Run Member Services Desk Daily Opening Audit — Free

Opening Setup and Workstation Readiness

Workstation powered on and logged into required systems critical (required)

Confirm the primary workstation is powered on and the user is logged into the required POS, membership, and service applications.

Yes No N/A

Printer, scanner, and card reader are operational critical (required)

Verify all essential peripherals needed for transactions and member support are functioning before opening.

Yes No N/A

Desk area clean, organized, and free of trip hazards

Check that the immediate work area is orderly, pathways are clear, and there are no visible hazards at the counter.

Yes No N/A

Required forms, pens, and supplies stocked

Confirm commonly used forms, writing tools, receipt paper, and service supplies are available for the shift.

Yes No N/A

Emergency exit path and access to safety equipment unobstructed critical (required)

Verify the desk area does not block egress routes, fire equipment, or other required life-safety access points in accordance with applicable fire-life-safety requirements.

Yes No N/A

Cash Drawer and Payment Controls

Opening cash drawer count matches assigned starting amount critical (required)

Enter the counted opening amount and confirm it matches the approved starting bank for the desk.

Coin and bill denominations verified against starting bank critical (required)

Verify the mix of bills and coins in the drawer matches the expected denomination breakdown.

Yes No N/A

Cash drawer locked and assigned to authorized staff member critical (required)

Confirm the drawer is secured and only the designated associate has access at opening.

Yes No N/A

Payment terminal ready for card and contactless transactions critical (required)

Verify the payment terminal is online, connected, and ready to process approved payment methods.

Yes No N/A

Opening cash variance recorded if applicable

Document any discrepancy, explanation, or supervisor notification related to the opening count.

Returns, Exchanges, and Membership Transactions

Return and exchange policy available at the desk

Confirm the current return and exchange policy is accessible for staff reference and customer questions.

Yes No N/A

Required approvals or supervisor contacts available for exceptions critical (required)

Verify staff know how to obtain approval for exceptions, overrides, or non-standard return and exchange requests.

Yes No N/A

Membership enrollment workflow available and tested critical (required)

Confirm the enrollment process is ready, including access to required screens, forms, and payment steps.

Yes No N/A

Refund, exchange, and membership transaction forms stocked

Verify all paper or electronic forms needed for transaction support are available at opening.

Yes No N/A

Customer identity verification materials available if required

Confirm any required ID verification tools, prompts, or procedures are available for controlled transactions.

Yes No N/A

System and Kiosk Readiness

Membership system accessible without error critical (required)

Confirm the membership database or service platform opens correctly and allows normal staff access.

Yes No N/A

Enrollment kiosk powers on and reaches home screen critical (required)

Verify the kiosk starts properly and displays the expected initial screen for customers.

Yes No N/A

Kiosk touch screen, card reader, and printer function test completed critical (required)

Test the core kiosk components needed for self-service enrollment or check-in.

Yes No N/A

Network connection stable for desk and kiosk systems critical (required)

Confirm network connectivity is stable enough to support transactions and customer service functions.

Yes No N/A

Signage, Notices, and Customer-Facing Compliance

Required pricing, membership, and service signage posted and legible

Verify all required customer-facing signs are displayed in the correct location and can be read easily.

Yes No N/A

Return, exchange, and refund notices visible to customers

Confirm policy notices are posted where customers can review them before initiating a transaction.

Yes No N/A

Hours of operation and contact information current

Check that the desk hours, phone number, and other contact details are accurate and up to date.

Yes No N/A

Accessibility and safety notices present as required critical (required)

Verify any required accessibility, emergency, or safety notices are posted according to site policy and applicable requirements.

Yes No N/A

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Run: Member Services Desk Daily Opening Audit

Opening Setup and Workstation Readiness

Cash Drawer and Payment Controls

Returns, Exchanges, and Membership Transactions

System and Kiosk Readiness

Signage, Notices, and Customer-Facing Compliance

Get your results