External Affairs

Kelowna · End of Day

External Affairs

Kelowna

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Powers the History & AI assistant tab
System Audit Log
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Inventory Endpoint Probe · v7.20 diagnostic
Tries candidate Zenoti endpoints to find which one returns on-hand stock quantities for this center. Connect to Zenoti first (status badge must show Live). Full responses are also logged to the browser console.
Fields:
From Zenoti (when connected)
Staff must enter

Daily Report

Kelowna

Thought of the Day
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✏ Enter from Zenoti report

  • All sales figures
  • Client counts, no-shows, cancellations
  • Rebookings & memberships sold
  • Provider utilization %

✏ Staff must fill in

  • BRPs (paper pad — can't automate)
  • Cross-referrals & lagniappe
  • Manual discount details
  • General notes
Sales Summary
Total Sales (pre-tax)
Service Sales (pre-tax)
Retail Sales (pre-tax)
Client Activity
# Clients in Office
# Walk-Ins
# Receipts
✏ Manual # BRPs
Paper Best Result Pads — count today's stack
# Rebookings
✏ Manual # Cross-Referrals
Skin Consultations
Injection Consultations
Cancellations / Rescheduled
No Shows
Discounted Products ($)
✏ Manual Lagniappe Count
Free products given to clients today
✏ Manual Manual Discounted Services
Provider Utilization
Clinic Prior to Opening %
Clinic End of Day %
Memberships & Closing
Memberships Sold
💰 Cash Tab Cash Deposit Amount
✏ Manual Membership Details
✏ Manual General Notes

Retail Count

Count front shelf then back storage. Expected quantities hidden until you submit.

Time elapsed

00:00
All Products — Count Front Then Back
ProductFrontBackTotalExpectedVariance
✏ Required Your Name

Medical Count

Neuromodulators, fillers & consumables. Dual sign-off required.

Time elapsed

00:00
Cosmetic Neuromodulators — Units
Revanesse Filler (2/Box) — Syringes
Merz × Belotero — Syringes
Miscellaneous Filler — Syringes
Sculptra
Restylane Filler — Syringes
Other Consumables

Expiry Check · Optional

Enter the nearest expiry date for any open products. Leave blank if not applicable.

Dual Injector Sign-Off — Both Required
Injector #1
Injector #2 (or N/A if solo)

Cash Calculator

Count the till, calculate the deposit, seal the envelope.

Time elapsed

00:00
Float Build Guide — $200.00

Rebuild the float with exactly these denominations before calculating the deposit.

20 nickels$1.00
20 dimes$2.00
20 quarters$5.00
20 loonies$20.00
6 toonies$12.00
10 fives$50.00
5 tens$50.00
3 twenties$60.00
Step 1 — Count Everything in the Till
Nickels×$0.05$0.00
Dimes×$0.10$0.00
Quarters×$0.25$0.00
Loonies×$1.00$0.00
Toonies×$2.00$0.00
Coin Subtotal$0.00
Fives×$5.00$0.00
Tens×$10.00$0.00
Twenties×$20.00$0.00
Fifties×$50.00$0.00
Hundreds×$100.00$0.00
Currency Subtotal$0.00
Step 2 — Cash Out
Total in till $0.00
Less float −$200.00
Deposit Amount
$0.00
Step 3 — Seal & Sign
Sealed by
Verified by (or N/A)

History & AI

90-day rolling record. Ask questions in plain English.

AI Assistant
EA Assistant
I have your Kelowna submission history for the last 90 days. Ask me anything — discrepancy trends, product counts on a specific date, till variance history, or anything else.
Submission Log — Last 90 Days
DateFormByDurationStatus

Morning Huddle

15-minute pre-shift briefing

Yesterday's Numbers Auto from last EOD submission
Open Daily Report tab and save to populate numbers.
Today's Goals ✏ Set daily — will auto-populate from scoreboard soon
Service Goal
Retail Goal
Provider Highlights ⭐ = beat personal 30-day average
No provider data yet — submit a Daily Report first.
Active Promotions & Reminders
✏ Manual What's running right now
System check… Tap to dismiss