Record that the customer declined this occurrence, confirm whether the next regular service remains wanted and resolve the affected attendance accordingly. Do not describe work as completed when no service took place. A one-time decline is different from ending the recurring arrangement.
Clarify the extent of the decline
Ask whether the customer means the whole occurrence, one task within it or the ongoing service. The answer determines whether you review the Visit, the Job scope or the future pattern.
| Customer decision | Record | Next check |
|---|---|---|
| No service this week | This occurrence declined by agreement | Confirm next regular date |
| Omit one task today | Revised agreed scope for this attendance | Record remaining requested work, if any |
| Stop regular service | Ongoing arrangement ending | Review generation and existing future Jobs |
Use factual wording
Example: 'Customer confirmed on 5 September that the 7 September clean is not required. No attendance took place. The next regular Visit remains 21 September.' Use the actual dates and only state the next booking is unchanged after checking it.
Avoid vague notes such as 'missed' when the customer deliberately declined the service. That wording can imply an operational failure or unanswered access attempt that did not happen.
Review the next occurrence separately
Daylane creates separate recurring Jobs, so resolving one occurrence does not shift the rest. Check that the next Job still has the standard scope, correct instructions and an agreed date.
If the gap changes the work likely to be needed next time, review duration and scope before confirming attendance. Do not assume the usual short service remains appropriate simply because the pattern is unchanged.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
How we write and maintain our guides. Free templates and planning tools.