Job Slip Viewer
Available on: Desktop · Web · Phone
In Setup Appointments, open the menu and double-click Appointments › Job Slip Viewer. It usually opens by itself when you start Setup Appointments.
The Job Slip Viewer lists every service that has been checked in and not yet billed or completed — including services already paid for in a package. It is the front desk's work list: from here you bill clients, change or delete job slips, record parameter values and print job slips. Services run by the Batch Manager are not listed there. If Use For Current Branch Only is ticked in Configuration, you see only this branch's job slips.
The list
One row per service:
SELECT
Tick the rows you want to work on
APPOINTMENT ID
The job slip number
APPOINTMENT DATE
The date of the service
APPOINTMENT TYPE, STATUS
Always JobSlip and CheckedIn here
CUSTOMER NAME, CUSTOMER GENDER
The client, with their membership number in brackets
STYLIST NAME, SERVICE NAME, GROUP NAME
Who is doing what — the service with its pack in brackets
START TIME, END TIME, TOTAL COST
When, and the price
APPOINTMENT GROUP
The grouped appointment the service belongs to — GRP and a number; GRP0 means it is not part of a group
FINAL REMARKS
Remarks typed when package services are marked completed — usually empty here, as completed services leave the list
Services already paid for in a package (pre-billed) are shown in red on light sea green.
From — the earliest date shown. It starts at 30 days ago; clear it to see every open job slip.
Refresh — reads the list again; do this after changing From. The list also reloads when you come back to its tab and after a bill is saved, but not on a timer.
Group By — sorts the list by Appointment ID (the default), Appointment Date, Customer Name, Stylist Name, Service Name, Group Name, Status, Appointment Type or Appointment Group. Within each, services are in start-time order.
Select Group / Unselect Group — ticks or unticks every row that has the same value as the row you are on, in the Group By column. With Group By set to Appointment ID, it ticks every service on that job slip.
The number of services shows at the top right.
The buttons
Modify
Opens the job slip of the row you are on (no tick needed) in the Create Jobslip window, to add or remove services. A grouped appointment cannot be changed here — "Grouped appointment cannot be modified!"
Create Bill
Bills the ticked services — see Billing Appointments. They must all be on the same job slip; otherwise you are told "Multiple appointment services cannot be billed together!". If Show Parameter Values Before Billing is ticked, the Parameter Values window opens first
Delete
Deletes the ticked services after you confirm "Are you sure you want to delete selected job slips?". Any package service used is given back
Param. Values
Opens the Parameter Values window for the ticked services; with none ticked, you can search for the job slip first. See Check-In and Parameter Values
Print / Preview
Both show the job slip of the ticked services in a preview, from which you print. If the job slip design is set to print without a preview, it prints straight away
JobSlip Print
Opens the job slip search. Pick one or more job slips — they need not be in the list — and they open for printing
If every ticked service was already paid for in a package, with no extra charge, Create Bill does not open a bill. Instead it asks "Mark the selected Pre-Billed Package Appointment as Completed..."; choose Yes, type any remarks in Enter Remarks, and the services are completed. You are then asked "Print Final Job Slip?". Cancelling the remarks completes nothing.
Modify, Create Bill, Delete and Print need the matching rights (modify, billing, delete and print).
Example — billing at the end of a visit. Riya had a haircut with Anita and a hair spa with Meera, both on one job slip. When she comes to the counter, leave Group By on Appointment ID, click one of Riya's rows and press Select Group: both services on her job slip are ticked. Click Create Bill — one bill opens with both services on it. (Services on two different job slips cannot be billed together: bill each job slip separately.)
On the web
The Job Slip Viewer opens as a pane over the diary, with each service shown as a card on any screen.
Tick a card with its checkbox. Tapping elsewhere on the card makes it the current row (for Modify and Select Group) without ticking it.
A line above the list shows how many services there are and how many are ticked.
Changing From reloads the list straight away.
Pre-billed services have a sea-green stripe and a Pre-billed label.
Print, Preview and JobSlip Print print through the browser — see Printing.