A day at the front desk Walkthrough

A simple routine: start of the day, during it, and closing up.

1. 1
   Dashboard

   Start: clear Needs attention

   Administrator: visits left open yesterday, failed texts, requests waiting too long.

   Open the steps
2. 2
   Requests

   Go through Requests

   Book the ones that are ready, and call about the rest. Waiting times turn amber after a day.

   Open the steps
3. 3
   Appointments

   A client arrives

   Set their visit to In progress from the preview.

   Open the steps
4. 4
   Operations Center

   Someone calls or walks in

   Click a free spot in the provider's column, or search for the client and book.

   Open the steps
5. 5
   Appointments

   A visit needs to move

   Open it, change the time and save. The client gets a new confirmation.

   Open the steps
6. 6
   Appointments

   End: mark every visit

   Completed or No-show, from the preview or the Appointments list.

   Open the steps
7. 7
   Messages

   Check the texts

   Resend any reminder that didn't go out, then look at tomorrow.

   Open the steps