To ensure every location begins the day with a consistent review of the CoreFlow Home Dashboard, confirming the day's numbers, schedule, tasks, and alerts, so issues are caught early and the team starts aligned.
2 Scope
Applies to the opening manager or assigned team member at each location, every business day, before serving the first customer. Covers only the Home Dashboard review; module-specific procedures are documented separately.
3 Responsibilities
Owner / Admin
Accountable
Ensures the routine is followed and reviews flagged issues.
Operations Manager
Responsible
Performs the review; escalates anything needing attention.
Front Desk
Support
Completes the review when opening in the manager's absence.
4 Procedure
Open CoreFlow and click Sign in. Confirm you land on the Home Dashboard for the correct location.
Review your four key numbers, today's revenue, appointments, open tickets, and active customers. Note anything unusual versus a normal day.
Scan Today's schedule top to bottom. Confirm coverage for every appointment and identify any marked Needs prep.
Work down Upcoming tasks. Complete anything already done by clicking the checkbox; leave the rest for the day.
Check notifications (the bell). Clear or action any red-dot alerts.
Skim Recent activity to see what happened since yesterday's close.
Use the Search… box to jump to any customer or invoice you flagged during the review.
Brief the team on anything notable, and escalate unresolved items to the Owner / Admin.
✓
Completion standard
The review is complete when every Needs prep appointment has an owner, all red-dot alerts are cleared or assigned, and the team has been briefed, typically within 5 minutes of opening.
5 Related documents
End User Guide, Home DashboardQuick Reference GuideOnboarding ChecklistSchedule Center SOP
CoreFlow · CF-SOP-001 v1.0Prepared by The Training DeskFictional · for demonstration
