Ensure all QuickBooks entries are categorized correctly. Examples of typical categories are below. If you are unsure how to categorized an entry, ask in the Manager's channel. 

Categories:

• Reuzel and Historic orders are retail
• Amazon orders are typically shop supplies
• Walmart orders are either customer food and beverage or shop supplies
• Atlanta Barber is men's service supply
• SalonCentric orders are typically women's service supply.

Grayed out appointments mean the barber did not take payment for that appointment.  These can be a sign of employee theft, but many times it is just an error.  However, it is important to catch these and understand what happened to keep money from being lost.

Go into Squire reports and choose, Barber Sales Summary.  Look for your top 5 discounters and determine if there are any issues.

Review the last 3 weeks for any shifts where you felt like you lost customers because you were too full. If 3 or more shifts were full, start the hiring process.

This should be done daily if you want new hires to grow quickly.  If a veteran barber has an appointment with the double crossed symbol, move that appointment to a newer barber.  This symbol indicates the client has no barber preference.