WellnessHub

End-of-day close report workflow

Run daily operational review for bookings, sales, and discrepancies.

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Frontdesk / ManagerDaily Frontdesk Work10 min
Guide scope
Use this to prepare before starting execution.

Primary route: /console/reports and /console/transactions

Prerequisites

  • Day has booking and transaction activity.
Step-by-step test instructions
Follow in exact order. Do not skip steps.
  1. 1. Open reports and set range to today.
  2. 2. Review transaction totals, refunds, and void counts.
  3. 3. Open reconciliation section and check unresolved items.
  4. 4. Export daily CSV/PDF and confirm file download.
  5. 5. Use links to jump to bookings/transactions for corrections.
Pass criteria
Guide is complete only when all checks below are true.
  • Daily operational summary is available without manual spreadsheets.
  • Discrepancies are visible and actionable from report links.
  • Exports are generated successfully.
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