Schedule

Daily Appointment Operations

Run the morning import, review every appointment for the day, confirm reports and provider notes, and mark drop off, pick up, no show, canceled, or rescheduled from one backend page.

Filter

Appointment window

Total Appointments0
With Visit0
Drop Off0
Pick Up0
Missing Reports0
No Shows0
Provider Notes0

Morning Routine

What this page supports

  • Run Setmore import first from the Morning Import page.
  • Review today’s appointments and confirm the front-end workers have what they need.
  • Check existing customers for missing reports before drop off or pickup.
  • Review Notes to Provider for new drop-off appointments.
  • Mark each appointment as drop off, pick up, no show, canceled, or rescheduled.
  • Track deposit, paid in advance, or pickup payment method and amount.
  • Log missed appointments with one of the 3 no-show email templates.

Import Check

Today’s import summary

Total0
Setmore0
EA0
Linked Visits0

Daily Operations

Appointment workflow board

Start Customer Visit Report Provider Notes No Show Workflow
No appointments found for this date range.

No Show Log

Recent missed appointments

Date Customer Count Email Template Email Status Sent Notes
2026-06-28 Amy Sue Hollon 2
none
skipped {"Project Details":"Dresses altered ","When Needed?":"No rush"}
2026-06-28 Amy Sue Hollon 1
none
skipped {"Project Details":"Dresses altered ","When Needed?":"No rush"}
2026-06-26 Yaleena Garcia 2
none
skipped {"Project Details":"Letting out","When Needed?":"August 7th"}
2026-06-26 Yaleena Garcia 1
none
skipped {"Project Details":"Letting out","When Needed?":"August 7th"}
2026-06-08 Jade Dang 2
none
skipped 4/27/2024 2:30:00 PMDrop Off5/5/2024 11:00:00 AMDrop Off5/5/2024 11:00:00 AM5/5/2024 11:00:00 AM4/27/2024 2:30:00 PM4/27/2024 2:30:00 PM5/20/2024 3:00:00 PM Drop Off
2026-06-08 Jade Dang 1
none
skipped 4/27/2024 2:30:00 PMDrop Off5/5/2024 11:00:00 AMDrop Off5/5/2024 11:00:00 AM5/5/2024 11:00:00 AM4/27/2024 2:30:00 PM4/27/2024 2:30:00 PM5/20/2024 3:00:00 PM Drop Off
2026-06-05 Chloe 2
none
skipped {"Project Details":"Need too let out and arm holes bigger as well as pants taken in","When Needed?":"End of June/ beginning of july ideally"}
2026-06-05 Chloe Tudor 1
none
skipped {"Project Details":"Need too let out and arm holes bigger as well as pants taken in","When Needed?":"End of June/ beginning of july ideally"}
2026-05-22 Julie Haas 2
none
skipped
2026-05-22 Julie Haas 1
none
skipped
2026-05-29 Jason Babu 2
none
skipped {"Project Details":"I need my suit fitted please ","When Needed?":"June 10th . "}
2026-05-29 Jason Babu 1
none
skipped {"Project Details":"I need my suit fitted please ","When Needed?":"June 10th . "}
2026-05-23 Keith Hediger 2
none
skipped {"Project Details":"Please patch or so what you need to see that needs to be done","When Needed?":"Your convenience"}
2026-05-23 Keith Hediger 1
none
skipped {"Project Details":"Please patch or so what you need to see that needs to be done","When Needed?":"Your convenience"}
2026-05-01 Vilma Sivonen 2
none
skipped {"Project Details":"Getting a prom dress shortened","When Needed?":"Needed by may 9th for prom"}

Recent Import Runs

Morning job history

ID Range Status Appointments Visits Orders
156 2026-07-09 completed 0 0 0
155 2026-07-08 completed 0 0 0
154 2026-07-07 completed 0 0 0
153 2026-07-06 completed 0 0 0
152 2026-07-05 completed 0 0 0
151 2026-07-04 completed 0 0 0
150 2026-07-03 completed 0 0 0
149 2026-07-02 completed 0 0 0
148 2026-07-01 completed 0 0 0
147 2026-06-30 completed 0 0 0