2026-05-01 20:36:19
Vilma Sivonen vilma.ilona.sivonen@gmail.com none 2026-05-01 20:36:19
Tennille Hill mrs.tennillehill@yahoo.com none 2026-04-25 21:06:27
Tennille Hill mrs.tennillehill@yahoo.com none 2026-04-25 21:06:01
Tana Gundry filmtana@gmail.com none 2026-04-25 20:33:39
Tana Gundry filmtana@gmail.com none 2026-04-25 20:33:14
Gladys Shepard ladygjune@yahoo.com none 2026-04-20 13:54:03
Gladys Shepard ladygjune@yahoo.com none 2026-04-20 13:53:37

Status Mix

How the day ended

Drop Off0
Pick Up0
No Show0
Canceled0
Rescheduled0
Provider Notes0