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Shifts and Cash Management

The Shifts section is scoped to the store selected in the portal. Change the selected store before reviewing schedules, today's arrivals, or cash drawers; records from one store are not combined with another store's records.

The pages and actions you see depend on your role. Read access opens the relevant page, while write or administrator access enables the actions described below.

Schedule​

Open Shifts > Schedule. The workspace shows only the tabs your role can use:

  • My Schedule requires self-service shift access. It shows your Assigned Shifts and Shift Requests. With self-service write access, use the time grid to request availability, time off, or a schedule change for manager review.
  • Team Schedule requires store shift access. It shows assigned shifts, team requests, and Coverage setup. Managers with shift write access can review requests and see Coverage gaps and Appointment coverage for the next 14 days.
  • Appointments requires both appointment read access and store shift access. Use it to create and manage service bookings that are tied to staff and shift coverage.
  • Service Reporting requires appointment, service catalog, and resource read access together. It is also available as its own Shifts navigation item.

To review a schedule:

  1. Select the store.
  2. Open Shifts > Schedule.
  3. Choose My Schedule for your own week or Team Schedule for store coverage.
  4. Move between weeks with the date controls.
  5. In Team Schedule, review any Coverage gaps or bookings marked Needs cover before changing assignments.
  6. Managers can use Coverage setup to maintain reusable coverage templates. Each template records a day, role, number needed, start time, and end time.

Service Reporting​

Open Shifts > Service Reporting after selecting a store. This page is read-only and summarizes the period from 30 days before today through 30 days after today.

Review the summary cards for:

  • Active Services
  • Open Bookings
  • Completed
  • Booked Value
  • Staff
  • Booking Sites

The Service Performance table breaks each service down by Channel, Duration, Completed, Upcoming, No-show, and Booked Value. The booking-site card also reports shift conflicts. If this page is not available, your role must have all three required read capabilities: appointments, service catalog, and service resources.

Check-ins​

Open Shifts > Check-ins to operate today's front-desk arrival board for the selected store. Appointment read access is enough to view the board. Check-in write or check-in administrator access enables status changes.

  1. Confirm that the heading shows Today's arrivals for the correct store.
  2. Use Search by customer name or phone to find a booking. Email text is also matched when available.
  3. In Awaiting check-in, select Check in when a confirmed guest arrives, or No-show when appropriate.
  4. In Checked in, select Complete when service is finished, or No-show if the booking must be recorded that way.
  5. Select Refresh to reload the board.

Only confirmed appointments for the store's current calendar day appear under Awaiting check-in. Only appointments already marked checked in appear under Checked in. Booking edits remain in Appointments, and staff-coverage conflicts are reviewed in Team Schedule.

Cash Management​

Open Shifts > Cash Management to review cash activity for the selected store. Cash read access is required to load drawer balances and history, even when a role has a separate cash write or administrator capability.

Review drawers and variance​

  1. Review each active drawer card for Expected balance, Override threshold, Last snapshot, and Last variance.
  2. Open a row in Shift-close variance history to see the close time, coverage, cashier, expected amount, variance, notes, and recorded movement log.
  3. Use Cashier variance trend to compare rolling close variance by cashier. An Outlier badge identifies a pattern that needs review.
  4. In Closeouts, deposits, and exceptions, filter by All statuses, Open, Investigating, or Resolved.
  5. Select View history for the attributed exception and reconciliation timeline. Cash readers can also select Export CSV.

Record routine cash activity​

Cash read plus cash write access enables Record cash movement. Choose the drawer, then select one of the available operations:

  • Opening float
  • Safe drop
  • Petty cash out
  • Petty cash in
  • Vendor payment

Enter the amount and Reason or reference, then select Record movement. The movement is attributed to your signed-in account and the drawer's current open shift. Manager deposit is available only when the same role also has cash administrator access.

Complete manager review​

Cash read plus cash administrator access enables Manager closeout and Manage exception:

  • In Manager closeout, choose the open drawer shift, enter Counted cash, and optionally enter Deposit amount and Deposit reference. Select Close shift.
  • In Manage exception, move an exception to Investigating or Resolved, assign an owner, add investigation notes, and provide a disposition when resolving it. Select Save transition. Every transition remains attributed in Cash closeout history.

Actions that change the audit record require narrower combinations of access:

  • Audit recount and Record cash adjustment require cash read, write, and administrator access.
  • Reassign drawer requires cash read and administrator access plus terminal read access.
  • Manager closeout and exception management require cash read and administrator access; cash write access is not required for these two actions.

Use these controls only for real merchant drawer activity. Store staff ownership remains in Store Staff, and shift coverage remains in Team Schedule.