Team · end of the day
Close the day
Three things, then home. The tally, the handover, the sign off. Missed a day? Pick the date and fill it in from your phone.
Today
You are filling in a past day, not today
TodayOlder:
1Your tally
What came in while you had the phone, by channel, then what became of them. Everyone keeps their own, the day adds itself up.
Who was on
Each person on the rota for the day, their own tally, and their sign-off. Rota changed? Change it on the team calendar.
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2The handover
What the next person needs to know. A rude patient, an email still to answer, no reply so we call tomorrow, all of it welcome. Patient initials only, this is not the clinical record.
Someone mid conversation who has not come back to us?
They carry onto every handover until someone gets back to them.
Waved off this week, kept so nothing is truly lost
Handovers already sent
3Sign off
The daily jobs, ticked as they get done, then sign off. Anything still open on the handover goes to the top of the next day's board.
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Every day's tally
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This is where the numbers live. They feed Leads to sales on Money, the reason lines on HQ and Socials analytics. Press a date to open that day and correct it.
Owner Clarity · KB Aesthetics London