> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments.md). # Appointments **Available on:** Desktop · Web · Phone This section covers the day-to-day work at the front desk: booking clients, seeing the diary, checking clients in, and keeping track of who is waiting and who is being served. ## A client's visit, start to finish 1. **Book** — double-click a free time in the **Appointment Viewer** and add the services. The appointment starts as *Unconfirmed*. 2. **Confirm** — when the client confirms, set it to *Confirmed*. The **Appointment Reminders** help you not to miss anyone. 3. **Arrive** — set *Lobby* while the client waits. 4. **Check in** — set *CheckedIn*: a job slip is made and the service starts. Clients without a booking come in through **Walk In**. 5. **Complete and bill** — set *Completed* or use **Create Bill** in the **Job Slip Viewer**. See [Billing Appointments](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/billing-appointments.md). > **Example.** Riya phones on Monday for a haircut on Friday at 5:00 PM — you book it with Anita (*Unconfirmed*). On Thursday she confirms (*Confirmed*). On Friday she arrives at 4:55 (*Lobby*), Anita takes her in (*CheckedIn*), and after the haircut you bill her (*Completed*). ## In this section | Page | Use it to | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- | | [Appointment Viewer](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/appointment-viewer.md) | See and work in the diary — views, filters, booking, moving | | [Creating and Changing Appointments](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/creating-and-changing-appointments.md) | Book services, choose stylists, use packages | | [Walk In](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/walk-in.md) | Serve a client straight away | | [Grouped Appointments](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/grouped-appointments.md) | Book one service for several clients together | | [Appointment Status and Cancellation](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/appointment-status-and-cancellation.md) | Move an appointment through its statuses, or cancel it | | [Check-In and Parameter Values](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/check-in-and-parameter-values.md) | Start the service and record the client's details | | [Job Slip Viewer](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/job-slip-viewer.md) | See who is being served, and bill them | | [Stylist Attendance](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/stylist-attendance.md) | See who is in, and move appointments that clash with leave | | [Appointment Reminders](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/appointment-reminders.md) | Be reminded of today's due appointments | | [Time Slot Finder and Appointment Search](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/appointments/time-slot-finder-and-appointment-search.md) | The two windows used to pick a free time or an existing booking | ## On the web Everything in this section works on the web and on a phone — see [Using Appointments on the Web and Phone](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/using-appointments-on-the-web-and-phone.md). --- # Agent Instructions This documentation is published with GitBook. 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