> 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/getting-started.md). # Getting Started **Available on:** Desktop · Web · Phone Before the first appointment can be booked, Logic ERP needs to know **who your stylists are, what services they do, how long each service takes them, and when the branch is open**. This page takes you through that setup once, in the order that works. Most of it is done only once; after that you only come back here when you add a stylist or a service. > Throughout this guide, *stylist* means whoever carries out the service — a hair stylist, therapist, beautician or doctor. If your business uses another word, set it as the **Agent Caption** in Settings, and the Appointment Manager's screens use your word in their headings and buttons. ## Step 1 — Your stylists Each stylist is set up as an **agent**. Navigate to **Setup\Setup Accounts\Setup Agents** and click on "Setup Agents/Brokers". * Create one agent for each stylist. * To set rates or times for several stylists at once — for example all *Senior Stylists* — group them with **Setup Agent Groups**, in the same menu. ## Step 2 — Your services Services are set up as **items** in the item master, under item groups — for example a group *Hair Care* holding *Haircut*, *Hair Spa* and *Hair Colour*. Mark each one as a **service** item (its item nature); only service items can be booked. The item groups become the **Service Groups** you pick from when booking. Which group level is shown is chosen with **Service Group Level** in Settings. ## Step 3 — Who does what, for how long, and when you are open Navigate to **Setup\Setup Accounts\Setup Agents** and click on "Setup Agent + Service / Appointment Details". This one screen has four tabs — see [Setup Agent + Service / Appointment Details](/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-agents/setup-agent-+-service-appointment-details.md) for every detail. ### **Define Service Stages** A service can be made up of **stages** — for example a hair colour is *Application*, *Waiting* and *Wash & Dry*. Pick the service, list its stages, and the screen shows the **Total Time** for a male and a female client. **Auto Create Stages** adds one stage, named after the service and its pack, to every service that has none — enter its time afterwards. ### **Stylist + Service Wise Rate + Time Slabs** and **Stylist + Service Wise Time Slabs** For each stylist (or stylist group) and service, set **how long the stylist takes** — click the **TIME** cell and enter the minutes for each stage in the **Service Stages** window; the time is their total. **This time is the length of the booking.** On the Rate tab you can also enter the stylist's **rate**. **A stylist is offered for a service only if they have a time for it here.** With **Use Agent+Service wise Item Rate** switched on in Settings, the appointment and the bill use this stylist's rate; otherwise the service's own item rate is used. ### **Week Day Shifts** Enter the branch's **opening and closing time for each day of the week**. The diary uses these hours. **No appointment can start at or after the closing time, and a stylist is offered only if the service finishes by then.** > **Example — setting up a hair colour.** Your salon offers *Hair Colour*, which takes 30 minutes to apply, 30 minutes to develop and 20 minutes to wash and dry. On **Define Service Stages**, pick *Hair Colour* and enter those three stages — the Total Time shows **01:20**. On **Stylist + Service Wise Time Slabs**, select the group *Senior Stylists*, click the time for *Hair Colour* and enter 30, 30 and 20 in the Service Stages window — 80 minutes. On **Week Day Shifts**, Monday to Saturday run 10:00 AM to 8:00 PM. Now, when a client books Hair Colour on a Monday, only your senior stylists are offered, the booking takes 80 minutes, and the latest start time offered still lets it finish by 8:00 PM. The **Copy Agent + Service / Appointment Details** option copies one stylist's setup to others, which saves time when a new stylist joins. ## Step 4 — Settings Open **Billing\Setup Appointments**, and in the menu double-click **Configuration › Settings**. The settings you should look at before you start: | Setting | Why it matters | | -------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | | **Agent Caption** | Your word for a stylist | | **Service Group Level** | Which level of item group appears as Service Groups when booking | | **Default Rate** | Which item rate prices a service — for example MRP | | **Walk In Options › Default Prefix** | The prefix for walk-in job slips | | **Walk In Options › Default Customer** | Who a walk-in is booked to when they are not a member — used only when **Confirm Customer Type** is ticked | | **Default Customer Sex** | Service times and rates can differ for men and women. Choose *Prompt For Customer Sex* to be asked when a customer's sex is not recorded | | **Allow Parallel Client Appointment** | Whether one client can have two services at the same time with different stylists | | **Print Job Slip On Checkin** | Whether a job slip is offered for printing when a client checks in | Every setting is explained in **Configuration**. ## Step 5 — Optional, depending on how you work | If you… | Then set up | | --------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | want the diary to show who is actually in today, using staff attendance | Tick **Use Employee Wise Attendance** in Settings, then link each stylist to their employee record with the **Agent-Employee Linking** button in Settings | | want stylist photos in the diary | **Link Images** › Stylists | | want a reason recorded when an appointment is cancelled | **Cancellation Reasons** | | want to record before/after details of a client (skin type, hair length, a photo) | Define them in **Package Parameters** — they are set per package or per service, so they work without packages too — and tick *Show Parameter Values Before Checkin* in Settings | | sell packages (for example *10 Hair Spas*) | **Package Payment Config**, then **Setup Package** | | run group classes or courses | **Setup Package** (its Setup Batch tab), then the **Batch Manager** | | print job slips or receipts | the print designs — see **Printing** (desktop) | ## Step 6 — Check it works 1. Open **Appointment Viewer**. You should see your stylists across the top and the branch's hours down the side. 2. Double-click a free time in a stylist's column, pick a customer and a service. The first service should go straight to the stylist you clicked, and its end time should match that stylist's time for the service. 3. Click **OK**, and the appointment appears in the diary. If no stylist is found, check Step 3: the stylist needs a time for that service, and the service must finish inside the day's shift. > **Example — a first booking.** It is Monday 11:00 AM. You double-click Anita's column at 12:00 PM, choose the customer *Riya Sharma*, then **Hair Care › Hair Colour**. It goes straight to Anita, 12:00 PM – 1:20 PM, ₹1,800 — the item rate of Hair Colour (with *Use Agent+Service wise Item Rate* off). Click **OK**: the appointment shows in Anita's column in light green (*Unconfirmed*). ## On the web Steps 4–6 work the same way on the web and on a phone. 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