| Table of Contents |
|---|
At the end of the day
All Sessions marked as “In Clinic” or Cancelled
...
End of Day Checks
Therapy - End of Day Checks
...
End of Today
All bookings marked as OK are listed
Double Click on a booking
...
Options are:
Missed/Cancelled - Click on Missed Cancelled
...
Option to Waive cancellation fee with reason
Option to Cancel this session with Refund and maybe Waive refund fee
Option to Cancel this session and Invoice Customer (with or without Cancellation fee)
...
Pay Now - Opens the booking in the POS for payment to be taken
When payment taken booking comes off dashboard
...
Chase Payment - Sets Mark this session as problem and problem is Payment not collected
...
Deal with these from the Problem Dashboard
EOD Count the Cash
End of Day Cash Count - from the POS the next morning if not done last night
...
Log in with Initials and Password and Block POS cash transactions
...
Enter a count for each of the cash items
...
Count complete and Close POS (unusual time if done next morning)
...
Journal Batch is printed with Cash Deposit Total
Enter opening cash counts
...
Count complete and close the window - ready for next day processing
...