> 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/grouped-appointments.md).

# Grouped Appointments

**Available on:** Desktop · Web · Phone

A **grouped appointment** books **one service for several clients together** — a bridal party's make-up, a family's haircuts, a group yoga or spa session. The clients are kept together as one group, so you can confirm, check in, or bill them in one go.

## Creating a group

1. In the Appointment Viewer, right-click a free time in a stylist's column and choose **New Grouped Appointment**.
2. The **Create Group Appointment** window opens with the customer search — **pick several customers**. The window shows how many you picked, with a count of men and women, for example *Total 4 Customers \[ Male - 1 ] \[ Female - 3 ]*.
3. Pick the service and click **Add Service**, then choose the stylist. One line is added for each client.
4. Click **OK**.

**A group has one service only** — adding a second gives *"Only one service per grouped appointment allowed!"*. Book other services as ordinary appointments.

> **Example — a bridal party.** The bride and three bridesmaids want make-up at 4:00 PM on Saturday. Right-click 4:00 PM in Anita's column › **New Grouped Appointment**, pick the four clients, add *Party Make-up* and choose Anita. The diary shows the group at 4:00 PM, and each client has her own line in it.

## The Grouped Appointment window

Right-click any member of a group in the diary and choose **Open Grouped Appointment**. The window is titled **Grouped Appointment ( GRP - n )** and lists every member with their **Status**, **Customer**, **Appointment ID**, **Membership ID**, **Stylist**, **Start**, **End**, **Cost** and **Package**.

Select one or more members — **they must all be at the same status** — and use the buttons:

| Button                             | What it does                                                                                             |
| ---------------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Set Status As** + **Set Status** | Changes the status of the selected members together                                                      |
| **Delete**                         | Deletes the selected members, after asking *"Are you sure you want to delete selected appointment(s)?"*  |
| **Attach Appointment**             | With one member selected, brings other clients' bookings into the group, at the group's time and stylist |
| **Detach Appointment**             | Takes a member out of the group into their own appointment                                               |
| **Refresh**                        | Reloads the list                                                                                         |

When the last member leaves the group, the window closes.

### **Which status changes are allowed**

In this window:

| From        | Can be set to                |
| ----------- | ---------------------------- |
| Unconfirmed | Confirmed, Lobby, Canceled   |
| Confirmed   | Unconfirmed, Lobby, Canceled |
| Lobby       | CheckedIn, Canceled          |
| CheckedIn   | Completed                    |

No change is offered while a member's time has already passed and they are still open, or when the stylist is not available (for example on leave or off shift, with *Use Employee Wise Attendance* on).

* **Canceled** asks for the cancellation reason first.
* **CheckedIn** creates **one job slip for each client**, and asks *"Print Job Slip?"* once for all of them.
* **Completed** asks **which customer pays the bill** — one client can pay for the whole group — and then opens the bill (see [Billing Appointments](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/billing-appointments.md)). A member using a **package** must be completed on their own: *"Package appointment cannot be billed in a group!"*.

> **Example — one person pays.** The bridal party is done. Select all four members (all *CheckedIn*), choose **Completed** and click **Set Status**. When asked who pays, pick the bride's mother: one bill opens with all four make-ups on it, in her name.

## Attaching and detaching

### **Attach Appointment**

Select **one** member and click **Attach Appointment** to bring other clients' bookings into the group — you can tick several. They join at the group's time and stylist. The **Appointment Search** shows only bookings that can join:

* for the **same service** as the group,
* with **only that one service**,
* for a client who is **not already in the group**,
* and — following **Filter Status** and **Show Only Today's Appointments** in Configuration — at that status, and today only if ticked.

### **Detach Appointment**

Takes one member out of the group. The **Time Slot Finder** (see [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)) opens so you can choose a new time for them; confirm, and they become an ordinary appointment. A member who is already **CheckedIn** cannot be detached: *"You must delete checked-in appointment before detaching!"*.

> **Example.** One bridesmaid will arrive late. Select her, click **Detach Appointment**, find Meera free at 5:00 PM in the Time Slot Finder and confirm. She now has her own 5:00 PM appointment, and the group carries on with three.

## Merging single bookings into a group

If several clients booked the same service separately, you can join them into one group afterwards.

1. In the Appointment Viewer, right-click a free time and choose **Merge Existing Appointment**.
2. In the **Appointment Search**, tick the bookings to merge. Only bookings with **a single service**, all for **the same service** and for **different clients**, can be merged — otherwise you are told *"Invalid appointment selection! Only same service appointments can be attached."*.
3. In the **Time Slot Finder**, pick the time and stylist for the group.
4. The bookings become one grouped appointment — *"Appointments merged into grouped appointment n."* — and the diary moves to that date.

> **Example.** Three friends each booked a *Hair Spa* for Sunday morning at different times and now want to come together. Merge their three bookings and pick 10:00 AM with Meera: they become one group at 10:00 AM.

## On the web

Grouped appointments work the same way on the web and on a phone: long-press a free time for **New Grouped Appointment** or **Merge Existing Appointment**, and long-press a member for **Open Grouped Appointment**. The Grouped Appointment window opens full screen. After a group bill on the web, the Grouped Appointment window opens again on top of the diary.


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