Log daily visit records for completed customer appointments
Log daily visit records for completed customer appointments
Your completed bookings and walk‑ins are trapped in the scheduling app, leaving visit notes scattered and unavailable for store reconciliation. Log each visit to a central sheet so managers can reconcile sales and follow up the same day.
Overview
When visits complete, customer context and notes often stay siloed in the scheduling tool and get missed at reconciliation. This flow logs every completed visit to a central sheet so managers can reconcile sales and start same‑day follow‑ups with full context.