DTC e-commerce brand
Foxmere Crossing Goods · DTC e-commerce brand · Rochester, NY
Priyanka Ulbrich is the operations lead at Foxmere Crossing Goods, a hand-finished walnut and linen kitchen goods brand in Rochester, and she uses this to let customers book local pickups, engraving proofs and gift-wrap sessions at the workshop while keeping each bench and each packer on one order at a time.
RetailSchedulingBookings4 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 agent
Use this templateHandoff board
HandoffsRequested4
Order 10663: Ostergaard-OduyaFC-10663Wilhelmina Ostergaard-Oduya
Order 10670: Fairchild-MbekiFC-10670Ignatius Fairchild-Mbeki
Order 10677: Lindqvist-HaasFC-10677Perpetua Lindqvist-Haas
Order 10684: Halloran-EdwardsFC-10684Rufus Halloran-Edwards
Booked10
Order 10593: Okonkwo-RainesFC-10593Delphine Okonkwo-Raines
Order 10600: Brightmore-SakaiFC-10600Thea Brightmore-Sakai
Order 10607: Nwosu-LindgrenFC-10607Calliope Nwosu-Lindgren
Order 10614: TillinghastFC-10614Barnaby Tillinghast
Order 10621: Brannock-VossFC-10621Marguerite Brannock-Voss
5 moreHanded over12
Order 10481: Okonkwo-RainesFC-10481Delphine Okonkwo-Raines
Order 10488: VandermolenFC-10488Anselm Vandermolen
Order 10495: Brightmore-SakaiFC-10495Thea Brightmore-Sakai
Order 10502: Halloran-EdwardsFC-10502Rufus Halloran-Edwards
Order 10509: Nwosu-LindgrenFC-10509Calliope Nwosu-Lindgren
7 moreCancelled2
Order 10579: Lindqvist-HaasFC-10579Perpetua Lindqvist-Haas
Order 10586: VandermolenFC-10586Anselm Vandermolen
No-show2
Order 10565: Ostergaard-OduyaFC-10565Wilhelmina Ostergaard-Oduya
Order 10572: Fairchild-MbekiFC-10572Ignatius Fairchild-Mbeki
Tables
Handoffs
30 sample rows · 10 columnsEvery pickup, engraving proof and gift-wrap pack-out booked at the workshop, and who handles it.
| Order | Order number | Customer | Handoff type | Bench | Handled by | Handoff time |
|---|---|---|---|---|---|---|
| Order 10684: Halloran-Edwards | FC-10684 | Rufus Halloran-Edwards | Gift-wrap and pack | Packing bench B | Zuri Halvorsen-Mbeki-Sato | Oct 16, 5:00 PM |
| Order 10677: Lindqvist-Haas | FC-10677 | Perpetua Lindqvist-Haas | Local pickup | Pickup counter | Birgit Aldridge | Oct 15, 2:30 PM |
| Order 10670: Fairchild-Mbeki | FC-10670 | Ignatius Fairchild-Mbeki | Gift-wrap and pack | Packing bench A | Gunnar Pellegrino | Oct 14, 6:00 PM |
| Order 10663: Ostergaard-Oduya | FC-10663 | Wilhelmina Ostergaard-Oduya | Engraving proof | Engraving bench | Mateo Fairbanks-Oyelaran | Oct 14, 3:30 PM |
| Order 10656: Quennell-Okafor | FC-10656 | Alistair Quennell-Okafor | Local pickup | Pickup counter | Birgit Aldridge | Oct 13, 2:00 PM |
| Order 10649: Kovalenko-Burke | FC-10649 | Seraphina Kovalenko-Burke | Gift-wrap and pack | Packing bench B | Zuri Halvorsen-Mbeki-Sato | Oct 12, 3:00 PM |
| Order 10642: Mwangi-Holt | FC-10642 | Evander Mwangi-Holt | Gift-wrap and pack | Packing bench A | Gunnar Pellegrino | Oct 9, 5:30 PM |
| Order 10586: Vandermolen | FC-10586 | Anselm Vandermolen | Local pickup | Pickup counter | Birgit Aldridge | Oct 9, 2:00 PM |
| Order 10635: Pemberton-Adeyemi | FC-10635 | Ottilie Pemberton-Adeyemi | Local pickup | Pickup counter | Birgit Aldridge | Oct 8, 7:00 PM |
| Order 10628: Castellanos-Ruiz | FC-10628 | Leopold Castellanos-Ruiz | Engraving proof | Engraving bench | Mateo Fairbanks-Oyelaran | Oct 8, 2:30 PM |
| Order 10621: Brannock-Voss | FC-10621 | Marguerite Brannock-Voss | Gift-wrap and pack | Packing bench B | Zuri Halvorsen-Mbeki-Sato | Oct 7, 6:00 PM |
| Order 10614: Tillinghast | FC-10614 | Barnaby Tillinghast | Local pickup | Pickup counter | Birgit Aldridge | Oct 7, 3:00 PM |
18 more rows
Customers
15 sample rows · 7 columnsThe people who have ordered, how to reach them and how much they have spent.
| Customer | Phone | Customer since | Handoffs | |
|---|---|---|---|---|
| Alistair Quennell-Okafor | (585) 555-0141 | alistair.quennellokafor@lakeshorepostbox.net | Jan 18, 2026 | Order 10558: Quennell-Okafor, Order 10656: Quennell-Okafor |
| Anselm Vandermolen | (585) 555-0131 | anselm.vandermolen@lakeshorepostbox.net | Nov 4, 2024 | Order 10488: Vandermolen, Order 10586: Vandermolen |
| Barnaby Tillinghast | (585) 555-0135 | barnaby.tillinghast@lakeshorepostbox.net | May 3, 2025 | Order 10516: Tillinghast, Order 10614: Tillinghast |
| Calliope Nwosu-Lindgren | (585) 555-0134 | calliope.nwosulindgren@millracemail.com | Mar 4, 2025 | Order 10509: Nwosu-Lindgren, Order 10607: Nwosu-Lindgren |
| Delphine Okonkwo-Raines | (585) 555-0130 | delphine.okonkworaines@millracemail.com | Sep 5, 2024 | Order 10481: Okonkwo-Raines, Order 10593: Okonkwo-Raines |
| Evander Mwangi-Holt | (585) 555-0139 | evander.mwangiholt@lakeshorepostbox.net | Oct 30, 2025 | Order 10544: Mwangi-Holt, Order 10642: Mwangi-Holt |
| Ignatius Fairchild-Mbeki | (585) 555-0143 | ignatius.fairchildmbeki@lakeshorepostbox.net | May 8, 2026 | Order 10572: Fairchild-Mbeki, Order 10670: Fairchild-Mbeki |
| Leopold Castellanos-Ruiz | (585) 555-0137 | leopold.castellanosruiz@lakeshorepostbox.net | Aug 1, 2025 | Order 10530: Castellanos-Ruiz, Order 10628: Castellanos-Ruiz |
| Marguerite Brannock-Voss | (585) 555-0136 | marguerite.brannockvoss@millracemail.com | Jun 12, 2025 | Order 10523: Brannock-Voss, Order 10621: Brannock-Voss |
| Ottilie Pemberton-Adeyemi | (585) 555-0138 | ottilie.pembertonadeyemi@millracemail.com | Sep 10, 2025 | Order 10537: Pemberton-Adeyemi, Order 10635: Pemberton-Adeyemi |
| Perpetua Lindqvist-Haas | (585) 555-0144 | perpetua.lindqvisthaas@millracemail.com | Jul 7, 2026 | Order 10579: Lindqvist-Haas, Order 10677: Lindqvist-Haas |
| Rufus Halloran-Edwards | (585) 555-0133 | rufus.halloranedwards@lakeshorepostbox.net | Feb 12, 2025 | Order 10502: Halloran-Edwards, Order 10684: Halloran-Edwards |
3 more rows
Benches
4 sample rows · 4 columnsThe counter and benches where an order can be handed over or packed, one order at a time each.
| Bench | Used for | Handoffs |
|---|---|---|
| Pickup counter | The front window where local customers collect orders. | Order 10481: Okonkwo-Raines, Order 10502: Halloran-Edwards, Order 10523: Brannock-Voss, Order 10544: Mwangi-Holt, Order 10558: Quennell-Okafor, Order 10565: Ostergaard-Oduya, Order 10586: Vandermolen, Order 10593: Okonkwo-Raines, Order 10614: Tillinghast, Order 10635: Pemberton-Adeyemi, Order 10656: Quennell-Okafor, Order 10677: Lindqvist-Haas |
| Engraving bench | Where custom engraving proofs are checked with the customer. | Order 10488: Vandermolen, Order 10509: Nwosu-Lindgren, Order 10537: Pemberton-Adeyemi, Order 10579: Lindqvist-Haas, Order 10600: Brightmore-Sakai, Order 10628: Castellanos-Ruiz, Order 10663: Ostergaard-Oduya |
| Packing bench A | The first of two benches for gift-wrap and large orders. | Order 10495: Brightmore-Sakai, Order 10530: Castellanos-Ruiz, Order 10572: Fairchild-Mbeki, Order 10607: Nwosu-Lindgren, Order 10642: Mwangi-Holt, Order 10670: Fairchild-Mbeki |
| Packing bench B | The second bench, beside the shipping shelves. | Order 10516: Tillinghast, Order 10551: Kovalenko-Burke, Order 10621: Brannock-Voss, Order 10649: Kovalenko-Burke, Order 10684: Halloran-Edwards |
Forms and booking
Add a handoff
FormAdd a handoffUsed at the counter to book a customer in when they ask in person or by phone.
Which order is it, in a few words? *
Is it a pickup, an engraving proof or a gift-wrap pack? *Local pickupEngraving proofGift-wrap and pack
What day and time will they come? *
Which customer is it for?
Which bench will it use?
Who will handle it?
How many items are in the order?
What does the order come to?
Add to the scheduleBook a handoff
Booking pageBook a handoff30 minutes
- Monday10:00 – 16:00
- Tuesday10:00 – 16:00
- Wednesday10:00 – 16:00
- Thursday10:00 – 16:00
- Friday10:00 – 16:00
Your details
What should we call your order? *
What is your order number?
What are you coming in for?Local pickupEngraving proofGift-wrap and pack
How many items are in the order?
BookDashboards
Workshop overview
HandoffsHandoffs by status
- Handed over12
- No-show2
- Cancelled2
- Booked10
- Requested4
Order value by bench$4,526
Handoffs by week
- Sep 6, 20264
- Sep 13, 20264
- Sep 20, 20265
- Sep 27, 20262
- Oct 4, 20269
- Oct 11, 20266
Also included
- Booked handoffsDigest
- Handoff given backNotificationTells the operations lead when a customer gives a time back so the bench can be offered again.
Related templates
- Thrift and consignment shopHazelmere Hollow Consignment4 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Wine shopTidewell Corners Wine Shop4 tables · 6 views · 2 forms · 1 dimension set · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Bike shopIronbridge Bend Cycles4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 agentDashboards
- Bike shopAmberly Junction Cycles4 tables · 7 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 agentGoverned columns
- BookstoreHartsdale Mill Books3 tables · 5 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentTimeline
- BookstoreYarrowdale Park Books6 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 agentLinked tables