Wednesday, July 29 · Your day
Olivia Reed · Counter 3 · now 9:22 AM · 4 bookings, 1 open slot
Week of July 27
25 bookings
MON276 booked
TUE285 booked
WED294 booked
THU307 booked
FRI313 booked
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
Now 9:22
9:30 to 10:15
Sam C.Small business
Loan consultation
45 min
Next
10:15 to 11:00
Dana W.Standard
Card services
45 min
Confirmed
11:00 to 11:30
Open slot
30 min
11:00 to 11:30
Erin T.Standard
Account question
30 min
Walk-in
11:30 to 12:15
Priya N.Premium
New account
45 min
Confirmed
1:00 to 1:30
Lunch
30 min
Blocked
2:30 to 3:15
Marcus L.Small business
Mortgage review
45 min
Confirmed
Day at a glance
Bookings4
Booked time3 h 00 m
Open slots1
First booking9:30 AM
Tomorrow · Thu July 307 bookings
8:45Nina R.Wire transfer30 min
9:30Owen M.Business lending45 min
10:30Claire B.Card services30 min
11:15Theo B.Account question30 min
1:00Renee A.Mortgage review45 min
2 more later in the day
Booking details
×
Priya N. Premium
New account · 11:30 to 12:15 · 45 min
Reason for visit
Opening a second business account for a new partner. Wants both signers added on the same visit.
Documents attached
PDFPartnership agreementat booking
JPGPhoto identificationat booking
Third visit this quarter. You served the first two.
Booked online Jul 24Reminder sent Jul 28
✓
Walk-in placed, 11:00 open slot
Her own day, her own bookings, and what every customer is coming in for. The open slot took a walk-in without moving anything else.