Customer Workroom

Ella's Alterations

The customer workroom keeps search, pickup flow, and front desk follow-up in one fast starting screen.

Core Actions
Open Customer Search Open Front Desk App Ready Orders Today's Queue

Today's Appointments

0
Tools
Scheduler Setmore Backend Email Hub
Speed Dial Settings
Admin Slideshow
Telegram uses the saved bot and chat settings. Text Message sends through Twilio once those settings are live.

Today

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Quick links for today so you can move from the date view into the customer room with fewer clicks.

Live Front Desk Snapshot
Quick Links
Today's Clients + New Customer Next 7 Days Overdue Queue All Customers

Today's Appointments

0

Same schedule as Front Desk. Opens scheduler tools from there when you need to manage bookings.

Quick Links

Current Speed Dial

These are the live speed dial links from the backend module, shown here so they are one click away before finance.

Open Speed Dial Manager Open JSON
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Finance

Live Portfolio

The portfolio refreshes every 2 minutes, tracks the current total value live on this screen, and draws a running line graph of the changes while the page stays open.

Open Full Portfolio
Total ValueLoading...
Gain / LossLoading...
Last RefreshLoading...
Loading live chart…
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Today's Clients
0
Completed 0 Remaining 0
Overdue Orders
0
Customers waiting past their pickup date.
Ready For Pickup
0
Paid orders that still need pickup.

Front Desk Flow

What this version improves

Flexible searchName, phone, email, dates, and status
Customer roomOne place for visits, orders, notes, and totals
Quick drill downJump from report cards straight into customer detail
Messaging laterRoom saved for future texting tools without blocking UI work

Refresh

Live dashboard pulse

The counts below refresh automatically every 30 seconds so the dashboard stays current while you work the queue.

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