TASK04 - Receptionist

Client visit tasks

Arrival & front desk

  • Help clients enter the center VERIFY: question T12
  • Greet the client
  • Tell the Relationship Manager the client is here (if required)
  • Follow the day's appointments in Zenoti
  • Check the client in and out in Zenoti VERIFY: question T1

Calls and messages

  • Check Zenoti for the day's appointments VERIFY: question T13
  • Answer every incoming call and WhatsApp, then pass it on: to the client's Relationship Manager, or to the Center Manager when no RM is assigned. Booking requests go to the Floor Manager
  • Call clients who missed their appointment, until the end of the day, to rebook. Follow Follow-up
  • Write the call details in Zenoti
Routine tasks

Daily

  • Join the Daily Huddle
  • Keep the front desk clean and tidy
  • Make sure consent forms are always in stock
  • Keep marketing brochures and offer flyers displayed at reception
  • Keep the reception area clean and comfortable (light, sound, AC)
  • Keep pens, paper and brochures stocked at the desk
  • Make sure all devices are fully charged
  • Check that the reception area and client washroom are clean
  • Set up the reception area at opening. Tidy it at closing
  • At the end of the day, give the Center head a short update on the day VERIFY: question T2
  • Give the Center head the huddle notes for the next day VERIFY: question T2

Weekly

  • Refill front-desk supplies (forms, pens, paper, brochures, ink)

Monthly

  • Check for old or broken reception items and report them

Yearly

  • Help file and store old forms and records
Team & growth tasks

Training

  • Join team training when it is arranged