Operator worksheet
Call-to-book worksheet. Blank on purpose.
This is not a case study and not a demo script. Fill it from last night’s list and the calendar you actually unlocked. If a row is empty at open, that inquiry was coverage — not capture. Print it. Write on it. Bring it to a walkthrough if you want one.
How we grade the night: overnight inquiries on the book · answering service vs AI.
1. The open you are scoring
Date of open (use a Wednesday)
Suite / location
Book the floor actually opens (PMS or calendar name)
Who opens that book
2. Overnight inquiries
One row per completed intake. Do not start in the coverage product. Start in the book.
| # | Time in | Treatment family | Hold on the book? | Right column / suite? | Note match the call? |
|---|---|---|---|---|---|
| 1 | Y / N | Y / N | Y / N | ||
| 2 | Y / N | Y / N | Y / N | ||
| 3 | Y / N | Y / N | Y / N | ||
| 4 | Y / N | Y / N | Y / N | ||
| 5 | Y / N | Y / N | Y / N | ||
| 6 | Y / N | Y / N | Y / N | ||
| 7 | Y / N | Y / N | Y / N | ||
| 8 | Y / N | Y / N | Y / N |
3. Policy you told the night layer
Deposit: when it is required, and the exact sentence callers hear
Exception list: clinical, unhappy-result, failed write — who owns each
Columns: injectables / laser / body / IV — who may take the consult
Confirmation channel the suite actually uses
4. Score the open
- Holds already on the book: ______ / inquiries
- Wrong column or wrong suite: ______
- Still typing when the floor was live: Y / N
- Anyone wearing headphones at 9:10: Y / N
Three outcomes count: a committed row, a named callback already on an owner’s list, or a documented escalation. A polite conversation that produced none of those is a message.
Velzyx does not fill this with sample spas. Your numbers only. If you want an engineer to walk it, book thirty minutes.
Bring the filled sheet, not a vendor deck.
We will tell you whether the night already works — or whether you are paying for coverage you still type.