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 Appointments0
Linked Visits0
Need Review0
Completed0
Missing Reports0
No Shows0
Canceled0
Rescheduled0

Closeout Checklist

What still needs attention

All appointments on this date already have a final workflow status, visit link, and required report coverage.
  • 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 2026-07-09

Total Customers0
New Customers0
Cash$0.00
Check$0.00
Credit$0.00
Edwards$0.00
Total Sales$0.00
Total No Edwards$0.00

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
Nothing is blocking closeout for this date.

Imported That Day

Recent imported appointments

Imported Appointment Customer Label
No imported appointment rows found for this date.

Recent Job Runs

Import and scheduled job history

Job Status Started Finished
morning_jobs completed 2026-07-08 10:00:01 2026-07-08 10:00:03
morning_jobs completed 2026-07-07 10:00:02 2026-07-07 10:00:03
morning_jobs completed 2026-07-06 10:00:01 2026-07-06 10:00:02
morning_jobs completed 2026-07-05 10:00:01 2026-07-05 10:00:03
morning_jobs completed 2026-07-04 10:00:01 2026-07-04 10:00:05
morning_jobs completed 2026-07-03 10:00:02 2026-07-03 10:00:04
morning_jobs completed 2026-07-02 10:00:02 2026-07-02 10:00:03
morning_jobs completed 2026-07-01 10:00:02 2026-07-01 10:00:03

No Show History

Recent no-show log

Customer Email Template Date
Amy Sue Hollon ahollon130@gmail.com none 2026-06-28 13:44:42
Amy Sue Hollon ahollon130@gmail.com none 2026-06-28 13:44:41
Yaleena Garcia yaleenag01@gmail.com none 2026-06-26 17:48:53
Yaleena Garcia yaleenag01@gmail.com none 2026-06-26 17:48:52
Jade Dang jadedang813@gmail.com none 2026-06-22 18:33:04
Jade Dang jadedang813@gmail.com none 2026-06-22 18:33:03
Chloe chloetudor@aol.com none 2026-06-15 20:38:41
Chloe Tudor chloetudor@aol.com none 2026-06-15 20:38:40

Status Mix

How the day ended

Drop Off0
Pick Up0
No Show0
Canceled0
Rescheduled0
Provider Notes0