Quick checklists
Print these. Tape them to the counter for the first fortnight.
Opening the day
| ✓ | Step | Chapter |
|---|---|---|
| ☐ | POS device on, dashboard loads | Getting in |
| ☐ | Clock in (start shift) — everyone working today | Shifts |
| ☐ | Count the float → open the drawer with the real number | Cash drawer |
| ☐ | Glance at today's appointment board | Appointments |
| ☐ | Check the notification bell for platform notices | Notifications |
| ☐ | If you run a Kiosk tablet: confirm it is on the store's booking screen | — |
Closing a Business Period
| ✓ | Step | Chapter |
|---|---|---|
| ☐ | Every service completed — nothing left pending, in progress or mid-transfer | Dashboard |
| ☐ | Every visit closed — balance zero, or force-closed with a reason | Payments |
| ☐ | Drawer expenses all recorded | Cash drawer |
| ☐ | Run terminal settlement, print batch reports (EFTPOS / HICAPS) | Your terminals |
| ☐ | Count the tin | — |
| ☐ | Open Final Settlement and review the fresh Pre-Settlement preview | Business Period settlement |
| ☐ | Enter terminal totals + counted cash | Business Period settlement |
| ☐ | Complete Final Settlement (PIN) | Business Period settlement |
| ☐ | Clock out — everyone | Shifts |
note
If the cash count doesn't match: enter the real number, let the variance flow to manager approval. Never massage the count to force a zero. Why →
note
Final Settlement closes the current Business Period and opens the next one. It does not wait for midnight. If another payment is taken later on the same calendar date, it belongs to the newly active Business Period.