Time Slot Finder and Appointment Search
Available on: Desktop · Web · Phone
Two windows are used by several parts of Setup Appointments to pick a time or pick a booking. You don't open them from the menu — they open when a task needs them.
Appointment Time Slot Finder
Finds free times for a service, across several days and stylists. It opens from:
Merge Existing Appointment — to pick the time and stylist for the new group,
Detach Appointment in a grouped appointment — to pick a new time for the member taken out,
Move in Stylist Attendance — to move a service that clashes with a stylist's attendance.
The top of the window shows Service Detail (the service, its group, cost and the time it needs). Client Detail appears when there is one client, and Current Appointment Detail when you are moving an existing booking.
Date Time Criteria
Start Search On + From
The day and time to start searching. It starts from now — or, when you are moving a booking, from that booking's time
End Search On + To
The day and time to stop searching. Out of the box it is today, at the end of the branch's hours — change it to search further ahead
No. of Slots
How many free times to find for each stylist. It starts at 0, which means no limit
Filter Days + Sunday … Saturday
Tick Filter Days and the weekdays you want; only those days are searched
Filter Agent
Tick it to choose one stylist from a list; only that stylist is searched, and the line beside it shows their name, phone and shift. Leave it unticked to search every stylist who does the service
From applies to the first day only and To to the last day only; the days in between are searched across the branch's full working hours.
Click Search. List of available time slot(s) shows each free time with its Date, Agent Name, Start Time, End Time and Weekday — in date, stylist and start-time order, with the first one selected — and how many were found. Pick one and click OK, or double-click it.
If the dates or times don't make sense you are told, for example "Appointment start date cannot be greater than appointment end date!" or "Appointment start time cannot be greater than appointment end time!".
Clicking OK without a time chosen gives "Invalid time slot selection!".
If the client's sex is not recorded — or several clients are being merged — the Default Customer Sex from Configuration is used. If that setting is to ask, you are asked once when the window opens; if you cancel the question, it is asked again when you click Search.
Example — finding a Saturday slot. A client can only come on a Saturday in the next two weeks. In the Time Slot Finder set Start Search On to today and End Search On two weeks ahead, tick Filter Days and Saturday, leave Filter Agent unticked, and click Search. The list shows the free Saturday times for every stylist who does the service — pick a morning one and click OK.
Appointment Search
Finds existing bookings. It opens from:
Walk In, when Confirm Customer Type is ticked and you choose Appointed Customer — to bring that client's booking in,
Attach Appointment on a job slip,
Attach Appointment in a grouped appointment — to add bookings to the group,
Merge Existing Appointment — to choose the bookings to merge.
The bookings are listed as soon as the window opens. Typing a Customer Name narrows the list as you type. For Membership Series, Membership No(s)., Mobile No., Date (tick it and pick the day) and Show Single Service Appointments, click Search. Customer Selection and Agent Selection let you pick several from a list; Service Selection picks one service. When opened from Merge or a grouped appointment, Show Single Service Appointments is ticked and cannot be changed.
The upper list shows the bookings — Appointment ID, Customer Name, Membership ID and Mobile No. — with a count underneath, and the lower list the services of the one selected: Agent Name, Service Name, Start Time, End Time, Cost and Status. When several bookings can be chosen (for Merge or a group), tick them. Click OK.
For Merge or a grouped appointment you can tick only one booking per client — otherwise "Unique customer appointments required.".
Clicking OK with nothing chosen gives "No valid appointment selected! Please select a appointment before continue.".
Which bookings are listed: only those not already in a group, and only those at the status chosen in Filter Status in Configuration (Confirmed unless changed). With Show Only Today's Appointments ticked, only today's are listed. If a booking you expect is missing, check its status and those two settings.
Not to be confused with Search Appointment on the Appointment Viewer's toolbar, which jumps to a client's next booking in the diary.
On the web
Both windows work the same way on the web and open full screen on a phone. Each result is a card — tap to pick it, tap again to take it — and some labels are shorter (for example Slots per stylist (0 = all)). In Appointment Search, the filters other than the name are under More filters.