Daily Orders and Appointments Checklist

Before your first customer

1. Open Home and review today’s activity.
2. Check Calendar and Bookings for appointments, notes, and unpaid balances.
3. Open Catalogue, then Orders, for dispatches and collections.
4. Check Inventory for anything promised today.
5. Open Tools, then POS, and prepare your supported payment methods.

During the day

• Confirm payments before providing goods or services.
• Update order and booking status as work happens.
• Record cancellations, no-shows, refunds, and stock changes promptly.
• Tell customers early about delays or changes.
• Leave a clear handover for the next teammate.

At close

1. Review paid work that is still open and record why.
2. Compare POS and cash records with your expected totals.
3. Check tomorrow’s first bookings and urgent orders.
4. Open Settings → Payouts & settlements if a confirmed card sale needs settlement follow-up.
5. Contact Support if a platform problem remains unresolved.

Frequently asked questions

What if we only sell products?

Skip Bookings and Calendar, then focus on Orders, Inventory, POS, fulfilment, and close-out.

What if we only take appointments?

Focus on Availability, Calendar, Bookings, customer notes, and any payments due.

What to do next

Pair it with Manage orders and bookings during the day.