officehour's home screen serves as an integrated dashboard that allows you to view and manage today's scheduled visitors, on-call staff, and facility status at a glance.
You can check the list of customers scheduled for today in real-time on the home screen and take immediate action.
Select Date: You can easily view schedules for specific dates using the 'Date Picker' at the top left.
Key Action Buttons
Send Message: Instantly send a smart text message to the customer.
Write Log: Record consultation details or immediately review past consultation history.
Personal Filter (Hub): Toggle 'Show My Schedule Only' to focus only on tasks assigned to you.
Manage the status and performance of team members working that day at a glance.
View Details: Clicking on an on-call staff member allows you to view the full schedule list for that day, total sales, and the amount to be settled with the person in charge.
Permission Management: Sales and settlement amount information is displayed only to users with payroll settings permissions.
Setup Guide: If a member does not appear in the list, you must set their work schedule in advance in the [Members] menu.
Check the usage status of facility resources to prevent reservation conflicts and increase space efficiency.
Visual Management: Check usage times for each facility at a glance, and collapse or expand the screen using the button to the left of the title as needed.
Filter and Editing: Select only frequently used facilities using the funnel icon, or add facilities and modify information via the [Settings] button.
You can meticulously manage payment status and outstanding receivables by schedule without navigating to separate pages.
Period and Search: Weekly settlement history is provided by default, and you can quickly search for specific details by name or service name.
Detailed Filtering: Classify and view data based on various criteria, such as person in charge, service type, reservation status (in progress/completed/canceled), and payment status (including outstanding receivables).
Collection Balance Management: Minimizes settlement errors by comparing collection balances and payment completion status for each customer in real time.