Shortcuts Procedures Checklist
This checklist is designed to help staff consistently follow the required daily, pre-closing, closing, and weekly procedures in Shortcuts Software. It ensures smooth operations, accurate client records, stock management, and compliance with business routines. Staff should complete each section as part of their shift responsibilities, ticking off items as they are completed.
Opening Procedures
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Employee Clock On
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Check SMS confirmations for today’s and tomorrow’s appointments
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Review online bookings received overnight
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Pre-Closing Procedures
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Check visit note report to ensure all client history has been entered
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Check out professional products from stock bin
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Closing Procedures
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Run the End of Day Wizard
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Confirm team members have clocked off or update roster with actual hours and breaks Click here to learn more
Weekly Procedures
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Reboot Shortcuts and your PC
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Perform a stock take (weekly, fortnightly, or monthly)
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