Filledweek

The day

Marcus Bell's Tuesday 3 November, from 8:30 AM to checkout, and the week ahead.

Owner's desktop

Today · Tue 3 Nov

1 not confirmed

Time (CT)ClientServiceStatusPaymentSource
9:00 AMGrace Liu · New York 10:00 AMLeadership coaching sessionConfirmedDeposit $50 paid, $200 dueEmbed on bellleadership.com
11:30 AMSam Whitaker · Denver 10:30 AM30-minute consultationConfirmednoneGoogle Ads
2:00 PMJames Holloway · London 8:00 PMStrategy intensiveNot confirmed$450 dueGoogle Business Profile
1. Each morning Marcus opens Today: who is booked, in his zone and the client's, and what needs him.

Owner's phone

Bell Leadership Coaching

New booking

Dev Kapoor · 30-minute consultation

Thu 5 Nov, 3:00 PM · Direct

Open

2. A booking arrives while he is away from his desk; the notice is on his phone.

Owner's desktop

Not confirmed

James Holloway · Strategy intensive · Tue 3 Nov, 2:00 PM · London 8:00 PM · $450 due

Two reminders sent, no answer.

Message James

3. James Holloway appears only because he has not answered the second reminder; Marcus messages him.

Owner's desktop

Open hours

OpenCould take it
Tue 3 Nov, 4:00 PMDev Kapoor, dueOffer Tue 4:00 PM
Tue 3 Nov, 4:00 PMTom Becker, lapsedOffer Tue 4:00 PM
4. An open hour sits beside the regulars due or lapsed; one press offers it.

Owner's desktop

Checkout · Grace Liu

Leadership coaching session$250
Deposit paid−$50
Balance$200
Tip$20 $40 Other

Charge the card on file Send a pay link to her phone

5. After the session Marcus takes the balance and a tip, from her card on file or by a link.

Client's phone

Bell Leadership Coaching

Balance $200

Add a tip: $20 $40

Pay with your phone's wallet

6. Grace opens the pay link on her phone, adds a tip and pays; a receipt follows.

Owner's desktop

Next week · Mon 2 to Fri 6 Nov

Mon 210:00 AM Elena Ruiz · 3:00 PM Tom Becker
Tue 39:00 AM Grace Liu · 11:30 AM Sam Whitaker · 2:00 PM James Holloway
Wed 41:00 PM Nina Patel
Thu 510:00 AM Aisha Rahman · 3:00 PM Dev Kapoor
Fri 6, until 1:00 PM11:00 AM Laura Kim

Open: Wed 4 Nov, 10:00 AM · Dev Kapoor, due · Offer Wed 10:00 AM

7. On the Friday before, Next week shows the week's bookings and its open hours, filled the same way.

Front desk's desktop

Day calendar · Thu 5 Nov [team]

TimeMarcus BellPriya NairDan Okafor
9:00 AMHana Sato · Leadership coaching session
10:00 AMAisha Rahman · Strategy intensive
1:00 PMOwen Price · 30-minute consultation
3:00 PMDev Kapoor · 30-minute consultation
8. In a business with members, the front desk sees the day with one column per member, Dev Kapoor's new booking in Marcus's.