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Daily Admin Routine
daily-admin-routine guide
A repeatable morning routine for business owners using Beentara admin.
Time: ~15–30 minutes depending on volume.
1. Open the dashboard (5 min)
- Log in → Dashboard (
/dashboard). - Set Daily Business Snapshot date filter to Today or Weekly.
- Scan three columns:
- CRM — follow-ups and reminders today
- Orders — pending/processing counts
- Inventory — low-stock alerts
Click Open CRM or metric links to jump directly into action items.
Guide: Dashboard
2. Chase overdue invoices (5–10 min)
- Sales → Invoices → Overdue invoice tab.
- For each overdue card:
- View → Resend email/WhatsApp
- Or Record payment if paid offline
- Copy customer portal link from overflow menu (⋮) for self-service.
Guide: Invoices
3. Work CRM reminders (5–10 min)
- Customers → CRM → Reminders tab.
- Contact leads due today — update status (In Progress, Converted, etc.).
- Assign new enquiries to staff if needed.
Staff users
Staff CRM shows assigned leads only. Admins see the full pipeline.
Guide: CRM
4. Fulfill orders (as needed)
- Sales → Orders → filter Pending or Processing.
- Update fulfillment status toward Delivered.
- Assign staff on high-volume days.
Guide: Orders
5. Team tasks (5 min)
- Team → Tasks — filter Today and Overdue.
- Complete or reassign blocked tasks.
- Quick-add new tasks from the dashboard + button.
Guide: Tasks
End-of-day (optional)
| Task | Where |
|---|---|
| Record any offline payments | Receipts |
| Save invoice drafts for tomorrow | Invoices |
| Review Activity Log | Dashboard → Activity Log tab |
| Log expenses | Expenses |
Skates academies add-on
If Students appears in your sidebar:
- Check Student Attendance for today's batches
- Review new Admission submissions
Guide: Admission setup
Related guides
Frequently asked questions
What should I check first each morning?
Reminders Today on the dashboard CRM column, then the Overdue invoice tab.
Can I automate recurring invoices?
Yes — set up Auto-billing schedules for retainer clients. See Auto-billing.