Closing and Shift Handoff Checklist

Video Walkthrough

What This Page Covers

Before closing, clean up bookings, scheduling, orders, and next-day preparation in one pass.

Roles and Estimated Time

• Roles: owner / shift lead
• Time: 8-15 minutes

Entry

Bookings / Calendar / Orders

Before You Start

• Confirm the last active booking is completed or explicitly handed over.
• Pause payment and refund edits during reconciliation to avoid changes while checking.
• Confirm the receiving lead is online and ready to take exception items.

Steps

1. In Booking Overview, verify all day bookings and make sure there are no ownerless Pending or abnormal Confirmed records.
2. In Booking Calendar, review statuses in the visible range and use Quick Actions when needed to close gaps.
3. Open exception bookings in Booking Details: complete Activity Log, notes, completion photos, or explicit reschedule reasons.
4. Open Orders for reconciliation and prioritize Pending, Deposit Paid, and refunded orders.
5. For unavailable next-day periods, create Block Time entries in advance and save.
6. Publish handoff notes and ask the next shift to re-check key exception bookings.

Three Required Handoff Lists

1. Open booking loop list (customer, status, next action owner).
2. Day exception order list (amount mismatches, refunds, failed payments).
3. Next-day blocked periods and high-priority customer reminders.

Acceptance Checklist

• Today’s booking statuses are explainable and traceable.
• Payment records and order amounts are aligned.
• Next-day scheduling risks are blocked or documented.
• Handoff record includes owner and expected handling time.

FAQ

What if there are still In service bookings at closing time?

You must verify the real service outcome first. Do not force-cross status directly to completed.

What if a missed booking is found after handoff?

First fix booking status and Activity Log, then add an order reconciliation note to prevent next-day misjudgment.

What if there are too many orders to reconcile one by one?

Prioritize high-risk orders first (refunds, amount mismatches, overnight unresolved). Leave low-risk orders for first shift next day with a named owner.

Key Reminders (Avoid Common Mistakes)

• Confirm the active salon and your account role before each operation to avoid cross-salon mistakes.
• Verify each result before moving to the next step.