BBCS Front Desk Dashboard

πŸ₯ BBCS Front Desk Dashboard

Building Behaviors Counseling Services Β· Danielle's SOP Workspace

πŸ‘  READ-ONLY SUPERVISOR VIEW β€” TANISHA PHILLIPS & TAELOR

πŸ“ž Section 1: Today's Communications Log

πŸ’‘ Notes are required β€” format: [Time]: [What happened] β†’ [Action taken] β†’ [Result]. Entries marked πŸ”— from CRM were auto-imported. Rows marked Needs Follow Up sort to the top.
Contact / # Type Time Handled By Status Notes β˜… βœ“ Done
πŸ“‹
No communications logged yet.
Click πŸ”„ Sync CRM to pull today's calls & texts automatically, or add manually.

βœ… Section 2: Manual Tasks

πŸ“
No manual tasks yet. Add tasks as they arise.

🚨 Section 3: Urgent Items

βœ…
No urgent items today. Great job!

πŸ” Section 4: End of Day Confirmation

πŸ‘ Supervisor View

Tanisha Phillips & Taelor β€” Read-Only Access

Enter the supervisor PIN to continue.

βš™ Settings

πŸ”„ CRM Sync β€” Pull Today's Conversations

Enter your Location API Key to automatically pull calls and texts from the CRM into the communications log. The key is stored only on this device.

Found in Settings β†’ Integrations β†’ API Keys in the CRM. The key stays on this device β€” never sent anywhere except the CRM's own API.

πŸ” Supervisor PIN

Set the PIN that Tanisha and Taelor use to access Supervisor View. Share this PIN with them only.

Letters and numbers allowed. Default: BBCS2026

πŸ“‹ Manual Import (Paste CRM JSON)

If the Sync button returns a CORS error (network restriction), ask the AI assistant to "export today's conversations as JSON" and paste the result here.

⚠ Data Management

Clears communications, tasks, and urgent items for the current date only. Cannot be undone.