Your business

End of day: review appointments, sales and expenses

Review what happened and compare records with actual payments before finishing the day.

Step by step

1. Check the active location and the business date you are reviewing. Open “Calendar” for that day and check professional filters. If midnight has passed, explicitly select the previous day.
2. Open appointments with an unresolved outcome and confirm what happened. “Came” and “Late” complete an appointment: use them only for services actually performed. “No show” records absence. Do not complete every appointment just to end the day; wait and verify each result.
3. Check the service, agreed price, extras and products for each completed visit. Review its receipt in the appointment: completion attempts to generate it, but that can fail separately. If missing, read the error and check saved status before retrying. A receipt does not prove that money reached the bank.
4. Separate reserved products from paid sales. In the appointment’s products, mark paid only after verifying actual payment, then check the result and stock. Completing the service does not charge reservations. On Maestro or Élite, “Product sales” lets you review statuses and period; do not record an existing sale again.
5. In “Summary”, select the day under review. Check included expenses before adding one. For a missing one-time expense, enter the actual description, amount and date, save once and verify the list. Recurring rules already contribute amounts to the period; do not routinely duplicate the same expense.
6. Compare realized income with completed appointments on the same day; expected bookings are not realized income. On Maestro or Élite, open “Income” and expand the day for detail. Earned commission is not the outstanding amount owed to the team: reports do not deduct previous commission payouts.
7. Separately compare actual cash and bank or payment-provider movements with your records. Completing an appointment, marking paid or issuing a receipt does not verify those payments. If there is a difference, check location, date, status, amount and possible duplicates before correcting; do not delete records or change statuses just to match a total.
8. Review the first appointment of the next working day and clarify outstanding items with the team. Do not create a temporary closure to finish an ordinary day. If the business will actually be closed, first review affected appointments: saving a closure does not cancel or reschedule them.

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