> 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/time-slot-finder-and-appointment-search.md). # 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** | Field | What it does | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **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**. --- # Agent Instructions This documentation is published with GitBook. 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